Privacy and Data Collection

Collinson Wealth Partners Limited (we, us, our) complies with the Privacy Act 2020 when dealing with personal information. Personal information is information about an identifiable individual (a natural person).

To provide our clients the best advice and service, we need to collect their personal information. This information could include personal and financial details, and any correspondence. This privacy statement outlines how we collect, store, use and share your personal information.

You are not required to provide the personal information we request. However, if you choose not to provide it, we may not be able to provide our services to you.

We take our responsibilities under the Privacy Act 2020 seriously, and so

• We only collect information relevant to the nature and scope of the advice we are providing.

• Once collected, we will take every reasonable action to protect any personal information you give us.

• You have the right to view any copies of personal information we hold about you, or ask for it to be amended, at any time.

• We have policies and procedures for dealing promptly with any data breaches.

• Any information no longer needed will be held securely for a minimum of 7 years then destroyed securely.

How do we collect personal information?

We collect personal information in a few ways, including:

• Directly from you (for example, through meetings, phone calls,emails, or our website)

• When we provide services to you

• From third parties, where authorised or permitted by law

Information may also be collected by third parties but only where you have authorised this or if the information is available in the public domain.

Third parties we may collect information from include:

• Your accountant or related business entities

• Providers of financial products

• Employers

• Credit reporting agencies

• Government agencies and other agencies with databases of personal information

When you visit our website, we may collect information such as:

• IP address

• Browser type and device information

• Pages visited and time spent on our website

• General location data and analytics information

What do we do with it?

We collect and use your personal information for purposes including:

• Complying with our legal and regulatory obligations (including Anti-Money Laundering/ Counter Financing of Terrorism compliance and audit reporting requirements)

• Providing our services to you

• Communicating with you, including responding to enquiries

• Improving and developing our services, including content on our website

• Contacting you about matters we believe may be relevant or of interest to you

• Conducting research and statistical analysis (on an anonymised basis where possible)

• Protecting and enforcing our legal rights

Who do we share it with?

We may share your personal information with our employees, contractors, advisers and agents.

We may also share your information with the following partners:

• OMNIMax – Unit 3b, 303 Blenheim Road, Christchurch 8041

• Collinson Forex Limited – Level 7, 70 Shortland Street, Auckland 1010

• Consilium NZ Limited – Level 4, 83 Victoria Street, Christchurch 8013

• Apex Group Limited – Level 25, 125 Queen Street, Auckland 1010

• Data Zoo Limited – Level 2, 5-7 Kingdon Street, Newmarket, Auckland 1023

We may share your personal information with third parties in the following circumstances:

• Regulatory bodies and supervisors, to comply with our legal obligations

• Third party databases, including databases operated by Government agencies, to verify your personal information

• Fraud prevention agencies and other organisations, to detect and prevent financial and other crime

• Suppliers and service providers, where necessary for the performance, delivery, maintenance and improvement of our services and website.

We will only share your personal information with third parties where it is necessary to provide our services, comply with legal obligations, operate and improve our business, protect our legal rights and interests, 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.

We do not sell or lease your personal information to third parties.

Where do we store it?

We use third party cloud service providers to store and process the information we collect. We use Microsoft Office 365 and 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.

What are my rights?

You have the right to request access to the personal information we hold about you and to request correction of that information.

Should you wish to exercise the above rights, please feel welcome to contact our Privacy Officer using the contact details below. Please include in your email evidence of who you are and clearly set out the details of your request.

Edwina Eru
Telephone: 09 300 5235
eMail: edwina.eru@collinsonwealth.com

Privacy Breaches

If a privacy breach occurs, we will assess whether it is notifiable under the Privacy Act 2020.

Where required, we will:

• Notify the Office of the Privacy Commissioner

• Notify affected individuals

• Take steps to mitigate any harm

We maintain internal processes to identify, investigate and respond to privacy incidents.

Complaints

If you have a concern about how we have handled your personal information, please contact us:

Email: edwina.eru@collinsonwealth.com

We will investigate and respond to your complaint. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner:

Office of the Privacy Commissioner
PO Box 10094, Wellington 6143
Freephone: 0800 803 909
Email: enquiries@privacy.org.nz
Website: www.privacy.org.nz

A disclosure statement relating to the advisers associated with this website is available on the text link below –

Disclosure Documents — Collinson Wealth Partners

Warranties and liability

The security of your personal information is important to us but remember that no method of transmission over the internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

We do not warrant or guarantee that this website or any linked website or document is free from error or free from infection by viruses or anything else with contaminating or destructive properties, or that this website will be available at any time.

We do not warrant or provide assurance (express or implied) about the information, including with respect to its accuracy, quality, completeness, or suitability for any particular purpose.

To the maximum extent permitted by law, we disclaim liability for all loss or damage of any kind that you might suffer in connection with using the information or the website or any linked website, however, that loss or damage arises, including from negligence.

Internet Use

While we take reasonable steps to maintain secure internet connections, the transmission of information over the internet is not completely secure and is at your own risk.

If you follow links to third party websites, those sites will have their own privacy policies. We recommend reviewing those policies before providing personal information.

Changes to this privacy statement

We may make changes to this privacy statement by uploading a revised version to the website. Any change(s) will apply from the date that we upload the revised version to the website. This statement was last reviewed by us in May 2026.