We are really committed to protecting your privacy. In accordance with privacy law, this policy outlines how we protect your personal information.
To enable us to fulfil our responsibilities as a pension transfer consultancy and investment advisor we need to collect personal information from you including, but not limited to, your pension funds in the United Kingdom, your current employer and your contact details. We use this information to assist you to transfer your pension or give guidance on your investments. To do this we disclose your details to our business partners who are New Zealand superannuation fund providers, financial institutions, tax service providers and lending institutions. (These organisations may be located in various countries, including and not restricted to New Zealand and the United Kingdom.) Your verbal or written consent will always be obtained before your details are released to any of the above persons. We obtain your consent through our consent form and/or through discussion with you.
We and our business partners will also use this information to send you details of other products and services that may be of interest to you. At any time, if you no longer wish to receive this additional material let us or our business partners know, and your details will be removed from the marketing database.
If we do not collect the personal information we may not be able to provide you with the services or assistance you have requested.
We collect the information in person, in writing, by telephone, through our website and by other electronic communication channels.
Wherever practicable, we will ask you for the information directly. We may need to contact others to collect information about you. The other persons whom we may need to collect information from are your employers/referees/business associates (which you have given us as contacts), bankers and credit reference agencies.
Unless we are required to provide your personal information to others by law, court order or to investigate suspected fraud or other unlawful activity, your information will only be seen or used by persons working in or for Charter Square Services and our business partners. These people may be located in various countries, including and not restricted to New Zealand and the United Kingdom.
Our information systems and files are kept secured from unauthorised access and our staff and contracted agents and service providers have been informed of the importance we place on protecting your privacy and their role in helping us to do so.
You are entitled to have access to your personal information subject to some legal restrictions. If your request is particularly complex or requires detailed searching or copying of our records, there may be a cost to you in order for us to provide this information.
If you believe there are errors in our records about you, please let us know and we will be happy to investigate and correct any inaccuracies.
The user of this website agrees to indemnify Charter Square Services Limited (Charter Square) from any damages, losses, costs or expenses which Charter Square, its affiliates, their respective employees and authorized representatives may incur as a result of material entered into this website by the user.
While Charter Square has endeavoured to ensure that the information on this web site is accurate, current and complete, it does not accept liability for any error or omission.
Charter Square has no control over the content or condition of any external websites linked to this website. These links are provided for the convenience of users, and Charter Square assumes no responsibility for any material outside of the pages of this Charter Square website.
You are solely responsible for the actions you take based on the content on this web site.