Privacy and Data Security Policy
For Finance Partners Limited
Effective Date: 20 February 2025
Location: Cambridge, New Zealand
Introduction
Finance Partners Limited ("the Firm", "we", "us", "our") is committed to protecting the privacy and confidentiality of our clients' personal and financial data. This Privacy and Data Security Policy outlines the methods we use to safeguard your information, in accordance with New Zealand’s privacy and data protection laws, including the Privacy Act 2020. By engaging with our services, you agree to the terms of this policy.
1. Information We Collect
We collect personal and financial information that is necessary for providing accounting, tax, and financial services. This information may include, but is not limited to:
Full Name
Contact details (email, phone, postal address)
Date of Birth
IRD Number
Company name, number or NZBN
Financial statements
Bank account information
Employment and salary details
Identification documents (e.g., passport, driver’s license)
Other data relevant to accounting and financial services
2. Purpose of Collection
We collect your information for the purpose of:
Providing accounting, tax, and financial advice
Preparing and filing tax returns
Ensuring compliance with tax regulations and financial laws
Managing and processing financial transactions
Communicating with you about our services, invoices, and updates
Any other services that you specifically request from us
3. Data Protection Measures
We take the security of your information seriously and have implemented the following measures to protect your personal and financial data:
Encryption: All emails are sent and received via Gmail, utilising Google’s default encryption during transmission and storage.
Access Control: Only authorised personnel have access to your information, and access is granted based on job roles and responsibilities.
Data Backup: Regular backups are made to ensure data integrity and availability.
Security Audits: Are not currently in place.
4. Data Sharing and Disclosure
We will not share or disclose your personal information to third parties, except in the following circumstances:
With your explicit consent
As required by law, such as to comply with government or regulatory requests (e.g., tax authorities, financial regulators, Department of Internal Affairs)
To third-party service providers who assist us in delivering our services (e.g., cloud storage providers, software vendors), provided they are also bound by strict confidentiality and security requirements
In the event of a merger, acquisition, or sale of the firm, where your information will be transferred to the new entity
5. Retention of Data
We will retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal and regulatory obligations. After this period, your information will be securely deleted or anonymised.
6. Your Rights
As a client, you have the right to:
Access the personal information we hold about you
Request corrections to any inaccurate or incomplete information
Request the deletion of your personal information, subject to legal or contractual obligations
Withdraw consent for the collection or processing of your information (where applicable)
To exercise any of these rights, please contact us at raquel@financepartners.co.nz or 021 179 3677.
7. Privacy Officer
If you have any questions, concerns, or complaints regarding the collection, use, or security of your personal information, you can contact our Privacy Officer at:
Raquel Goldsmith
raquel@financepartners.co.nz
021 179 3677
8. Changes to This Policy
We reserve the right to update or modify this Privacy and Data Security Policy at any time to reflect changes in our practices, technologies, or legal requirements. Any changes will be posted on our website, and we will notify clients of significant updates. We encourage you to review this policy periodically to stay informed about how we protect your information.
9. Complaints
If you are dissatisfied with how we handle your personal information, you have the right to lodge a complaint with:
New Zealand Privacy Commissioner at https://www.govt.nz/browse/consumer-rights-and-complaints/how-to-complain/privacy-complaints/
or with Chartered Accountants Australia and New Zealand at https://www.charteredaccountantsanz.com/about-us/complaints/complaints-about-a-member
10. Legal Compliance
We comply with the relevant New Zealand laws, including the Privacy Act 2020 and other applicable legislation related to financial services and data protection.
By using our services, you acknowledge that you have read and understood this Privacy and Data Security Policy.