Keyview Investment Management Pty Ltd (Keyview), is committed to ensuring the confidentiality and security of your personal information. This Policy outlines why we need to collect personal information and how we manage the personal information we collect about individuals including customers and potential customers.
‘Keyview’, ‘we’, ‘us’ or ‘our’ refers to Keyview as well as all companies within the Keyview Group of companies and their representatives and authorised representatives.
Keyview maintains all personal information in accordance with the Australian Privacy Principles (APP) contained in the Privacy Act 1988 (Cth), (Privacy Act). We are committed to being open with you about how we use your personal information.
Understanding and providing solutions to your financial needs is core to the activities of our business. Keyview will collect personal information from you to provide you with products or services. It may also be used to keep you informed about our range of products and services or to invite you to social events. You can opt out of receiving marketing information from us at any time (refer to ‘Queries and Complaints’). The information provided may be used to administer and manage our products and services, including for training, audit or data analytic purposes or any other purposes authorised by you.
We will collect and record information that will assist us in complying with our legal obligations including taxation and anti-money laundering and counter-terrorism financing.
As a provider of financial services, we are subject to legislative and regulatory requirements which require us to obtain and hold detailed information which personally identifies you. The type of personal information we may collect can include (but is not limited to):
We may also need to collect other personal information relating to your finances, assets and liabilities, current investments, income, marital status and gender to assist us in the provision of our services to you.
Wherever practicable, we will collect information from you personally. We may also collect your personal information from external sources, for example, from other professional advisers, or our service providers.
The personal information we hold will be used for the provision of products and services to you, including financial advice and investment management services. In some instances, it may be necessary for us to disclose your personal information to third parties outside the Keyview Group. Unless you consent to this disclosure, we will not be able to provide you with our services. We may disclose your personal information to third parties such as:
We do not sell or license your information to third parties.
Disclosure of credit information to third parties: We do not disclose any credit information we have about you to any credit reporting bodies.
From time to time, we may use your personal contact details to send you information that we think will be of interest to you. You may instruct us not to send this information to you by contacting us either by phone or in writing (refer to ‘Queries and Complaints’).
For analytical and product development purposes we may anonymise your data.
It is our aim to ensure the information we hold about you is accurate, complete and up to date. If you believe at any stage the information we hold is inaccurate, or incomplete in any way, please contact us and provide evidence of the inaccuracy. If the information we hold is wrong, we will correct it.
If you wish to access the personal information we hold about you, please contact us. Keyview will always ask you to identify yourself to our satisfaction and provide us with a reason for requesting the information. We will facilitate access to the information by discussing with you how you would like to receive access to the information and what manner would be most appropriate. You may ask us to correct any information we have to your satisfaction.
The security of your personal information is important to us. Your personal information is held in a combination of secure computer-based storage facilities and lockable filing cabinets or in a secure filing room. We use security procedures and update our technology to protect your information. Access to your personal information held by us is limited to protected it from misuse, loss, unauthorised access, modification or disclosure.
If our service providers have access to your personal information, we require them to have appropriate privacy policies and procedures to adequately protect your information.
We are required by law to keep your personal information for a certain period of time. When we no longer require the information for any purpose, we will destroy by secure means or permanently de–identify the information.
We will not adopt as our own any identifiers that you may provide to us such as Tax File Numbers, Medicare numbers etcetera.
The nature of financial services does not lend itself to treating clients with anonymity. For us to provide you with a financial service we require personal information about the individual for whom the service is provided.
Keyview will not send any personal information about you overseas unless you consent, or Keyview believes that the other country has privacy laws substantially like our own, or Keyview provides the information in other circumstances giving like protection. Keyview may also store your personal information on servers based overseas or in the “cloud” or other types of networked or electronic storage.
When you visit our website, details may be recorded about your visit, such as time and date, server address, pages accessed, time spent and type of browser. This information is used in an anonymous form for statistical purposes and as such cannot identify you individually.
We may use cookies to identify your browser so that next time you visit our website we remember your log in details. A cookie is a small file which remains on your computer and contains information enabling Keyview ’s website to recognise your browser. If you do not wish to permit the use of cookies, you can adjust the settings on your browser to reject cookies or notify you when they are being used. We also use cookies to provide the services and features offered on our website, and to improve our user experience if you do not accept the use of cookies, we may not be able to provide all services that our website is capable of.
Keyview website may have links to external third-party websites that may benefit the user. External websites should contain their own privacy statements and we recommend you review them when using their websites. Please note that third party websites are not covered by our Policy and these websites are not subject to our privacy standards and procedures.
If you have any queries, concerns or complaints about how we handle your personal information, please contact our Keyview Group Privacy Officer in the first instance on clientrelations@keyviewfinancial.com
Our website contains links to other websites. When you click on a link to another site, you are no longer subject to this Policy.
If you require further information about our privacy policy or If you are concerned that we have not complied with your legal rights or the applicable privacy laws, contact our Privacy Officer in the first instance. Please contact our Privacy Office with a thorough description of your concerns and a response will be provided within a reasonable period. All complaints must be in writing.
When processing a compliant, we will require you to provide us with information to confirm your identity before processing a request related to information, we may hold about you.
We expect our procedures will deal fairly and promptly with your complaint. However, if you remain dissatisfied, you can also contact the Office of the Australian Information Commissioner as follows:
Director of Compliance Office of the Australian Information Commissioner
GPO Box 5218
Sydney NSW 2001
For more information on privacy see the Australian Information Commissioner’s website.
From time to time it may be necessary for Keyview to review this statement. Keyview reserves the right to change this Policy at any time without notification.
