Privacy Statement
At Factor Financial Limited, we’re committed to protecting your privacy. This privacy statement explains how we collect, store, use, and share your personal information. To learn more, you can read our full privacy policy. By submitting your information on this website, you’re giving us permission to use it as outlined below.
What information do we collect?
We may gather some personal details about you, either directly from you or from other sources, and we may also create information based on our interactions with you. The types of personal information we might collect include:
Contact Info: Your name, phone number, email address, and both your postal and physical addresses
Financial Info: Your financial goals and other financial details you share with us
Identification Documents: Things like your passport or driver’s license to verify your identity
Subscriptions/Preferences: If you sign up for our newsletters or updates, we’ll also keep track of what kind of content you’d like to receive
Technical Info: Information about the device you’re using to visit
How do we use your information?
We collect your information to provide you with the services and details you’re asking for, as well as to send you information on other services that might be useful to you.
Sometimes, we also need to use your information to:
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Follow the law and meet our legal requirements
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Defend our rights—for example, if we need to collect payments owed to us
Who do we share your information with?
We may share your information with trusted third parties, including companies we work with, who help us offer our services. These could include:
Your other professional advisers
Product providers
Service providers we rely on for things like IT support, custodians, and more
We’ll only share your details when it’s necessary to deliver the services you’ve requested, if the law requires it, or if you give us permission. Rest assured, we make sure these third parties follow strict rules about keeping your information private and safe.
Where do we store your information?
We use cloud service providers to securely store and process the information we collect. These providers include services like:
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GetTrail, Dropbox, Calendly, Microsoft 365, Zoom, Small PDF, and Vidyard
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These services are based in locations like the USA, Canada, Germany, Switzerland, Australia, and Japan. We make sure our providers have the right security measures in place, and that your data stays confidential.
We’ll only share your details when it’s necessary to deliver the services you’ve requested, if the law requires it, or if you give us permission. Rest assured, we make sure these third parties follow strict rules about keeping your information private and safe.
What are your rights?
You’re not required to provide us with any personal information, but if you don’t, we might not be able to offer youcertain services or information.
You also have the right to:
Ask to see the personal information we hold about you
Request corrections if any of the information is wrong
If you have any questions or want to request your personal info or make changes, just reach out to us at:
Post: 49 Holmwood Road, Merivale, Christchurch
Email: admin@factorfinancial.co.nz
