How Your Personal Information is Held

Your personal information is generally held in client files or online in a secured data storage facility.

Your personal information may also be held in a secure archiving facility.
We will seek to ensure that we take reasonable steps to ensure that the personal information that we hold is protected from misuse and loss and from unauthorised access, modification and disclosure.

Some of the measures that we have adopted are having facilities for the secure storage of personal information, having secure offices and access controls for our computer systems.

We will also take reasonable steps to destroy or permanently de-identify personal information that we no longer need for any purpose for which may be used or disclosed under the National Privacy Principles.

Using and Disclosing Your Personal Information

Your personal information may be disclosed for purposes related to the provision to you of the services you have requested. The types of service providers that may be provided with your personal information are:

• other advisers and organisations involved in providing the advice you have requested (which may include ongoing service);
• organisations that assist in planning such as those that provide investment, administrative, financial, accounting, insurance, research, legal, computer or other business services;
• your representatives or service providers such as your accountant, solicitor, tax agent, stockbroker or bank;
• organisations involved in a business restructure or a transfer of all or part of the assets of your business or the due diligence procedures prior to any such sale or transfer;
• organisations that may act as promoters or on sellers of Primetime products and where we may be required to provide records of products sales to users;
• government authorities and other organisations when required by law; and
• organisations or individuals that you have consented to your personal information being disclosed to.

We will seek to ensure that your personal information is not used or disclosed for any purpose other than:

• the primary purpose for which it was collected or a purpose that is related to the primary purpose for which it was collected or a related secondary purpose;
• where you have consented to the use or disclosure; or
• in other circumstances where the National Privacy Principles authorise the use or disclosure, such as when it is required by or authorised under law.

We may disclose your personal information to third parties who provide services to us, in which case we will seek to ensure that the personal information is held, used or disclosed consistently with the National Privacy Principles.

Accessing your Personal Information

You can gain access to your personal information that we hold. This is subject to exceptions allowed by law such as where providing you with access would have an unreasonable impact upon the privacy of others. If we deny a request for access we will provide you with the reasons for this decision. To request access please contact us (see "Contacting Us and Privacy Issues" below).

Correcting Your Personal Information

We endeavour to take reasonable steps to ensure that the personal information that we collect, use or disclose is accurate, complete and up-to-date. If you believe that any of the personal information that we hold is not accurate, complete or up-to-date please contact us (see “Contacting Us and Privacy Issues” below) and provide us with evidence that it is not accurate, complete and up-to-date.

If we agree that the personal information requires correcting we will take reasonable steps to do so. If we do not correct your personal information we will provide you with the reasons for not correcting your personal information. If you request that we associate with the information a statement claiming that the information is not accurate, complete and up-to-date we will take reasonable steps to comply with this request.