Your privacy is important to Strategic Wealth Solutions Pty Ltd and your financial planner. Our policy is to abide by the Strategic Wealth Solutions Pty Ltd Privacy Policy Statement which incorporates the National Privacy Principals contained in the Commonwealth Privacy Act. This policy requires that your financial planner respects the confidentiality of information and privacy of individuals.
The Strategic Wealth Solutions Pty Ltd Privacy Policy Statement is based upon open ness and we are committed to being open how we use personal information we gather as part of the financial planning process. When your financial planner gathers information from you on behalf of Strategic Wealth Solutions Pty Ltd, he or she will generally state the purpose for which it will be used and whom it may be disclosed to.
Your rights We use your personal information to:
· Assist you with your financial planning needs
· Administer and manage your investments, and
· Facilitate our internal business operations, including fulfillment of any legal requirements and confidential systems Maintenance and testing
Our right to disclose your personal information
We may disclose your personal information if it is necessary to do so in the following circumstances: · to our external service providers, that provide services for the purposes only of our business, on a confidential basis, for example to investment advisers or a mailing house
· except in respect of health information, to any persons acting on your behalf, including your solicitor, acountant or financial adviser, unless you tell us not to
· in connection with a proposed sale or acquisition of an interest in a business
· to any complaints body to whom a complaint relating to this product or service is referred, and
· if you request us to do so or it you consent (for example for a direct debit) or where the law requires or permits us to do so.
Your authority to us
By signing the Authority to Proceed form you authorise us to collect, maintain, use and disclose your personal information in the manner set out in this Privacy Statement.
The Strategic Wealth Solutions Pty Ltd Privacy Policy Statement is based upon open ness and we are committed to being open how we use personal information we gather as part of the financial planning process. When your financial planner gathers information from you on behalf of Strategic Wealth Solutions Pty Ltd, he or she will generally state the purpose for which it will be used and whom it may be disclosed to.
Your rights We use your personal information to:
· Assist you with your financial planning needs
· Administer and manage your investments, and
· Facilitate our internal business operations, including fulfillment of any legal requirements and confidential systems Maintenance and testing
Our right to disclose your personal information
We may disclose your personal information if it is necessary to do so in the following circumstances: · to our external service providers, that provide services for the purposes only of our business, on a confidential basis, for example to investment advisers or a mailing house
· except in respect of health information, to any persons acting on your behalf, including your solicitor, acountant or financial adviser, unless you tell us not to
· in connection with a proposed sale or acquisition of an interest in a business
· to any complaints body to whom a complaint relating to this product or service is referred, and
· if you request us to do so or it you consent (for example for a direct debit) or where the law requires or permits us to do so.
Your authority to us
By signing the Authority to Proceed form you authorise us to collect, maintain, use and disclose your personal information in the manner set out in this Privacy Statement.