Central to the success of Arcadian Private Wealth is our commitment to our clients. We honour without reservation our obligation to respect and protect the privacy of the personal information of individuals with whom we deal.

The information we collect

Whenever it is reasonable and practicable to do so, we only collect information about you directly from you.

We only collect personal information about you which is reasonably necessary to:
provide you quality products or services
consider applications and approaches you make to us
maintain your contact details

We generally hold personal information relating to:
the products and services we provide or have provided to you
your financial interests and sometimes your financial position
your contact details.

We do not generally collect sensitive information about you unless required by applicable laws or rules. Sensitive information includes information relating to:

• race
• political or religious beliefs
• sexual preferences
• criminal convictions
• membership of professional or trade associations or unions
• health information.

We collect health information where we offer products with an insurance component to our customers. We do not use or share that information for any purpose other than the underwriting or administration of a customer's policy, claim or account, or as otherwise disclosed to the customer when the information was collected.

How that information is used

We only use and 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.

For example, we may from time to time use your personal information to inform you of investment opportunities or to provide information about products and services which we expect may be of interest to you. However, we do respect your right to ask us not to do this.

We do not sell personal information to other organisations to allow them to do this.

We may disclose personal information to service providers who provide services in connection with our products and services or we may provide information about you to your nominated financial adviser with your permission.

Information provided will be held in the strictest confidence by us. We do not give information about you to anyone else unless one of the following applies:
it is necessary in order to provide you with the financial services you expect us to, or we have told you we will;

• you have consented; or
• it is required or authorised by law.

If you do not consent to such disclosure, we will not be able to provide you with financial services. The types of organizations to whom we typically disclose your personal information includes mailing houses, information technology staff (for the purpose of maintenance of our IT systems) and related service providers, superannuation trustees, product issuers including insurance companies as well organizations undertaking compliance reviews of our representatives or other due diligence undertaken on us or our representatives. If we transfer personal information outside Australia, we comply with trans-border data flow privacy standards under the Privacy Act, for example, by taking reasonable steps to protect the information being held, used or disclosed by the recipient inconsistently with the National Privacy Principles.

Should you wish to authorise the disclosure of your personal information to other parties, please notify us in writing.

Keeping information accurate and up to date

We take all reasonable steps to ensure that all information we hold is as accurate as is possible. You are able to contact us at any time and ask for its correction if you feel the information we have about you is inaccurate or incomplete.

How you can access your information

You can contact us to request access to your information. In normal circumstances we will give you full access to your information. However, there may be some legal or administrative reasons to deny access. If access is denied, we will provide you with the reason why.