Privacy Policy
Date of Revision: June 2022

Policy Purpose

The purpose of this policy is to:

  • Protect individuals and organizations from data protection and privacy violations. By clearly outlining our data handling process, our customers and stakeholders can get assurances that we are using data responsibly.

Policy

PROPINVEST Funds Management Pty Ltd and its controlled entities (“PROPINVEST,” “we,” “us”) recognize the trust our customers place in us in their dealings with PROPINVEST, and we are committed to maintaining that trust through a robust and responsible approach to data collection and storage.

We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The APPs govern the way in which we collect, use, disclose, store, secure, and dispose of your Personal Information.

What is personal information?

Personal information is information that identifies an individual. Examples of personal information we collect include names, addresses, email addresses, phone numbers, financial account and billing information, personal identification documents, and documents related to your investments with us.

This personal information is obtained in various ways, including via email, written correspondence and forms, by telephone, and from third parties.

Why do we collect personal information?

We collect your personal information for the primary purpose of providing our services to you and meeting our legal obligations to properly identify our customers. We may also use your personal information for the purpose of providing information and marketing documents to you.

We may also use your personal information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure.

You may unsubscribe from our mailing lists at any time by contacting us via email to opportunities @propinvest.com.au or by clicking the "unsubscribe" button included in our marketing emails.

Third Parties

Where reasonable and practicable, we will collect your personal information directly from you. However, in circumstances where it is not practicable to do so, we may collect this information from third parties, such as your accountant or legal advisor. In such a case, we will take reasonable steps to ensure that you are made aware of the information requested and provided.

Disclosure of Personal Information

Your personal information may be disclosed in several circumstances, including the following:

  • Third parties where you consent to the use or disclosure; and

  • Where we are legally required to disclose it.

Security of Personal Information

Your personal information is stored in a manner that reasonably protects it from misuse, loss, unauthorized access, modification, or disclosure.

When your personal information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your personal information. However, most of the personal information is or will be stored by us for a minimum of 7 years.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience, analyse site traffic, and understand user preferences. These technologies help us gather statistical data and provide a more personalized experience. You can manage or disable cookies through your browser settings, but this may affect some functionality of the website.

Access to your Personal Information

You may access the personal information we hold about you to update and/or correct it, subject to certain exceptions. If you wish to access your personal information, please contact us in writing.

Maintaining the integrity of your personal information

It is important to us that your personal information is up to date. We will take reasonable steps to ensure that the information stored by us is accurate, complete, and up to date. If you believe that the information we have is not up to date or is inaccurate, please advise us in writing as soon as practicable.

Policy Updates

This policy may change from time to time.

Privacy Policy Complaints and Enquiries

Please contact us if you have any queries or complaints about our Privacy Policy at:
opportunities@propinvest.com.au