Nautilus Advisers Ltd.
Privacy Statement

This page contains important information about our collection and use of personal information.

This information was last updated on 15 March 2021 (v1.0).

Your Privacy

We adhere to the Privacy Act 2020 and its privacy principles around how we collect, handle and use personal information. We only collect your personal information for its lawful purpose in order to provide you with the financial advice and/or referrals that you requested in our agreed Scope of Service

Types of Personal Information we Collect

  • Name & contact details

  • Personal information (mainly medical and financial)

  • Communication with us (e.g. phone calls, emails, texts and letters).

  • Billing or payment information

  • Publicly available information (e.g. companies office)

Use of your Personal Information

  • Better understand your financial needs and position

  • Comply with any legal, government or regulatory requirement on us or in connection with legal proceedings, crime or fraud prevention, detection or prosecution

  • Check instructions you have provided to us or to resolve a dispute

  • Provide customer support, to improve the quality our service and to train our staff;

  • Keep you informed (by email, or text) of products and services we consider may be of interest to you

Sharing of your Personal Information

To provide the advice and/or referrals you request we may need to share your information with:

  • Product providers (e.g. KiwiSaver or Insurance companies)

  • Other professionals (e.g. Lawyers or Accountants).

To operate a compliant Financial Adviser business, we may need to share your information with:

  • Compliance supervisors (e.g. External Compliance Assurance or Financial Markets Authority).

How we manage Personal Information

  • We keep your information safe by storing it in secure digital systems that we have selected to support our business (including Microsoft Outlook/OneDrive, HubSpot CRM, and DocuSign).

  • Only select members of the Nautilus Team have direct access your information to complete work duties, and to provide the information we hold to you upon request.

  • We have secure mechanisms in place to ensure your data is protected against loss and inappropriate access (including secure backups).

Provision and Disposal of Information

Providing some information is optional. If you choose not to provide certain information that we request then we may not be able to provide specific services to you.

We are legally required to keep your information for seven years, at which point we can securely destroy it upon request if you are no longer a client, by erasing all data.

Access to your Personal Information

You have the right to ask for a copy of any personal information we hold about you, and to ask for it be corrected if you think it is wrong. If you’d like to ask for a copy of your information, or to have it corrected, please contact us at:

info@nautilus.net.nz
09 394 2011,
PO Box 65381, Mairangi Bay, Auckland

 

Download our Privacy Statement

Click the button below to download a copy of our Privacy Statement.