Balmer Jeffs & Co Limited Website Privacy Statement

Balmer, Jeffs & Company Ltd ('BJCL') complies with the Privacy Act 2020.

This document sets out how we collect, hold, use and share your personal information. This does not limit or exclude any of your rights under the New Zealand Privacy Act 2020.

If you provide us with personal information through this website, we will protect your information as set out below.

We may amend this privacy statement from time to time.

Collection of your Information

Our website does not collect personal information or client data.

We may collect personal information about you when you provide information to us directly, and when you obtain services from us. We may also collect personal information about you from third parties where authorised by you and from public sources.

The type of personal information we may collect may include:

Use of Your Information

We only collect and use personal information from you to be able to provide you with the products and services you have requested from us. We may provide you with information on our other services from time to time. We do not sell our client information or share it with third parties without your permission.

Retention and Security

We will not hold your personal information for longer than is required for the purpose(s) for which it was collected (subject to any obligations at law to hold the information for longer periods).

We have cyber security safeguards in place to protect the information and we will take all reasonable steps to ensure that information will not be disclosed to any unauthorised person or organisation. Our security measures include:

Where is information hosted?

Our website is hosted by Spark NZ, and our customer data files are hosted by Azure (Microsoft's cloud platform). All our client information is stored on hard-copy office files, encrypted and password-protected data sticks, and our computers are password protected.

If we are required to share your data with a third party, such as the Financial Markets Authority, or our Anti-Money Laundering and Countering Financing of Terrorism (AML/CFT) auditor, we have contracts in place with all non-governmental entities which requires them to have in place the technical and organisational measures necessary to protect your personal data. Please note however that any offshore parties that we may be required to share your data with (we can think of none) would be subject to different privacy laws and controls to New Zealand, and hence we could not provide absolute surety that such offshore providers would comply with their privacy obligations to us.

Your right of access and to correction

We will take all reasonable steps to ensure that personal information held by us is accurate and up-to-date. You are entitled to obtain from us confirmation as to whether or not we hold personal information about you and you are entitled to reasonable access to this information, and to ask for it to be corrected if you think it is wrong.

If you'd like to ask for a copy of your information and have it corrected, or would like to be removed from any of our subscription lists at any time, then please contact our Compliance Officer Rob Jeffs at

Internet use

While we take reasonable steps to maintain secure internet connections, any information you provide over the internet is provided at your own risk.

Our website may, from time to time, contain links to and from other websites. Please note that those websites will have their own privacy policies and that we do not accept any responsibility for the actions of those websites.