IRS E-FILE PROVIDER
NEW ZEALAND BASED
XERO CERTIFIED ADVISOR
FREE FBAR ADVICE
3.Personal information is information about an identifiable individual. We comply with the New Zealand Privacy Act 2020 (“the Act”) when handling personal information.
4.We collect and hold two categories of personal information:
4.1personal information that we collect from or about you in the course of providing Services to you (“Client Information”) through our Website;
4.2personal information we collect from or about visitors to our Website and via our Facebook page or other online platforms from time to time.
5.We collect, use, disclose and protect Client Information in accordance with these terms and conditions, and any other specific arrangements we have agreed with you.
6.This policy does not limit or exclude any of your rights under the Act. If you would like further information on the Act, see www.privacy.org.nz.
7.We collect personal information about you from:
7.1you, when you provide that personal information to us, including via our Website, through any registration or subscription process, or through any contact with us (e.g. phone call or email);
7.2if you provide us with your Facebook (or other social media) details, from your account profile page, in accordance with any privacy settings you have set for that account;
7.3third parties where you have authorised this or the information is publicly available.
8.If possible, we will collect personal information from you directly.
9.We may also collect technical information whenever you access or use our Website. This may include information about the way you arrive at, browse through and interact with our Website.
11.We may use your personal information:
11.1to verify your identity;
11.2to provide to you, and improve, our Website;
11.3to market our Services to you, including electronically (e.g. by text or email);
11.4to bill you and process payments from you, including authorising and processing credit card transactions;
11.5to protect and/or enforce our legal rights and interests, including defending any claim and verifying your compliance with any terms under which we have provided our Website to you;
11.6for any other purpose authorised by you or the Act or any other legislation including the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
12.You have the right to opt-out from any promotional, marketing or informational communications that we may send you. You may do so by following the instructions included in each communication or by emailing us at email@example.com.
13.We will not sell, distribute or lease your personal information to third parties. However, we may disclose personal information to:
13.1only those businesses that support our Website (including a business that hosts or maintains an underlying IT system or data centre that we use to provide our Website) where necessary for that business to provide those services to us;
13.2a person who can legally require us to supply your personal information (e.g. a regulatory authority);
13.3any other person authorised by the Act or another law (e.g. a law enforcement agency);
13.4any other person authorised by you.
14.A business that supports our Website may be located outside New Zealand. This may mean your personal information is held and processed outside New Zealand.
15.We will take reasonable steps to keep your personal information safe from loss, unauthorised activity, or other misuse.
16.Subject to certain grounds for refusal set out in the Act, where we hold readily retrievable personal information about you, you have the right:
16.1to obtain confirmation of whether or not we hold that information;
16.2to access that information;
16.3to request a correction to that information or removal of that information (commonly known as the “right to be forgotten”).
17.If you would like to exercise any of the above rights, email us at firstname.lastname@example.org. Before you exercise these rights, we will need evidence to confirm that you are the individual to whom the personal information relates. Your email should provide that evidence and set out the details of your request (e.g. the personal information, or the correction, that you are requesting).
18.In relation to a request for correction, if we think the correction is reasonable and we are reasonably able to change the personal information, we will make the correction. If we do not make the correction, we will take reasonable steps to note on the personal information that you requested the correction.
19.We may charge you our reasonable costs of providing to you copies of your personal information, correcting or removing that information.
20.While we take reasonable steps to maintain secure internet connections, if you provide us with personal information over the internet, the provision of that information is at your own risk.