At Wallace Absolute Return Limited (“WAB”) the privacy of your personal information is important to us. Wallace Absolute Return Limited complies with the National Privacy Principles contained in the Privacy Act 1988 (Cth) (the “Act”). This Privacy Policy outlines the general information handling practices you can expect from WAB. If you require any further information concerning privacy and the ways in which we handle your personal information, please contact us or Wallace Funds Management Pty Limited (“WFM”) WAB’s investment manager using the contact details set out below.
Collection of Personal Information
We collect the following types of personal information to provide you with the products and services you request, as well as information about compatible or related products and services we offer: your name, age, gender, contact details, as well as your financial information. We may also collect personal information about you from telephone calls, faxes, emails, letters and by other means. If you are a visitor to our website, we will generally not collect personal information about you (for further information on our Internet Privacy practices, please see below).
How is your personal information dealt with?
WAB will only use your personal information for business purposes. WAB will disclose your personal information to WFM for the purpose of managing the investments of WAB.
WAB may disclose personal information outside of WAB in the following circumstances:
1. disclosures to external service providers who help us operate our business. These external service providers include mailing houses, information technology support and email suppliers. From time to time we also seek expert help to improve our systems, products and services. Where relevant or required, WAB will take reasonable steps to require these external service providers to comply with the Privacy Act and only use personal information for prescribed purposes;
2. if you have consented to the disclosure; or
3. disclosures we are required or authorised to make by law (for example, to report on compliance or risk management matters to regulators such as the Australian Securities & Investments Commission, the Australian Stock Exchange Limited or the Australian Taxation Office) or permitted to make under the Act.
Your personal information may also be used by us to administer, monitor and evaluate products and services, gather, aggregate and report statistical information, assist you with any queries and take measures to detect and prevent fraud and other illegal activity.
If you used a financial adviser who recommended your investment in WAB (as indicated on your application form), then details of your investment may be provided to your current financial adviser.
By making an investment in Wallace Absolute Return Limited you will be taken to agree to the use, collection and disclosure of your personal information for the purposes detailed above.
Security of Information
WAB takes reasonable steps to protect the personal information we hold about you from misuse, loss, unauthorised access, modification or disclosure.
If we hold personal information about you and that information is no longer needed by us, we will take reasonable steps to destroy or permanently de-identify the relevant information.
Specifically our security measures include:
1. firewalls to prevent hacking of our databases;
2. clauses in employee agreements requiring confidentiality;
3. appropriate security access to our office premises;
4. the use of passwords to access database information; and
5. document shredders for the disposal of written information.
Accuracy of and Access to your personal information
We aim to ensure that the personal information we retain about you is accurate, complete and up-to-date. If you provide us with incomplete or inaccurate information, we may not be able to provide you with the products or services you are seeking. You may request access to your personal information held by us by contacting us or WFM via the details set out below.
We reserve the right to charge any reasonable costs incurred by us in providing access in certain circumstances. If you would like to make a request for access, please set out your request in writing and send it to us at the contact details set out below.
If you feel that any personal information WAB holds about you is not accurate, complete or up-to-date, please contact us or WFM at the contact details set out below. We will then take reasonable steps to ensure that your personal information is corrected.
At any time you may opt-out of receiving any direct marketing and other similar communications.
Internet Privacy
In general, you can visit our website without revealing personal information about yourself. When you visit our website, our internet service provider and website managers may make a record of your visit, logging information such as your email address and/or IP address (if applicable), the date and time of your visit, the pages accessed, the domain where you clicked through from, and the type of browser you have used. This information is collected for trend and statistical purposes, and so that WAB can analyse and enhance its website’s functions and capabilities.
Our website may make use of cookie technology, to provide you with better and more efficient service next time you visit our website. Cookies are unique identifiers which are sent from our website to your computer or system (PC), tracking the web pages you have visited. Cookies enable us to relate your use of the website to information that you have specifically provided to us (such as a member password for any service we may provide via the website) and allow your web browser to track searches you have performed on our website. Cookies are stored on your PC, not on our servers. You can elect to disable Cookies through your browser setting options.
WAB Contact Details
If you have any questions or would like further information on our privacy and information handling practices, please use the contact details below:
Address:
Suite 3204, Level 32 Australia Square
264-278 George Street
Sydney NSW 2000
Email: wallace@wallacefunds.com.au
Phone (612) 9247 4361
Fax (612) 9247 9271
