Last updated: 31/12/2025

Privacy Policy – VIS Finance

VIS Finance is committed to protecting the privacy of our clients and complying with the Privacy Act 2020. This page explains how we collect, use, store, and protect personal information, and what rights individuals have regarding their data.

1. What Information Is Collected

VIS Finance may collect personal information such as:

  • Full name and contact details (primarily email; phone or address only if provided or required for a specific service)
  • Financial information relevant to the advice process
  • Communication records (emails, notes, and website form submissions)
  • Any other information provided voluntarily by the client

2. How Information Is Collected

Information is collected directly from the client when they:

  • Submit a contact form on the website
  • Communicate with us by email or other agreed secure methods where appropriate
  • Provide documents or details relevant to financial advice

In the future, additional secure online forms or client portals may be introduced to enhance data collection.

3. How Information Is Used

Personal information is used solely to:

  • Provide regulated financial advice that is appropriate to the client’s goals and circumstances
  • Understand the client’s financial position, objectives, and risk preferences
  • Develop and maintain suitable financial strategies
  • Comply with legal and regulatory obligations
  • Communicate regarding services or financial advice provided

It is the responsibility of the client to ensure that all personal and financial information provided is accurate and kept up to date. VIS Finance cannot guarantee the appropriateness or quality of advice if information becomes outdated or incomplete.

All information provided is kept confidential between the client and the adviser. VIS Finance does not share your information except to deliver the service with your authority or instruction (for example, when implementing changes with a provider or platform), or where required by law.

4. Who Can Access the Information

Only the authorised adviser at VIS Finance has access to client data. If third-party tools or platforms are used in the future, they will be assessed for compliance with New Zealand privacy standards.

5. Storage and Security

Client data is stored securely on password-protected devices and external backups. If cloud-based or online systems are adopted in the future, they will include encryption and controlled access.

6. Client Rights

Clients have the right to:

  • Access personal information held by VIS Finance
  • Request correction of any inaccurate or outdated information

To exercise these rights, clients can contact VIS Finance through the contact form on the website.

7. Retention and Deletion of Data

Client records are retained for at least seven years, in accordance with legal and regulatory requirements. After this period, records may be securely deleted or anonymised unless otherwise required by law.

8. Updates to This Policy

This page may be updated as the business evolves. The most recent version will always be available on the VIS Finance website.

9. Contact

To ask about this policy or your personal information, please contact VIS Finance via the website contact form at https://vis.finance/contact/.