Introduction

Your privacy is important to Muir + Partners Limited (“Muir + Partners”, “we”, “us” or “our”). We are committed to protecting your personal information in line with the Privacy Act 2020 and the Information Privacy Principles.

This policy explains what information we collect, how we use it, when we may share it, and the steps we take to protect it. By using our website, completing the APLYiD application, providing us with information, authorising someone else to provide us with information on your behalf, or receiving our services, you agree to this policy.

Information we collect

We may collect personal information about you in the ordinary course of our work. This can include:

• Your name, phone number, date of birth, email, postal or physical address.
• Copies of identification documents such as passports or driver’s licences (NZ or overseas).
• Bank account details.
• Health information.
• Records of our interactions with you.

How we collect information

We collect information in different ways, for example:

• Through the APLYiD application on your phone, computer or other device.
• When you complete forms on our website or in hard copy.
• When you deal directly with our staff or contractors.
• From service providers or other third parties.
• From publicly available sources.

Why we collect and use information

We collect and use your information mainly to:

• Carry out client due diligence under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
• Deliver our legal and trustee services.
• Promote our services (where the law allows).
• Meet our obligations to government agencies and regulators.
• For any other purpose you agree to.

If you choose not to provide us with information, or give us incomplete or inaccurate information, we may not be able to provide our services to you.

Who we share information with

We only share your personal information where it is necessary for our business or where the law allows. This may include sharing your personal information with:

• Service providers such as APLYiD who help us with client due diligence and identity verification.
• Other third parties we work with to provide services to you.
• Government agencies, regulators, law enforcement or the courts where required or permitted by law.
• Anyone else you authorise us to share information with.

We will not share your banking details (such as account numbers) unless required by law or with your consent.

How we protect your information

We take reasonable steps to protect your personal information from unauthorised access or misuse. Information is stored on secure servers in New Zealand and Australia with protections such as encryption, firewalls, and password controls. If we no longer need your information and are not required by law to keep it, we will securely destroy it or remove identifying details. If you believe there has been any unauthorised access or a breach of security, please contact us immediately at admin@muirpartners.co.nz.

Your rights

You have the right to:

• Ask for access to the personal information we hold about you.
• Ask us to correct or update any information you believe is wrong.
• Withdraw consent where we rely on it to collect, use or disclose your information.

We may charge a reasonable fee to provide access to information.

Questions and complaints

If you have any questions about this policy, want to exercise your rights, or have a complaint about how we have handled your information, please contact our Privacy Officer:

Email: admin@muirpartners.co.nz
Phone: +64 9 489 9029
Privacy Officer, Muir + Partners Limited,
Ground Floor, 129 Hurstmere Road, Takapuna, Auckland 0622
Post: PO Box 33825, Takapuna, Auckland 0740

We will work with you to resolve any concerns as quickly as possible. If you are not satisfied, you can contact the Office of the Privacy Commissioner at www.privacy.org.nz.

Changes to this policy

We may update this Privacy Policy at any time. The latest version will be available on our website and will apply from the date it is published.