Policies

A disclosure statement is available upon request and free of charge from investment advisers who are part of
Professional Investment Services (NZ) Limited.

Disclaimer

This website is for informational purposes only and is not intended to provide commercial, financial, investment, accounting, tax or legal advice. It is provided to you for your own personal use. It is not for purposes of resale, distribution or public display or any other uses by you in any form or manner whatsoever. The information provided is of a general nature only and has not taken into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any financial decisions.

The performance of this website and all information contained within, or accessed from the website are provided to you on an "as is" basis, without warranties of any kind whatsoever, including any implied warranties or warranties of merchantability, fitness for a particular purpose or non-infringement of the rights of third parties. Professional Investment Services (NZ) Limited shall not be responsible for any problems or technical malfunction of any telephone network or computer on-line systems, servers, Internet access providers, computer equipment, software or any combination thereof. Including any injury or damage to your hardware or another person's hardware or software, as a result of using this website.

Professional Investment Services (NZ) Limited reserves the right, at its sole discretion, to modify, disable and discontinue temporarily or permanently, any part or all of this website. We may alter or withdraw any information contained thereon without liability or notice to you.

As a visitor to our website, you acknowledge and agree that any reliance on or use of any information available on this website shall be entirely at your own risk. In no event will Professional Investment Services (NZ) Limited nor any of its data providers be liable for any direct, indirect, consequential or exemplary damages arising from the use or the performance of this website.

Privacy Policy

Scope

This policy statement applies to Professional Investment Services (NZ) Limited.

Our Commitment

At Professional Investment Services (NZ) Limited, we recognise that your privacy is important.

We are bound by, and committed to supporting, the New Zealand Privacy Act 1993. The information set out below is a brief summary of our obligations.

Collection of Personal Information

Our main purposes for collecting personal information are to facilitate financial planning, financial products or services, insurance policies or related services, and to update our records. At or before the time we collect personal information from you we will take reasonable steps to inform you why we are collecting that personal information, who else we might disclose that personal information to and what may happen if you do not provide personal information to us.

Use

Professional Investment Services (NZ) Limited may use the personal information collected from you for the purpose of providing you with direct marketing material such as articles that may be of interest to you. You may, by contacting us by any of the methods detailed in this policy statement, request not to receive such information and we will give effect to that request.

Data Security

We take reasonable steps to protect the information we retain from misuse, loss and from unauthorised access, modification or disclosure. We will not retain any of your information for any longer than it is required by us, except to satisfy legal requirements.

Access and Correction

You can request access to personal information held about you by Professional Investment Services (NZ) Limited and you can request to have any information we hold corrected or deleted.

We will endeavour to ensure that at all times the personal information about you that we hold is up to date and accurate. The accuracy of the personal information is dependant to a large degree on the information you provide and you should advise us if there are any errors in your personal information.

You may opt-out of any further contact with Professional Investment Services (NZ) Limited.

To protect your privacy and the privacy of others, we may have to verify that you are who you say you are before we can give you access to, or change, information about you.

How to contact us

E-mail: DavidK@profinvest.co.nz

By Post: Level 14, 7 City Road, PO Box 8463, Symonds Street, Auckland; or

By Calling: (09) 307 1190