Somerset Smith Partners > Privacy Policy

Privacy Policy

Central to the success of Somerset Smith Partners is our commitment to our clients. We respect and protect the privacy of the personal information of individuals and entities with whom we deal.

The information we collect

Whenever it is reasonable and practicable to do so, we only collect information about you directly from you.

We only collect personal information about you that is reasonably necessary to:

  • provide you with quality products or services
  • consider applications and approaches you make to us
  • maintain your contact details.

How that information is used

We only use and disclose personal information about you for the purpose for which it was disclosed to us or related purposes which would reasonably be expected without your permission.

For example, we may from time to time use your personal information to inform you of investment opportunities or to provide information about products and services that we expect may be of interest to you. However, we do respect your right to ask us not to do this.

We will not sell your personal information to, or share it with, any other organisation or third party agency, except as permitted by law. We may disclose personal information to intermediaries (such as accountants and solicitors) that you have nominated in connection with our products and services, and we may provide information about you with your express permission.

Keeping information accurate and up to date

We take all reasonable steps to ensure that all information we hold is as accurate as is possible. You are able to contact us at any time and ask for its correction if you feel the information we have about you is inaccurate or incomplete.

Keeping information secure

We use security procedures and the latest technology to protect the information we hold. Access to and use of personal information within Somerset Smith Partners is appropriately limited to prevent misuse or unlawful disclosure of the information.

If other organisations provide support services, we require them to appropriately safeguard the privacy of the information provided to them.

How you can access your information

Once you have registered with us, you are able access and update your profile information by clicking the Edit Profile link at the bottom of each portfolio page. Alternatively, you can access your profile information by contacting us and requesting your information. We will correct your personal information, if we are satisfied that it is incorrect.

Portfolio Management Login

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About Somerset Smith

"A proven record of assisting investors create and maintain wealth"

Somerset Smith Partners is an NZX firm with offices in Napier and Havelock North.

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