Your Privacy

 

• Your personal information is collected and stored, including sensitive information so that we can provide you our financial advice service.

• Whilst certain information may not appear to directly impact your advice, we may need the information collected to comply with legislative or regulatory obligations we have and to help us run our business.

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• Acuity Wealth and Fortnum Private Wealth are committed to the confidentiality and security of your personal information.

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• We will request your permission to collect, use and disclose your personal information. If you do not consent to collect all the necessary personal information, we will not be able to provide you with the relevant financial planning and advice services.

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• Most cases require the personal information be shared directly from you. At times we may collect your personal information from third parties. The third parties we may collect from include, but are not limited to:

  • Your accountant,

  • Your lawyer or solicitor,

  • Other financial services institutions,

  • Insurance providers and

  • Any other third parties where you have provided consent.

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• Providing, and administration of our financial planning services may require that we work with and disclose personal information to third parties. These parties to whom we may disclose your personal information include, but are not limited to:

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• Financial institutions for the provision of financial products, such as:

• Investments

• Superannuation

• Life insurance

• Auditors

• Third parties providing mailing services, administration support, maintenance of our information technology systems, printing of our standard documents and correspondence, research services; any government or regulatory body for whom we have a legal obligation to provide this information to; referral partners.

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• It is possible that an organisation listed above may disclose your personal information to overseas recipients, but it is not possible for us to provide any further details as those suppliers and software partners may change or be exhaustive.

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• We may disclose your personal information to an entity which is located outside of Australia, to enable them to undertake specified services on behalf of Fortnum, your Adviser or Acuity Wealth Pty Ltd.

 

• Acuity Wealth may disclose your personal information to third parties overseas who provide services to us. The countries in which they are located include the India. We will use reasonable efforts to ensure that the recipient company is subject to a law or scheme that protects your information in a way that is substantially similar to our Privacy Policy and Australian law. 

 

• Details of this can be found in the Fortnum Privacy Policy, which includes details of how you may access, and seek correction of, your personal information which we hold. It also includes details of how you may complain if you believe that we have breached the Australian Privacy Principles under the Privacy Act and how we deal with such complaints.

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• You may also obtain a copy of the Fortnum Privacy Policy by telephoning Fortnum on 

(02) 99042792 or by visiting our website at Fortnum Privacy Policy,

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• We collect your personal information as permitted by, and in accordance with, the Privacy Act. Other legislation may also apply, such as the Anti-Money Laundering and Counter-Terrorism Financing Act.

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What to do if you have a complaint

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• If you are unhappy with the advice or service provided by your Adviser, Acuity Wealth, or Fortnum, you can let us know by putting your concerns in writing and sending them to:​​

• MAIL

   

   

Complaints Officer (Fortnum)

PO Box R1872 Royal Exchange

NSW

1225

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• EMAIL​​

operations@fortnum.com.au

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• CALL

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(02) 9904 2792

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Fortnum will investigate your complaint and respond to your concerns as quickly as possible and within 30 days.  

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Privacy Policy 

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