last updated 16th January 2022
Rosherville Investments Pty Ltd (Rosherville) maintains a policy of strict confidence concerning any Personal Information you provide to us.
We gather and store your personal information to maintain contact with you about our products and
services. We understand your privacy is important and are committed to protecting your details and
keeping them safe. When we receive personal information from you, we will:
Store it in a secure way
Make sure it is kept accurate and up-to-date
Restrict how we use it
Restrict who we provide it to
This statement outlines Rosherville Investments Pty Ltd’s (Rosherville) policy on how we manage the personal information we hold about our clients and others.
HOW TO CONTACT US
Calling 1300 895 188
WHY DO WE COLLECT YOUR PERSONAL INFORMATION?
We collect your personal information to provide you with Rosherville investment products and services. To do this effectively, we need to collect certain personal information.
We obtain most of the information directly from you through a variety of forms and other applications, and from maintaining records of information provided in the course of ongoing communications. We may also obtain information from other sources.
WHAT KINDS OF PERSONAL INFORMATION DO WE ASK FOR?
The types of personal information we may collect can include (but is not limited to) name, address, and contact details (including email address).
We may ask for other information voluntarily from time to time to enable us to improve our service or consider the wider needs of our clients or potential clients. If you choose not to provide the information we need to fulfil your request for a specific product or service, we may not be able to provide you with the requested product or service.
HOW DO WE USE THIS INFORMATION AND WHOM MAY WE DISCLOSE IT TO?
Unless you are informed otherwise, the personal information we hold is used for establishing and
managing your relationship with us, providing products and services, enhancing our relationship with
you and giving you ongoing information or opportunities that we believe may be relevant to your
financial needs and other circumstances.
From time to time we may use your personal information to provide you with current information about new products or services being offered by us or any company we are associated with. If you do not wish to receive marketing information, you may at any time decline to receive such information by contacting our office by emailing: firstname.lastname@example.org
MANAGEMENT OF PERSONAL INFORMATION
Rosherville staff who handle personal information are trained to respect the confidentiality of client information and the privacy of individuals. Rosherville regards breaches of your privacy very seriously and will impose appropriate penalties.
HOW DO WE STORE PERSONAL INFORMATION?
Safeguarding the privacy of your information is important to us, whether you interact with us personally, by phone, mail, over the internet or other electronic medium. We hold personal information in a combination of secure computer storage facilities and paper-based files and other records, and take steps to protect the personal information we hold from misuse, loss, unauthorised access, modification or disclosure.
We may need to maintain records for a significant period of time. However, when we consider
information is no longer needed, we will remove any details that will identify you or we will securely
destroy the records.
HOW DO WE KEEP PERSONAL INFORMATION ACCURATE AND UP-TO-DATE?
Rosherville Investments Pty Ltd endeavors to ensure that the personal information we hold is accurate and up-to-date, however we realise that this information changes frequently with changes of address and other personal circumstances.
During the course of our relationship with you, we may ask you to inform us if any of your personal
information has changed. We can generally update your customer information over the telephone or
electronically via email. We will generally rely on you to assist us in informing us if the information we
hold about you is inaccurate or incomplete.
YOU HAVE THE RIGHT TO CHECK WHAT PERSONAL INFORMATION WE HOLD ABOUT YOU
Under the Commonwealth Privacy Act, you have the right to obtain a copy of any personal information
which Rosherville Investments Pty Ltd holds about you and to advise us of any perceived inaccuracy. The Act does set out some exceptions to this.
To make a request, you will need to verify your identity, as held by us, via email and specify what
information you require.
We will acknowledge your request within 14 days and respond promptly to it.
WHAT IF YOU HAVE A COMPLAINT?
To make a complaint, please email email@example.com If you are not satisfied with our response to your complaint, you can telephone the Commonwealth Privacy Commissioner’s hotline on 1300 363 992.
HOW TO CONTACT US
please email firstname.lastname@example.org
50 Berry Sreet Level 2 North Sydney NSW 2000
1300 895 188
© 2017 Rosherville Investments Pty Ltd