Privacy
Superior Investments Group Pty Ltd manages the office of ABN AMRO Morgans Limited
in Springwood. All personal information held by the Springwood office or provided
via this website is dealt with in accordance with the ABN AMRO Morgans Privacy
Policy which is reproduced for your convience below.
ABN AMRO Morgans Privacy Policy
ABN AMRO Morgans Limited
(A.B.N 49 010 669 726)
Level 29 Riverside Centre
123 Eagle Street
Brisbane Qld 4000
Contact details of ABN AMRO Morgans Limited
ABN AMRO Morgans Limited
Level 29 Riverside Centre
123 Eagle Street
Brisbane Qld 4000
GPO Box 202
Brisbane Qld 4001
Telephone (07) 3334 4888
Facsimile (07) 3831 9946
Email info@abnamromorgans.com.au
Internet www.abnamromorgans.com.au
Privacy Officer Contact Details
Telephone (07) 3334 4888
Facsimile (07) 3831 9946
Email privacy@abnamromorgans.com.au
ABN AMRO Morgans Limited group of related companies (AAM)
This Privacy Policy is made on behalf of ABN AMRO Morgans Limited (ABN 49 010
669 726). All references to "AAM", "we", "us" or
"our" in this Privacy Policy are references to ABN AMRO Morgans Ltd
and its related bodies corporate.
Our personal information handling policies
AAM is bound by the National Privacy Principles contained in the Privacy Act 1988.
The Privacy Act and general law place strict requirements on us to treat any personal
information that we hold about you as confidential. This Privacy Policy details
how we collect, use, disclose and protect that personal information. This Privacy
Policy does not cover personal information collected or held by us about our employees,
and is to be read subject to any overriding provisions of law or contract.
Personal Information is information or an opinion about you where it is possible
to ascertain your identity from that information or opinion.
If you have any questions relating to this Privacy Policy or if you would like
further information on the way we manage your personal information please contact
our Privacy Officer using the contact details above.
Collection
What personal information we collect
We are permitted to collect personal information from you under laws relating
to corporates, taxation, insurance, money laundering, credit and the provision
of financial services.
The personal information we collect from you will depend on what services we provide
to you and may include any or all of the following:
your name, address and contact details
your email address
your date of birth
your tax file number
details of your employment
details of your annual income and expenditure
details of your assets and liabilities
details of your investment objectives and risk profile
details of associated parties
details of associated bank accounts
details of any securities or investments you have given us
details of specific transactions
details of health information relating to your insurance requirements
Where we collect the information from
In most instances personal information about you will be collected directly from
you in either an application form or documents completed by you, correspondence
from you to us, during an interview or from telephone contact.
We may also obtain personal and other information from some third parties such
as accountants and any other organization who have referred you to us. When we
obtain personal and other information from third parties whom we are referred
to by you, we will assume and you will ensure that you have made that third party
aware of your referral and the purposes involved in the collection, use and disclosure
of the relevant personal or other information.
Personal information about you may also be collected from this website or the
ABN AMRO Morgans Limited website at www.abnamromorgans.com.au (the AAM website)
but only if you voluntarily provide us with your details (e.g. If you email your
contact details to us or if you use a logon and password to access a particular
service).
When you visit this website or the AAM website the web server collects the following
types of generic non-personal information for statistical purposes:
your internet service providers address
the number of users who visit the website
the date and time of each visit
the pages accessed and the documents downloaded
the type of browser used
the site that referred you to us
the site that you went to after you finished visiting us.
No attempt is made to identify individual users from this information.
This website or the AAM website contains links to the websites of third parties.
If you access those third party websites they may collect information about you.
AAM does not collect information about you from the third parties. You will need
to contact them to ascertain their privacy statements.
Cookies
A cookie is a small text file placed on your computer hard drive by a web page
server. Our web server may access cookies later. Cookies store information about
your use of this website or the AAM website.
AAM use cookies to:
determine whether you have previously used this website or the AAM
website
identify the pages you have accessed
facilitate administration of the site and for security purposes
Cookies can either be "persistent" or "session" based. Persistent
cookies are stored on your computer, contain an expiration date, and are mainly
for the user's convenience. Session cookies are short lived and are held on your
browser's memory only for the duration of your session, they are used only during
a browsing session, and expire when you quit your browser.
We may use both session and persistent cookies. This information may be used to
personalize your current visit to our website. Upon closing your browser, the
session cookie is destroyed.
Most Internet browsers can be set to accept or reject cookies. If you do not want
to accept cookies, you can adjust your Internet browser to object cookies to or
notify you when they are being used. However, rejecting cookies may limit the
functionality of the website.
Uses and disclosure of information
We will only use or disclose the personal information collected about you for
the purposes for which it was collected (including one or more of those purposes
specified in the Privacy Policy), for related purposes which you would reasonably
expect us to use or disclose the personal information for, or where you have consented
to us using or disclosing the personal information
We use your personal information for the following purposes:
to open an account for you
to maintain account you have with us
to process your investment application and other transactions
to enable us to assess any request from you for financial advice
to enable us to send research information to you
to assist you in determining your investment objectives and providing you with
investment advice to assist you in achieving these objectives
to respond to any specific requests you may make of us
to help us assess products that may suit your financial needs
to notify you of any products that may be of interest to you
to keep you informed on matters that may affect or be related to your investments
to advise you of new opportunities that may assist you in achieving your investment
objectives
to provide you with regular reviews and keep you informed on the performance
of your investments
to enable us to audit and monitor the services we provide to you
to update your personal files
to enable us to meet our obligations under law, for example the Australian Taxation
Laws
any purposes for which the information was requested and any directly related
purposes
developing, improving and marketing our products and services
If you do not provide us with your personal information, we will be unable to
do one or more of the above.
We will assume you consent to our management of your personal information in the
manner specified in this Privacy Policy (which may change from time to time) and
our Privacy Statement (which may change from time to time) until you tell us to
the contrary by contacting us using the contact details above.
We may disclose your personal information to the following organisations for the
purposes specified:
to related companies of AAM for the purposes of marketing new investment
opportunities to you
to the Australian Stock Exchange, Options clearing house, funds managers, insurers,
share registries and other product providers to establish accounts on your behalf
or to process transactions
to our bank, when depositing funds to your account
to outsourcing organisations contracted by AAM to provide administrative functions
and support services on our behalf, for example, IT contractors providing maintenance
of our data systems
where the disclosure is required by law, for example, to government agencies
and regulatory bodies as part of our statutory obligations, or for law enforcement
purposes
You may "opt-out" of receiving direct marketing material.
From the information we obtain from you we use some of it to keep you informed
of other products, services or opportunities that may be of interest to you or
help you achieve your investment objectives.
Please contact us using the contact details above if you do not want your personal
information to be used for these purposes.
We will not disclose information about you to third parties for direct marketing
purposes.
Email address
Unless otherwise specified in this Privacy Policy if you provide us with your
email address during a visit to this website or the AAM website it will only be
used for the purpose for which you provided it to us. It will not be added to
a mailing list without your consent unless the mailing list is directly related
to the purpose for which you provided your email address to us. We may use your
email address, for example, to provide you with information about a particular
service or product or to respond to a message you have sent us.
If you subscribe to one of our services and provide your email address to us so
we may communicate with you through email, we may also use your email address
to advise you of upgrades and changes to those services.
Security and Retention policies
AAM is committed to ensuring the security of personal information that we hold
about you. We take reasonable steps to ensure the personal information we hold
about you is stored securely, whether in a physical or electronic form.
If you use the Internet to communicate with us you should be aware that there
are inherent risks in transmitting personal information over the Internet. AAM
does not have control over the transfer of personal information over the Internet
and we cannot guarantee its security.
Any personal information we no longer require may be destroyed. An exception to
this may be where records are required to be retained by law.
Access and correction
AAM tries to ensure all information about you that we collect, use or disclose
is accurate, complete and up to date.
You may at any time request access to personal information that we hold about
you. If there is an error with the information or the information is incomplete,
you can advise us and we will, where necessary, correct or add information.
We will not charge you a fee for your access request but may charge you the reasonable
cost of making the information available to you.
If we decide not to correct or provide you with access to your personal information,
we will give you our reasons for our decision.
If you would like access to the personal information we hold about you, please
contact our Privacy Officer using the contact details provided above and you will
be advised of our procedures for accessing and correcting personal information
(which may vary depending upon the type of personal information).
Disputes
If you have a complaint about our treatment of your privacy, please contact our
Privacy Officer using the contact details provided above. Our Privacy Officer
will investigate your complaint and endeavor to resolve any issue to your satisfaction.
If we do not adequately answer your concerns, you have the right to make a complaint
to the Privacy Commissioner who can be contacted by telephone on 1300 363 992
Updating our Privacy Policy
We may amend this Privacy Policy at any time and from time to time. If we do so,
we will post the amended Privacy Policy on this website and the AAM website (mentioned
above) so that you will always be aware of how we manage your personal information.
Phone: (07) 3808 7588
Fax: (07 3808 7633
Email: Contact David Wilkins Here.
Website: http://www.davidwilkins.com.au
ABN AMRO Morgans Limited A.B.N. 49 010 669 726 AFSL 235410
A Participant of ASX Group
A Principal Member of the Financial Planning Association |