Client Responsibility

You are responsible for the reliability, accuracy and completeness of any records, particulars and information provided and disclosure of all material and relevant information. Clients are required to arrange for reasonable access for me to relevant individuals and documents, and shall be responsible for both the completeness and accuracy of the information. Any advice given to you is only an opinion based on my knowledge of your business’s particular circumstances.

Confidentiality

1. Any information and all matters connected with and relating to your business and its performance are confidential, and we shall not disclose them to any other person/entity unless authorised to do so in writing or unless legally required.
2. We may include your company logo on our website for the purpose of displaying examples of clients we have provided services to. No information regarding the services provided will accompany these unless your express consent is given.
3. A Non-Disclosure Agreement can be provided upon request.

 Privacy Policy

In the course of our interaction with you, such as when you visit our website or instruct us to engage with your business, we collect personal information from you, including information about your:

• name
• contact information
• location
• computer or network
• interactions with us

We collect your personal information in order to:

• provide services to you, including responding to your requests or inquiries,
• verify business information,
• analyse data,
• seek feedback,
• bill you for our services.

By providing us with information, engaging us to provide services, or by using our website, you consent to the collection, use, storage and disclosure of personal information in accordance with this privacy policy. The personal information that we collect about you is only what is necessary, relevant and not excessive for the business purposes for which it is to be used.

If, for the purposes listed above, we deem it necessary, we may disclose your personal information to the following third parties:

• third party service providers;
• your professional advisers, such as lawyers;
• credit Reporting agencies;
• debt collection agencies;
• regulators and government agencies and anyone else who we are legally required or authorised to share your information with, such as under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009; or
• any other third parties we tell you about or that you authorise disclosure to.

Providing some information is optional. If you choose not to enter personal information, we'll in some cases be unable to provide our services to your business.

We keep your information safe by storing it in password-protected digital storage and only allowing authorised staff to access it.

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 [email protected], or 027 341 3792, or PO Box 479, Shortland Street, Auckland 1140.

Limitations of Liability

1. You agree that in no circumstances shall the maximum liability of Fogelberg Consulting (including directors, employees and agents) to you for any loss arising in connection with the initial or any subsequent engagement exceed the current financial year fees paid by you to Fogelberg Consulting.
2. You agree to indemnify and hold harmless this company, its directors, employees and agents from and against any and all costs, expenses, losses, claims, demands, actions, suits or proceedings paid, incurred or suffered by, or made or initiated against any of them by any third party arising out of, or in connection with, the engagement.
3. Any claim against us must be made and notified to us within one year of the date we complete the scope of services set out in the terms of engagement.

General

1. We are entitled to change these Terms from time to time, in which case we will send you amended Terms.