Privacy Policy
Privacy at Trilogy
Trilogy Funds Management Ltd (Trilogy) is committed to respecting your privacy and takes all reasonable steps to protect the personal information we collect from you.
What Personal Information Does Trilogy Collect?
Personal information collected by Trilogy may include your name, address, email address, banking details, date of birth, tax information and communication with your financial adviser.
Personal information is generally communicated to Trilogy when you complete an Application form attached to a Product Disclosure Statement (PDS) or other forms, or may be collected by other means.
Use and Disclosure of Personal Information
Trilogy will only use personal information for the purpose for which it was collected and any directly related
purpose. Trilogy only collects information that is necessary to assist us in providing financial services to you.
Trilogy collects personal information for the following uses:
- To process your application to invest in Trilogy’s investment product(s);
- To inform you of any other potential investment opportunities to be promoted and/or managed by Trilogy or any of its related entities;
- To administer and manage our investment products (including calculation of entitlements and distributions);
- To facilitate our internal business operations and comply with the law; and
- For any other related purpose.
Your personal information may be disclosed to related entities of Trilogy and any other organisation that provides
financial, administrative or other services for any of the above purposes (such as an accountant or auditor). It may
also be required to be disclosed under anti-money laundering and related legislation.
Other than as stated above, your personal information will not be disclosed to any other external parties without your
consent, unless required by law.
Information Security
Trilogy takes reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification or disclosure.
Your personal information is stored securely in secured premises or in electronic databases requiring logins and passwords. Your personal information may be kept for 7 years to comply with legal requirements. We will take reasonable steps to destroy or permanently de-identify your personal information when it is no longer needed. Using e-mail and the Internet may not always be successful or secure. Trilogy cannot be held responsible for the security or confidentiality of any information sent to us by e-mail or over the internet.
Access and Correction
Trilogy will take reasonable steps to ensure that the personal information it collects, uses or discloses is accurate, complete and up-to-date. You can help protect your personal information by taking all necessary steps to notify Trilogy when your personal information needs updating or is incorrect. You can request access to your personal information by contacting Trilogy’s Privacy Officer on 07 3039 2828. In normal circumstances we will give you full access to your personal information. However there may be some legal or You can request access to your personal information by contacting Trilogy’s Privacy Officer on 07 3039 2828. In normal circumstances we will give you full access to your personal information. However there may be some legal or administrative reasons to deny access in which case we will provide you with reasons. Easily accessible personal information will be made available to you free of charge. Where you request personal information that is not easily accessible, we may charge you a fee for the cost of accessing or retrieving that information.
Contact Details
If you would like to know more about Trilogy’s handling of personal information or wish to make a complaint, please contact us on 07 3039 2828 or write to us at the following address:
The Privacy Officer
Trilogy Funds Management Limited
GPO Box 1648
Brisbane QLD 4001
Disclaimer
The information on this internet site is directed and available to residents of Australia and New Zealand only and unless expressly stated otherwise, is not an offer or solicitation for the purchase of securities, units or investments. While Trilogy provides the information in good faith, it accepts no responsibility for the accuracy, completeness or timeliness of the information. Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice in this website, you should consider its appropriateness to your circumstances and read the relevant offer documents before acquiring any products. Past performance of any product described on this site is not a reliable indication of future performance.