Privacy Policy
Effective from 1 July 2022
Introduction
Your privacy is important to Crest Advisory Limited (referred to in this Privacy Policy as we, our or us). This Privacy Policy explains how we collect, use and disclose personal information. It sets out various rights that you have in relation to that personal information. Please take a moment to read and understand this Privacy Policy.
We may modify or amend this Privacy Policy from time to time by posting an updated version on our website (at www.crestadvisory.nz) (Website). By continuing to use the Website or our services, you consent to any such modifications or amendments.
If you do not provide to us all the personal information we request from you, we may be unable to provide our services to you, including not being able to respond to your queries.
This Privacy Policy explains:
- how we collect personal information;
- the kind of personal information we collect;
- how we use, and may share, your personal information;
- how we use cookies and Google Analytics;
- the basis on which we provide links to third party websites;
- how you can access/amend your personal information;
- how long we hold personal information; and
- who you can contact for further information.
How we collect personal information
We may collect personal information about you by the following means:
- when you engage our services;
- in the course of providing our services to you;
- [when you sign up to our mailing list to receive direct marketing;]
- when you use our Website and the services and functionality offered through it;
- when you contact us for information about our services; and
- when you contact us for any other purpose.
We may also collect any other personal information you may choose to provide to us, or that we obtain from persons who you have authorised to provide information to us.
If you engage our services, you authorise us to obtain personal information about you from other persons, such as your solicitors, accountants, valuers, quantity surveyors, or your other advisers or representatives for the purposes of providing our services.
The kind of personal information we collect
We collect the personal information you give us or that you may authorise others to provide to us. This information may include your name, organisation/affiliation (e.g. name of the company, limited partnership and/or trust you represent), address (physical, postal and email), and other contact details including your phone number.
We may also collect financial information about you or the organisation you represent, such as company, limited partnership, or trust financial accounts.
How we use, and may share, your personal information
We use your personal information for the following purposes:
- to provide you with our services;
- to respond to your queries or requests;
- to manage our engagement with you (including to perform, and invoice for, our services provided to you, and to collect payment);
- to help us improve the services that we offer;
- to comply with any applicable laws and regulations;
- to send you information about our services;
- for any specific purpose that we notify you of at the time your personal information is collected or that you may authorise; and
- for our administrative, audit, reporting, and analytics purposes.
We will never use your personal information for a purpose that you have not been notified of before or at the time your personal information was collected. If we need to use your personal information for a new purpose, we will always obtain your express authorisation before doing so.
We may disclose information about you:
- to our service providers (including our hosting/website providers, data management, processing and storage service providers, IT service providers, and service providers that assist us with client insight analytics);
- to other third parties to the extent reasonably required to carry out any of the purposes for which we may use your personal information (as outlined above). For example, in order to provide our services to you, we may need to share information about you with relevant lenders we approach on your behalf, your solicitors, accountants, valuers, the lenders’ quantity surveyors, and/or with any of our representatives, consultants or agents;
- if we are requested to do so in the course of legal proceedings or other investigations; or
- with your authorisation or where we are otherwise permitted to do so by applicable law.
We do not sell information that identifies you personally.
How we use cookies and Google Analytics
We may use “cookies” and collect session information on our Website for analysis purposes.
A cookie is a small data file that the Website sends to your browser, which may then store it on your system for later retrieval by the Website. Cookies record information about your online preferences and allow you to use certain features of our Website. Information supplied by cookie and session information can help us to analyse the profile of the Website’s visitors and help us to provide you with a better user experience.
We use the Google Analytics Service to help analyse how users use our Website. The Google Analytics Service analyses non-identifiable traffic data relating to use of our Website, using its own cookies and anonymous identifiers for mobile devices (e.g. Android Advertising Identifier or Advertising Identifier for iOS) or similar technology used to collect data. For more information on how Google collects and processes data, please click – https://policies.google.com/technologies/partner-sites. Please refer to Google’s https://policies.google.com/privacy for more information.
Users have the opportunity, using their browser settings, to set their devices to accept all cookies, to notify them when a cookie is issued, deleted, or not to receive cookies at any time. If you reject cookies, you may still use our Website, but your ability to use some of the features or functionality may be limited.
For further information on cookies and how to switch them off see www.allaboutcookies.org.
The basis on which we provide links to third party websites
The Website, any direct marketing, or other communications we have with you may contain links to third party websites. These websites have not been developed by and are not managed by us. They are provided for your convenience only, and do not imply that we check, endorse, approve or agree with the privacy practices of the third party websites linked to. We encourage you to be aware when you leave our website and to read the privacy statements of each third party website you visit.
How you can access/amend your personal information
If you wish to obtain confirmation that we hold personal information about you and to access that information, or you wish to request a correction to your personal information that we hold, please contact our Privacy Officer, Sheridan Hunt, at sheridan@crestadvisory.nz.
If you request access to, or a copy of, your personal information, then we will provide you with a copy of the personal information we keep about you that can be readily retrieved unless any of the reasons for withholding that information under the Privacy Act 2020 apply. However, we reserve the right to charge you a reasonable amount for providing copies of any personal information you request, to take into account the time, cost and effort involved.
If you request a correction to your personal information and we agree that your personal information needs correcting, an amended record of your personal information will be provided back to you. If we do not agree to your request for a correction, you may request that we take reasonable steps to attach to the information a statement of correction sought but not made.
How long we hold personal information
We will not keep your personal information for longer than is necessary to achieve the purposes for which we may lawfully use it.
Who you can contact for further information
If you have any queries about this Privacy Policy or personal information we have collected about you, please contact:
Name: Sheridan Hunt
Postal Address: Crest Advisory Limited, Suite 504, Level 5, 48 Greys Avenue, Auckland 1010
Email Address: sheridan@crestadvisory.nz