Privacy Policy

Various privacy laws impact on the way in which St Laurence Australia operates. These laws include the National Privacy Principles contained in the Privacy Act 1988 and regulate, among other things, the way we collect, use, disclose, keep secure, and give people access to their personal information. (This is information about an individual that identifies them.)

Accordingly, this Privacy Policy tells you what information we collect and keep, what we do with it, and what your rights are in relation to that information.

Your personal and investment information

In order to provide investment services to you we need to collect and retain some personal information. We consider all information about you to be private and confidential, and hold ourselves to the highest standards in the safekeeping and use of this information.

What kind of information will we collect?

In order to establish and maintain your investment, we may collect the following information:

  • contact details such as your name, street, telephone number;
  • date of birth;
  • e-mail address (if you have one);
  • details about authorised signatories;
  • your tax file number; and
  • bank account details.

Some of this, and additional information, must be collected for the purposes of compliance with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 and related regulations.

It may, on occasion, be necessary to obtain other details relating to powers of attorney or for probate and estate administration.

To whom we may provide your personal information

We may provide your personal information we collect when you invest through us to your financial adviser if you provide us with your written consent to do so. St Laurence Australia may also disclose your personal information to authorities investigating criminal or suspicious activity and to the Australian Transaction Reports and Analysis Centre (AUSTRAC) in connection with money-laundering and terrorism financing. We may also provide your personal information to our service providers for certain related purposes (as described in the Privacy Act 1988) such as registry services, account administration and the production and mailing of statements, reports, etc.

Information we collect from the web

We will ensure that our web server has the capacity to collect the following types of information for statistical purposes:

  • the number of users who visit the website;
  • the number of pages viewed; and
  • traffic patterns.

This will be anonymous statistical data and no attempt will be made to identify users or their browsing activities. This data will be used only to evaluate our website performance and to improve the content we display to you.

We will not sell our client information

Information about you or your investment in or with St Laurence Australia is not and will not be sold to any other company, individual or group.

Obtaining and correcting your personal information

You may request access to any person information that we hold about you. If it is incorrect, we will change it on your request.

Questions

If you have any further questions relating to this privacy statement, or concerns about the way in which we have handled your personal information, please do not hesitate to contact us.

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