Introduction

Adviser CRM (“Adviser CRM”, “we”, “us”, or “our”) is committed to protecting your privacy and handling personal information in accordance with the New Zealand Privacy Act 2020 and applicable privacy laws.

This Privacy Policy explains how we collect, use, store, disclose, and protect your personal information when you use our website, products, and services.

“Personal information” means information about an identifiable individual.

By using our services or providing personal information to us, you agree to the collection, use, disclosure, and storage of your information in accordance with this Privacy Policy.

Changes to this Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal obligations, or privacy practices.

Any updated version will be published on our website and will take effect from the date it is published.

We encourage you to review this Privacy Policy periodically.

What Personal Information We Collect

We may collect personal information including:

your name, address, email address, and phone number
business and employment information
billing and payment information
account login credentials
communications with us
usage information relating to our website, software, and services
technical information such as IP address, browser type, operating system, device identifiers, and cookies
any other information you voluntarily provide to us.

How We Collect Personal Information

We collect personal information from:

you directly, including when you:
- contact us
- register for or use our services
- complete forms
- subscribe to communications
- interact with our website
- request support or information
third parties where:
- you have authorised the collection, or
- the information is publicly available, or
- the disclosure is otherwise permitted by law.

Where practicable, we will collect personal information directly from you.

Why We Collect and Use Personal Information

We may collect and use your personal information to:

verify your identity
provide and manage our products and services
communicate with you
provide customer support
improve our products, services, systems, and user experience
process transactions and payments
undertake credit or fraud checks where necessary
send service-related notices and updates
send marketing communications where permitted by law
conduct research, analytics, and statistical reporting
maintain security and prevent misuse of our systems
comply with legal and regulatory obligations
enforce our legal rights
for any other purpose authorised by you or permitted by law.

Marketing Communications

We may send you marketing and promotional communications electronically, including by email or SMS, where permitted by applicable law.

You may opt out of receiving marketing communications at any time by:

clicking the unsubscribe link in electronic communications, or
contacting us directly.

Opting out of marketing communications will not affect essential service or account-related communications.

Disclosure of Personal Information

We may disclose personal information to:

related companies and affiliated entities
service providers and technology partners who assist us in operating our business and services
payment processors and financial institutions
professional advisers including lawyers, accountants, and auditors
regulatory authorities, government agencies, or law enforcement bodies where required or authorised by law
purchasers or potential purchasers of our business or assets
any other person authorised by you or permitted by law.

Some third-party service providers may store or process personal information outside New Zealand.

Where personal information is disclosed overseas, we will take reasonable steps to ensure the recipient is subject to privacy safeguards that provide comparable protection to New Zealand privacy laws, as required under the Privacy Act 2020.

Storage and Security

We take reasonable safeguards to protect personal information against:

loss
unauthorised access
misuse
disclosure
alteration
destruction.

These safeguards include technical, administrative, and physical security measures appropriate to the nature of the information we hold.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal information only for as long as necessary to:

fulfil the purposes for which it was collected
comply with legal obligations
resolve disputes
enforce agreements and legal rights.

When personal information is no longer required, we will take reasonable steps to securely destroy or de-identify it.

Privacy Breaches

If we become aware of a privacy breach that has caused, or is likely to cause, serious harm, we will comply with our obligations under the Privacy Act 2020, including notifying affected individuals and the Office of the Privacy Commissioner where required.

Accessing and Correcting Your Information

You have the right to request access to the personal information we hold about you and request correction of that information.

Before providing access or making corrections, we may require proof of identity.

If we refuse a correction request, we will provide reasons where required and, if appropriate, note your requested correction alongside the information.

Requests can be made using the contact details below.

We may charge reasonable costs permitted by law for providing copies of personal information.

Cookies and Website Analytics

Our website may use cookies and similar technologies to:

operate website functionality
improve website performance and user experience
analyse website traffic and usage
personalise content and services.

You can disable cookies through your browser settings, although this may affect website functionality.

We may also use third-party analytics services that collect anonymised usage information.

Third-Party Websites

Our website may contain links to third-party websites or services.

We are not responsible for the privacy practices or content of third-party websites, and we encourage you to review their privacy policies.

International Users

If you access our services from outside New Zealand, you acknowledge that your information may be transferred to, stored, and processed in New Zealand or other countries where our service providers operate.

Contact Us

If you have any questions about this Privacy Policy, our privacy practices, or would like to request access to or correction of your personal information, please contact us:

Email: privacy@advisercrm.co.nz
Website: advisercrm.co.nz

Last Updated: 7 May 2026