BELL GROUP PRIVACY POLICY
Bell Financial Group Limited and its subsidiaries (the Group)
are committed to respecting the privacy of your information.
Australian members of our Group are bound by the Privacy Act
and the Australian Privacy Principles (APPs). The Group
includes our Bell Potter Securities, Bell Potter Capital and Bell
Direct businesses.
If you want more information about this Privacy Policy, if you
want to inquire about any of your personal information, or if you
believe your personal information is inaccurate, out-of-date or
incomplete, contact
us. You can obtain more information on privacy at the website
for the Office of the Australian Information Commissioner: www.oaic.gov.au.
This Privacy Policy forms part of the Terms and Conditions of
Use of the website owned and operated by us ("the Website"). Click
here for those Terms and Conditions. This Privacy Policy
may be changed from time to time and we encourage you to check our
website for any updates.
THE KINDS OF INFORMATION WE COLLECT
The kinds of personal information that we collect include your
name, contact details and identification information, the products
and services we have provided to you, your financial position and
financial objectives, and records of our interactions with you by
phone, email, fax and letter. We may occasionally need to
collect health information (for example, in connection with the
administration of your superannuation fund) but will only do so
with your consent, except where otherwise permitted by law.
HOW WE COLLECT YOUR INFORMATION
We collect information directly from you. From time to
time, we may also collect information from third parties including
public sources, brokers, agents, advisers, referrers, information
service providers and credit reporting agencies.
WHY WE COLLECT YOUR INFORMATION
We collect personal information to help us effectively provide
financial products and services to you, provide information and
marketing material to you and satisfy certain legislative and
regulatory requirements. If you do not give us your personal
information, we may not be able to provide certain products and
services to you. The main ways we may collect personal
information about you are:
- if you subscribe to our information service
- if you register with our registration service
- if you give information to any member of the
Group
- if the information is provided to us by a third
party.
If you wish to unsubscribe to our information or registration
service, please contact
us in writing requesting to be removed from our database.
HOW WE USE YOUR INFORMATION
We will only use or disclose personal information about you for
the purpose for which it was disclosed to us, or related purposes
which would reasonably be expected without your permission, or
where required or authorised by law. Your personal information may
be transferred to our authorised representatives or other
businesses to ensure that you receive personal and tailored
services. We may also disclose your personal information to
external contractors for the purpose of providing Group information
to you. We will use our best endeavours to ensure that each
of our authorised representatives and the businesses that we deal
with adhere to the APPs. Specific requirements apply to the
collection, use and disclosure of your personal information for
credit reporting purposes.
ACCURACY AND SECURITY
We aim to ensure that the personal information we hold
about you is accurate, up-to-date and complete. We place a high
priority on the security of personal information. We use
appropriate technological, administrative and physical safeguards
to prevent the unauthorised access to or use of your personal
information.
HOW TO ACCESS YOUR PERSONAL
INFORMATION
You are entitled to have access to the information we hold
about you by writing to the address below. We will provide it
to you unless we believe that we should not comply with the request
on grounds specified in the Privacy Act. If this is the case,
we will give you written reasons for our decision. We will
need to establish your identity before providing the information
and depending on the nature of the request, a fee may apply to
cover our reasonable costs.
DISCLOSING YOUR INFORMATION TO OVERSEAS
RECIPIENTS
If you request certain financial products or services from us,
this may require disclosure of your personal information to
recipients located overseas - most likely the USA, UK, Hong Kong or
Malaysia. We will only disclose your personal information to
overseas recipients who we believe will protect that information
and keep it secure.
COOKIES
A 'cookie' is a packet of information placed on a user's
computer by a website for record keeping purposes. We may use
cookies and other technologies on our websites and to monitor
traffic patterns, manage advertising and other activities. A cookie
does not identify you personally but identifies your computer. You
can set your browser to notify you when you receive a cookie and
this will provide you with an opportunity to either accept or
reject it each time.
EXTERNAL WEBSITES
The website contains references or links to other
websites. Those references or links may in turn refer or link to
other references or links. None of the Group members or their
directors, officers, employees or agents are responsible for any
privacy policies or practices of any of those external
websites.
INQUIRIES AND COMPLAINTS
If you have any questions regarding our Privacy Policy or
handling of information, please direct your query to the Privacy
Officer. If you have a complaint about a breach of the APPs
or any other privacy related matter, we will respond to let you
know who will be handling your matter and when you can expect a
further response. If your complaint is not resolved to your
satisfaction, you may have the right to escalate the matter to an
external dispute resolution scheme or regulatory authority.
We can provide further details of the appropriate
scheme/regulator for you on request.
Contact
Details
Head of Compliance: |
Brendan Goff |
Address: |
Level 38, Aurora Place, 88 Phillip Street, Sydney, NSW
2000 |
E-Mail: |
bgoff@bellpotter.com.au |
Telephone: |
02 9255 7200 |
Facsimile: |
03 9256 7227 |
Dated: 01 August 2017