GoalsGetter Privacy Policy

If you want to set up a goal in GoalsGetter we ask you to provide your name, email address and password so that we can set up an account for you.

If you create an account and save a goal, we store all the inputs that go into providing that projection. This is primarily so that you can always come back, but we also use it for assurance to make sure that the digital tool and the algorithms behind it are working as they should.

In addition, once we have received your email address and you’ve gone to through the process of saving a goal, our understanding will be that you’ve some interest in our products and consent to a reasonable level of communication from us.

At this point we collect the required personal information to set up your investment, which may include your ID, tax status and address.

Part of the reason for the collection of information is for the efficient and secure administration of your account, but also part of the reason is to cover off a number of legal/regulatory issues that we are required to do by law such as information for anti-money laundering purposes, FATCA and CRS information, and other tax information.

Generally, we record the content of other communications that you have with us, whether by email or phone etc. This helps us do business with you in the future and also helps us ensure that we are providing our customers with quality services.

Nikko AM NZ is part of a global group of asset management companies with a head office in Japan. Because of our global nature, our business has global quality cyber security to protect your information.

Being part of a global group also means that it’ likely that parts of your information will be stored in cloud-based services or in Nikko AM group infrastructure in other countries for example much of our data is backed up in Japan. However, all the companies, which form part of the Nikko AM group subscribe to a global data protection policy that is equivalent to the European GDPR standard and IT security is overseen by global teams. We also comply with ISO 27001 (a global standard).

As noted above, one of Nikko AM’s objectives is to provide you with quality information when it is useful to you; whether it’s market commentary or information about our products.

Therefore, aggregated customer information may be provided to third party marketing and analytics organisations to assist us to understand preferences and to help distribute the information to you.

You can always opt out of communications if you choose to.

Sometimes we’ll be required to collect personal information from entities that we do business with. Generally, this will be to verify your authority to act or for regulatory purposes, such as anti-money laundering legislation.

Generally, the circumstances of collection and storage described above will apply to you, except that we will not use information that you disclose on behalf of a business to market to you in your personal capacity.