Privacy Policy

Argyle Group Holdings Pty Ltd and Argyle Capital Partners Pty Ltd and their subsidiary companies (Argyle Group) are committed to protecting and respecting their clients’ privacy and personal information in accordance with Argyle Group’s obligations under the Privacy Act 1988 (Cth) (the Act), including the Australian Privacy Principles (APPs) and all relevant privacy legislation.

This Privacy Policy (Policy) sets out:

  • how and why Argyle Group collects, uses and manages individual’s personal information; and
  • Your rights and controls over your personal information.
Types of Information Collected and Held

Argyle Group collects only personal informaiton reasonably necessary to:

  • provide financial products or services;
  • consider applications individuals make to Argyle Group;
  • maintain contact details; and
  • comply with its legal obligations.

The personal information it collects may relate to:

  • Details of products and services provided;
  • Financial interests;  
  • personal details such as individual’s names, addresses, phone numbers, email addresses, bank account details and tax file numbers; and
  • Information required for compliance with anti-money laundering, counter-terrorism financing, and other regulatory requirements.
How Argyle Group Collects Personal Information

Argyle Group collects personal information lawfully and fairly, ensuring accuracy and completeness. Information may be collected 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;
  • we recieve it from third-party providers.

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.  

How Argyle Group Stores and Protects Personal Information

Argyle Group hold personal information in physical documents and in electronic formats.

  • Physical files will be kept securely inside its access-controlled premises.
  • Electronic files are only accessible through its secure network and technical safeguards.  

Argyle Group implements both technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Information no longer needed is destroyed or de-identified, unless retention is required for ongoing records or legal compliance.

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.

Why Argyle Group Collects, Holds, Uses and Discloses Personal Information

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.

Overseas disclosure of Personal Information

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.

Automated Decision Making

By December 2026, Argyle Group will disclose when automated decision-making processes (including AI) are used to process personal data for significant decisions affecting individuals. You will be notified if your data is subject to such processing.

Your Rights
Access and Correction

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

By mail: Level 3, 307 Queen Street, Brisbane QLD 4000
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.

Right to Erasure ('Right to be Forgotten")

You may request deletion of your personal data if:

  • It is no longer necessary for the purpose collected;
  • You withdraw consent;
  • The data was unlawfully collected.

Argyle Group will assess and action such requests promptly, unless retention is required by law.

Consent

Consent for collection and use of personal information must be freely given, specific, informed, and unambiguous. Argyle Group does not use pre-ticked boxes or bundled consent mechanisms.

Marketing

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).

Children’s Privacy

Argyle Group is committed to protecting children’s privacy. We will comply with the forthcoming Children’s Online Privacy Code and update our practices as required.

Doxxing and Criminal Offenses

Argyle Group prohibits the malicious sharing of private information (“doxxing”) and complies with new criminal provisions under the Privacy Act.

Data Breach Notification

In the event of a data breach, Argyle Group will promptly notify affected individuals and the OAIC, in accordance with the Notifiable Data Breaches scheme.

Penalties and Enforcement

Argyle Group is subject to enhanced penalties for serious or repeated privacy breaches, which may include fines up to $50 million, 30% of turnover, or three times the benefit gained, whichever is greater. The OAIC has expanded powers to investigate and enforce compliance.

Individuals have the right to take legal action against Argyle Group for serious invasions of privacy, including intentional or reckless misuse of personal information.

Complaints

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 3, 307 Queen Street, Brisbane QLD 4000
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

Updates to this policy

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.