FINERGY
IP & Privacy Policy
FINERGY provides marketing and communication services for financial advisers. In delivering these services, we securely access and use data relating to our clients’ businesses and their clients' information.
We take privacy and data security seriously and have systems, processes and technology safeguards in place to protect the confidentiality and integrity of the information entrusted to us.
Only authorised FINERGY team members have access to data required to deliver marketing services on behalf of our clients. All employees and contractors are bound by strict confidentiality agreements and are required to comply with our data security policies.
Security & Confidentiality
The following relates to data managed or accessed by FINERGY in the delivery of marketing services.
We maintain secure systems and processes designed to protect client information from unauthorised access, misuse or disclosure. Access to data is limited to what is necessary to perform agreed services.
We conduct regular internal checks to ensure compliance with our privacy and security standards.
Technology and Systems
To deliver services efficiently and accurately, we use secure technology tools and platforms, including email marketing software, CRM integrations, automation tools and, where appropriate, artificial intelligence (AI).
These tools operate within secure systems and are used solely to support the services we provide to our adviser clients. Client confidentiality remains a priority at all times.
Third-Party Permission
Our services may include emailing and marketing to your existing clients, referral partners and prospects, which are likely to include your clients’, referral partners’ and prospects’ personal information.
This means we must be authorised to access, review, copy or store this information. Before passing any contact information to FINERGY you should ensure that the privacy statements that your clients have acknowledged, received, read includes the following information:
advises those you collect personal information from (for example, clients and prospects) that the information you collect will be used for marketing and communication purposes
that this information may be accessed by Contractors or Consultants - as approved by you - who provide services to your advice business (such as marketing and communications)
how this information is stored (i.e. in your CRM and also how it is stored if stored separately from your CRM), and
that contacts can request this information and how to do that.
Data Management
To deliver our services, FINERGY may use communication platforms such as ActiveCampaign, Mailchimp, Campaign Monitor or other platforms as directed and approved by the client. We may also use secure, reputable AI-powered tools to assist with tasks such as content generation, proofreading, formatting or automation setup. These tools support human input - not replace it - and are never used to mine or share data externally.
At all times, ownership of user accounts remains with the client. FINERGY may establish and manage accounts on the client’s behalf, however administration and ownership rights remain with the client.
Data Sent to FINERGY
To set up certain services, clients may provide FINERGY with data sets that include personal information relating to their clients. This information is used solely for uploading to approved communication platforms and is treated with strict confidentiality.
FINERGY accepts client data only via the FINERGY Portal and in CSV format. The FINERGY Portal is an encrypted database. CSV files are retained for a maximum of 30 days. Network and application access is protected by firewalls and system monitoring.
We strongly discourage sending client data via email. If data is received by email, it will be deleted and the sender asked to resend the information via the FINERGY Portal.
Platform Access
We maintain security measures to protect access to accounts managed on behalf of clients, including password protection and regular internal reviews.
Data Removal / Access Removal
Client information is securely destroyed and FINERGY access to platforms is removed when no longer required.
Client Information
FINERGY retains the information you provide to us including your contact and business details to enable us to complete transactions and to retain adequate records for legal and accounting purposes. This information is held on our systems, which are stored at our office site and online.
Information stored within our systems is accessible only to authorised FINERGY employees with secure password access and appropriate clearance.
Information about you and your business may be collected from you in the following situations by FINERGY:
If you contact FINERGY, we may keep a record of that correspondence.
When you submit your e-mail address in a form on our web site.
When you engage in a service from FINERGY.
You can request your information or correct your information held by FINERGY in accordance with the Privacy Act 2020, by contacting FINERGY at support@finergy.co.nz. Inaccurate information will be corrected upon receiving advice to this effect from you.
To ensure confidentiality, details of your personal and/or business information will be passed on to you only if we are satisfied that the information relates to you. If we refuse to provide you with access or correct the personal information held about you by us, then we will provide reasons for such refusal.
Confidentiality and Intellectual Property
We respect Intellectual Property and maintain high internal standards around the confidentiality of our clients’ information during any paid engagement.
FINERGY defines Intellectual Property as:
Materials protected by copyright, registration and/or trademarks that are owned by you; and
Any material, processes, documents or systems independently developed by you or your entity.
Where intellectual property is not formally registered, FINERGY will treat materials provided by you as confidential and as belonging to you, unless they have been independently developed by FINERGY or created by FINERGY for other clients.
If you believe FINERGY has breached any of these standards, please contact us immediately.
Complaints
If you have a complaint about our Privacy Policy or the collection, use or safe disposal or destruction of your personal information, your complaint should be directed in the first instance to us by e-mail: support@finergy.co.nz
We will investigate your complaint and attempt to resolve any breach that might have occurred in relation to the collection, use or destruction of personal information held by us about you within 14 working days. If you are not satisfied with the outcome of this procedure, then you may contact the Privacy Commissioners Office.
For more information or if you have any queries about the above Policy, please contact FINERGY. Our contact and office details are below:
FINERGY Ltd
027 66 999 20
support@finergy.co.nz
Level 15, Tower 1, The Shortland Centre, 51 Shortland Street, Auckland CBD 1010
Last updated: June 2025
