We collect personal information from you, including information about your:

  • Name
  • Contact information
  • Interactions with us
  • Relevant tax information

We collect your personal information in order to undertake tax pooling transactions for you.

Besides our staff, we share this information with:

  • Your accountant;
  • Covenant Trustee, the independent trustee that administers our tax pooling account with the Inland Revenue; and
  • The Inland Revenue.

in order to complete tax pooling transactions for you.

Providing some information is optional. If you choose not to enter information that enables us to comply with anti-money laundering legislation, we'll be unable to complete some tax pooling transactions or process refunds for you.

You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong.

If you'd like to ask for a copy of your information, or to have it corrected, please contact us at: