Privacy Policy

Purpose

This policy explains how Covisory Trust Services Limited handles personal information and complies with the requirements of the New Zealand Privacy Act 2020 ("Privacy Act"). If you have any further questions in relation to this policy, please contact Sally Herbert at sally@covisory.com.
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Collection of Personal Information

We are committed to protecting your privacy and the security of your personal information. We do not rent, sell, or distribute our customer base or newsletter subscribers to anyone. We also do not store your credit card details on our server; all credit card payments are processed securely through approved third-party payment gateways.
Main purposes for collecting, holding, and using personal information:
• to provide our services;
• to respond to an individual's request;
• to maintain contact with clients;
• to keep clients and other contacts informed of our services, industry developments, and events that may be of interest;
• to manage invoicing, administration, and internal reporting;
• for purposes related to the employment of our personnel and internal staff services; and
• any other purpose directly related to our business.
If you choose not to provide personal information, we may be unable to provide certain services.
We may also use personal information to market our services, including by email. Individuals can always elect not to receive further marketing information by emailing sally@covisory.com or by using the unsubscribe link in any marketing email.
If we collect, hold, or use personal information in ways not outlined in this policy, we will ensure this is done in accordance with the Privacy Act 2020.
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Types of Personal Information Collected

The personal information Covisory Trust Services Limited collects generally relates to the contact details and organisational roles of our clients, suppliers, and business contacts. This may include:
• names
• addresses
• telephone numbers
• email addresses
• job titles
In the course of providing professional services, we may collect more detailed personal information such as financial details, trust information, or other sensitive data relevant to the engagement.
Most information is collected directly from individuals during interactions such as meetings, phone calls, emails, forms, or through third-party sources as required.
Because of the nature of our services, it is usually impractical for us to deal with individuals anonymously or via pseudonym.

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Storage of Information in Cloud Systems

Covisory Trust Services Limited stores personal information using secure cloud-based service providers, some of whom may be located offshore. We ensure that these providers have appropriate safeguards in place consistent with the Privacy Act 2020.
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Who Can Access Your Data?

We do not sell or trade your personal information.
Personal information may be disclosed:
• when permitted under this policy;
• when necessary to provide a requested service;
• to protect the rights, property, or personal safety of any individual or Covisory Trust Services Limited;
• when consent has been given; or
• when required or permitted by law, regulation, or professional standards.
We may share de-identified or aggregated information for research or promotional purposes.
Service Providers
We use a range of service providers to assist us, which may include:
• independent contractors and consultants;
• travel service providers;
• business software and technology providers;
• mail houses and data storage providers; and
• event managers.
We require all service providers to follow strict privacy and confidentiality standards.
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Your Rights Under the Privacy Act 2020

Right to Access

You may request access to the personal information we hold about you at any time by emailing sally@covisory.com.

Right to Correction

If information we hold is incorrect, incomplete, or outdated, you may request correction. We take data accuracy seriously and will respond promptly to correction requests.

Right to Erasure

You may request deletion of your personal information. We will comply unless retention is required for legal, bookkeeping, or risk-management reasons. Deleting your data may limit our ability to respond to future queries about your past engagements.

Right to Object to Direct Marketing

You can opt out of marketing communications at any time via the unsubscribe link in emails or by emailing us.
Right to Data Portability
Where processing is based on consent or contract, you may request a copy of your information in a transferable format.
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Concerns or Complaints

If you have concerns about how we manage your personal information, please contact Sally Herbert. If you are unsatisfied with our response, you may lodge a complaint with the Office of the Privacy Commissioner.
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Updates to This Policy

We review our privacy policy regularly and may update it at any time. The latest version is available on our website and applies whether or not we have provided specific notice of updates.
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Website-Specific Privacy Information

Website: https://covisory.com

Comments

If visitors leave comments, we collect the data shown in the form, IP address, and browser user agent to assist with spam detection. An anonymised hash of your email address may be provided to the Gravatar service.

Media

Avoid uploading images containing embedded location data (EXIF GPS). Visitors may extract such information.

Cookies

We use cookies for convenience, login management, and site functionality. Cookie durations vary depending on purpose.

Embedded Content

Embedded content (videos, articles, images) from other sites behaves exactly as if the visitor viewed the external site, including data collection practices.

Data Retention

Comments and associated metadata are retained indefinitely. User profiles (if any) remain editable and visible to website administrators.

Your Website Rights

Users may request an exported file of their website-related data or request deletion, subject to lawful retention requirements.

Spam Detection

Visitor comments may be checked using automated spam detection services.
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Covisory Trust Services Limited remains committed to protecting your privacy and ensuring transparency in how we handle personal information.