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Investment Portfolio Management for individuals, couples,
companies, trusts and charitable trusts

Content image

Investment Portfolio Management for individuals, couples,
companies, trusts and charitable trusts

Confidentiality

Confidentiality

When I joined the Bank of New Zealand in small town Alexandra in 1966, I signed a Declaration of Secrecy. This related to ensuring I would meet my obligations of confidentiality to the Bank’s customers in respect of their personal, business and financial information. I still have a copy of that declaration which I have taken very seriously over the years. I have honoured it to the letter not only in relation to customers of the bank, but I have also continued to apply these principals in all of my business and professional relationships since leaving the bank in 1996.

At Andrew Webster Ltd, we continue to take the obligation of confidentiality of our client information very seriously and you can be sure that any such information you choose to share with us will be treated accordingly. It will only be used to facilitate transactions on your behalf and considered to be in your best interests.

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