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External Privacy Statement

Introduction

Money Mentalist is committed to protecting your privacy. This privacy statement outlines how we collect, handle, store, use, and share your Personal Information. By providing us with your details, you consent to the use of your Personal Information in accordance with this privacy statement. While we rely on your consent to process your Personal Information, you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing conducted prior to your withdrawal, nor will it affect the processing of your Personal Information conducted in reliance on lawful processing grounds other than consent.

What Information Do We Collect?

We may collect Personal Information about you directly from you, from other parties, or generate information about you when we carry out our business. The types of Personal Information we collect include:

– Contact Information: Name, phone number, email address, postal address, physical address.

– Identity Verification Documents: Passport or driver’s license number.

– Subscriptions/Preferences: Newsletter subscriptions, content preferences.

– Billing or Purchase Information: Details necessary to process transactions.

– Technical Information: Device information such as IP address, browser type, time zone settings, and mobile network information.

What Do We Do with It?

We collect and use your Personal Information to provide the information and services you request and to offer you information about other services we consider appropriate. Specifically, we may use your information to:

  • Fulfill any purpose for which we notify you when we collect your information or to which you have provided your consent.
  • Comply with legal and regulatory obligations (including Anti Money Laundering/Counter Financing of Terrorism compliance, audit, and reporting requirements).
  • Consider and assess your application for our products or services.
  • Protect our interests, including registering a security interest on the Personal Property Securities Register or checking against sanctions or other reference lists.
  • Respond to your inquiries, concerns, or complaints.
  • Defend or enforce our rights, such as collecting money owed to us.
  • Publish customer testimonials or video testimonials, with prior consent, which may contain personally identifiable information.

Who Do We Share It With?

Besides our staff and associated companies, we may share your information with third parties who enable us to provide you with our services. These include:

– Your other professional advisers.

– Product providers.

– Service providers such as IT consultants, subcontractors, etc.

We will only share your Personal Information with third parties where it is necessary to help us do what we collected your information for, where it is required by law, or where you give us authority to. We require these third parties to adhere to our strict confidentiality requirements for handling Personal Information and ensure they comply with the Privacy Act 2020.

Where Do We Store It?

Personal Information we collect is stored and processed by way of hard drives, external drives, and third-party cloud service providers. We ensure that our cloud-based service providers are subject to appropriate security and information handling arrangements and that the information stored or processed by them remains subject to confidentiality obligations.

Disclosing Your Information Overseas

We may disclose your information to organizations located overseas, including our related companies elsewhere in the world and our service providers who hold cloud-stored data. Any information we share overseas will be subject to comparable safeguards to those under the Privacy Act 2020.

Direct Marketing

We may send you direct marketing to inform you about products, services, special offers, promotions, and events that may interest you. These communications may include joint promotions with other partners and may be sent using any contact details provided by you, such as post, phone, email, or SMS. If you do not wish to receive marketing communications and surveys from us or third-party partners, you can opt-out at any time using the contact details in their respective privacy policies or utilizing the “unsubscribe” function.

Accessing and Correcting Your Information

You can generally access and request the correction of information we hold about you by contacting us. Access may be refused in certain circumstances, such as when the information relates to anticipated legal proceedings or if the request is frivolous or vexatious. If access is denied, we will notify you of the reason, unless it would be unreasonable to do so. You may make a complaint about a refusal to the Office of the Privacy Commissioner at: www.privacy.org.nz. 

It is important that the information we hold is accurate, complete, up-to-date, and relevant for its intended use. We may periodically ask you to confirm the accuracy of your information. If you find any information we hold about you is incorrect, please contact us immediately, and we will take reasonable steps to correct it.

Contact Us

For any questions or concerns regarding this privacy statement, please contact us at 

Lynda Moore

lynda@moneymentalist.com

+64 21 903 914

3 Saxon Street Motueka,

Tasman 7120, New Zealand

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