Here at Veritas Securities Limited (Veritas), we place the highest importance on the privacy of our clients. That is why we do our best to respect your privacy and protect your personal information.
What information we collect
We request that you provide us with certain types of personal information. This is to ensure that we provide you with suitable investment products and advice based on your personal objectives, financial circumstances and needs.
The types of information we typically collect include:
• Information about the style of investment(s) you favour
• Your tolerance for risk and other investment parameters
• A record of past products or services we have provided for you
• Photocopies of your ID
• Your contact details
We do not collect information specifically related to your lifestyle preferences, religious beliefs, personal history or other demographical categories.
How your information is used
We will only use your personal information for purposes that would reasonably be considered to be in your interests. If you feel that we have breached this commitment or you become aware that your information is incomplete, we encourage you to contact us so we may resolve your concerns.
We ask that you provide us with your contact details so we are able to reach you when we have investment ideas to offer you. We do respect your right to privacy however and will not continue doing this should you request it. We ask that you allow your financial advisor access to your personal information so as we only contact you with investment opportunities that genuinely interest you.
We may disclose parts of your personal information to related third parties such as our clearing and settlement provider Berndale Securities. We will only disclose the parts of your information they require to perform their services efficiently however. We do not sell or disclose your personal information to external organizations.
Maintaining your information so it is current and accurate
We try our best to maintain your personal information so it is as accurate as possible. If you feel that your information is incorrect, inaccurate, or incomplete then we encourage you to contact us so we may update it.
Keeping your information secure
We have in place security measures in order to protect the personal information that you provide us with. This includes technological barriers that prevent the theft of your information electronically. We also keep your information secure internally within Veritas so as access is only granted to those employees that require it or have been authorised to view it at your request.
Third party service providers of Veritas that we may need to supply your information to are required to have suitable safeguards in place to protect your privacy.
If your personal information is no longer needed, we will permanently remove all records of it. We will however keep records that we are required to by Law and may disclose this information if we receive a court order to.
Accessing your information
At any time you may request access to your information by contacting us. We endeavour to allow you full access but should a legal or administrative impediment deny you this then we shall supply you with an explanation why. We appreciate your understanding where full access is not able to be granted.
Veritas’ website
When you access Veritas’ website, we keep a log of your computer’s information. This is an administrative procedure and we do not attempt to identify you or obtain any information about you in this way. If you have enabled cookies in your web browser, you may automatically save a cookie to your computer. This is a record that you have visited our website and is nothing unusual. If you would prefer for this not to occur then you should change your browser settings.
Contact us
If you have any further questions about our privacy policy or the way we handle and store your information then please contact us at:
SYDNEY
Level 4, 175 Macquarie Street
Sydney, NSW, 2000
Phone: (02) 8252 3200
Fax: (02) 8252 3299
sydney@veritassecurities.com.au
MELBOURNE
Level 8, 350 Collins Street
Melbourne, VIC, 3000
Phone: (03) 8601 1196
Fax: (03) 8601 1180
melbourne@veritassecurities.com.au
PERTH
Suite 5, 531 Hay Street
Subiaco, WA, 6008
Phone: (08) 9380 8351
Fax: (08) 9380 8300
perth@veritassecurities.com.au