Privacy Policy

Privacy Policy Background

We may collect personal information if investors are investing in a fund managed by us.

We respect investor’s rights to privacy concerning personal information we hold about them. Our privacy policy is consistent with Australia’s legal requirements.

Things change

It’s very important that you keep us up to date with your details. If you think its records are wrong or out of date – particularly your address, email address or adviser – it’s important that you contact us and they will be corrected. If details about you are wrong, they will be corrected free of charge if you let us know.

You must provide to us in a timely way all information that we reasonably request or which you suspect that we (or they) should know to perform our (or their) functions, for example, regarding your identity or the source or use of invested moneys.

Why is personal information collected

Broadly, personal information is collected to:

  • administer your investment,
  • contact you regarding further investment opportunities, and
  • comply with legal obligations.

How we collect

Information is primarily collect about you when you apply to invest in a Fund, although there may be other ways such as research, phone, fax, email and from this website and your advisers.

What we collect

Personal information collected includes the following:

  • name, gender and date of birth
  • contact details
  • bank account details,
  • tax file numbers,
  • any login and use details for this website, and
  • other information you or others for you (eg your adviser) might tell us.
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