Privacy Policy

Access to some parts of, or content on, this website may require registration. This will result in you being allocated a user ID and password that must be used whenever requested. That username and password are personal to you and you agree at all times to maintain the confidentiality of your username and password and not to disclose them to any third party. You agree that you are solely responsible for any use of this website by any person using your username and password. You agree to indemnify Heathcote Investment Partners against any and all claims arising out of your failure to maintain the confidentiality of your username or password.Heathcote Investment Partners is a specialist provider of marketing and distribution services to boutique and specialist fund managers. We assist our partner managers to market and distribute their capabilities and funds via professional financial intermediaries in New Zealand. Heathcote Investment Partners does not offer investment or taxation advice, and any financial advice is only provided to financial intermediaries and institutional investors who are wholesale clients. Accordingly, Heathcote Investment Partners is not required to obtain market services licence or to provide disclosure statements under the Financial Markets Conduct Act 2013, nor be a member of a dispute resolution scheme under the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

Please note that this website is made available only to New Zealand resident professional financial intermediaries and institutional investors who are “wholesale clients” for the purposes of the Financial Markets Conduct Act 2013. Heathcote Investment Partners reserves the right to immediately cease providing any further services to you if you notify us that you opt out of being a wholesale client pursuant to Schedule 5 of the Financial Markets Conduct Act 2013.

This website has been developed to provide information about Heathcote Investment Partners Limited and the services provided by Heathcote Investment Partners. Heathcote Investment Partners may from time to time also make reports and other services offered by Heathcote Investment Partners available to its clients via the website. The provision of all such reports and services will be governed by the terms and conditions of trade between Heathcote Investment Partners and its clients.

 

Links to other websites

This website may contain links to other websites (Linked Websites). Those links are provided for convenience only and may not remain current or be maintained. Heathcote Investment Partners is not responsible for the content or privacy practices associated with Linked Websites.

 

Links to this Website

You must not create a link to any part of this website without the prior written consent of Heathcote Investment Partners. If you do create a link to any page of this website, you acknowledge that you are solely responsible for the consequences of that link and you indemnify and will keep Heathcote Investment Partners indemnified against all damages, costs, losses (including without limitation, loss of profits) and expenses of any kind, whether direct or indirect, arising from, or in connection with, that link, whether brought in tort, contract, equity or otherwise.

 

Access to this Website

Access to this website may be terminated at any time by Heathcote Investment Partners without notice. These Terms of Use will nevertheless survive any such termination.

You acknowledge that your use of this website and associated services may be subject to interruption or delay. Due to the nature of the Internet and mobile phone communications, Heathcote Investment Partners and it’s service providers do not make any warranty that the website or services will be error free, without interruption or delay or free from defects in design or engineering.

You agree to indemnify and keep Heathcote Investment Partners indemnified against all damages, costs, losses (including, without limitation, loss of profits) and expenses of any kind, whether direct or indirect, which arise from or in connection with your access or use of this website, whether in tort, contract, equity or otherwise.

Cookies

This website uses cookies. A cookie is a small data file that a website may write to your hard drive when you visit it. A cookie file can contain information, such as a user ID, that the website uses to track the pages you have visited. The only personal information a cookie can contain is information you personally supply. A cookie cannot read data off your hard disk or read cookie files created by other websites.

We may use cookies (without further notice to you) to track user traffic patterns and to better serve you when you visit the website. You can set your browser to notify you when you receive a cookie, providing you with the opportunity to either accept or reject it. You can also refuse all cookies by turning them off in your browser, however doing so may limit your ability to use this website.

Personal information collected

We may only collect personal information about you that is reasonably necessary for our business. Whenever it is reasonable and practicable to do so, we only collect personal information about you directly from you. The personal information we collect includes name, contact details, personal details, business details, information about the products and services we have provided and financial information.
We do not generally collect sensitive information about you unless we collect it from you directly or we are required or authorised by law. Sensitive information includes information about race, political or religious beliefs, sexual preferences, criminal record and health.

Use and disclosure of personal information

The personal information we collect is only used or disclosed for the purposes for which it is collected or related purposes that would reasonably be expected. For example we may collect personal information to provide a product or service or maintain a business relationship. We will not use or disclose any personal information about you for any other purpose without your consent or unless required or authorised by law.
We may disclose your personal information to service providers and business associates who provide services and financing in connection with our products and services. These people are provided with instructions to ensure that they protect and maintain the privacy of individuals. We may also disclose your personal information to people authorised to act on your behalf.

Disclaimer

The information contained in this web site is made available in good faith and is derived from sources believed to be accurate as at the date of issue. However, neither Heathcote Investment Partners, nor any of its directors or employees, give any warranty as to the reliability, accuracy, suitability or currency of the information on this website. In addition, Heathcote Investment Partners makes no warranty that the website or any content posted on this website will be free from viruses or any kind of malicious code whatsoever. The information provided on this website is for discussion purposes only and should not be relied on in making investment decisions. Investment decisions are very important. They often have long-term consequences. You should seek professional advice before committing yourself to any investment.

To the maximum extent permitted by law, neither Heathcote Investment Partners nor its directors or employees will have any liability for any loss or damage, however caused (including through negligence), arising in connection with your use of, or inability to use, this website or any linked website, or reliance on information contained on or accessed through this website. If you choose to become a client of Heathcote Investment Partners, any services provided to you by Heathcote Investment Partners will be governed by the terms and conditions of trade entered into between you and Heathcote Investment Partners.

Intellectual Property

You acknowledge that Heathcote Investment Partners is the sole and exclusive owner of all copyright, trade marks and all other intellectual property rights (Intellectual Property) in the software, text, graphics and other material (Content) displayed or available through this website. Unauthorised use of the Content is strictly prohibited and may infringe Heathcote Investment Partners’ Intellectual Property. No content may be reproduced, published or transmitted in any manner without the prior written consent of Heathcote Investment Partners. In particular, you may not without prior written permission from Heathcote Investment Partners:
 ” archive the Content or any part of it;
 ” form a database whether electronically or otherwise by systematically downloading or storing all or any of the Content; or
 ” redistribute, resell or republish the Content.

Website

This website has been developed to provide information about Heathcote Investment Partners Limited Limited and the services provided by Heathcote Investment Partners Limited.
We may collect your personal details if you request information about Heathcote Investment Partners Limited that we may supply online, or if you request, email or telephone us with a comment or query. We may use your details:

• to send you the information you have ordered
• to answer your comment or query
• to monitor our responses to you
• for our internal sales and marketing analysis

If necessary, we may also contact you to follow up on your request, or to provide you with further information which may be of interest to you. Where you have requested documents, we may disclose your personal details to the mailing houses, printers or document management providers which Heathcote Investment Partners Limited uses so that they can forward the requested documents to you on our behalf. At any time you may opt out of receiving communications from us (other than as required for the operation of our business).
Heathcote Investment Partners Limited may from time to time also make reports and other services offered by Heathcote Investment Partners Limited available to its clients via the website. The provision of all such reports and services will be governed by the terms and conditions of trade between Heathcote Investment Partners Limited and its clients.

Accuracy

We try to ensure that all personal information is accurate, complete and current. To assist us with this, you should contact us if any of your personal information changes or if you believe that the personal information we have is not accurate or complete. Where you have requested amendment of your personal information, we will consider if the information requires amendment. If we do not agree that there are grounds for amendment, then we will add a note to the personal information stating that you disagree with it.

Access to this Website

Access to this website may be terminated at any time by Heathcote Investment Partners without notice. These Terms of Use will nevertheless survive any such termination.

You acknowledge that your use of this website and associated services may be subject to interruption or delay. Due to the nature of the Internet and mobile phone communications, Heathcote Investment Partners and it’s service providers do not make any warranty that the website or services will be error free, without interruption or delay or free from defects in design or engineering.

You agree to indemnify and keep Heathcote Investment Partners indemnified against all damages, costs, losses (including, without limitation, loss of profits) and expenses of any kind, whether direct or indirect, which arise from or in connection with your access or use of this website, whether in tort, contract, equity or otherwise.

Privacy Policy

Heathcote Investment Partners may collect personal information provided by you at the time of voluntary registration for the services Heathcote Investment Partners offers via this website. Any such personal information that you provide, will be governed by these terms and conditions. The information will be collected and held by Heathcote Investment Partners for the purposes of verifying your identity, assisting in providing services requested by you and any other purpose that you authorise or that is disclosed to you at the time of collection. Failure to provide necessary personal information may result in certain services not being available to you.

Heathcote Investment Partners may also collect general information about site use, traffic patterns, demand for relevant products, services, facilities and information and related site information. These statistics will not include any information which personally identifies you.

Personal information Heathcote Investment Partners collects via this website is only used for the purposes for which it is collected. Heathcote Investment Partners will not use or disclose any personal information for any other purpose without your consent except where Heathcote Investment Partners is required by law to disclose certain information.

The Internet is not a secure environment. If you send Heathcote Investment Partners any information, including your email address, it is sent at your own risk.

Under the Privacy Act 2020 (effective 1 December 2020) you have the right to access and request correction of any information that Heathcote Investment Partners holds about you. If you believe that any such information is inaccurate or out of date, or you would like to be removed from any mailing list or similar service offered by Heathcote Investment Partners please contact us at info@heathcoteinvestment.com

Security

We use current techniques and processes to protect personal information. Only employees of Heathcote Investment Partners Limited and those who perform services on our behalf, who are authorised to handle personal information, will have access to it. Where personal information we collect is no longer necessary, we delete the information or permanently de-identify it.
Changes to the Privacy Statement
Heathcote Investment Partners Limited reserves its right to change this Privacy Statement at any time. Any amended Statement will apply regardless of whether or not we have specifically notified you of any change.

Amendment of Terms of Use

These Terms of Use may be amended in whole or in part by Heathcote Investment Partners from time to time. Amendments will be effective immediately upon posting of the amended Terms of Use on this website. You are responsible for ensuring you are familiar with the latest Terms of Use. Your continued use of this website represents your agreement to be bound by the Terms of Use as amended.

Governing Law

This website is governed by, and is to be interpreted in accordance with, New Zealand law. Any disputes between you and Heathcote Investment Partners will be resolved by the New Zealand courts. To the fullest extent permitted by law, Heathcote Investment Partners excludes responsibility for the compliance of this website or the information contained in it with the laws of any other country.

Important Information

Heathcote Investment Partners is a specialist provider of marketing and distribution services to boutique and specialist fund managers. We assist our partner managers to market and distribute their capabilities and funds via professional financial intermediaries in New Zealand. Heathcote Investment Partners does not offer investment or taxation advice, and any financial advice is only provided to financial intermediaries and institutional investors who are wholesale clients. Accordingly, Heathcote Investment Partners is not required to obtain market services licence or to provide disclosure statements under the Financial Markets Conduct Act 2013, nor be a member of a dispute resolution scheme under the Financial Service Providers (Registration and Dispute Resolution) Act 2008.

Please note that this website is made available only to New Zealand resident professional financial intermediaries and institutional investors who are “wholesale clients” for the purposes of the Financial Markets Conduct Act 2013. Heathcote Investment Partners reserves the right to immediately cease providing any further services to you if you notify us that you opt out of being a wholesale client pursuant to

Disclosure

Heathcote Investment Partners receives a fee from its fund manager partners for the services it provides to them in respect of marketing investment products (which may be referred to on this site) to wholesale clients.

Heathcote Investment Partners, its Directors and/or employees may hold investments in funds (investment products) offered by fund manager partners that may be referred to on this website.

 

Username and Password

Access to some parts of, or content on, this website may require registration. This will result in you being allocated a user ID and password that must be used whenever requested. That username and password are personal to you and you agree at all times to maintain the confidentiality of your username and password and not to disclose them to any third party. You agree that you are solely responsible for any use of this website by any person using your username and password. You agree to indemnify Heathcote Investment Partners against any and all claims arising out of your failure to maintain the confidentiality of your username or password.