How We Collect Your Personal Information
We collect your personal information for the following main purposes:
to keep clients and contacts informed of current developments and the products and services we offer;
to maintain contact with clients;
to notify contacts and clients of events, products and services;
to manage and administer the products and services we offer;
to improve our websites to provide you with a personalized experience; and
to provide you with information about other products and services we offer that may be relevant to you.
We may collect your personal information via a number of methods. These include in person at a meeting or seminar, when you register for e-newsletters, fill out a form, or correspond with us via our website, email or by telephone.
We never sell, rent or trade your personal information. We may share your personal information with our related companies and other third parties who provide services to us or on our behalf.
On occasion it may be necessary for us to collect your personal information from a publicly available source. We will only do so where you have consented, you would reasonably expect us to do so, or if it is necessary for us to perform a specific service.
Personal Information Collected
Generally the personal information we collect consists of your full name and contact details. This may include postal and email address, phone and mobile number and business contact details. Where relevant we may ask you for other information. To deliver our more complex services, it may be necessary to collect information including employment status, income, dependencies and asset and liability information.
We may collect personal information such as your IP address and web activity through third party companies such as Google Analytics if you interact with us over the internet.
Usually we will not collect sensitive information (e.g. data relating to professional memberships, race or ethnic origin, religious beliefs, political opinions, criminal record, physical or mental health, or sexual orientation) from you. We may do so only if it is reasonably necessary for one or more of our functions and you explicitly consent beforehand.
How We Use Your Personal Information
We use your personal information to perform our services, respond to your requests and provide you with information about the Company.
We may disclose your personal information to third parties who assist us to provide the products and services you request (e.g. a specified broker or accountant). With your verbal or written consent, we may use or disclose your personal information to the following third parties:
those that provide, manage or administer our product or service to you;
those involved in product planning and development;
your representatives, including your broker, accountant and legal advisers; and/or
those required or authorized by law, for example, government or regulatory bodies for purposes
related to public health or safety, the prevention or detection of unlawful activities or to protect public revenue.