Our Privacy Statement

AFI NZ ("AFI", "we", "us", "our") is committed to protecting your privacy and complying with the New Zealand Privacy Act 2020 ("Privacy Act") and the Privacy Principles set forth therein. This Privacy Policy outlines how we collect, use, hold, and disclose your personal information.

We may update this policy from time to time, and the updated version will be available on our website. By continuing to engage with us or use our services, you accept any changes made to this policy.

Collection of Personal Information
We collect and hold your personal information for the following purposes:

• Providing financial advice and services tailored to your needs or requests.

• Complying with legal and regulatory requirements.

• Improving our services and understanding your preferences.

• Communicating with you about financial opportunities, products, and services.

• Managing our relationship with you and exercising our rights under the terms of our engagement.

• Research and development to optimize our services.

• Evaluating and enhancing our client service.

• Ensuring the security and proper functioning of our systems.

Disclosure of Personal Information
We may disclose your personal information to the following entities:

• AFI and its employees, contractors, advisers, and agents.

• Third-party service providers who assist us in delivering our services.

• Government agencies, regulators, and legal and professional advisers as required by law.

• Other entities relevant to the purposes outlined above.

We may also disclose personal information when necessary for legal compliance, law enforcement, court proceedings, protecting ourselves, our clients, and others, or as instructed by you.

Method of Collection of Personal Information
We primarily collect personal information directly from you. In some cases, we may collect information from other sources with your authorization. We may also gather publicly available information.

Cookies and Similar Technologies
We use cookies and similar technologies on our website. These technologies help us recognize your device, collect information, provide personalized features, measure services, target ads, and track traffic. Information collected through these technologies may be shared with third parties for advertising and other purposes.

You can adjust your browser settings to prevent new cookies from being installed and delete existing cookies. However, please note that refusing cookies may impact the functionality of our website.

Holding and Security of Personal Information
We store personal information securely, utilizing a range of security measures to protect your data.

Access and Correction of Personal Information
You have the right to access, request a copy of, and correct your personal information held by AFI. To exercise these rights or raise concerns about your personal information, please contact us using the details provided below.

Complaints
If you have concerns or wish to make a complaint about our handling of your personal information, please contact us using the details below. We will investigate the issue and provide a written response within 20 business days. If you are not satisfied with our response, you may contact the New Zealand Privacy Office.

Contact Details
For any questions, requests, or concerns related to your personal information or this Privacy Policy, please contact us at: 

Email: info@afinz.co.nz

Phone: +6427 3266 298