PRIVACY STATEMENT

Kinnell and Company Limited is committed to protecting your privacy. This privacy statement
outlines how we collect, store, use and share your personal information. You can contact us if you
wish to receive a copy of our full privacy policy.
By submitting your details on this website, you consent to the use of your personal information in
accordance with this privacy statement.

What information do we collect?

We may collect personal information about you, either directly from you or from other parties and
we may generate information about you when we carry out our business.
The types of personal information we collect about you may include your:
• Contact information: your name, phone number, email address, postal address, physical
address
• Documents that verify your identity and other personal details: such as your passport or
drivers’ licence number, or proof of address documents such as utility bills and proof of bank
account such as bank statements.
• Personal financial information: income, asset and liability information as well as
relationship status and family details and the source of your wealth.

What do we do with it?

We collect and use your personal information to provide the information and services that you
request from us, and to provide you with information about other services we consider appropriate.
When necessary, we may use your information to:
• Comply with our legal and regulatory obligations (including Anti Money
Laundering/Counter Financing of Terrorism compliance and audit and reporting
requirements).

Who do we share it with?

Kinnell & Company Limited, 4 Beach Road, RD44, Urenui 4377, New Zealand.
P: 021-711375 E: michael@kinnellandco.co.nz www.kinnellandco.co.nz
Besides our staff Kinnell & Company Limited we may share this information with third parties who
enable us to provide you with our services. These include:
• Your other professional advisers
• Product providers
• Our outsource service providers such as IT consultants, custodians, etc.

We will only share your personal information with third parties where it is necessary to help us do
what we collected your information for, where it is required by law or where you give us authority to
do so. We require these third parties to adhere to our strict confidentiality requirements for
handling personal information and we seek to ensure that they comply with the Privacy Act 2020.

Where do we store it?

We use third party cloud service providers to store and process the information we collect. We use
Microsoft Sharepoint cloud servers located in Australia. We ensure that our cloud-based service
providers are subject to appropriate security and information handling arrangements and that the
information stored or processed by them remains subject to confidentiality obligations.

What are my rights?

You do not have to provide information to us. If you choose not to provide necessary personal
information when requested, we maybe be unable to provide certain information or services to you.
You have the right to ask for a copy of any personal information we hold about you, and to ask for it
to be corrected if you think it is wrong. If you have any questions about this privacy statement or
you’d like to ask for a copy of the information we hold on you, or to have it corrected, please contact
us 021-711375 or michael@kinnellandco.co.nz

Disclaimer: While every care has been taken to supply accurate information, errors and omissions may occur. Accordingly,
Kinnell & Company Ltd accepts no responsibility for any loss caused as a result of any person relying on the information
supplied.