At Imak Advice Limited, we are committed to protecting your privacy and handling your personal information responsibly in accordance with the Privacy Act 2020 and applicable New Zealand privacy requirements.
This Privacy Statement explains how we collect, hold, use and disclose your personal information, as well as your rights to access and request correction of your information and how to raise a privacy concern or complaint.
Under the Privacy Act 2020, personal information is information about an identifiable individual.
In simple terms, this means information that identifies you, or could reasonably be used to identify you.
The personal information we collect will vary depending on the advice and services we provide to you. This may include:
Some of the information we collect may be particularly sensitive. This can include health information, financial information and, where relevant, information relating to criminal history.
We only collect sensitive information where it is reasonably necessary to provide our services, meet our legal or regulatory obligations, or where you have authorised us to do so.
We collect personal information by lawful and fair means and only where it is reasonably necessary for our functions, activities or the services we provide.
Where practical, we collect information directly from you or from someone acting on your behalf.
There may also be circumstances where we receive information about you from another person or organisation. Depending on the services we are providing, this may include:
Where we collect information about you indirectly, we will handle that information in accordance with applicable New Zealand privacy requirements.
We take reasonable steps to protect the personal information we hold from loss, misuse, interference, unauthorised access, modification or disclosure.
Personal information may be stored electronically or in physical records by Imak Advice or by third-party service providers acting on our behalf.
Our security measures may include:
While we take reasonable precautions to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.
We take reasonable steps to ensure the personal information we collect, use and disclose is accurate, complete and up to date.
We also rely on you to let us know if your circumstances or personal information change, or if you believe information we hold about you is incorrect.
We collect, hold, use and disclose personal information where it is reasonably necessary to provide our services and operate our business.
This may include:
We do not use or disclose personal information for purposes unrelated to our services unless you have authorised us to do so or the use or disclosure is otherwise permitted or required by law.
We do not sell your personal information.
Providing financial advice and related services can require us to share relevant personal information with other organisations.
Depending on the service being provided, these may include:
We only disclose personal information where it is reasonably connected to the services we provide, where you have authorised us to do so, or where disclosure is otherwise permitted or required by law.
You are not always required to provide personal information to us.
However, some information may be necessary for us or another provider to provide appropriate advice, arrange a financial or insurance product, assess an application or assist with a claim.
If required information is not provided, we may be unable to provide the relevant service. Where applicable, we will explain this to you.
If you provide us with personal information about another person, we rely on you to have appropriate authority to provide that information and, where required, to have made that person aware that their information may be provided to Imak Advice.
If you provide sensitive information about another person, you should ensure you have the appropriate authority or consent to provide it.
Under the Privacy Act 2020, you have the right to request access to personal information we hold about you and to ask us to correct information you believe is inaccurate.
If you receive policy schedules, review documents or other information from us and believe something is incorrect, please contact your Financial Adviser so the information can be reviewed and, where appropriate, corrected.
For security reasons, we may need to verify your identity before providing access to personal information.
To request access to or correction of your information, please contact your Financial Adviser or Imak Advice directly using the contact details below.
Some of the technology, data storage or service providers used by Imak Advice may store or process personal information outside New Zealand.
This may include providers operating in countries such as Australia, the United Kingdom and the United States.
Where personal information is disclosed to an overseas person or organisation, we will take appropriate steps to comply with New Zealand privacy requirements relating to overseas disclosures.
This may include ensuring appropriate privacy safeguards are in place or obtaining authorisation where required.
Imak Advice may in the future consider a sale, merger, restructure or transfer of part or all of the business.
In these circumstances, it may be necessary to disclose limited personal information to professional advisers or potential purchasers as part of a due diligence process.
Any disclosure will be limited to information reasonably necessary for that purpose and will be subject to appropriate confidentiality and security requirements.
Where permitted, we may use your contact information to provide you with relevant information about Imak Advice, including financial updates, educational content, information about our services, events and other communications we believe may be useful to you.
You can opt out of receiving marketing communications at any time by using the unsubscribe option provided in the communication or by contacting us directly.
We will not use sensitive information for direct marketing without appropriate consent.
You can visit our website without directly providing personal information to us.
We may collect personal information when you choose to provide it, for example when you:
Our website may use cookies and similar technologies to help the website function, understand how visitors use our website and improve the online experience.
Cookies may be stored temporarily for the duration of your visit or retained by your browser for a longer period.
You can adjust your browser settings to restrict or reject cookies. Please be aware that doing so may affect some website functionality.
If you have a concern about how Imak Advice has collected, used, stored or disclosed your personal information, please contact us first so we have an opportunity to investigate and respond.
We will work with you to understand your concern, investigate the matter and explain the outcome and any action taken.
If you are not satisfied with our response, you may also contact the Office of the Privacy Commissioner.
If you would like to access or correct your personal information, update your information, change your marketing preferences, make a privacy complaint or ask a question about this Privacy Statement, please contact:
Imak Advice Limited
Attn: Director
128 Jervois Road
Herne Bay
Auckland 1011
Phone: 09 307 9300
Email: info@imak.co.nz
More information about privacy in New Zealand is available from the Office of the Privacy Commissioner at www.privacy.org.nz.
Last updated: August 2026.