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1. Introduction

This form is provided by Trusted Adviser ("TA") and embedded on partner websites to collect leads. By submitting your information, you consent to these Terms & Conditions. TA facilitates connections between users and advisory services, but data collection is managed by the third party (partner).

2. Data Collection & Usage

2.1. The information you provide is collected by a third party (our partner) and shared with TA to enable service provision. 2.2. TA acts as a service provider, connecting users with relevant advisory services. However, TA does not own, control, or directly manage the data collected by third-party partners. 2.3. The third party collecting your data is responsible for ensuring compliance with applicable data protection laws and maintaining appropriate security measures. 2.4. The collected data may include, but is not limited to, personal information such as name, email address, phone number, and service interests. 2.5. The data may be used to contact users, provide advisory services, and improve service offerings.

3. Privacy & Sharing

3.1. Your personal details are shared between TA and the third party for the purpose of lead generation and service facilitation. 3.2. TA does not sell, rent, or distribute your data to unauthorized third parties. 3.3. The third party collecting your data may have its own privacy policies governing data collection, processing, and retention. Users are encouraged to review these policies. 3.4. TA takes reasonable measures to ensure data security when handling shared information, but ultimate responsibility for data protection lies with the collecting third party.

4. Disclaimer & Liability

4.1. TA is not responsible for any misuse, mishandling, or unauthorized access to data collected by the third party. 4.2. TA makes no guarantees regarding the accuracy, reliability, or effectiveness of advisory services provided through its network. 4.3. By submitting this form, users acknowledge that TA serves as a facilitator and does not assume liability for outcomes resulting from third-party interactions. 4.4. Users assume full responsibility for providing accurate information and verifying the credentials of the third-party service provider. 4.5. TA is not responsible for any damages, losses, or claims arising from the use of services facilitated through this form.

5. Opt-Out & Contact

5.1. Users may request the removal of their data from TA's records by contacting info@trustedadviser.co.nz. 5.2. Users concerned about data handling should contact the third party that initially collected their information. 5.3. Opting out of TA’s database does not guarantee removal of data from the third-party partner’s records. 5.4. To ensure full data removal, users should contact both TA and the third party.

6. Updates & Modifications

6.1. TA reserves the right to update these Terms & Conditions at any time without prior notice. 6.2. Any modifications will be posted on TA’s official website or communicated through appropriate channels. 6.3. Continued use of this form after updates implies acceptance of revised Terms & Conditions.

By submitting this form, you confirm that you have read, understood, and agreed to these Terms & Conditions. If you do not agree, please refrain from submitting your information.

Term & Condition for Lead Forms

Trusted Adviser Limited 

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