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Your Privacy is important to us; we value your trust in managing your information. This policy outlines how we collect and handle your personal information.
What information does AGLS collect & why?
We collect and hold information from you, in order to process your application for life insurance financial products. Your personal information is collected from you in a number of ways, such as through the AGLS Fact Find form or in compiling your Statement of Advice or when you speak directly with our staff.
In providing those services we are required to obtain personal information about you including (but not limited to):
- A record of what you tell your adviser about your objectives, financial situation and needs to enable your adviser to give you personal advice.
- Financial circumstances e.g. assets and liabilities (now and future expectations), income, expenditure.
- Details of your investment preferences and aversion to, or tolerance of, risk.
- Business details including ABNs.
- Details of all investments, superannuation, insurance cover, investor numbers, credit card and bank account details.
- Personal goals needs and objectives.
- Taxation information including your tax file number.
In addition, this information enables us to identify you and helps keep your information safe.
This may include sensitive information such as information about your health, or an opinion about your racial or ethnic origin, religion or political beliefs. We may ask for sensitive information where it is required by law or where the information is needed to enable us to provide you with the financial products or services you need. In either case, we may collect such information incidentally. By providing us with sensitive personal information, you consent to us using the information subject to applicable laws.
If you provide us with incomplete or inaccurate information, we may not be able to provide you with the service or products you are seeking.
What rights do we have to disclose personal information?
Where we are required by law to pass on information to other organisations, we will disclose that information which is necessary to meet legal requirements. These organisations include government, law enforcement agencies and regulators, auditors, and any other service providers involved in our management of your insurance requirements in our normal course of business.
Duty of Confidentiality
We keep information about clients in the strictest confidence. All AGLS staff observes the obligations under the Australian Privacy Principles (APPs).
Your personal information will not be used or disclosed for any other purpose without your consent. You are entitled to know what information we hold about you and to ensure that this information is correct.
This policy is structured to reflect the information life cycle of data which includes
- Use and disclosure,
- Quality and security,
The quality of the information we collect
We endeavour to ensure that any information we collect, use or pass on is up-to-date and accurate. We request that you contact us in the event your details change.
Gaining Access to your personal information
You can gain access to your personal information. In some cases, we may be able to deal with your request over the telephone. For more complex requirements we will need to send you a form. Please contact us on the numbers below. We may monitor telephone calls for training and security purposes
Contact details for the Privacy Officer
Additional Privacy Information
If you are not satisfied with our response or would like to know more about your privacy rights, you can contact the Office of the Australian Information Commissioner by calling 1300 363 992 or visiting the website at www.oaic.gov.au