Privacy Policy

Argyle Group will only solicit and collect individual’s personal information which is reasonably necessary for it to:

• provide individuals with financial products or services;

• consider applications individuals make to Argyle Group;

• maintain individual’s contact details; and

• comply with its legal obligations

The personal information it collects may relate to:

• the products and services provided;

• individual’s financial interests; and

• personal details such as individual’s names, addresses, phone numbers, email addresses, bank account details and tax file numbers.

Argyle Group will only collect personal information in a lawful and fair manner. When collecting, using or disclosing personal information, Argyle Group will take such steps as are reasonable in the circumstances to ensure that the information is accurate, up-to-date and complete.

Argyle Group may collect personal information about individuals when:

• you access or use our website;

• you communicate with its employees, clients or service providers;

• you deal with Argyle Group in the course of its business;

• Argyle Group solicits it from third party information providers in the course of its business.

If Argyle Group collects personal information about you, it will generally collect that information directly from you unless it is unreasonable or impracticable for it to do so. It is generally not practicable for Argyle Group to deal with persons on an anonymous or pseudonymous basis due to the nature of its business.

Argyle Group may hold personal information in physical documents and in electronic form. Physical files will be kept securely inside its access-controlled premises. Electronic files are only accessible through its secure network.

Argyle Group will take reasonable steps to ensure that personal information it collects is accurate, up-to-date, complete and relevant:

• other than where information is collected for use at a particular point in time; and

• having regard to the purposes for which it to be used and disclosed.

Argyle Group will:

• protect personal information from misuse, interference and loss, and from unauthorised access, modification or disclosure;

• destroy or de-identify personal information which it no longer needs for the purposes for which it was collected, except where it is necessary to retain it in order to maintain ongoing records for its clients.

Argyle Group does not guarantee that the Internet is a secure medium or that information provided through this website will be secure in all circumstances. Argyle Group uses ‘cookies’ to improve the usage and experience of its website. Links to third-party websites may appear on the Argyle Group website. Your use of those links is entirely at your own risk and Argyle Group makes no representation or warranties regarding third parties’ privacy practices.

Argyle Group collects, holds, uses and discloses personal information for the purposes that it was disclosed. This includes:

• providing financial products and services;

• administering its managed investment schemes;

• communicating with its investors and clients;

• facilitating interactions in the ordinary course of operating its business;

• payment and billing purposes;

• storing information at third-party data centres;

• complying with its legal obligations; and

• other purposes identified at the time of collection.

Argyle Group may also use or disclose personal information for secondary purposes where it would be reasonable to expect it to do so, and that secondary purpose is related to the primary purpose for which the personal information was collected.

Argyle Group may disclose personal information to third parties overseas for the purposes for which it collects and uses that information. It will attempt to ensure that persons to whom the disclosed personal information have comparable rights in relation to that information once disclosed overseas.

You can access and update your personal information that is held by us by contacting us:

By mail: Level 13, 241 Adelaide Street, Brisbane
By email: investorservices@argylegroup.com.au
By phone: +61 7 3077 7910

Argyle Group will respond to those requests within a reasonable period in accordance with its obligations under the Act. If Argyle Group refuses a request to access or update personal information, where reasonable, it will provide its reasons for doing so and information about your ability to complain about such refusal.

If Argyle Group uses or discloses your personal information for direct marketing purposes, it will include a simple and free means of ‘opting-out’ of receiving future direct marketing material and it will ensure that it respects such requests, within a reasonable period of time and notifies any other organisation it is using to facilitate the direct marketing.

If Argyle Group has not collected your personal information directly from you, the ‘opt-out’ statement will be prominent. Argyle Group will only use sensitive information for direct marketing purposes where the individual has provided consent for it to be used for that purpose.

If Argyle Group uses personal information provided by a source other than from yourself, for direct marketing purposes, you may request Argyle to provide details of the source of the information. Argyle will provide this information free of charge and within a reasonable period of time.

If Argyle Group uses the personal information for direct marketing purposes, it will ensure that it complies with the requirements of the Do Not Call Register Act 2006 (Cth), the Spam Act 2003 (Cth) and the Corporations Act 2001 (Cth).

If you have any questions or feedback regarding this Policy, or wish to make a complaint about the way your personal information has been handled, please contact us:

By mail: Level 13, 241 Adelaide Street, Brisbane
By email: investorservices@argylegroup.com.au
By phone: +61 7 3077 7910

Argyle Group will investigate and attempt to resolve your complaint in accordance with its obligations under the Act and in accordance with its Dispute Resolution Policy. If you are not satisfied with the outcome of this process, you may contact the Office of the Australian Information Commissioner at www.oaic.gov.au

This Policy is subject to change at our discretion at any time without notice. The current version will always be available on the Argyle Group website.