Privacy

Scope

This statement applies to personal information collected by:

• The Money Managers Limited (TMML), Australian Financial Services Licence number 231167
• Money Managers Partner Solutions Pty Ltd (MMPS). Australian Financial Services Licence number 289573

Your Personal Information

We must collect personal information and, and in some circumstances, sensitive information such as information about your health, in order to provide financial advice and process your investment decisions efficiently. We normally collect personal information directly from you but if you have consented, or would reasonably expect us to, we may collect personal information from a third party as well (for example in order to verify your identity and for customer due diligence purposes, or for the prevention and detection of money laundering and terrorist financing).

We do not collect personal information about you if you only browse our website, but do collect login details of registered users of our website. In all other circumstances, the website only uses session cookies during a search query of the website. When you close your browser the session cookie is destroyed and no personal information is kept which might identify you to us in the future.

Uses:

Any personal information we collect from you may be made available to, or used by your adviser or any member of TMML or MMPS for purposes related to the provision of financial services including:

• preparation of your financial plan;
• provision of financial planning advice to you;
• to verify identity and for customer due diligence purposes;
• making securities and investment recommendations; or
• reviewing your financial plan, securities and investment recommendations.

Information provided will be held in the strictest confidence by us. We do not give information about you to anyone else unless one of the following applies:

• it is necessary in order to provide you with the financial services you expect us to, or we have told you we will;
• you have consented; or
• it is required or authorised by law.

If you do not consent to such disclosure, we will not be able to provide you with financial services. The types of organizations to whom we typically disclose your personal information includes mailing houses, information technology staff (for the purpose of maintenance of our IT systems) and related service providers, superannuation trustees, product issuers including insurance companies as well organizations undertaking compliance reviews of our representatives or other due diligence undertaken on us or our representatives. If we transfer personal information outside Australia, we comply with trans-border data flow privacy standards under the Privacy Act, for example, by taking reasonable steps to protect the information being held, used or disclosed by the recipient inconsistently with the National Privacy Principles.

Should you wish to authorise the disclosure of your personal information to other parties, please notify us in writing.

We may use personal information collected from you to advise you about other financial products and services, or survey your opinions on products or services. You may elect not to receive such information by contacting your representative or writing to the company’s privacy officer, in which case, we will record that you do not want to receive marketing material.

A copy of the Privacy Statement is on the Company’s website and we refer to this Statement in our Financial Services Guide.

Your choices:

If you choose to not provide identity information and personal information, or information that is incomplete or inaccurate, it may:

• mean that we cannot provide you with financial services;
• result in you paying more tax than may otherwise apply; o
• result in the provision of a financial service that is not appropriate to your circumstances, needs and objectives.

Access:

You may request access to the personal information that we hold about you and ask us to correct personal information we hold. We are bound by the privacy principals of the Privacy Act 1988 and reserve the right to charge a fee for supplying the information and in some circumstances, may deny access to the extent that we are required to comply with the law, in which case we will provide you with the reason for the denial of access.

Important information:

From time to time our privacy statement may change. We may notify you about changes to our privacy statement by posting an updated version on our website: www.moneymanagers.com..au

How to contact us:

Writing to us at:

The Privacy Officer
The Money Managers
GPO 1632
Melbourne Victoria 3001

Or submitting a request by email to:

advice@moneymanagers.com.au