Privacy Policy

 Please note: We can only provides consultation on strategies available and source the deal for you, for detailed financial suitability - please seek advise from your financial advisor.

Why do we need your personal information?

Protecting your personal information is important to us and we will only collect the information necessary to enable us to provide our products and/or services to you. We understand some information is more sensitive so we will be clear about why we are collecting it, what we intend to use it for and how we will protect it.In this policy, personal information is any information that could identify you or be used to establish your identity.We collect, hold, use and disclose personal information so we can establish, manage and administer the products and services provided by us, and comply with legal and regulatory obligations. We may also use and disclose your information for purposes related to those mentioned above, such as:

• Assisting with your questions and complaints
• Arranging for services to be provided by third parties
• Enhancing our customer service and product options (see the section ‘Will my personal information be used for direct marketing?’)
• Internal operations, such as record keeping, data analytics, auditing or training.

Will my personal information be used for direct marketing?We use and disclose your personal information to keep you informed about the range of financial products and services we offer.You can opt out of receiving direct marketing information from us at any time.

What happens if I do not provide information that has been requested?

It’s your choice whether to provide your personal information. However, if you don’t, we might be unable to fulfil your request for a specific product or service or be unable to identify you to protect you against fraud. Where you are seeking financial advice, it may also affect our ability to properly analyse your personal circumstances.

What types of personal information do we collect?

We may ask for a range of personal information, limited to what we need, to assist us in providing you with relevant financial products and services. The information we request could include (but is not limited to) name, address, date of birth, contact details, income, assets and liabilities, account balances, tax and financial statements, health information, employment details, domicile and citizenship status.

How do we collect personal information?

Most of the personal information we collect will be directly from you. 

We only collect your information from external sources if it is impractical to collect it directly from you, or when we are permitted to do so.

Can you remain anonymous or use a pseudonym when dealing with us?If you wish to remain anonymous or to use a pseudonym when dealing with us, we may be able to provide you with limited information or services. However in many cases it will not be possible for us to assist you with your specific needs if you wish to remain anonymous or use a pseudonym.