Access to Documents

This position statement sets out:

  • whether a consumer can request access to documents that a financial services provider (FSP) holds,
  • how the consumer can request that access,
  • what happens after the consumer requests access to their documents,
  • whether the consumer will need to pay a fee for access,
  • what the consumer can do if the FSP does not respond to their request or denies access, and
  • how we will handle complaints about access.

Follow this link for a full copy in PDF PS 9 | Access to Documents