What data do we collect?
We collect and retain your personal information for the following purposes:
- Offering and managing our products and services
- Administering and overseeing these products and services
- Informing you about additional offerings from us.
The data collected is crucial for operational purposes and to provide tailored advice. The information may encompass:
- Email address
- Residential and/or postal address
- Date of birth
- Contact details
- Bank details
- Financial details
- Employer details
- Tax file number (TFN)
Much of this information is gathered through application forms, online interactions, or ongoing correspondence.
We solely collect personal information when it has been knowingly provided by you or authorized by a third party acting on your behalf.
We always seek your explicit consent before collecting sensitive information and ensure transparent disclosure.
Occasionally, we may need to gather data from third parties, such as your accountant, product issuer, or employer. Legal requirements may also compel us to request specific information from you, along with supporting documentation like certified copies of identification.