It's important you can trust us with your personal information. We take your privacy and security very seriously. We'll only ask you for the information we need to help you build and protect your wealth.
Privacy Policy
Our Privacy Policy is in line with current Australian privacy legislation to cover:
- why we need personal information and what types we collect
- how we protect your personal information
- who can access your personal information
- how you can contact us to find out more about your personal information
- what to do if you have concerns about your privacy.
So now you can feel even more confident that your personal information is secure.
Important information
Before you are issued with one of our products you will receive a product disclosure statement (PDS), an investor directed portfolio service (IDPS) guide, terms & conditions or a similar type of document in most cases (disclosure document). The disclosure document contains information about the particular product to help you make an informed decision about that product. If you receive personal financial product advice from us or from one of our employees or representatives, you will normally be given a statement of advice (SOA). Personal financial product advice is advice that takes into account one or more of your objectives, financial situation and needs. The SOA will contain the advice, the basis on which the advice is given and information about fees, commissions and any associations which may have influenced the advice.