We are committed to protecting your privacy. This privacy statement outlines how we collect, store, use and share your personal information.  For more information, read our full privacy policy.

By submitting your details on this website, you consent to the use of your personal information in accordance with this privacy statement.

What information do we collect?

We may collect personal information about you, either directly from you or from other parties and we may generate information about you when we carry out our business.

The types of personal information we collect about you may include your:

  • Contact information: your name, phone number, email address and postal and residential addresses.
  • Documents that verify your identity and other personal details: such as your passport or drivers’ licence number.
  • Subscriptions/preferences: when you subscribe to receive our newsletter or updates.
  • Technical information (Cookies): information about the device used to access the website or other social media sites, such as IP address, browser type, time zone settings and mobile network information.

What do we do with it?

We collect and use your personal information to provide the information and services that you request from us, and to provide you with information about other services we consider appropriate. 

When necessary, we may use your information to:

  • Comply with our legal and regulatory obligations (including Anti Money Laundering/Counter Financing of Terrorism compliance and audit and reporting requirements).
  • Provide services and products to you and to improve the services and products that we provide to you.
  • Market our services and products to you.
  • Respond to communications from you.
  • Improve the content on our website.
  • Protect and/or enforce any legal rights and interests, including defending any claim.

We may use your personal information to communicate with you through newsletters, emails and other information such as invitations to events. You can unsubscribe if you do not wish to receive future communications.

Who do we share it with?

Besides our staff, we may share this information with third parties who enable us to provide you with our services. These include:

  • Your other professional advisers
  • Product providers
  • Our service outsource providers such as IT consultants, custodians, etc.

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.

Where do we store it?

We store information in paper-based files and/or using other electronic record keeping methods in secure databases (including trusted third-party cloud storage providers based in New Zealand and Australia).  We ensure that our third-party service providers are subject to appropriate security and information handling arrangements and that the information stored or processed by them remains subject to confidentiality obligations.  Personal information may be collected in paper-based documents and converted to electronic form for use or storage (with the original paper-based documents securely destroyed).  We take reasonable steps to protect your personal information from misuse, interference and loss and from unauthorised access, modification or disclosure.

We take steps to destroy or de-identify information that we no longer require.

What are my rights?

You do not have to provide information to us. If you choose not to provide necessary personal information when requested, we may be unable to provide certain information or services to you.

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 have any questions about this privacy statement or you’d like to ask for a copy of the information we hold on you, or to have it corrected, please contact us at help@phwealth.co.nz.