Privacy Policy - Web site

IOOF Global One Limited and IOOF Investment Management Limited ('IOOF', 'we') recognise that your privacy is important. We are committed to protecting and maintaining the privacy, accuracy and security of your personal information.

How we collect your information

We will only collect information relevant to our business relationship with you. The information we collect may include name, address, financial details and information about your use of our products and services.

If it is reasonable and practicable to do so, we will collect this information directly from you through use of this website or upon completion of an application form attached to a prospectus. We will not collect sensitive information unless it is necessary and we will obtain your consent prior to doing so.

How we will use your information

We will limit the use of your personal information to:

Administering your investment account;
Fulfilling our legal requirements where required to do so; and
Providing information about our products and services to you.

You may notify the IOOF Global One Service Centre if you do not wish to receive information about our products and services. We will act promptly on any such request which can be made by emailing us, calling us on 1300 300 088, or writing to us at GPO Box 5442, Sydney, NSW 2001.

Who will use your information?

We will not share, trade or sell your personal information to any organisation outside the IOOF Group, except in the following circumstances:

Disclosure will usually be made to your financial adviser unless you inform us otherwise.
Disclosure may be required or authorised by or under law to be made to law enforcement agencies, government agencies, or courts from time to time.
Disclosures may be made to third parties to which IOOF contracts out specialised functions. These service providers may, in some cases, be located outside of Australia. IOOF takes reasonable steps to ensure that these contractors comply with the Privacy Act and contractors are authorised only to use personal information in order to perform the functions required by IOOF.

Security of Information

We ensure that your information is protected from misuse and loss and from unauthorised access, modification and disclosure.

Only authorised employees will have access to your personal information.
Please notify us as soon as your personal details change. This will allow us to keep our records as accurate and up-to-date as possible.

Access to your information

You have a right to access your personal information. You also have the right to ask us to correct information about you which is inaccurate, incomplete or out-of-date.

Your right to access your information is subject to some exceptions, for example, we may refuse access to information relating to existing or anticipated legal proceedings.

You can request access by contacting our office on 1300 300 088. We may require you to put your request in writing for security purposes. IOOF reserves the right to charge a fee for providing access to your information, although the fee for this purpose will not be excessive.

Correction of incorrect information

If you wish to correct the personal information we hold about you, please contact the IOOF Global One Service Centre in writing at the following address:

IOOF Global One Service Centre

GPO Box 5442

Sydney NSW 2001

If you have any questions or comments about this privacy policy, or you wish to complain about how we have handled personal information about you, please contact IOOF's Privacy Officer:

The Privacy Officer

IOOF