- The administration, operation, management and marketing of Isbister Partners, including but not limited to enabling decisions to be made about this form
- Accessing any database (including, without limitation, the new Zealand Transport Agency’s database of drivers licences and the department of internal affairs database of passports) to verify identify information
- Marketing good and services provided by Isbister Partners
- Communicating with you, including by way of email and other electronic or social media means, in connection with administering your requests and on going relationship
- Providing you with customer support
- Enabling any party involved in your investments or mortgages to discharge their respective administrative and regulatory obligations
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 stapes to protect personal information that is held by us from unauthorised access, use, disclosure, alteration, or destruction.
Your information will be held by us at the address set out in your advisers disclosure statement for Isbister partners. It may be disclosed to
- A bank or lender that needs to decision a loan application for you
- A kiwisaver provider that we have recommended
- An investment management company that we have recommended
- To inland revenue
- Where required by law
- As otherwise authorised by you
- Where relevant for any purposes above
We are bound by, and comply with, the Privacy Act 1993. Under the Privacy Act 1993, 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 zn.oc1606868174.rets1606868174ibsi@1606868174ofni1606868174 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.