FAQ's

Sensitive Information

For most products and services it is necessary for us to collect ‘personal information’ such as your name, identity details, contact details, transaction information and other personal details where needed (such as your tax file number and financial information).

We collect and hold personal information about you which is reasonably necessary to:

• provide you with our products or services;

• consider applications and approaches you make to us;

• conduct marketing;

• maintain your contact details; and

• fulfil our legal obligations, such as those relating to taxation and anti- money laundering and counter-terrorism financing or as otherwise authorised by you.

We collect personal information about you directly from you – this can be in person, in documents you give us, from telephone calls, emails or from transactions you undertake with us.

We may also collect your personal information from third parties including public sources, your adviser(s), agents, referrers, brokers, our related companies and service providers (including credit reporting bodies and information service providers).

We keep personal information in physical and electronic records, at our premises and the premises of our service providers, which may include storage on the cloud. Where this occurs, we take steps to protect personal information against misuse or loss.

We also keep records of our interactions with you (including by telephone, email and online), your transaction history and your enquiries or complaints.

We use personal information about you for the purpose for which it was provided to us, including to:

• process applications for investments in our managed funds;

• administer and manage our products and services (including monitoring, auditing, and evaluating those products and services); and

• communicate with you and deal with or investigate any complaints or enquiries.

  While we may sometimes share personal information with companies we do business with (e.g. in product development, joint venture arrangements or distribution arrangements), we do not sell personal information for marketing purposes to other organisations or allow such companies to do this.
  
  We may also use your personal information for 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 deals, offers and investment opportunities or to provide information about products and services which we expect may be of interest to you. However, if you do not want to receive such communications, you can tell us by using any of the methods listed below.
  

We may disclose personal information outside Leisurecom Group Pty Ltd:

• as required by law or regulations, such as those relating to anti-money laundering and counter-terrorism financing or as required by a regulator;

• to our service providers, who provide services in connection with our products and services (including auditing, accounting, legal, mailing, marketing, insurance, identity verification, trustee, website and technology services);

• to your nominated financial adviser with your permission; and

• as contained in the terms and conditions of our product or service.

  It is unlikely that any of the parties to whom we disclose personal information operate outside of Australia. However, where this occurs, we will take steps to protect personal information against misuse or loss.

We take 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.

We use security procedures and technology to protect the information we hold. Access to and use of personal information within Skybound Fidelis Investment Limited seeks to prevent misuse or unlawful disclosure of the information – this includes internal policies, training and monitoring of staff.

If other organisations provide support services, we require them to appropriately safeguard the privacy of the information provided to them.

Where the personal information we collect is no longer required, we delete the information or permanently de-identify it in accordance with relevant laws.

You can contact us to request access to or correction of your personal information. In normal circumstances we will give you full access or make the requested corrections to your information. However, there may be some legal or administrative reasons to deny these requests. If your request is denied, we will provide you with the reason why (if we can). Where we decide not to make a requested correction to your personal information and you disagree, you may ask us to make a note of your requested correction with the information.

If you have any questions or complaints regarding a breach of this Privacy Policy including the way in which we have collected, held, used, disclosed, kept or given access to your personal information, you can make a complaint to us using the contact details set out below.

Please write to PO Box 452, Broadbeach QLD 4218, Australia, or info@leisure.com.au or contact us by phone on +61 7 5555 1800.

Please mark communications to the attention of the Chief Executive Officer. We will respond, generally within 30 days, to let you know who will be handling your matter and when you can expect a further response.

If your concerns are not resolved to your satisfaction, or if you don’t hear from us within 30 days, you may contact us to discuss your concerns or you can refer your complaint to the Office of the Australian Information Commissioner (OAIC).