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Aperio
Financial Services Pty Ltd is committed to ensuring the
confidentiality and security of your personal information. A copy
of our privacy policy detailing how we handle your personal
information is available on request.
All
offices adhere to the National Privacy Principles and seek to apply
consistent privacy practices. Where you seek financial advice from
one of our representatives, he or she will provide you with
information on the privacy practices of that business. This Privacy
Statement outlines how Aperio Financial Services Pty Ltd and
its company offices handle your personal information.
You may
request access to information held by us about you, your investment
portfolio and any other Aperio Financial Services Pty
Ltd service which you may receive by contacting Aperio
Financial Services on 03 9326 7773.
In order
to manage and administer our financial planning and advice
services, it may be necessary for us to disclose your personal
information to certain third parties. Unless
you consent to this disclosure we may not be able to provide you
with financial planning and advice services. The types
of organisations to whom we may disclose your personal information
include:
- financial institutions
for the provision of financial products such as investments,
superannuation, life insurance
- your
financial adviser for the purpose of managing your investments and
financial products
- organisations
undertaking compliance reviews of our financial advisers or reviews
of the accuracy and completeness of our information
- organisations providing
mailing services, maintenance of our information technology systems
and printing of our standard documents and
correspondence.
We will
only disclose your personal information to these organisations to
enable them to undertake specified management and administration
services. Aperio Financial Services Pty Ltd will not disclose
your information for any other purpose unless requested by
you.
In some
cases, it may be necessary to share your personal information with
other members of the Aperio Financial Services group for the
provision of certain services such as information technology or for
the provision of Aperio Financial Services that you have
selected.
Where you
wish to authorise any other parties to act on your behalf, to
receive information and/or undertake transactions, please
notify us in writing.
We may
send you further information from time to time about Aperio
Financial Services Pty Ltd. You may elect to stop receiving such
information at any time by contacting Aperio Financial
Services in writing or by phone on 03 9326 7773. You may
at any time advise us that you wish to recommence receiving Aperio
Financial Services Pty Ltd information.
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