Last updated: 12 January 2025

Conspectus Partners Limited (“Conspectus”, “we”, “our”, “us”) respects your privacy and is committed to protecting personal information in accordance with the Privacy Act 2020 (New Zealand).

This Privacy Policy explains how we collect, use, store and disclose personal information.

1. Personal information we collect

We may collect personal information including (but not limited to):

• Name, role and organisation

• Contact details such as email address and phone number

• Information provided through enquiries, emails or meetings

• Any other information you choose to provide to us in the course of seeking or receiving our services

We generally collect personal information directly from you.

2. How we use personal information

We collect and use personal information for the purposes of:

• Responding to enquiries and communicating with you

• Providing professional services

• Managing client relationships and engagements

• Complying with legal, regulatory and professional obligations

We will not use personal information for purposes unrelated to these activities without your consent, unless permitted or required by law.

3. Disclosure of personal information

We may disclose personal information:

• To trusted professional advisers or service providers where necessary to deliver our services

• To overseas advisers where cross-border matters require jurisdiction-specific input

• Where required by law, regulation, or professional standards

Where personal information is disclosed overseas, we take reasonable steps to ensure it is handled in a manner consistent with New Zealand privacy standards.

4. Storage and security

We take reasonable steps to protect personal information against loss, unauthorised access, use or disclosure. Personal information is stored securely and accessed only where necessary for legitimate business purposes.

5. Access and correction

You have the right to request access to, and correction of, personal information we hold about you. Requests should be made by contacting us using the details below.

6. Contact

If you have any questions or concerns about this Privacy Policy or our handling of personal information, please contact:

Email: enquires@conspectus.tax