Privacy
Policy

1. Information We Collect

We collect information necessary to provide our investment services and comply with regulatory requirements:

• Personal identification information (name, address, date of birth)
• Financial information (income, assets, investment experience)
• Contact details (email, phone, postal address)
• Professional information (occupation, employer details)
• Website usage data and analytics

2. How We Use Your Information

Your information is used to:

• Assess your eligibility for our investment services
• Provide investment management and advisory services
• Comply with anti-money laundering and know-your-customer requirements
• Send you important service updates and regulatory communications
• Improve our website and services

3. Information Sharing

We may share your information with:

• Regulatory authorities (ASIC, AUSTRAC) as required by law
• Professional service providers (auditors, legal advisors)
• Technology service providers under strict confidentiality agreements
• Courts or tribunals if legally compelled

We never sell your personal information to third parties.

4. Data Security

We implement industry-standard security measures to protect your information:

• Encrypted data transmission and storage
• Multi-factor authentication systems
• Regular security audits and monitoring
• Restricted access on a need-to-know basis
• Secure data destruction when no longer required

5. Your Rights

Under Australian privacy law, you have the right to:

• Access your personal information
• Request correction of inaccurate information
• Withdraw consent where applicable
• Lodge a complaint with the Privacy Commissioner
• Request information about how your data is used

6. Cookies and Website Analytics

Our website uses cookies to improve user experience and analyze site performance. You can manage cookie preferences through your browser settings.

7. Data Retention

We retain your information for as long as necessary to provide our services and meet regulatory requirements. Investment records are typically retained for seven years after the relationship ends.

8. Contact Our Privacy Officer

For privacy-related questions or to exercise your rights:

• Email: info@siafundmanagement.com
• Phone: 61 2 0000 0000
• Post: Privacy Officer, Brisbane, 4000, QLD