Last updated: 14 April 2026
Fisher Funds, we, us, or our means, either collectively or individually, any of the following:
Fisher Funds Management Limited
FFML TopCo Limited
FFML HoldCo Limited
Any subsidiary of Fisher Funds Management Limited
The head office for Fisher Funds is located at 67-73 Hurstmere Road, Takapuna, Auckland. You can find our contact details on our website.
Fisher Funds’ Privacy Policy (the “Policy”) applies to the products and services offered by Fisher Funds. It applies to any person who interacts with us in relation to our products and services – through the website or otherwise - whether or not you become a Fisher Funds client.
When you use our services, you agree that we may collect, use, store, and share your personal information as described in this Policy.
Any of our products, services, or digital platforms may also have additional privacy terms. If they do, you will be advised of those terms and asked to agree to them when you sign up for that product, service or digital platform.
We want you to understand what personal information we collect about you when you interact with us, how we use it and store it, and with whom we may share it.
Changes to policy
We may need to change this Policy from time to time, and the latest version will be available on our website.
We will usually give at least 14 days’ notice to customers affected by material changes to this Policy, except where it is not practicable to do so, such as when urgent changes are required to protect security or to comply with any new law. Your continued use of our products, services, or digital platforms after the end of the notice period will be treated as your acceptance of the updated Policy New Zealand privacy law sets out the rules we must follow in collecting, storing, using, and sharing any personal information you give us. When we refer to “New Zealand privacy law” we mean the Privacy Act 2020 and any applicable codes of practice issued by the Privacy Commissioner, together with any other laws that regulate how personal information may be handled in New Zealand that are in force at the time that you use our services.
Types of personal information collected
We may collect the following personal information:
Contact information such as your name, address, phone number, and email address;
Employment information;
Financial information such as your bank account details, income, or salary; employment status, investment expectations, choice of investment fund, or other information about your financial goals;
Tax information such as your Inland Revenue Department (IRD) number, prescribed investor rate (PIR), resident withholding tax (RWT) rate, and relevant international tax details;
Identity information such as a passport, driver licence, or proof of address;
Website data when you use our websites, such as your IP address, browsing activity, and pages visited;
Gender;
Date of birth or age;
Biometric information, including, but not limited to, facial recognition data or voiceprint;
Your voice or image;
Any personal information reasonably required by us to provide products or services to you;
Any personal information that you choose to provide to us.
What happens if I don’t provide the requested information?
If you do not provide the information we request, we may not be able to provide our products or services to you or answer your questions. If you’re unsure what information is important and how sharing it might affect you, please feel free to contact us. To have a business relationship with you, we need you to provide us with your name, address, contact details, IRD number, identity information, and date of birth. Additional information may be required for some products and services, but not others.
Who we collect information from
Where possible, we will collect information from you directly. However, in some circumstances we may collect information about you from other sources where we believe this is reasonably necessary for the purposes described in this Policy, such as:
The supervisor(s), the custodian(s), or the administration manager(s) of our product(s) and service(s);
Any referral partner who refers you to us, including, but not limited to, Kiwibank, TSB, and The Co-operative Bank;
A referral partner for the purpose of determining whether that referral partners is entitled to receive a fee or commission;
Publicly available sources such as social media platforms, or public registers;
Your employer;
People or organisations acting on your behalf, including your legal advisers and financial advisers;
Professional trustee companies or trustee administrators for the purposes of account administration;
Joint account holders;
Regulatory and government agencies such as Inland Revenue;
Any third-party identity verification system such as Verifi Identity Services Limited (known as Cloudcheck) or AplyID.
Marketing consultants, platform providers, webinar or conference service providers, or ticketing platform providers, including, but not limited to, Marketo, Zoom or Eventbrite;
Medical professionals whose details you have provided in any Fisher Funds Serious Illness; Withdrawal form, Life Shortening Congenital Condition Withdrawal form or similar form;
Any other person you authorise us to contact.
We may also collect information about other people from you if you provide that information to us (such as while obtaining financial advice or joint retirement projections). If you provide us with someone’s personal information, you must make sure you are authorised to do so and that the individual is aware that their information may be provided to and used by us in accordance with this Policy. We may make enquiries with third parties about any information that you provide to us to check the accuracy of the information.
How we use your information
We only use your information for the purposes described in this Policy, or as otherwise permitted by New Zealand law. We may use your personal information to:
Provide services, products and digital platforms to you;
Evaluate and improve our client contact, digital platforms, products, and services;
Use anonymised phone call recordings to assess and improve the quality of our client engagement, including for industry benchmark reporting;
Verify your identity;
Send you information about products, services, events or offers that may be of interest to you, including marketing communications. Such information may also be provided from selected business partners and entities who refer prospective clients to us.
We may also use your personal information to provide targeted marketing or communications to ensure they are suitable or relevant to you, these communications may be sent by email, phone, social media, or other digital or electronic channels. You can opt out of receiving marketing communications from us at any time by contacting us or using the unsubscribe option in the communication.
Contact you regarding an incomplete or partially completed application;
Protect and enforce our rights as part of our relationship with you;
Comply with applicable laws or legal rules including anti-money laundering and countering financing of terrorism laws, financial regulations, and tax administration;
Respond to lawful requests from government agencies, such as the New Zealand Police or Inland Revenue;
Conduct market research, data processing, and statistical analysis;
Send you corporate gifts or promotional items.
If we need to use your information for another purpose other than what you have authorised, we will contact you to obtain your consent before using your information for that purpose.
Sharing your information
You agree that we can share your personal information with:
Any person in New Zealand that provides services to us or on our behalf, where they may require that information for the purposes listed above;
Any person overseas that provides services to us or for us. We will only engage an overseas person to provide services to us in relation to personal information if we are comfortable that they will safeguard that information in a way that is comparable to New Zealand privacy law or that they are subject to privacy laws that will provide comparable safeguards to those in the Privacy Act 2020. If we cannot get that comfort, we will obtain your authorisation before sharing any of your information with that person;
A referral partner if you are their customer or were referred to us by them. Some referral partners may receive your account details so they can display your KiwiSaver account details on their internet banking and mobile banking applications for you and undertake analysis of, and make improvements to, their referral programme;
A referral partner for the purposes of determining if that referral partner is entitled to receive a fee or commission
People or organisations acting on your behalf, including your legal advisers, financial advisers and, in limited circumstances, medical professionals;
CRM Consulting for the preparation of industry benchmark reports and client service awards;
Debt collection agencies if you owe us money;
Agencies engaged by us to verify customer identity or address information;
Organisations conducting market research, data processing, and statistical analysis on our behalf;
Our assignees or potential assignees, law enforcement authorities, courts, government agencies, regulatory authorities or impacted third parties, both in New Zealand and overseas, where we are required to or where we believe:
disclosure will assist us to comply with any law or legal rules; or
will assist in the investigation, detection, and/or prevention of fraud, money laundering or other criminal offences;
The supervisor(s), the custodian(s), or the administration manager(s) of our product(s) and service(s);
Inland Revenue;
Anyone we need to contact to carry out your instructions to us (including the recipient of any payment);
Anyone to whom you authorise us to disclose your personal information;
Anyone, for statistical or research purposes, where the information will not be used or published in a way that could identify you, and in other limited circumstances permitted by New Zealand privacy law.
Your rights of access to and correction of information
We take reasonable precautions to ensure that the information we hold about you is accurate. To do this we rely on you telling us about any changes that affect the information we hold about you (such as your name, address, or phone number). You may ask us for access to the information we hold about you and, if necessary, request corrections to it. Under New Zealand privacy law, we may charge you for this. If we are not prepared to make the change you seek, you are entitled to ask us to attach a statement of correction to the relevant personal information. If you would like access to the information we hold about you, please contact us through our Support team at Support | Fisher Funds. https://www.privacy.org.nz/your-rights/making-a-complaint-to-the-privacy-commissioner/
Security
Fisher Funds safeguards personal information through a range of technical, physical and administrative security measures including:
Physical security – restricted access to premises and hard copy personal information;
Security controls for electronic personal information – including network security, passwords and roles to control access;
Maintaining and monitoring online security systems; and
Requiring outsourced service providers to maintain personal information received from Fisher Funds in a secure manner and to periodically report on their security arrangements.
Storing your personal information
Fisher Funds may store your information in either physical (hard copy) or electronic form, and we may contract a third party to store it (either in New Zealand or overseas). Third parties that hold your information may be subject to laws or legal rules that require them to disclose your information. If they are based overseas, that may include overseas laws and rules. Under New Zealand privacy law, we are still responsible for the safekeeping of your personal information. We take the security of your personal information seriously, so we make sure that anyone we contract to hold information for us takes care to protect it from unauthorised disclosure, loss, or misuse, and is subject to appropriate privacy laws or otherwise complies with other privacy safeguards (such as encryption). Under New Zealand privacy law, we may only retain your personal information for as long as it may be lawfully used. Even if you have stopped using our products and services, or your engagement with us about our products and services has stopped, we may have legal obligations to retain your information for a period of time. If you would like us to delete your information, please contact us through our Support team at Support | Fisher Funds.
Call recording
Fisher Funds may retain records of calls and other contact made to or from the Fisher Funds, primarily to verify your identity and your instructions, for training purposes, to meet legal obligations for record keeping and to improve service quality.
Use of Technology
Fisher Funds and associated service providers may use technologies, including cookies, web beacons and other storage technologies when users access Fisher Funds’ website, to collect personal information for purposes that include the following:
To maintain a secure connection between a person’s browser and the relevant server;
To provide employees, clients or the public with convenient, secure and relevant services through the Fisher Funds website and portal;
To offer clients or potential clients more targeted information, products and services; and
For tracking website traffic, including measuring and directing advertising targeting and reach.
Cookies can be declined by changing settings on the browser. This may mean that not all the features of the relevant website are available. Personal information collected through cookies or other technologies may be used and/or disclosed for the purposes described in this Policy.
External websites
Fisher Funds’ websites may provide links to other websites of interest. Fisher Funds does not endorse any third-party websites or their content and has no control over the conduct of the companies or organisations operating those sites. Fisher Funds is not responsible for the privacy or security practices of third-party websites. We recommend that you review the relevant privacy and security policies of those websites before providing any personal information and that you do not disclose personal information to third-party websites unless you are satisfied with the applicable terms and conditions, including privacy protections.
CCTV cameras in our offices
We may also use CCTV cameras to record footage at our offices for security and safety purposes. Recorded footage may constitute personal information under New Zealand privacy law. The footage is used to detect and deter criminal behaviour in our workplace. Signage advising of such equipment will give notice of the areas covered. If you are recorded by our cameras, you have the right to access that footage as long as it relates to you and is reasonably accessible. Usually, CCTV footage will be retained for a period of 30 days and then deleted.
How to get in touch with us
If you have any questions or would like to make a Privacy Act request for your personal information, you can contact us through our Support team at Support | Fisher Funds.
Escalating your complaint
If you’re not satisfied with how we’ve handled your enquiry or complaint, and after completing our internal process, you may contact one of the following independent dispute resolution bodies: Financial Services Complaints Ltd (FSCL) FSCL is our approved dispute resolution service for financial complaints.
Website: https://fscl.org.nz
Phone: 0800 347 257
Email: [email protected]
Office of the Privacy Commissioner (OPC)
You can contact the OPC if your concern relates to how we have handled your personal information.
Website (online enquiries): privacy.org.nz
Email: [email protected]
Phone: 0800 803 909 (NZ) or +64 4 474 7590 (overseas)
If you would like to make a privacy complaint, you can contact us directly, or you can lodge a complaint via the Office of the Privacy Commissioner’s complaints page available on their website
