Privacy Policy
Jaime James Financial & Insurance are committed to protecting the privacy of our clients, contractors and other users of our websites and services.
If you engage with us, we may collect personal information about you, including information about your financial situation, goals, and personal circumstances, for the purpose of providing financial advice and related services, and to meet our legal and regulatory obligations. Where required or authorised by law, we may share your information with product providers (e.g. insurers, KiwiSaver providers, lenders), service providers (e.g. compliance providers, auditors, administration support, CRM (IT) systems providers and regulators), and other parties. You have the right to request access to, and correction of, your personal information at any time.
Where you provide us with your personal information, in person, by email, through this website or through any of our other channels such as social media, we will endeavour to ensure that such information remains private and is only used in accordance with this policy. By providing us with your personal information, you also consent for us to collect, hold, use and disclose your personal information in accordance with this policy. Jaime James Financial & Insurance must comply with the Privacy Act 2020 in New Zealand.
Collection of Personal Data: Jaime James Financial & Insurance may collect your personal information from you, including (without limitation) your name, company details and contact details. All the personal information we collect is held, used and disclosed for the purposes set out below.
Use and Disclosure of Personal Data: Jaime James Financial & Insurance holds, uses and discloses your personal information for the following purposes: To provide our services to you;
- To maintain our business relationship, where you are a user of our website, a client or contractor;
- To answer your inquiry;
- To direct-market products and services, advise you of news and industry updates, events, promotions and competitions, reports and other information. Where we do so, you will be able to unsubscribe from such communications;
- To enable the development and marketing of other products and services and to improve our customer service and to make our services more valuable to you.
- Where we have retained the services of trusted third parties, such as contractors and industry specialists, those third parties must comply with similar undertakings of privacy and confidentiality as Jaime James Financial & Insurance;
- If Jaime James Financial & Insurance merges with or is acquired by another business, we may share personal information with the new owners of the business and their advisers and if this happens, you will be sent notice of such an event;
- We may also release personal information to regulatory or law enforcement authorities, if they require us to do so; and
- We may also seek your consent to collect, hold, use and disclose your personal information for any other purpose not listed above.
Use of AI tools and recording: We may use secure technology tools, including AI-assisted tools, to record, transcribe, and summarise meetings (including phone/video/in-person) to ensure accuracy, efficiency and reduce administrative errors. This may involve audio recordings and transcripts of discussions about your financial situation. These tools may process your information through third-party systems, which may be located overseas. By signing below (or by continuing to engage our services after being notified), you consent to the collection, use, storage, and disclosure of your personal information as described above. If you prefer not to be recorded, we can take manual notes instead. You may withdraw your consent to specific uses (such as meeting recording) at any time by notifying us, although this may affect our ability to provide services.
Third-party providers: We use a third-party service provider called Microsoft Teams, Zoom and Otter to process recordings and generate notes. They are contractually bound to protect your information. Data may be stored overseas, such as United States.
Retention and Security: Recordings and/or transcripts will be kept for a minimum of 7 years (as that is our regulatory requirement), or longer if deemed necessary. All client records, including these recordings and transcripts are protected in the same way that all other electronic files are safeguarded within our system.
Privacy on Our Websites: We gather information and statistics about all visitors to this and all of our websites, including the most frequently accessed pages and most frequently used services. We only use such data in aggregate form (that is, the information does not identify any one individual). This information helps us determine the most beneficial parts of our websites and ways in which we can continually improve our online services to create a better overall experience for our users. We may also publish some of this aggregate (non-identifiable) information on the Jaime James Financial & Insurance website.
Cookies: Jaime James Financial & Insurance uses the Google Marketing Platform to collect information about how you use our websites. The information collected is used to improve how our website(s) work or the effectiveness of our web services to you. Information collected include (but not limited to) your contact details, to track web traffic on an aggregate basis and to keep session information in cache to assist your use of our website, such as your last search (however, this information is disposed of every time you close your web browser). You may wish to opt out by turning off cookies (please refer to the help menu on your browser) however, switching off cookies will restrict your use of our websites. For more information on analytics cookies, please visit the Google Marketing Platform website.
Access to Personal Data: You may request access to or updating of your personal information held at Jaime James Financial & Insurance by contacting the Jaime James Financial & Insurance privacy officer as set out below. We may ask to verify your identity and for more information about your request. Where we are legally permitted to do so, we may refuse your request and give you reasons for doing so. Where you request your personal information to be updated and there is a dispute about the facts, we will make a note on your personal information of such dispute. You may also request that Jaime James Financial & Insurance stops using your information and contacting you and we will comply with your request. However, if this involves a request for deletion of your file, please be aware that we may not be required or able to do so, particularly where your file also holds information about our clients. Where permitted to do so, we may charge an administrative fee for access and updating requests.
Security: Jaime James Financial & Insurance takes reasonable steps to keep personal information secure, accurate and up to date. The Internet is not always a secure method of transmitting information. Accordingly, while we seek to protect your personal information by implementing digital security systems in various parts of our website, Jaime James Financial & Insurance cannot accept responsibility for the security of information you send to or receive from us over the Internet or for any unauthorised access or use of that information. Where we have links to websites outside Jaime James Financial & Insurance, we cannot ensure that your privacy will be protected in accordance with this policy. You should consult these other websites’ privacy policies as we have no control over them and are not responsible for any information that is submitted to or collected by these third parties.
Changes to this Privacy Policy: Jaime James Financial & Insurance may amend this Privacy Policy from time to time. We suggest that you visit our website regularly to keep up to date with any changes.
Contact: You can contact our Privacy Officer as follows:
jaime@jaimejames.com