Privacy Policy

Privacy Policy Background

We respect our client'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 our details about you are wrong, we will correct them free of charge if you let us know.

Investors must give all information that we reasonably request to perform our functions.

Why we collect

Broadly, we collect personal information to:

  • administer your investment,
  • comply with legal obligations, and
  • conduct research.

 

We also use personal information for other reasons such as:

  • for monitoring, evaluating and improving products and services,
  • for statistical, actuarial, prudential or research, and
  • to provide you information about other services and products.

 

If you do not provide us with your contact details and other information we ask, we may not be able to have or keep you as an investor.

How we collect

We collect information about you from our Product Disclosure Document application forms or other forms, phone, fax, email and from this website.

What we collect

Personal information collected includes the following:

  • name, gender and date of birth
  • contact details
  • bank account details,
  • tax file numbers,
  • employment information (in relation to investments made via a superannuation fund),
  • login and use details for this website, and
  • other information you or others for you (eg your adviser) might tell us

 

Disclosure of personal information

We will not disclose personal information we hold about you unless:

  • this policy allows
  • you otherwise agree,
  • we consider someone needs the information
    typically because they are a regulator or your adviser or to assist us, or
  • to administer your investment.

 

Those we might most probably disclose personal information to include:

  • regulators such as AUSTRAC, the ASIC, the Australian and NZ tax offices, the Securities Commission of NZ and APRA,
  • your adviser,
  • those we have no reason to doubt are acting on your behalf,
  • companies with our group, and
  • those who help us provide products and services to you
    for example, superannuation fund trustees, insurance brokers, insurance companies, fund managers, custodians, fund administrators, mailing houses and auditors.

 

In the case of joint accounts, we allow each individual access to account balances and transaction details, but not to the personal details of the other individual.

What about security?

We are committed to ensuring that your personal information is kept secure.

We have a number of physical access and technology policies and procedures in place designed to provide a robust security environment.

A note about the Internet

The internet is not a secure environment and we cannot guarantee the security of information we exchange electronically.  This is the nature of the Internet.

We may use "cookies" to obtained information with regards to web site activity such as the type of browser used, the number of pages viewed and navigation patterns. This information on its own does not identify an individual but it does provide us with statistics that can help us with design of the web site. You can configure your browser to accept or reject cookies. If you reject all cookies you may not be able to use our web site.

No personal data is stored on our web site.

Links to other web sites

This web site may contain links to other web sites for your convenience. We are not responsible for the information handling and privacy policies and practices of other linked web sites.

Telephone services

We may monitor or record telephone calls for training, record or security purposes. If we do so, we will tell you at the time.

Changes to handling and privacy practices

We may make changes to information handling and privacy policies and practices and this Privacy Policy Statement. We will publish important changes on our web site and if necessary update this Privacy Policy Statement.

Access to personal information

In most circumstances, you have the right to access any personal information we collect and hold about you and to have it corrected if it is wrong.

Please contact our Privacy Officer at the address below if you wish to access or update your personal information, or if you have a complaint about how we have handled your details. If your investment into our products is through an IDPS, wrap, master trust or such other portfolio administration system, please contact the provider directly with your query.

Reasonably acting

We may take and may act (or not act as relevant) on any advice, information and documents which we have  no reason to doubt as to authenticity, accuracy or genuineness.

Privacy Officer

Select Asset Management Limited

Level 10
2 Bulletin Place
Sydney NSW 2000

Tel: 02 8252 2200 
Fax: 02 8252 2201 
Email: privacyofficer@selectfunds.com.au