General
In this privacy policy, the terms “we”, “us” and “our” refer to Isbister Financial Services Limited and our trading name Isbister Partners. We respect the privacy of all users of isbister.co.nz (this website). We are bound by, and comply with, the privacy Act 2020. This privacy policy explains how we may collect, store, use and disclose personal information that you provide to us. By accessing or using this website you consent to our collecting, storing, using, and disclosing your personal information in a manner set out in this privacy policy.
What is personal information?
Personal information is information about an identifiable individual. It includes information that could be used to identify you, such as your name and contact details. If the information we collect personally identifies you, or you are reasonably identifiable from it, the information will be considered personal information
Collection
We may collect personal information from you (including, without limitation, your name, email address, phone number, and postal address) when you use this website.
You may decide not to provide your personal information to us. However, if you do not provide it, we may not be able to provide you with access to certain information or services.
We collect your personal information directly from you unless it is unreasonable or impracticable to do so. When collecting personal information from you, we may collect in various ways including:
In some circumstances information may also be collected from third parties where:
If you provide us with personal information about a third party we collect it on the basis that, you have that person’s consent for us to collect and handle their personal information in accordance with this privacy policy.
Statistical Information and Cookies
When you visit this website, we may use automated tools and methods (such as cookies and sessions) to collect certain information about your visit, including, without limitation:
This information may be used in aggregate form to analyse how this website is being used (for example to analyse usage patterns in order to improve this website). Except as set out in this privacy policy, we will not disclose any such information except in aggregate form.
We may gather more extensive information if we are concerned, for example, about abnormal website usage patterns or website security breaches.
What purposes do we use your personal information?
The information collected will be used by Isbister Partners for the purposes relating to:
Disclosure of personal information
Upon engaging with us (by signing a scope of engagement or declaration and authority) you authorise us to access any of your contact details that may be held by Isbister Partners. Personal information is collected by Isbister Partners. We take reasonable steps to protect personal information that is held by us from unauthorised access, use, disclosure, alteration, or destruction.
We will not disclose your personal information to third parties except in accordance with the Privacy Act 2020 and as set out in this privacy policy. Your personal information may be disclosed to any assignees or potential assignees and to any other person we recognise as having an interest in your investments with us or for the purposes of obtaining credit. We will only use or disclose personal information that you have provided to us, or which we have obtained about you:
Storage and security
We may hold your personal information in electronic formats or in hard copy, at our offices or at premises outside our offices, including data storage facilities or online storage located within or outside New Zealand, which may be operated by independent service contractors.
Where your personal information is transferred outside New Zealand we will ensure the intended recipient has provided appropriate safeguards and that requisite rights and remedies in relation to the personal information remain available, or we will obtain your explicit consent for the transfer.
Management of personal information
We take reasonable steps to securely store your personal information to ensure it is protected from unauthorised access, modification and disclosure, and from other types of misuse, interference and loss. This includes electronic and physical security measures and procedures, staff training and use of password protection software.
We will take reasonable steps to destroy or permanently de-identify your personal information when we no longer require it for any purpose for which it was collected. We may retain your personal information for as long as necessary to comply with any applicable law, for legal, insurance and corporate governance purposes, for the prevention of fraud and to resolve disputes. Your personal information may also be retained in our IT system back-up records.
The transfer of data over the Internet is inherently insecure. We cannot guarantee the security, during transmission, of any personal information provided to us via our websites. Please bear this in mind when transmitting information by this means to us.
Third Party Websites
This website may contain hyperlinks to websites operated by third parties. We are not responsible for the content of such websites, or the manner in which those websites collect, store, use, or distribute any personal information you provide. When you visit any third party website from a hyperlink displayed on this website, we encourage you to review the privacy statement of that website so that you can understand how the personal information you provide may be collected, stored, used, and disclosed.
Right to Access and Correct
We are bound by, and comply with, the Privacy Act 2020. Under the Privacy Act 2020, you have the right to access and to request correction of any personal information about you held by us.
You may request access to, or correction of, any personal information we hold about you by emailing our privacy office at info@isbister.co.nz If you have a client portal, you can login and update your details there. Please notify us of any changes to ensure the information we hold about you is accurate.
If you have a privacy complaint
If you’re not satisfied with our response to any privacy-related concern you may have, you can contact the Privacy Commissioner.
Contact details for the Office of the Privacy Commissioner are:
https://www.privacy.org.nz/about-us/contact/
Changes to our Privacy Policy
We reserve the right, at our discretion, to alter this privacy policy at any time. Changes to this policy will take effect immediately once they are published on our website.