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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