Privacy Policy

Last Updated: June 2024

Barclays & Lloyds Limited (“Barclays & Lloyds,” “we,” or “us”) is dedicated to protecting the personal data and privacy of our website visitors, as well as the contact persons for our customers, suppliers, and other business partners. For more details about us, refer to Section 7.

This Privacy Policy outlines how Barclays & Lloyds, acting as a data controller, processes personal data in compliance with the General Data Protection Regulation (EU Regulation 2016/679) (“GDPR”).
We may use cookies on our website. Unless those cookies are essential for the website's functionality and services, we will request your consent to use cookies upon your first visit.

1. Categories of Personal Data, Processing Purposes, and Legal Bases

1.1 Ongoing Business Partners
If you represent an organization we do business with, we may process personal data including your name, email address, title, telephone number, organization details, and correspondence. This data helps manage our business relationship. We process this data based on our legitimate interests in managing customer relationships.
Licensed immigration advisers or exempt-from-licensing NZ lawyers may collect personal data needed for providing immigration advice per their privacy policies. Personal data will be retained for the duration of our business relationship and up to 36 months thereafter.
1.2 Potential Business Partners
For potential business partners, we process personal data such as name, email address, title, telephone number, and organization details to facilitate potential business relationships. We may also process enquiry information for marketing purposes, based on legitimate interest or consent. This data is retained for up to 36 months unless a business relationship is established.
1.3 Client Support
We process personal data, including your name, email, phone number, location data, and correspondence, to provide client support. This data helps us communicate with you and keep records, based on our legitimate interests. Data is retained for up to 12 months after service termination.
1.4 Correspondence with Other Individuals
We may process personal data from general inquiries about our services, including communication content and metadata, based on our legitimate interests. Data is retained for up to 36 months after the last contact.
1.5 Newsletters
To send you newsletters and marketing information, we process your name, contact information, organization, and email address, based on consent or legitimate interests. Data is retained until you opt out or withdraw consent.
1.6 Branding
We may publish personal data for branding purposes on our website or social media, based on legitimate interests or consent.
1.7 Press Releases
Personal data may be included in press releases for branding purposes, based on legitimate interests or consent.
1.8 Social Media
We use social media channels to market our services. Personal data processing is based on our legitimate interests, with retention as relevant for the purpose. Please refer to the privacy practices of each social media provider.
1.9 Events
We may take photos at events for promotional purposes, based on legitimate interests. Data is retained for up to 36 months after the last contact.
1.10 Handling Data Subject Rights
We process personal data to handle requests related to data subject rights. Data is retained for up to three years.
1.11 Other Processing Purposes
We may process personal data for compliance with legal obligations or to protect vital interests. Data may also be processed for insurance, risk management, or legal claims. Retention is as specified in Section 2.

2. Retention
Personal data is retained as specified above. Additional retention may be necessary to comply with legal obligations or defend legal claims. Where data is stored, it will be archived with limited access.

3. Sharing Your Personal Data
We may share personal data with external service providers, group companies, and business partners, ensuring privacy and security. Data may also be transferred to law enforcement, governmental authorities, or in the event of a corporate merger or acquisition.

4. International Transfers of Personal Data
Personal data may be transferred within and outside the EEA, ensuring adequate protection per applicable data protection laws. Transfers outside the EEA are based on appropriate safeguards.

5. Data Subjects Rights
You have rights under the GDPR, including access, rectification, deletion, restriction, and data portability of your personal data. You can also withdraw consent at any time. For complaints, contact our Data Protection Officer or the relevant supervisory authority.

6. Changes to the Privacy Policy
We may update this Privacy Policy and will notify you of significant changes. The date of the latest update is indicated on this website.

7. Contact Information
This website is operated by Barclays & Lloyds Limited, registered in New Zealand (NZBN 9429043425723), with the registered office at 470 Joyce Road RD3, Tauranga 3173, New Zealand. For concerns or questions, email us at office@barclayslloyds.org
 
 

Complaints Policy

Barclays Lloyds Limited, 470 Joyce Road, RD3 Tauranga 3173, New Zealand
NZBN 9429048354059

 
1. If at any time you have a complaint about any of the services that we have undertaken to provide to you in accordance with our written agreement, you may make a complaint to: the licensed immigration adviser handling your immigration matter; or if you would prefer to discuss the complaint with someone other than your licensed immigration adviser, you may contact any other adviser at our office. 

2. We will send you an acknowledgement of your complaint in writing within two (2) working days of receiving it.
 
3. We will be happy to meet with you at any time to discuss the nature of your complaint, so that we can attempt to resolve it fairly and promptly between ourselves. You can bring any support person you wish to such a meeting.
 
4. We will also be happy to arrange a mediator to attend a meeting if you wish.
 
5. We will formally reply to your complaint within 10 working days of meeting with you, or having received the full details of your complaint.
 
6. If you are not happy with our response to your complaint, and you feel that we have  demonstrated one or more of the following grounds for complaint - negligence, incompetence, incapacity, dishonest and misleading behaviour, or have breached the Licensed Immigration Advisers Code of Conduct - you may complain to the Immigration Advisers Authority (the Authority).
 
7. A complaint made to the Authority must be in writing and specify the ground or grounds that form the basis of your complaint. You can use the Complaint Form which, together with other information on the complaints process, is available on the Immigration Advisers Authority website, at www.iaa.govt.nz, where you will also find the Authority’s contact details.

Environmental & Sustainability Policy

Barclays & Lloyds Limited is dedicated to Continual Improvement, Prevention of Pollution, and Regulatory Compliance (CPR) in all aspects of providing and marketing our cutting-edge immigration advice. To uphold our commitment to environmental protection, we will pursue the following corporate objectives:

- Implement pollution prevention techniques such as source reduction, material replacement, reuse, natural resource conservation, and recycling.
- Educate employees and contractors about environmental programs, specifications, and requirements pertinent to our operations.
- Continually enhance our environmental management system by setting and achieving objectives and targets that minimize environmental impacts.
- Ensure compliance with relevant environmental regulations and specific commitments relevant to our organization.

Through excellence in environmental management programs, sound management judgment, and dedication to these fundamental objectives, Barclays & Lloyds Limited will fulfill its promise to protect the environment. This policy will be communicated to employees and contractors within the scope of our environmental management system and made available to external parties upon request.

Te Tiriti o Waitangi Policy and Commitment

Purpose
This policy outlines BARCLAYS & LLOYDS LIMITED’s commitment to upholding Te Tiriti o Waitangi and honoring what we believe are reasonable obligations as a Tiriti partner to our clients, colleagues and related parties. As a living document, it will evolve with the organization's expectations and New Zealand’s growing maturity in its engagement with Te Tiriti.

Policy Statement and Guidelines
Te Tiriti o Waitangi is a foundational document in Aotearoa New Zealand, guiding partnership, equitable outcomes, and collective wellbeing. This policy confirms BARCLAYS & LLOYDS LIMITED’s intention to be a responsible Tiriti partner, detailing our obligations and commitments in both our functions and daily operations.

Our Commitment to Te Tiriti o Waitangi
Acknowledging the differences between the English and Te Reo Māori texts, this policy refers solely to the Te Reo Māori text and its provisions. BARCLAYS & LLOYDS LIMITED is committed to recognizing and upholding Te Tiriti in all our work.

Our Expression of Te Tiriti o Waitangi
Te Tiriti provides the framework for how BARCLAYS & LLOYDS LIMITED will fulfill its obligations in daily operations:

- Preamble: Te Tiriti o Waitangi is central to our work, functions, and processes.
- Kāwanatanga: We will partner with Māori in governance, design, delivery, and monitoring of our work and functions.
- Rangatiratanga: We will enable Māori tino rangatiratanga and mana motuhake in the design, delivery, and monitoring of all our work.
- Ōritetanga: We are committed to achieving equitable outcomes for Māori, centering equity in all our work, and adjusting processes and standards to allow for more equitable outcomes.
- Wairuatanga: We will ensure our services are culturally appropriate and safe, recognizing and supporting te ao Māori expressions.

The United Nations Declaration on the Rights of Indigenous Peoples (UNDRIP) sets minimum standards for the survival, dignity, and well-being of indigenous peoples worldwide. BARCLAYS & LLOYDS LIMITED supports UNDRIP’s intentions and its alignment with Te Tiriti o Waitangi. We may refer to UNDRIP articles in our work as reasonably required and consider its role in international contexts where indigenous peoples are not the majority.

Policy Review
This policy will be updated as needed and reviewed every five years to ensure it remains relevant and aligned with best practices.

Terms & Conditions

IMPORTANT: PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY ALONGSIDE ANY SERVICES AGREEMENT THAT MIGHT ACCOMPANY THESE TERMS AND CONDITIONS (REFERRED TO IN THIS DOCUMENT AS “THE ENGAGEMENT LETTER”) AS THEY GOVERN THE RELATIONSHIP BETWEEN US AND YOU. In the event of any conflicts between these terms and the Engagement Letter, terms in the Engagement Letter shall prevail.

These terms and conditions do not affect statutory and common law rules governing the provision of immigration advice. However, if there is a conflict between the rules and these terms and conditions, the terms and conditions will prevail to the extent possible. When "we" and "us" are used, they refer to Barclays & Lloyds Limited, a company registered in New Zealand.

Acceptance of Terms of Engagement
You cannot cancel this agreement if you have requested us to start work on any matter immediately. For joint clients, we can accept instructions from one client on behalf of all unless instructed otherwise. Liability to pay our costs is joint and several. If instructions are given on behalf of a client, we assume the person has the lawful authority to do so. If not, the person giving instructions will be liable as if they were our client.

Responsibility for Work Carried Out on Your Behalf
Our responsibilities include advising you on immigration matters, following your instructions, regularly reviewing your matter, and discussing whether the potential outcomes justify the expense and risks involved. You need to provide clear and timely instructions, necessary information and documents, and required funds. Non-advisory tasks may be carried out by paralegals, secretarial, or support staff under the supervision of a licensed immigration adviser or an NZ-registered lawyer to ensure efficiency.

Our Fees and Expenses
Our fees are based on the time spent on your matter or a pre-agreed fee, covering activities such as meetings, drafting documents, attending court, correspondence, and phone calls. Current rates are detailed in the engagement letter and reflect the expertise of the personnel involved. Routine communications are charged in 1/10th hour units. Rates are reviewed regularly, and you will be notified of any changes. Fees may include an uplift for complexity, urgency, or specialist knowledge, especially in emergencies or out-of-hours situations. You will also need to cover expenses incurred on your behalf. If additional unforeseen work arises, we will inform you with an estimated cost. You can set a limit on charges and expenses, and we will not exceed it without your approval. Advance payments may be required, offset against invoices. We reserve the right to clear payments before commencing work and may request Credit or Debit Card details for payment security.

Handling Your Money
We will hold your money in a designated client trust account. Upon completion of your matter, we will account for any surplus funds. If funds need to be retained post-completion, we will inform you and provide updates annually. If we cannot contact you, we will use reasonable efforts to trace you, and may eventually donate unclaimed funds to charity.

Funding Your Matter
You confirm you are instructing us on a private fee-paying basis unless otherwise agreed in writing.

Invoices
Invoices for charges and expenses will be sent regularly, usually monthly, to help you budget. Invoices must be paid within 7 days. Unpaid bills will incur 15% annual interest from 7 days after the invoice date. For any invoice queries, contact us immediately within 7 days. Complaints can be made through our complaints policy or to the Immigration Adviser Authority.

Electronic Mail
Unless otherwise instructed, we will communicate via unencrypted email. While we strive to exclude viruses or defects, we are not liable for any losses except those arising from bad faith or willful acts.

Insurance and Liability
Our maximum liability for loss or damage is NZ$1,000 per transaction. We are not liable for consequential or indirect damages. Our liability is proportionate to our responsibility relative to others involved. Our advice is for your benefit only, and our agreement does not confer rights on third parties.

Charges and Expenses of Another Party (Litigation Matters Only)
You are responsible for our charges and expenses regardless of other parties' liability. Even if another party is ordered to pay, they may not fulfill their obligation, and you remain liable. Court-ordered interest on unpaid charges will be accounted to you. Insurance coverage for charges and expenses will also be discussed.

Storage of Papers and Documents
Post-matter, your file can be returned upon request, otherwise stored for seven years and then destroyed. Important documents will be held securely. Storage incurs a one-off fee detailed in the engagement letter.

Termination
You can terminate our services in writing at any time. We may also cease acting for you if justified, such as non-payment, unreasonable instructions, or ethical conflicts. Notice will be given, and you must pay for work done up to termination. You must notify relevant parties of our cessation or authorize us to do so.

Concerns About Our Service
For service or billing concerns, refer to our Complaints Policy.

Further Instructions for Subsequent Matters
These terms and conditions apply to all subsequent matters unless otherwise agreed.

Law and Jurisdiction
This agreement is governed by New Zealand law, and disputes will be subject to New Zealand courts.

Equality and Diversity
We promote equality and diversity in all dealings with clients, third parties, and employees.

If you have any concerns about material on our site, please contact us. Thank you for visiting our site.