We have to collect personal information from you in order to fully understand how we can ensure our services can be tailored to meet your needs and objectives.
We will only collect, maintain and use personal information about you if it is necessary for us to adequately provide you the products and services you have requested, provide you with information about other products and services offered by a member or representative of the SWU Group, or to meet our obligations under applicable Laws [e.g. the Anti-Money Laundering and Counter Terrorist Financing Act (2006) (AML Act)]. If you wish to acquire a financial product we will share necessary information to the issuer of the product.
We are required to comply with all applicable privacy laws including the Privacy Act 1988 (Cth) and Australian Privacy Principles. The detailed information that we receive from you is collected and stored according to the principles and processes set out in our Privacy Policy. You may request it by calling 02 9211 0228.
In certain circumstances it may be necessary that we disclose information to other parties, such as banks or other financial institutions, insurers, product providers or mail houses. We are also permitted to disclose certain information when required or authorised to do so by law. If you have concerns about the accuracy or completeness of the information that we hold, or you have any concern about the privacy of information, you may request access to your personal information by contacting the SWU Group Privacy Officer on 02 9211 0228 or writing to:
The SWU Group Privacy Officer
PO Box 572
Sans Souci NSW 2219