Privacy Policy.

Privacy Statement

1. Commitment to Privacy

Fortis Capital Limited and Fortis Advisory Limited (collectively, “Fortis”, “we”, “us”, or “our”) are committed to protecting your privacy and maintaining the security of your personal information. We are dedicated to handling data responsibly, transparently, and in accordance with applicable privacy laws, including the Privacy Act 2020 (NZ) and any other relevant data protection regulations.

This Privacy Statement explains how we collect, use, disclose, and protect your information when you visit our websites, communicate with us, or use our services.

2. Information We Collect

We may collect the following categories of information:

  • Personal information – such as your name, email address, phone number, postal address, or other contact details.

  • Professional information – such as your company name, position, and financial or advisory interests if relevant to the services we provide.

  • Technical information – including your IP address, browser type, device information, referring website, and pages visited on our site.

  • Demographic or preference information – including your location (by region), age range, and interests, where voluntarily provided or inferred for analytical purposes.

  • Communications – any correspondence you send to us via email, forms, or through our online systems.

We may also collect anonymous or aggregated data for statistical and service improvement purposes. This information does not personally identify you.

3. Use of Artificial Intelligence (AI) Tools

As part of our ongoing commitment to efficiency, innovation, and quality of service, Fortis uses secure AI platforms such as ChatGPT Business and other AI-assisted tools in some of our daily operations.

These tools may be used for:

  • Drafting communications or documents,

  • Generating insights or summaries from non-confidential data, and

  • Supporting internal research and administrative processes.

Important: We take care to ensure that no confidential, sensitive, or personally identifiable financial information is shared with AI systems unless appropriate security, confidentiality, and data-handling safeguards are in place. All AI use is governed by Fortis’s internal data protection protocols.

4. How We Use Your Information

We use your personal information to:

  • Provide and manage the services you have requested,

  • Communicate with you about our products, services, and updates,

  • Personalize your experience on our website,

  • Improve our website, services, and client interactions, and

  • Comply with legal and regulatory obligations.

We may also use your contact information to share updates about Fortis products or services that may be relevant to you. You can opt out of these communications at any time.

5. Disclosure of Information

We may disclose your information:

  • To our trusted service providers who assist in operating our business (including IT, analytics, hosting, and AI service providers),

  • When required by law, court order, or regulatory authority, or

  • To protect the rights, property, or safety of Fortis, our clients, or the public.

We require all third-party service providers, including AI technology partners, to process data in compliance with privacy and confidentiality standards.

6. Data Security

Fortis employs appropriate administrative, technical, and physical safeguards to protect your personal data from unauthorized access, loss, misuse, or alteration. We review and update our security measures regularly, including those related to the use of AI systems, to ensure ongoing compliance and data protection.

7. Cookies and Analytics

Our website may use cookies and analytics tools to enhance your browsing experience and understand how visitors interact with our content. You can manage or disable cookies through your browser settings.

8. Retention of Information

We retain personal information only as long as necessary for the purposes outlined in this Statement or as required by law. When information is no longer needed, we securely delete or anonymize it.

9. Changes to This Statement

We may update this Privacy Statement from time to time to reflect changes in technology, legal requirements, or our operations. The latest version will always be available on our website, with the effective date clearly indicated.

10. Contact Us

If you have any questions or concerns about this Privacy Statement or how your information is handled, please contact:

Fortis Capital Limited
Email: info@fortiscapital.co.nz
Phone: 0275715393
We will use commercially reasonable efforts to promptly investigate and resolve any concerns.