Your privacy is important to Self Managed Shares Pty Limited
Thank you for providing us with the privilege to 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
About this Privacy Statement
This statement outlines Self Managed Shares policy on how we manage the personal information we hold about our customers and others.
It is Self Managed Shares’ policy to respect the confidentiality of information and the privacy of individuals.
Self Managed Shares’ Privacy Policy Statement complies with the National Privacy Principles contained in the Commonwealth Privacy Act. It will be reviewed from time to time to take account of new laws and technology, changes to our operations and practices and to make sure it remains appropriate to the changing environment. Any information we hold will be governed by the most current Self Managed Shares Privacy Policy Statement.
How to contact us
You can contact us about this policy or our products and services by:
- calling 02 9565 4944
- e-mailing roger@rogermontgomery.com
Why do we collect your personal information?
We collect your personal information to provide you with products and services to help you safely buy the best stocks. 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 communication and customer service. 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, contact details (including email address) and payment information.
We may ask for other information voluntarily from time to time (for example, through market research, surveys or special offers) to enable us to improve our service or consider the wider needs of our customers or potential customers.
If you choose not to provide the information we need to fulfill 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 customer service 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, including MIM. If you do not wish to receive marketing information, you may at any time opt out of receiving such information by emailing roger@rogermontgomery.com.
Depending on the product or service concerned and particular restrictions on sensitive information, this means that personal information may be disclosed to:
- service providers and specialist advisers who have been contracted to provide us with administrative, legal, financial, insurance or other services
- courts, tribunals and regulatory authorities as agreed or required by law, including, as an example, to the Australian Securities & Investments Commission
- anyone authorised by an individual, as specified by that individual or the contract
Generally, we require external organisations that handle or obtain personal information as service providers to acknowledge the confidentiality of this information, undertake to respect any individual’s right to privacy and comply with the National Privacy Principles and this policy.
Management of personal information
Self Managed Shares employees who handle personal information are trained to respect the confidentiality of customer information and the privacy of individuals. Self Managed Shares 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?
Self Managed Shares 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 Self Managed Shares 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?
If you consider that any action of Self Managed Shares breaches this Privacy Policy Statement or the National Privacy Principles or otherwise doesn’t respect your privacy, you can make a complaint. This will be acted upon promptly.
To make a complaint, please email roger@rogermontgomery.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.
Changes to our Privacy Policy
We are constantly reviewing all of our policies and attempt to keep up to date with market expectations. Technology is constantly changing, as is the law and market place practice. As a consequence we may change this Privacy Policy from time to time or as the need arises. This privacy policy came into existence on the first day of September 2009.
How to contact us
If you want to make a general enquiry about our privacy policy or change your personal information, please email roger@rogermontgomery.com.
blog.RogerMontgomery.com Privacy Statement
This statement outlines some privacy issues specific to the blog.rogermontomery.com website.
What is a Cookie and how does rogermontgomery.com use cookies?
Cookies are small pieces of text stored on your computer to help us determine the type of browser and settings you are using, where you have been on our web site, when you return to our web site, what website you came from, and to ensure your information is secure. The purpose of this information is to provide you with a more relevant and effective experience on the rogermontgomery.com web site, including presenting web pages according to your needs or preferences. We may also use independent external service providers to track the traffic and usage on our web site.
We use cookies to give you access to certain pages of the website without having to log in each time you visit. Cookies are frequently used on many websites on the internet and you can choose if and how a cookie will be accepted by changing your preferences and options in your internet browser on your computer. You may not be able to access some parts of rogermontgomery.com.au if you choose to disable the cookie acceptance in your browser. We therefore recommend you enable cookie acceptance to benefit from all the services on the website.
Links to third party websites
The blog.rogermontgomery.com website has links to external third party websites that may benefit the user.
External websites should contain their own privacy statements and we recommend you review them when using their websites.
Please note, however, that Self Managed Shares’ Privacy Policy does not cover third party websites and these sites are not subject to Self Managed Shares’ privacy standards and procedures.
