Privacy Policy
Privacy Act
Since 21 December 2001, laws have protected the privacy of your personal information where held by certain private sector organisations.
Allied Financial Group is governed by these new laws. From time to time your adviser may need to provide your personal information to enable fulfillment of licensed dealer obligations and the provision of other services to you. Allied Financial Group must, as a result, provide you with the following information in respect of its handling of your personal information.
Allied Financial Group from time to time collects personal information about you from your adviser.
What is my personal information used for?
Your personal information is used to:
- assist your adviser in providing advice to you
- administer and manage your investments
- facilitate Allied Financial Group's international business operations, including fulfillment of any legal requirements
- analyse products and customer needs and develop new services
- carry out confidential maintenance and testing of computer systems
Who else will receive access to my personal information?
We may disclose your personal information (as necessary):
- on a confidential basis to industry bodies, our agents, contractors or third party service providers that provide financial, administrative or other services for the purposes of the Allied Financial Group's business or your investments
- where to law requires us to do so
- if you consent
From time to time, your adviser may provide you with marketing material prepared by a member of the Allied Financial Group. If you do not want to receive such material at any time in the future, please contact your adviser.
How do I access information you hold about me?
You are entitled at any time to request access to personal information held by Allied Financial Group about you and ask us to correct this information where you believe it is incorrect or out of date. No fee will be charges for an access request. An access request can be directed through your adviser.
Where and when can I get more information about the Privacy Act with respect to my investments?
Our Privacy Brochure sets out in detail our policies on the management of personal information. You can obtain a copy of this brochure from your adviser.