Privacy Statement – 1st December 2020 

This is the privacy statement of Ungaro & Co Financial Services

The company number is (1247963) registered in New Zealand.

The registered office is at unit 201 / 28 College Hill, Freemans Bay – Auckland, NZ
Our contact phone number is 09 360 2179
Our email address is

We collect personal information from you, formally and passively (like when you visit our website), including information about your:
• name
• contact information
• location
• computer or network
• interactions with us

We collect your personal information in order to:
• do something that directly relates to our business, providing you with adequate financial
service and advice
Besides our staff, we share this information with:
• a financial institution in order to provide you with the service you require.

We will only share your personal information with third parties where it is necessary to help us do
what we collected your information for, where it is required by law or where you give us authority to.

We require these third parties to adhere to our strict confidentiality requirements for handling
personal information and we seek to ensure that they comply with the Privacy Act 2020.

We keep your information for seven years at which point we securely destroy it by deleting it from
our cloud based CRM system and remote servers (Office 365)

You have the right to ask for a copy of any personal information we hold about you, and to ask for it
to be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have
it corrected, please contact us at, 09 360 2179, or by writing to us at 201/28 College Hill, Freemans Bay.

This statement was last updated in December 2020