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This schedule lists the third parties from whom Become Wealth indirectly collects personal information about clients, the information involved, the purposes, the legal basis, and the notice method we use. Read this alongside our Privacy Policy.
In each table, we receive means information the third party passes to Become Wealth about you, and we provide means information Become Wealth passes to them.
Last updated: 23 October 2026.
Source | Information exchanged | Purpose | Law basis | How we notify you |
|---|---|---|---|---|
Centrix Group Limited | We receive: Identity verification results (AML / watchlist / PEP outcomes); Credit reports (repayment history, defaults, court judgements, enquiries) We provide: Client identity and personal information (name, DOB, address, ID documents); Credit enquiry information (name, DOB, address, enquiry purpose) | To meet identity verification and AML/CFT compliance requirements and to assess credit-related applications or advice engagements. | Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (identity verification); Credit Reporting Privacy Code 2020 (credit reports). | Our Nature and Scope of Service document and this schedule. |
illion Bank Statements (part of Experian) Automated bank statement retrieval, used only with your authorisation. bankstatements.co.nz | We receive: Bank statements and categorised transaction data for the accounts you authorise We provide: Your authorisation and the account identifiers needed to retrieve the statements | To verify income, expenses, and account conduct for lending applications and related advice. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
Data enrichment services HubSpot (Breeze Intelligence), the data enrichment feature of our client relationship management system. You can ask us to exclude your record from enrichment at any time. | We receive: Job role, seniority, city and country, and public professional profile details (such as a LinkedIn page), drawn from publicly available and licensed data sources We provide: Your name, email address, and company name | To keep our contact records accurate and route enquiries to the right adviser. | Not applicable. | This schedule and our Privacy Policy. |
Strategi Limited | We receive: Compliance reports, findings, and correspondence that may reference client personal information We provide: Client files and records containing personal information provided for compliance review, monitoring, or audit purposes | To obtain independent compliance oversight, file reviews, and monitoring services required for regulatory and governance purposes. | Not applicable (professional compliance services). | Our Nature and Scope of Service document and this schedule. |
Source | Information exchanged | Purpose | Law basis | How we notify you |
|---|---|---|---|---|
Investment platform and custodian Where we manage your portfolio directly. Consilium NZ Limited FNZ Custodians Limited | We receive: Account information, valuations, transaction records, tax reports We provide: Client application and personal details, identity information, tax details, investment instructions | Provide investment platform, custody, administration, and tax reporting services. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
Managed funds and superannuation schemes Where you hold an account directly with the provider and we advise on it. ANZ Bank New Zealand Limited Mercer (N.Z.) Limited Booster Investment Management Limited Generate Investment Holdings Limited Britannia Financial Services Limited AMP Wealth Management New Zealand Limited Lifetime Asset Management Limited Consilium NZ Limited | We receive: Account information, balances, fund selection, performance and transaction records, and tax information We provide: Your application and personal details, identity information, tax details, and investment instructions | To arrange, review, and advise on managed fund and superannuation investments held directly with the provider. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
KiwiSaver providers Amova Asset Management New Zealand Limited Fisher Funds Management Limited Generate Investment Holdings Limited ANZ Bank New Zealand Limited Mercer (N.Z.) Limited Pie Funds Management Limited AMP Wealth Management New Zealand Limited Milford Asset Management Limited Consilium NZ Limited (KiwiWRAP) Booster Investment Management Limited Smartshares Limited | We receive: Account balances, contribution records, investment performance, tax information We provide: Client personal details, IRD number, employment and contribution information | Arrange, administer, and review KiwiSaver investments and meet statutory reporting obligations. | KiwiSaver Act 2006 (where applicable). | Our Nature and Scope of Service document and this schedule. |
Banks and lenders ANZ Bank New Zealand Limited ASB Bank Limited Heartland Bank Limited Bank of New Zealand The Co-operative Bank Limited DBR Property Financiers Limited Avanti Finance Limited TSB Bank Limited SBS Bank Westpac New Zealand Limited Police and Families Credit Union Kiwibank Limited Liberty Finance Limited Southern Cross Partners Limited | We receive: Prior account history, credit decisions, financial records relevant to the engagement We provide: Client application, account details, loan purpose | Provide continuity of service and reduce duplication. | Usually not applicable. | Our Nature and Scope of Service document and this schedule. |
We receive: Underwriting decision, exclusions, risk loadings, premium terms We provide: Application, client health and financial information | Arrange or assess insurance options. | Usually not applicable. | Our Nature and Scope of Service document and this schedule. | |
QuoteMonster | We receive: Insurance quotes, product information, pricing, and underwriting outcomes We provide: Client personal, financial, and risk information relevant to insurance quotations | To obtain, compare, and arrange insurance products. | Usually not applicable. | Our Nature and Scope of Service document and this schedule. |
Source | Information exchanged | Purpose | Law basis | How we notify you |
|---|---|---|---|---|
Property developers Oakridge Homes Today Homes Brooksfield CETA Homes | We receive: Property contracts, development information, build progress updates We provide: Client purchasing preferences, budget range, location criteria, and contact details (where relevant) | To facilitate the purchase of investment property and coordinate related financial advice. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
Lawyers and conveyancers Typically New Zealand-based property or conveyancing law firms directly engaged by the client. Lani Law Blackwood Montagna | We receive: Legal documents, contracts, and settlement updates We provide: Client details and transaction-related information | To complete legal requirements associated with property transactions. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
Property managers THG Property Management Limited | We receive: Rental, tenancy, and management information We provide: Client and property information relevant to property management services | To establish and manage rental properties. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
We receive: Property valuation reports and assessment information We provide: Client and property information relevant to the valuation request | To obtain property valuations as part of property purchase, lending, or advice processes. | Not applicable. | Our Nature and Scope of Service document and this schedule. |
Source | Information exchanged | Purpose | Law basis | How we notify you |
|---|---|---|---|---|
We receive: Client fact find information, personal details, financial position, goals, and background information collected by Kiwi Money School We provide: Status updates on advice progress, products implemented, and commission information (including referral commissions) | To receive client information to enable the provision of financial advice, coordinate referral arrangements, update the referrer on progress and outcomes, and administer referral commission arrangements. | Not applicable. | Our Nature and Scope of Service document and this schedule, and a referral first-contact notice where applicable. | |
Other referrers For example, accountants, business advisers, and professional introducers. Raelene Rees Accounting Baker Tilly Limited Biz Solutions UKNZ Tax | We receive: Client name, contact details, and limited context for the introduction (primarily one-way; any information returned is typically high-level and contextual) | To make first contact and understand the reason for the referral. | Not applicable. | Referral first-contact notice or standalone notice (where the referrer is not otherwise named and onboarding has not occurred), unless prior notice can be evidenced. |
Employers or business clients In limited employer-facilitated advice arrangements. | We receive: Employee or related-person information (such as contact details, eligibility information, or limited financial details) provided to facilitate access to financial advice or investment services We provide: Advice outcomes, confirmations of services provided, or high-level implementation information (where applicable) | To provide financial advice or investment services in employer-facilitated or business-sponsored arrangements. | Depends on context. | Standalone notice or evidence of prior notice. |
Other people connected to your affairs For example, a co-borrower, guarantor, beneficiary, or life assured, where you supply their information. | We receive: Identity, contact details, and financial information about the other person, supplied by you | To process joint applications and guarantees, and to arrange, administer, and claim on insurance policies. | Not applicable. | A standalone notice to the person concerned. |
Source | Information exchanged | Purpose | Law basis | How we notify you |
|---|---|---|---|---|
We receive: Complaint material, referral information, and regulatory correspondence (where applicable) We provide: Client files, records, and personal information provided during compliance monitoring, investigations, or information requests | To meet regulatory and supervisory obligations. | Financial Markets Authority Act 2011 and related legislation. | Our Nature and Scope of Service document and this schedule. | |
Department of Internal Affairs (DIA) New Zealand's AML/CFT supervisor since 1 July 2026. | We receive: Supervisory correspondence, findings, and information requests that may reference client personal information (where applicable) We provide: Client identity, transaction, and account records provided during AML/CFT supervisory monitoring, audits, or information requests | To meet anti-money laundering and countering financing of terrorism supervisory obligations. | Anti-Money Laundering and Countering Financing of Terrorism Act 2009. | Our Nature and Scope of Service document and this schedule. |
We receive: Correspondence, findings, and outcomes relating to complaints We provide: Client complaint information, submissions, and supporting documentation | To resolve complaints under the licensed dispute resolution scheme. | Financial Service Providers (Registration and Dispute Resolution) Act 2008. | Our Nature and Scope of Service document and this schedule. | |
We receive: Complaint material and correspondence referred to us by the Commissioner (where applicable) We provide: Personal information relevant to a notifiable privacy breach or a complaint investigation | To report notifiable privacy breaches and respond to privacy complaints referred to the Commissioner. | Privacy Act 2020. | Affected individuals are notified at the time of a breach notification or complaint referral. |
We welcome any questions you may have in relation to this information. Most importantly, we look forward to working with you.