Disclaimer
Elevation Capital Management Limited is a Registered Financial Service Provider in New Zealand in accordance with the Financial Service Providers (Registration and Disputes Resolution) Act 2008 -- FSP # 9601.
Elevation Capital Management Limited is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.
Elevation Capital Management Limited does not provide personalised investment advisory services to the public. Nothing herein should be construed as a general advertisement of investment advisory services or a solicitation of prospective clients for investment advisory services. The information herein is intended solely to provide certain background information about Elevation Capital Management Limited and the Fund it currently manages.
Any performance data quoted on this website represents past performance and does not guarantee future performance or results. Market volatility can potentially dramatically impact the Elevation Capital Value Fund (the ‘Fund’) and its short term performance. Current performance may be lower or higher than figures shown. The investment return and principal value of an investment will fluctuate so that an investor’s units, when redeemed, may be worth more or less than their original cost. There can be no assurance that the Fund will achieve any targets or that there will be any return on or of capital.
The commentaries/research contained within the website represent the views of Elevation Capital Management Limited at the time of writing, and these may change at any time based on market and other conditions. Any opinions and views expressed are not intended to be forecasts of future events, a guarantee of future results or investment advice. Any statistics contained within this website have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.
The information contained within this website has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell shares in NZX Limited (NZX), a recommendation to buy or sell any security or to participate in any trading strategy. Any decision to invest in any security referenced should be made only after conducting such investigations as the investor deems necessary and consulting the investor’s own investment, legal and tax advisors in order to make an independent determination of the suitability and consequences of an investment.
To the extent permitted by law, Elevation Capital Management Limited, its directors, employees and agents disclaims all responsibility or liability for any loss or damage which may be suffered by any person relying on any information or any opinions, conclusions or recommendations contained on this website whether that loss or damage is caused by any fault or negligence of Elevation Capital Management Limited or otherwise.
Links
Any external web sites linked to or from this website are not under the control of Elevation Capital Management Limited. Elevation Capital Management Limited is not responsible for and makes no representations, warranties or conditions concerning the contents of any linked website or any link contained in a linked website.
The inclusion of any link on this website is provided as a convenience only and does not imply endorsement, investigation or verification by Elevation Capital Management Limited of the linked site.
Solicitation
If you are from another jurisdiction (outside of New Zealand) nothing on this website should be considered a solicitation to invest in NZX Limited (NZX) or any other security/Fund referenced. This website is provided solely for informational purposes.
Elevation Capital Management Limited Privacy Policy
At Elevation Capital Management Limited (Elevation Capital) we take our obligations under the Privacy Act 2020 seriously. This is why we have this Privacy Policy. It explains how we collect, use, disclose and protect your personal information, and your rights in relation to that information.
In this policy, the terms “we”, “us” and “our” refer to Elevation Capital and its related companies, and the terms “you” and “your” refer to our customers, beneficiaries of estates or trusts that we administer, and “associated people” (such as shareholders and company directors) of our customers.
This policy is reviewed regularly and may change from time to time. We provide the current version of this policy on our website. This policy was last updated on 10 March 2021.
What personal information do we collect?
Personal information is information about an identifiable individual. The personal information that we collect will depend on which of our products and services we provide, or may provide, to you. Without limiting the foregoing, we may collect:
your contact details, being your name, telephone number, postal and email address;
your date of birth;
information about your personal, family and financial circumstances, including the assets you own; and
other personal information necessary to provide our products and services to you.
Where do we collect your personal information from?
In most cases, we will collect your personal information from you. This occurs when you provide that personal information to us directly, such as when registering with us, applying for a product or service, completing a form, or making an appointment to visit us.
We may also collect personal information from third parties. This occurs when you have authorised someone else to supply your personal information to us. For example, you may have appointed an agent or attorney to act on your behalf.
How do we store your personal information?
We may store your personal information both physically and electronically. Physical storage will occur at our premises, whereas electronic storage occurs on devices and may include storing personal information on the cloud, including using third party service providers. We take reasonable steps and security safeguards to protect personal information against loss, unauthorised use and other misuse.
Where personal information is no longer required by us, we will delete the personal information or permanently de-identify it in accordance with the applicable laws and our records management policy.
We may store your personal information on servers and services both within New Zealand and offshore (including third party cloud-based services and storage). We may access and use that personal information in and outside New Zealand. You acknowledge that some of the third party storage providers, which provide services to us under contract, are based in other countries that may not have equivalent privacy and data protection laws to New Zealand.
How do we use your personal information?
We collect, use, and store your personal information primarily to provide you with the products, services and information that you have asked for. We may use your personal information to:
verify your identity;
administer, monitor and manage our products and services;
process your requests for information;
provide you with information about our products and services;
develop new products and services;
to market events, other products and services that be of interest to you, including those offered by other organisations in conjunction with us;
perform data matching activities, where we compare your personal information with information that is publicly available and/or held by someone else;
to meet our legal obligations under applicable laws;
to meet the obligations imposed by any relevant governmental or regulatory entities; and
for any other purpose directly related to the above, any other purpose you authorise, or any other use that is permitted or required by the law.
Who do we provide your personal information to?
We may disclose your personal information for the purpose for which it was collected, with your authorisation, or to otherwise meet our legal obligations. This may include disclosing your personal information to:
your agent, attorney, or authorised signatory;
other entities or companies within our group;
people or organisations who undertake services for us;
persons who require your personal information for legal or regulatory purposes;
any person who is authorised by law (e.g. a law enforcement agency); and
any person authorised by you.
How do you request access to or correction of personal information?
You may request access to, and correction of, any of your personal information that we hold by contacting us using the contact details below. If we choose not to make correction to your personal information, you can ask us to attach a statement of correction to that information.
Do we collect other information when you use our website?
We may use cookies to monitor and enhance your use of our website and services online. A cookie is a piece of data that is stored on a device. Cookies collect IP, browser information, and other information relating to your device. You can disable cookies and still use our website, although this may affect our website’s full functionality.
How can you contact us?
If you would have any questions, would like further information, or would like to provide feedback on this policy, we would like to hear from you. You can reach us by:
Email: admin@elevationcapital.co.nz (http://eleveationcapital.co.nz/)
Phone: +64 9 379 6493
Post: The Privacy Officer
Elevation Capital Management LimiteD
PO Box 28053
Remuera
Auckland 1541
New Zealand
If you would like to make a privacy complaint, please contact us using one of the above methods. If you are not satisfied with this, you can contact the Privacy Commissioner on 0800 803 909 or visit www.privacy.org.nz (http://www.privacy.org.nz/).