Blissett Wealth Management Limited  is 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 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.

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, postal address, physical address
• 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, as well as content preferences to help us identify which material you want to receive
• Billing or purchase information
• Technical information: 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.

In circumstances where information is collected from third parties we only do so where:

• you authorise the collection of information from a third party which may be your representatives such as lawyer, accountant, financial adviser or employer: or
• the information is already publicly available: or
• collection is necessary to enforce the law, or for court proceedings, or to protect public revenue.

What Do We Do With It?

We collect and use your personal information to:

• provide the information and services that you request from us
• provide you with information about other services we consider appropriate
• to answer enquiries and provide information or advice about existing and new products or services
• to provide you with access to various areas of our website
• to assess the performance of the website and to improve the operation of the website
• to process and respond to any complaint made by you

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).
• Defend or enforce our rights – For example, to collect money owed to us.

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.
• Authorities such as regulators
• Government agencies
• Courts or the police
• External dispute resolution schemes
• Comply with laws and regulations, including any New Zealand or overseas laws, rules or regulations

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 use third party cloud service providers to store and process the information we collect. We use Microsoft Azure cloud servers located in Australia. We ensure that our cloud-based 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.

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.

Security of The Website

As our website is linked to the internet, and the internet is inherently insecure, we cannot provide any assurance regarding the security of transmission of information you communicate to us online. We also cannot guarantee that the information you supply will not be intercepted while being transmitted over the internet. Accordingly, any personal information or other information which you transmit to us online is transmitted at your own risk.

Cookies

We use cookies and other digital tracking tools (cookies) on the site. A cookie is a small piece of data sent by a website to the browser on your device to help us collect and store information about your use of the website. Some cookies are installed only temporarily while others may remain for a period of time, covering multiple sessions.

We may collect statistical information about your visit to help us improve the site. This information is aggregated and doesn’t identify you personally. It includes:

• your IP address
• the search terms you used
• the pages you visited on our site and the links you clicked on
• the date and time you visited the site the referring site (if any) from which you clicked through to this site
• your operating system, for example Windows XP, Mac OS X
• the type of web browser you use, such as Internet Explorer, Chrome or Mozilla Firefox
• other things like your screen resolution and the language setting of your browser.

The Company and our service providers, use cookies for various purposes, including:

• to measure website traffic and usage patterns and to collect information about your interactions with those services. That information is then used to analyse and improve our services, analyse user behaviour and measure the effectiveness of our marketing initiatives and services;
• to understand your interests and preferences so we can tailor the content to your likely interests along with improving our services and identify suitable offers, products and services from us that we believe may interest you.

How to control cookie settings on your device.

We recommend you enable cookies on your browsers in order to enjoy all the features of our website.

You can block advertising cookies by manually adjusting the cookie settings on your website browser - see the “Help” menu on your browser for details. To learn more about cookies, visit allaboutcookies.org.

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 maybe 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:  

PO Box 305-212, Triton Plaza, Auckland 0757  

Or via email to [email protected] 

Or +64 9 477 3081 

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 This Privacy Policy

From time to time we may make changes to this Privacy Policy, for example to record any changes to the way we handle personal information or the functionality of our services. Notice of any changes will be given at least 14 days in advance, by posting the updated Privacy Policy on our website. Your continued use of our products and services after the end of the notice period will be taken as acceptance of the updated Privacy Policy.

Applicable Law

This Privacy Policy is governed by New Zealand law. Your personal information will be collected, used, stored, shared and retained in accordance with this Privacy Policy and New Zealand law. The courts of New Zealand have non-exclusive jurisdiction.

This policy is current as of 12 June 2024.