Privacy policy

Details of Leyland Private Asset Management Pty Ltd

ABN: 75 081 890 799
AFS Licence: 223419

Leyland Private Asset Management Pty Ltd
Level 3
20 Collins Street
Melbourne Vic 3000
Australia

Telephone: +61 (0)3 9235 1222
Facsimile: +61 (0)3 9235 1299

email: info@leyland.com.au

Privacy Officer contact details

Telephone: +61 (0)3 9826 2929
Facsimile: +61 (0)3 9235 1299

Our information handling policies

Leyland Private Asset Management Pty Ltd (LPAM) is committed to ensuring the privacy of your information. LPAM recognises that you are concerned about your privacy and about the confidentiality and security of information that LPAM may hold about you.

The Privacy Act and general law place strict requirements on us to treat any information that we hold about you as confidential. This privacy statement details how we handle and protect that information.

If you have any questions relating to this privacy statement please contact our Privacy Officer (contact details provided above).

Collection

The information we collect

The information we collect from you will depend on what services we provide to you and may include the following:

  • Your name, address and contact details.
  • Your e-mail address.
  • Your tax file number.
  • Details about your financial position which would include information about your assets and any debts you may have.
  • Details of any securities you have given us.
  • Details of specific transactions.

Where we collect information

In most instances information about you will be collected from you either in an application form, during an interview or from telephone contact.

We may also collect information about you from our web site but this information will only identify who you are if you provide us with your details (eg. if you e-mail your contact details to us or if you use a logon and password to access a particular service).

When you visit our web site our web server collects the following types of information for statistical purposes:

  • Your Internet service provider?s address.
  • The number of users who visit the web site.
  • The date and time of each visit.
  • The pages accessed and the documents downloaded.
  • The type of browser used.

No attempt is made to identify individual users from this information.

Cookies

A cookie is a small text file placed on your computer hard drive by a web page server. Cookies may be accessed later by our web server. Cookies store information about your use of our web site. Cookies also allow us to provide you with more personalised service when using our web site.

LPAM uses cookies to:

  • Determine whether you have previously used the LPAM web site.
  • Identify the pages you have accessed.
  • Facilitate administration of the site and for security purposes.

Most web browsers are set to accept cookies but you may configure your browser not to accept cookies. If you set your browser to reject cookies you may not be able to make full use of the LPAM web site.

Uses and disclosure of information

We will only use or disclose the information collected about you for the purpose for which it was collected, for related purposes which you would reasonably expect us to use or disclose the information for, or where you have consented to us using or disclosing the information.

We may use your personal information to:

  • Open an account for you.
  • Maintain your account.
  • Process your investment application.
  • Enable us to assess any request from you for financial assistance.
  • Send research information to you.
  • Respond to any specific requests you may make of us.
  • Help us to assess products that may suit your financial needs.
  • Notify you of any products that may be of interest to you.
  • Audit and monitor the services we provide to you.
  • Update your personal files.
  • Enable us to meet our obligations under law, for example, the Financial Transaction Reports Act 1988 (Cth) and Australian taxation laws.

We may disclose your personal information to:

  • Our clearing and execution agent(s) to enable them to accurately and efficiently settle trades on your behalf.
  • Other agents, contractors or third party service providers to enable them to provide administrative and other support services to us.
  • Where the disclosure is required by law, for example to government agencies and regulatory bodies as part of our statutory obligations, or for law enforcement purposes.

Direct marketing

We do not disclose information about you to third parties for marketing purposes.

Security and retention policies

LPAM is committed to ensuring the security of information that we hold about you. We take all reasonable steps to ensure that the information we hold about you is stored securely, whether in a physical or electronic form.

If you use the Internet to communicate with us, you should be aware that there are inherent risks in transmitting information over the Internet. LPAM does not have control over information while in transit over the Internet and we cannot guarantee its security.

Any personal information that we no longer require is destroyed. An exception to this may be where records are retained to comply with legal requirements.

Access and correction

We try to ensure that all information about you that we collect, use or disclose is accurate, complete and up-to-date.

You may at any time request access to personal information that we hold about you. If there is an error with our information or our information is incomplete, you can advise us and we will, if needed, correct or add information.

We will not charge you a fee for your access request but may charge you the reasonable cost of processing your request.

If you would like to request access to the information we hold about you, please contact our Privacy Officer (contact details provided above).

Disputes

If you have a complaint about our treatment of your privacy, please contact our Privacy Officer (contact details provided above). Our Privacy Officer will investigate your complaint and endeavour to resolve any issue to your satisfaction.

If we do not adequately answer your concerns, you have the right to make a complaint to the Privacy Commissioner. The Privacy Commissioner can be contacted by telephone on 1300 363 992.