This policy sets out how records are to be managed by Standalone insurance.
We keep records to provide services to our clients and to provide information to regulatory bodies.
This policy applies to Standalone Insurance Ltd, our employees and authorised bodies.
It covers all records, both paper and electronic, produced by Standalone Insurance and by parties acting on our behalf and includes our commercial associates and client records.
We must create and maintain adequate records of our financial advice business. Our documents will consist of a history of all regulated financial advice given to clients.
We keep records collected either in written or in an electronic format that ensures the integrity of the information and enables convenient inspection by the Financial Markets Authority (FMA).
When documents are electronic, we will make sure that regular backups are maintained. We will keep records for at least seven years and as required by law. We will destroy records when required by law.
Our communications will be in English.