Privacy notice
How we handle information you choose to share with us.
Clearline Advisory is operated by Desmond Angus. For privacy questions, or requests to access or correct your personal information, email dclaglobal@gmail.com.
Information we collect
If you contact us or send our questionnaire, we may receive your name, role, email address and the business information you choose to provide. If we work together, we may also receive information and documents needed for the agreed service. Please do not include passwords, medical details or identity documents in your initial questionnaire.
Why we collect it
We use the information to respond to you, assess the work, prepare a quote, deliver agreed services and meet our legal obligations. Providing it is voluntary, but if information necessary to assess or deliver the work is not provided, we may not be able to provide a quote or service.
The questionnaire
The questionnaire runs in your browser; it does not automatically send your answers to us. If you choose “Save draft”, answers are stored in that browser on your device until you clear them or remove browser storage. Downloaded and printed copies remain under your control. When you email your answers, they pass through your email provider and ours.
Storage and service providers
Desmond manages client and prospect information using Google services, including Gmail and Google Drive. Access to client files is limited to Desmond, subject to processing by service providers. The website is hosted by Cloudflare; technical information may be processed by the host to provide the site. Google and Cloudflare may process information outside New Zealand under their own service arrangements.
AI-assisted work
We intend to use Google Workspace AI tools to assist with drafting. Before sharing client information with an AI tool for a project, we will seek the client's permission and discuss what information will be used. AI-assisted output requires human review.
Retention
We aim to delete client project information 90 days after the client relationship ends. For a prospect who does not become a client, the period begins after our last exchange. We retain records required for tax and other legal obligations for the applicable period, and may retain information where required by law. Copies held by service providers or in backups may take additional time to be removed under their systems.
Your rights
You can ask to access or correct personal information we hold about you. Contact us at the address above; we will consider requests under the Privacy Act 2020. You can also contact the Office of the Privacy Commissioner if you have a concern.