About Us> Our Financial Services Guide (FSG)
Privacy Statement
What does the new Privacy Act legislation mean to me?
Laws protect the privacy of your personal information held by certain private sector organisations. Austplan Pty Ltd, is governed by these laws. From time to time your adviser may need to provide your personal information to Austplan Pty Ltd or another member of the Austplan Pty Ltd Group to enable fulfilment of licensed dealer obligations and the provision of other services to you. Austplan Pty Ltd must, as a result, provide you with the following information in respect of its handling of your personal information.
Austplan Pty Ltd from time to time collects personal information about you from your adviser.
What is my personal information used for?
Your personal information is used to:
- assist your adviser in providing advice to you.
- administer and manage your investments.
- facilitate Austplan Pty Ltd internal business operations, including fulfilment of any legal requirements.
- analyse products and customer needs and develop new products.
- carry out confidential maintenance and testing of computer systems.
Who else will receive access to my personal information?
We may disclose your personal information (as necessary):
- on a confidential basis to industry bodies, our agents, contractors or third party service providers that provide financial, administrative or other services for the purposes of Austplan Pty Ltd business or your investments. Namely, Professional Insurances Agencies (general Insurance), Leisure Home Loans & Finance and Austplan Accounting Pty Ltd.
- where the law requires us to do so
- if you consent.
From time to time, your adviser may provide you with marketing material prepared by a member of Austplan Pty Ltd . If you do not want to receive such material at any time in the future, please contact your adviser.
How do I access information you hold about me?
You are entitled at any time to request access to personal information held by your adviser or A ustplan Pty Ltd about you and ask us to correct this information where you believe it is incorrect or out-of-date. No fee will be charged for an access request but we may charge you the reasonable costs of giving you any information you have requested. An access request can be directed through your Austplan Pty Ltd representative.
Where and when can I get more information about the Privacy Act with respect to my investments?
Our Privacy Statement sets out in detail our policies on the management of personal information. You can obtain a copy of this statement free of charge from your Austplan Pty Ltd representative or by contacting Austplan Pty Ltd direct.
Dated: 10 th February 2004
