Cambridge Partners (we, us, our) complies with the Privacy Act 2020 (“the Act”) and if applicable, the European Union’s General Data Protection Regulations, when dealing with personal information. Personal information is information about an identifiable individual (a natural person).
This policy sets out how we will collect, use, disclose and protect your personal information.
This policy does not limit or exclude any rights under the act. There is more information on the Act at the Office of the Privacy Commissioner.
We may change this policy by uploading a revised policy onto the website. The change will apply from the date that we upload the revised policy.
We collect personal information about you from:
If possible, we will collect personal information from you directly.
We collect personal information in order to carry out the functions and activities required to provide our services to you. For example, if we are providing you with advice we will ask you a range of questions and collect information from you so that we have a good understanding of your financial position and objectives. This information may include:
We may use your personal information:
We may disclose your personal information to:
Some of the parties that we may disclose your personal information to may be located overseas. We require these entities to adhere to our standards of privacy, security and confidentiality.
We will take reasonable steps to keep your personal information safe from loss, unauthorised activity, or other misuse. We will not sell or rent your personal information to any third party. We cannot (and do not) accept any risk or responsibility of disclosure of personal information submitted.
You may request a copy of the personal information that we hold about you. You may also require that we correct personal information that we hold about you if that information is misleading, inaccurate, incomplete or irrelevant. These requests can be made by contacting us at Cambridge Partners Limited, Level 4, Te Uruti, 48 Hereford Street, Christchurch, New Zealand, or emailing us at firstname.lastname@example.org.
We may refuse your request for a copy of the personal information that we hold about you or your request to correct your personal information in one of the following circumstances:
When you make a request to access personal information, we may require you to provide some form of identification (such as driver licence or passport) so we can verify that you are the person to whom the information relates. In some cases we may also request an administrative fee to cover the cost of access although in the majority of cases we will be able to provide the requested information free of charge. In the event of a fee being charged we will notify you of the amount and obtain your approval before proceeding with the request.
We strive to only send email to those who want to receive it. If you would not like to receive future emails from us, please use the “unsubscribe” link that is located at the bottom of our email communications.
Cambridge Partners recognises the importance of safeguarding your personal information. Please contact us to talk to us about your personal information or the communication we send you. We are happy to provide you with any personal information that we hold about you. If it is wrong we will correct it.
While we take reasonable steps to maintain secure internet connections, if you provide us with personal information over the internet, the provision of that information is at your own risk.
Cambridge Partners uses third-party website trackers, such as Google Analytics, to collect information on how you use our website. These services are used to aggregate website statistics anonymously, such as number of page views, the number of unique visitors, time spent on our site, and to determine advertising effectiveness.
Cambridge Partners uses remarketing with Google Analytics and Google Ads to advertise online. Third-party vendors, including Google, show Cambridge Partners ads on sites across the internet. Cambridge Partners and third-party vendors, including Google, use first-party cookies (such as the Google Analytics cookie) and third-party cookies (such as the DoubleClick cookie) together to inform, optimise, and serve ads based on a user’s past visits to the Cambridge Partners website
Cambridge Partners uses Google Display Network Impression reporting and the DoubleClick Campaign Manager. Cambridge Partners and third-party vendors, including Google, use first-party cookies (such as the Google Analytics cookies) and third-party cookies (such as the DoubleClick cookie) together to report how ad impressions, other uses of ad services, and interactions with these ad impressions and ad services are related to visits to the Cambridge Partners website.
Cambridge Partners uses Google Analytics Demographics and Interest reporting, including age, gender, and interests. This is aggregated website traffic information collected by our web server or third party systems we subscribe to.
Visitors can opt out of Google Analytics for Display Advertising and customise Google Display Network ads using the Ads Settings.
Our series of real-world case studies will help give you a full understanding of your investment options, and how different strategies are suited to different situations, goals and timelines.
You will also gain valuable insight on how our advisers work with their clients to achieve the outcomes they are looking for.