Privacy at Trilogy
Trilogy Funds Management Limited (‘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, e-mail
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.
Sensitive personal information may be collected from you with your written
consent in relation to an application that may be made pursuant to a ‘Hardship
Policy’ implemented by Trilogy after relief was granted by ASIC.
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 make a determination on any applications pursuant to a ‘Hardship Policy’ that
may be made by Trilogy.
- 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.
Sensitive personal information collected from you with your consent may be used
to consider possible hardship claim applications approved under Trilogy’s
‘Hardship Policy’ after being granted relief by the Australian Investments &
Securities Commission. This information may be disclosed to organisations
providing medical or other services for the purpose of the assessment of any
hardship claim applications.
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