|
Eclipse Financial Advisers Pty Ltd (“Eclipse Financial Advisers”) recognises the importance of safeguarding your privacy and is committed to complying with the National Privacy Principles which set the standard for how private organisations should deal with personal information. The National Privacy Principles are found in amendments to the Privacy Act 1988 which came into effect on 21 December 2001. We trust that this privacy statement will help you to understand how Eclipse Financial Advisers collects, uses, discloses and manages your personal information.
The type of information collected by us will depend upon your relationship with Eclipse Financial Advisers and may include name and title, address, contact details, occupation, date of birth, account details, investment history and investment holdings, associated entity details, trust beneficiary, company shareholders, adviser details, stockbroker details, salary and other information relating to personal financial circumstances (relating to salary sacrifice investment purchases).
Eclipse Financial Advisers collects personal information about you primarily:
- to provide you with the services you request;
- to administer your financial product or shareholding;
- to provide you with information about other products or services offered by Eclipse Financial Advisers;
- to respond to your enquiries or complaints;
- to satisfy any legal requirements.
Personal information held by Eclipse Financial Advisers may be disclosed to third parties when needed to support or assist in providing a service to the client or when it is considered in the clients best interests. The third parties may include:
- outsourced service providers, including administration, custodial and registry service providers; printers and mailing houses,
- information technology systems and software providers, actuaries, professional advisers and research organisations;
- business partners (within the Eclipse Financial Group);
- government agencies including APRA, ASIC, Centrelink or the ATO.
Where Eclipse Financial Advisers contracts with an outsourced service provider or business partner we take reasonable steps to protect the privacy of any information disclosed to them. This includes
inserting confidentiality provisions and a requirement to comply with the Privacy Act in our contractual arrangements.
Eclipse Financial Advisers records some inbound calls received and may also record outbound calls. A caller is notified at the commencement of a call that it is being recorded and may elect not to have the call recorded. Calls are recorded for the purposes of assurance, training and as a ‘record of advice’ to assist with ensuring effective communication with our clients.
From time to time Eclipse Financial Advisers may wish to use your information to tell you about other products, services or special offers that we think may be of interest to you.
Please let us know if you do not want to receive these offers by contacting us on (02) 9955 9779 during business hours.
|
