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Privacy Policy

Your Finance Team Limited

Introduction

Your Finance Team Limited ("we," "our," or "us") is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our chartered accountancy services or visit our website.

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Information We Collect

Personal Information

 

We may collect the following types of personal information:

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Contact Information:

  • Name and business name

  • Postal address

  • Email address

  • Phone and mobile numbers

  • Website details

 

Financial and Business Information:

  • Financial records and statements

  • Tax information and returns

  • Business registration details

  • Bank account information

  • Transaction records

  • Employment information

  • Investment details

 

Technical Information:

  • IP address and browser information

  • Website usage data and cookies

  • Device information

 

How We Use Your Information

 

We use your personal information for:

 

Professional Services:

  • Providing chartered accountancy services

  • Preparing tax returns and financial statements

  • Offering business advisory services

  • Compliance with legal and regulatory requirements

  • Maintaining professional standards

 

Business Operations:

  • Communicating with you about our services

  • Processing payments and invoicing

  • Improving our services and website

  • Marketing our services (with your consent)

  • Meeting our professional obligations

 

Legal Basis for Processing

 

Under New Zealand privacy law, we process your personal information based on:

  • Your consent

  • Performance of our contract with you

  • Compliance with legal obligations

  • Our legitimate business interests

  • Professional and regulatory requirements

 

Information Sharing and Disclosure

 

We may share your information with:

 

Professional Partners:

  • Other accounting professionals or consultants working on your matter

  • Legal advisors when necessary

  • External auditors or reviewers

 

Regulatory Bodies:

  • Inland Revenue Department (IRD)

  • Companies Office

  • Chartered Accountants Australia and New Zealand (CA ANZ)

  • Other regulatory authorities as required by law

 

Service Providers:

  • IT service providers and cloud storage providers

  • Banking and payment processing services

  • Professional indemnity insurers

 

We will only share information when legally required, professionally necessary, or with your explicit consent.

 

Data Security

 

We implement appropriate technical and organizational measures to protect your personal information, including:

  • Secure file storage systems

  • Password protection and access controls

  • Regular security updates and monitoring

  • Staff training on data protection

  • Secure communication channels

 

Data Retention

We retain your personal information for as long as:

  • Required to provide our services

  • Necessary for legal and regulatory compliance

  • Required by professional standards (typically 7 years for accounting records)

  • Needed to protect our legitimate interests

 

Your Rights

Under the Privacy Act 2020, you have the right to:

  • Access your personal information

  • Request correction of inaccurate information

  • Request deletion of your information (where legally permissible)

  • Object to certain uses of your information

  • Receive information in a portable format

  • Lodge a complaint with the Privacy Commissioner

 

Cookies and Website Analytics

 

Our website may use cookies to:

  • Improve website functionality

  • Analyze website usage

  • Remember your preferences

  • Provide relevant content

 

You can control cookie settings through your browser preferences.

 

International Data Transfers

 

We primarily store data within New Zealand. If we transfer data overseas, we ensure appropriate safeguards are in place to protect your information in accordance with New Zealand privacy law.

 

Changes to This Policy

 

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the updated policy on our website and updating the "last updated" date.

 

Contact Us

 

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Your Finance Team Limited
Mount Maunganui
Email: brad@yourfinanceteam.nz
Phone: 0225150372

Privacy Officer: Brad McLachlan

For complaints about privacy matters, you may also contact the Privacy Commissioner at www.privacy.org.nz or phone 0800 803 909.

 

Complaints Process

 

If you have concerns about how we handle your personal information:

  1. Contact us directly using the details above

  2. We will acknowledge your complaint within 5 working days

  3. We will investigate and respond within 20 working days

  4. If unsatisfied, you may contact the Privacy Commissioner

This Privacy Policy is governed by New Zealand law and complies with the Privacy Act 2020.

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