About this policy
Your Personal Information
WEALTHCIRCLES FINANCIAL PTY LTD will collect and hold your personal information for the purposes of providing our investment services and products to you. The kinds of personal information that we may collect and hold include your name, date of birth, tax file number, email address, home address, phone number and bank account details. Where you do not provide us with all or some of your personal information that we request then we may not be able to provide you with our services.
Internet and electronic data capture
Personal Information Collected And Held
WEALTHCIRCLES FINANCIAL PTY LTD collects your personal information directly from you and through our intermediaries when you complete application forms and may also collect data from its registry services. Other ways we may collect your personal information includes in person or by telephone, letter, facsimile or email. WEALTHCIRCLES FINANCIAL PTY LTD may hold personal information collected in both physical and electronic storage facilities including paper-based files and computer databases.
How WEALTHCIRCLES FINANCIAL PTY LTD uses and discloses personal information
WEALTHCIRCLES FINANCIAL PTY LTD may use and disclose personal information collected and stored to enable us to provide the financial services and products to you and for other related legal purposes. For example, we may use and/or disclose your personal information to:
- verify your identity;
- administer your accounts, investments and the services we provide to you;
- comply with laws, regulations, rules, directions or requests from WEALTHCIRCLES FINANCIAL PTY LTD’s regulatory bodies and/or other government agencies;
- comply with WEALTHCIRCLES FINANCIAL PTY LTD’s own internal policies and procedures.
Where it is legal and necessary to do so, WEALTHCIRCLES FINANCIAL PTY LTD may disclose your personal information for the purposes described above to our suppliers, contractors, professional advisers, government agencies and regulators or parties involved in the management of your account. These third parties may be in other countries where laws in relation to the processing of personal information are not consistent with the Australian Privacy Principles or the Privacy Act. While WEALTHCIRCLES FINANCIAL PTY LTD may take steps to try and ensure that these third parties do not breach the Australian Privacy Principles in relation to your personal information, the overseas recipient may breach the Privacy Act and/or the Privacy Principles and this may be due to that countries own laws. By providing us with your personal information you accept that we may make disclosures to overseas recipients on this basis.
WEALTHCIRCLES FINANCIAL PTY LTD will protect your personal information
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