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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 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.
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