Privacy Policy

1. PERSONAL INFORMATION

Personal information is information about an identifiable individual and includes the individual’s name, address, email address, and telephone numbers.

2. COLLECTION

SHIFT Advisory Limited (together with its related companies, SHIFT, we or us) collects information about you whenever you interact with us, for example when you visit our website or if you instruct us to represent and advise you (or the client, if you are representing the client).

3. CONSENT

You consent to the collection, use, disclosure, storage, and processing of your personal information in accordance with this Privacy Policy and, if applicable, our Terms of Engagement.

4. USE

We may use the personal information we collect and hold:

  • to consider any potential instruction from you (if you are the client) or from the client (if you are representing the client);
  • to represent and advise you (if you are the client) or to represent and advise the client (if you are representing the client);
  • for dealing with commercial or legal conflicts; and
  • to comply with our legal obligations (including those relating to money laundering and terrorist financing).

We may also use personal information:

  • in order to send you publications and invitations to seminars and functions;
  • for internal business purposes such as billing and debt recovery (which may involve disclosing information to debt collectors); and
  • for specific purposes we tell you about or you authorise.

We may not be able to properly advise you or provide you with the information or other services you require if you do not provide us with necessary personal information when we request it from you.

5. WEBSITE

We also collect general user information when you visit our website.  This might include your internet protocol address, browser type and internet service provider details.  We use this information to administer our website and to better understand how visitors use our website. However, the technical information we collect in this way is not personal  information – because it does not include any personal identifiable information.

6. STORAGE AND PROTECTION

We may store the personal information we collect about you using online storage located within or outside New Zealand, which may be operated by independent service contractors.

We will take all reasonable steps to protect personal information that is held by us from loss, misuse, unauthorised access, disclosure, alteration, or destruction. 

7. DISCLOSURES

We may need to disclose personal information we hold about you to third parties, including:

  • other entities or individuals who assist us in providing services or who perform functions on our behalf, such as identity verification agencies and hosting and data storage providers;
  • government agencies and regulators, or anyone else with whom we are required to share that information for the purposes of complying with law - including laws relating to money laundering and terrorist financing; and
  • in connection with a potential purchase of our business or assets.

We may disclose personal information if:

  • it is required or authorised by you or your client (if you are representing the client);
  • it is required or authorised by law or the Law Society's Rules of Professional Conduct; or
  • it is required by the laws of any foreign jurisdiction.

8. CORRECTION

You may request access to, or correction of, any personal information we hold about you by emailing contact@shiftadvisory.co.nz.

To ensure that the personal information we hold about you is accurate and current, please notify us of any changes to your personal information as soon as possible.

9. UPDATES TO THIS POLICY

SHIFT may update this Privacy Policy from time to time. Any change we make applies from the date the updated Privacy Policy is posted on our website.