Terms & Conditions

As at 16 January 2019

Privacy

Pie Funds Management Limited (Pie Funds) is committed to ensuring the privacy of your personal information. Any information that you provide us is held in accordance with all relevant privacy laws, including, without limitation, the Privacy Act 1993.

This information may change from time to time. Please review it on our website regularly.

Collection and use of your personal information

We collect and use your personal information in order to:

  • conduct our business (including opening and operating your account and managing our relationship with you);
  • evaluate and improve our products and customer service offering;
  • protect and enforce our rights as part of our relationship with you;
  • comply with all applicable laws including our anti-money laundering requirements;
  • conduct market research, data processing and statistical analysis activities; and
  • market and advertise our services to you. However, if you ask us not to provide you with this information, we will comply with your request.

Consequences of not providing us information

If you do not provide information we have requested, we may be unable to provide you with services such as management of your account and will not be able to market our services to you.

Disclosing your personal information

We may disclose your personal information to:

  • other companies or individuals who assist us with the purposes above or who perform functions on our behalf (such as data storage providers, our custodian and administration manager, our supervisor and specialist consultants). These third parties may be subject tot overseas laws which requirement them to disclose your information.
  • other companies, agencies or individuals that maintain databases against which your identify may be verified including, but not limited to, the New Zealand Department of Internal Affairs and the New Zealand Transport Agency;
  • courts, tribunals and regulatory authorities including the Financial Markets Authority and Inland Revenue;
  • organisations conducting market research, data processing and statistical analysis for us;
  • anyone else to whom you authorise us to disclose it; and
  • where we are required to do so by law.

Storage of information

We can store your information physically or electronically ourselves or with others contracted to hold the information for us. Your information may be held offshore in certain jurisdictions including, without limitation, Australia, Japan and the United States.  We will act reasonably to ensure that your information is protected from unauthorised use or disclosure.

Accessing and correcting personal information

You have the right to access any personal information held by Pie Funds about you. If you believe the information is wrong, you may ask that it be corrected. To request information about yourself, you can contact:

Pie Funds Management Limited,
Level One, 1 Byron Avenue 
PO Box 33 1079
Takapuna, Auckland
Attention: Compliance Team
Telephone: +64 9 486 1701


Complaints

Who do I contact if I have a complaint?

If you have a complaint about Pie Funds, in the first instance, please contact us at:

Pie Funds Management Limited
Level One, 1 Byron Avenue 
PO Box 33 1079
Takapuna, Auckland
Attention: Client Service Manager
Telephone: +64 9 486 1701

You may also make a complaint about us to our Trustee:

Trustees Executors Limited
Level 7, 51 Shortland Street
PO Box 4197
Auckland 1140
Attention: Client Manager
Telephone: +64 9 308 7100
Facsimile: +64 9 308 7101 

If we, or the Trustee, are unable to resolve your complaint, you may contact our external dispute resolution scheme. This is a free service.

We are members of the Financial Services Complaints Limited Scheme.

Financial Services Complaints Limited
Level 4, 101 Lambton Quay 
PO Box 5967 
Wellington 6145
Telephone: 0800 347 247
Email: info@fscl.org.nz   


Website Content

While we have made every effort to ensure that the information contained on this website is complete and accurate, Pie Funds makes no representation or warranty of any kind as to the accuracy or completeness of the information, or that the information is suitable for your intended use.

To the maximum extent permitted by law, neither Pie Funds nor its directors, or employees will be liable for any loss or damage suffered by you through use of this website, or Pie Funds’ failure to provide this website, nor do they guarantee the performance of any fund.

Collection of analytics information through our website

To improve our website and advertising, we may use patterns and information gathered from web analytics tools. This may include traffic to, from and within our website, your mouse click activity, your IP address and other information that you voluntarily enter into the website. 

In addition, our website may use third party cookies from Google Analytics for Display Advertisers. The tracking data is stored in a database managed by Google and gives us insight into behavioural information relating to visitor age, gender and interests on an anonymous and aggregate level and who has viewed our advertising on other websites.

Cookies

We may use cookies when you are on our website. These allow us to track and target the interests of our website users. Any information we collect and share with third parties through cookies is aggregated and anonymous (no personal information which is likely to identify you). The information may be used for security to help us identify you, to provide you with personalised features and for tracking traffic on our website to serve advertisements for our products and services when you visit our website and third party websites.

You can prevent new cookies from being installed and delete existing cookies. For information on how to do so, check your internet browser settings.

No investment advice

The material on this website is for information purposes only. Pie Funds does not warrant the accuracy, adequacy, completeness, timeliness or reliability of this website and expressly disclaims all warranties and representations of any kind with regard to this website. It is not financial advice and has not been prepared with regard to your particular financial situation or investment objectives. Neither Pie Funds nor any of its employees, contractors, directors or shareholders will be responsible or be liable for any direct, indirect, consequential, loss of profits or damages (including for negligence) arising out of your use of this website. Pie Funds does not guarantee the performance of any fund referred to. Past performance is not a guarantee of future returns. Material or views expressed on specific companies are for information only and are not a recommendation to buy, sell or hold their financial products. You should not use information on this website (other than the available product disclosure statements for our funds) as a basis to make any investment decision. The contents of this website are not permitted to be made available to persons in any jurisdiction in which it would be unlawful to do so.

You must not rely on the information contained on this website when making investment decisions or otherwise. Before making an investment decision you should seek professional, financial and/or legal advice relevant to your circumstances.

Security

Pie Funds uses security measures to ensure your details are held securely by Pie Funds and protected against unauthorised access. 

Only authorised users may access the investor login service. You are solely responsible for all actions taken by the username and/or password chosen by you to access the restricted part of the website. You should not disclose your login details to anyone else. Pie Funds and its directors are not responsible for any unauthorised access using your username and password. 

Intellectual property

Pie Funds holds all copyright and other intellectual property rights to the information, images, screens, web pages, logos and brands on this site, which may not be copied or reused (other than as expressly intended by this site) without the written consent of Pie Funds.

You may use or permit the use of any part of this site only for the purposes of viewing Fund information and information about Pie Funds. You may not display or distribute the content of this website in public, or where the content is accessible to the public, without the permission of Pie Funds.