Austpac Funds Management Ltd is strongly committed to its clients and to protecting their privacy.  We are bound by the National Privacy Principles of the Privacy Act 1998 (Commonwealth) in relation to the treatment of personal information.

This Privacy Policy sets out the approach Austpac Funds Management Ltd takes in relation to the way we collect, use, disclose and allow access to personal information.

Collection of information

Austpac Funds Management Ltd only collects personal information from you that is reasonably necessary to provide you with our products or services or to maintain your contact details.  We generally collect the information directly from you where practicable, unless you have given us permission to collect the information from another source (eg. your financial advisor).  We may collect information such as:

• your name, company, address and contact details
• your financial details
• transaction information relating to the product or service we provide to you.

Use of information

Austpac Funds Management Ltd will only use and disclose your personal information for the purpose for which it was collected.

We may use your personal information:

• to respond to your request or help process your application;

• to administer our products and services;

• to inform you of other potential investment opportunities; and

• to ensure our internal business operations are working effectively, which may involve using your personal information for risk management purposes.

In the process of providing our services to you, we may need to disclose information about you to people with whom we do business including our related bodies corporate, contractors and agents such as lawyers, accountants, compliance and risk management consultants, mail houses and print shops or other persons with whom we wish to do business on a joint basis.  We may also disclose information about you to a person who wishes to acquire our business or an interest in it.

When we request your personal information we may provide you with more detail about the way in which the information will be used.  We will not supply your personal information to anyone outside Austpac Funds Management Ltd without your consent, unless we consider it necessary for the proper and efficient conduct of our business or are required or permitted to do so by law.

Security

Austpac Funds Management Ltd takes all reasonable steps to ensure the protection of your personal information from misuse, loss, unauthorised access, modification or disclosure.

We delete, destroy or permanently de-identify any personal information which is no longer needed, unless otherwise required by law.

Access and Correction

You may request access to personal information held about you.  Your request will be processed within a reasonable time.  A fee may be charged to cover the reasonable cost of processing your request.

Austpac Funds Management Ltd will generally allow you to access your personal information, unless there are certain legal or administrative reasons to deny access.

We endeavour to ensure that the personal information we hold about you is accurate, complete and up to date.  You may request at any time that we correct any information held about you if you believe the information to be inaccurate or incomplete.

Contact Details

Privacy Officer
Austpac Funds Management Ltd
PO Box 4352
Richmond
Victoria 3121

Tel: 03 9420 9500
Email: privacy@austpacfundsmanagement.com