Privacy Policy


How and when our privacy policy applies:

This privacy policy covers all our services and all our interactions with you.


This privacy policy applies from 9 August 2021 and is in addition to our terms of engagement.

We are required to collect personal information from you, including information about your:


  • Name
  • Contact information
  • Location
  • Computer or network
  • Interactions with us
  • Billing or purchase information
  • IRD Numbers
  • Passport Numbers
  • Drivers Licences


We collect your personal information in order to comply with the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (“AML Act”), Foreign Account Tax Compliance Act (FATCA), Common Reporting Standards (CRS), Financial Transactions Reporting Act 1996, Land Information New Zealand authority and identity requirements and in order to confirm your identity in relation to legal documents purporting to identify you.


How we protect your personal information

We keep your personal information we hold safe by storing it in our password protected server which is regularly maintained and implement software to assist in protecting our systems from cyber attacks.


We will hold in confidence all information concerning you or your affairs that we acquire during the course of acting for you. We will not disclose any of this information to any other person except:


  • To the extent necessary or desirable to carry out your instructions; or
  • To the extent required by law or by the Law Society’s Rules of Conduct and Client Care for Lawyers; or
  • To the third party application ‘APLY Limited’ to assist Taylor & Co in complying with the AML Act.


Confidential information concerning you will as far as practicable be made available only to those within our firm who are providing legal services to you.


We will of course not disclose to you confidential information which we have in relation to any other client.


We hold your personal information for at least seven years from completion of your legal matters however we may be required to retain your personal information for longer even if you are no longer a client of Taylor & Co Lawyers. Upon the date being seven years from completion we may at our discretion securely destroy your personal information by securely erasing all digital copies.


If we are unable to obtain your personal information

If we are not able to obtain the required identity information from you, it is likely we will not be able to act for you.


Complaints policy for clients who provide Australian Drivers licences & passports

If you have any queries or complaints about our collection, use or storage of your personal information (including a complaint relating to any failure by us to comply with our obligations under the credit reporting provisions of the Privacy Act 1988 (Cth) or under the Credit Reporting Privacy Code), or if you wish to exercise any of your rights in relation to your personal information, please contact and address your email to The Privacy Officer. We will investigate and attempt to resolve any such complaint or dispute regarding the use or disclosure of your personal information. If you are dissatisfied with the handling of your complaint, you may contact the Office of the Australian Information Commissioner or Australian Financial Complaints Authority (AFCA):


Office of the Australian Information Commissioner

GPO Box 5218, Sydney NSW 2001

Telephone: 1300 363 992

Mail: GPO Box 5218 Sydney NSW 2001

Fax: +61 2 9284 9666



You have the right to ask for a copy of any personal information

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, or 09 930 8425, or PO Box 76, Red Beach 0945.