Privacy policy.
“Boutique Financial," "we," "our" or "us" means Boutique Financial Limited, a limited liability company incorporated under the New Zealand Companies Act 1993 (company number 1888034). When you use our services or visit our website we collect personal data. We need to collect personal information from you, including identifiable information about you, like your name, email address, address, telephone number, IRD number, bank account details, payment information, support queries, billing or purchase information, interactions with us and so on.
Usage: We use your personal data to provide you with any services you’ve requested, and to manage our relationship with you. We also use your personal data for other purposes, which may include:
To communicate with you: This may include: providing you with information you’ve requested from us or information we are required to send to you, operational communications, like changes to our services, security updates, or assistance with using our services, marketing communications in accordance with your marketing preferences, asking you for feedback or to take part in any research we are conducting (which we may engage a third party to assist with).
To support you: This may include assisting with the resolution of technical support issues or other issues relating to our services, whether by email, telephone or otherwise.
To enhance our services and develop new ones: For example, by tracking and monitoring your use of services so we can keep improving, or by carrying out technical analysis of our services so that we can optimise your user experience and provide you with more efficient tools.
To protect: So that we can detect and prevent any fraudulent or malicious activity, and make sure that everyone is using our services fairly and in accordance with our Terms.
To market to you: In addition to sending you marketing communications, we may also use your personal data to display targeted advertising to you online – through our own websites and services or through third party websites and their platforms.
To analyse, aggregate and report: We may use the personal data we collect about you and other users of our websites and services (whether obtained directly or from third parties) to produce aggregated & anonymised analytics and reports, which we may share publicly or with third parties.
Sharing: There will be times when we need to share your personal data with third parties. We will only disclose your personal data to:
other companies in our group of companies.
third party service providers and partners who assist and enable us to use the personal data to, for example, support delivery of or provide functionality on the website or services, or to market or promote our goods & services to you.
regulators, law enforcement bodies, government agencies, courts, professional industry bodies, approved peer firms, prospective accountants or other third parties where we think it’s necessary to comply with applicable laws or regulations, or to exercise, establish or defend our legal rights. Where possible and appropriate, we will notify you of this type of disclosure.
an actual or potential buyer (and its agents and advisers) in connection with an actual or proposed purchase, merger or acquisition of any part of our business.
other people where we have your consent.
Security: Security is a priority for us when it comes to your personal data. We’re committed to protecting your personal data & have appropriate technical and organisational measures in place.
Retention: The length of time we keep your personal data depends on what it is and whether we have an ongoing business need to retain it (for example, to provide you with a service you’ve requested or to comply with applicable legal, tax or accounting requirements). We’ll retain your personal data for as long as we have a relationship with you and for a period of time afterwards where we have an ongoing business need to retain it, in accordance with our data retention policies and practices. Following that period, we’ll ensure it’s deleted.
Rights: If you’d like to access or correct any personal information we hold about you, contact us.