Quintessential Equity Pty Ltd
ACN 141 879 423
AFS Licence No: 347953
1. What is “Personal Information”?
“Personal Information” is information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information is true or not, and whether recorded in a material form or not.
2. What Personal Information do we collect and hold?
Quintessential may collect and hold Personal Information such as your name, gender, date of birth, contact details (including your address, phone numbers and emails, whether personal or for work), financial information, payment details, bank account details, tax file number, ABN/ACN and/or products and services information and preferences.
3. Why do we collect Personal Information?
3.1 Quintessential collects Personal Information from clients, employees, contractors and other individuals that is reasonably necessary for one or more of our functions or activities, including to establish and support the ongoing administration of your investment in our unregistered managed investment schemes (Investment), and to advise you of new developments relevant to your Investment. It also allows us to market and sell our products and services, meet any regulatory requirements which apply to our business, and conduct employee related activities.
3.2 You have the option to deal with us anonymously or by using a pseudonym. However you acknowledge that where this is impractical (for example when you contract with us) or where the law or a court order provides otherwise we are not required to provide these options to you.
3.3 If you choose not to provide your Personal Information to Quintessential, we will not be able to process your application or administer your Investment, and may not undertake certain activities for you such as providing you with requested information, products or services.
4. When and how do we collect Personal Information?
4.1 Quintessential collects Personal Information about you when you or another representative authorised by you: submit an application form, visit our Website, request information about us or our products or services, provide feedback, respond to a survey, change your content or email 020451:CM:554668_6 preferences, contract with us, invest in one of our syndicates, fill in a form on our Website, or contact us by telephone, facsimile, email, post or in person.
4.3 In some circumstances we may receive Personal Information that we have not requested. If this occurs, we will comply with our obligations under the Privacy Act. You acknowledge that we may deidentify and/or destroy this information unless we are required to keep it by law.
5. Information collected via our Website
5.1 Quintessential will not collect any Personal Information about users of our Website except when they knowingly provide it or as otherwise described below. For example, Quintessential may collect Personal Information from users of the Website when they: (a) complete an online form, including registering to receive updates, promotional material or other information; and/or (b) otherwise correspond with Quintessential.
Click Stream Data
5.2 When you visit and browse our Website, our Website host may collect Personal Information for statistical, reporting and maintenance purposes. Subject to clause 7.5, the Personal Information collected by our Website host will not be used to identify you. The information may include: (a) the number of users visiting our Website and the number of pages viewed;
(b) the date, time and duration of a visit;
(c) the IP address of your computer; or
(d) the path taken through our Website. 5.3 Quintessential’s Website host uses this information to administer and improve the performance of our Website, including to assist with the diagnoses of and to provide support for any issues with our Website or services.
5.4 Cookies are small text files that are transferred to a user’s computer hard drive by a website for the purpose of storing information about a user’s identity, browser type or website visiting patterns.
5.5 If you access our Website, a cookie is downloaded onto your computer’s hard drive when you first log on to our Website. You can adjust your internet browser to disable cookies, however Quintessential may not be able to provide you with all the service or functionality you require on our Website if you choose to do so.
5.6 Web beacons are images that originate from a third party site to track visitor activities. Quintessential may use web beacons to collect aggregate data and provides this information to our Website host to administer and improve the performance of our Website.
Links to external websites
6. How Quintessential uses the Personal Information it collects about you
6.1 Quintessential uses the Personal Information it collects about you for our business functions and activities, which may include the following:
(a) to provide you with information, products or services you have requested;
(b) to open and administer your Investment and keep you informed about your Investment and opportunities available to you;
(c) to promote and market our products and services to you;
(d) to personalise and customise your experiences on our Website;
(e) to help Quintessential research the needs of its clients;
(f) to conduct research for the purposes of improving existing products or services or creating new products or services;
(g) to provide you with ongoing information about Quintessential and its activities;
(h) to allow us to provide third party information and offers in which we believe you may be interested;
(i) to use aggregated or de-identified information for the purposes of data analysis, research and reporting;
(j) to comply with regulatory or other legal requirements;
(k) for purposes related to the employment of our personnel and providing internal services to our staff; and
(l) for any other use required or permitted by law or purpose communicated to you at the time that the Personal Information was collected or for which you provided your consent.
6.2 Quintessential may use your Personal Information for a secondary purpose if that secondary purpose is related to those purposes listed in clause 6.1, if we have your consent or if otherwise provided for under the Privacy Act.
6.3 Quintessential may use your Personal Information to provide you with direct marketing materials if you would reasonably expect us to or if you consent to receive direct marketing materials. We will seek your consent to provide you with direct marketing materials if we have obtained your Personal Information from a third party database provider. Direct marketing material may include promotional material about Quintessential or the products or services offered by Quintessential.
6.4 You may opt out of receiving direct marketing material by contacting us in any of the ways specified in the direct marketing materials or as set out in clause 13.
7. Who do we disclose your Personal Information to?
7.1 Depending on the nature of your relationship with Quintessential, we may disclose your Personal Information to shareholders, officers and employees of Quintessential, other businesses within our group of companies, service providers who assist us in our business operations when this is necessary for them to effect their services, government bodies, regulatory authorities and law enforcement bodies and third parties, or otherwise as required by law.
7.3 We may also share non-personal, de-identified and aggregated information for research or promotional purposes in connection with providing requested information or services to you, or for 020451:CM:554668_6 the purposes of improving our services. We will not sell your Personal Information to third parties for marketing purposes.
7.4 You may authorise Quintessential to disclose Personal Information that it holds about you to your financial adviser, administrator, or other person nominated by you.
8. Disclosure of your Personal Information overseas
8.1 We do not currently disclose your Personal Information outside of Australia. In future we may choose to disclose your Personal Information outside of Australia to an entity in a foreign country and if practical will provide you with details of these countries when this occurs. It is possible that such entity may be subject to foreign laws that do not provide the same level of protection of Personal Information as in Australia. We will take steps to ensure that these overseas entities are obliged to protect the privacy and security of your Personal Information and use it only for the purpose for which it is disclosed.
9. Storage and security of Personal Information held by Quintessential
9.1 Quintessential will take reasonable steps to protect your Personal Information from misuse, interference and loss and from unauthorised access, modification or disclosure.
9.2 Quintessential aims to keep your Personal Information secure and up to date. We will comply with our obligations under the Privacy Act in relation to any Personal Information that we handle, including information which is held on Quintessential’s computer systems.
10. Updating and correcting your Personal Information
We will take reasonable steps to ensure that the Personal Information that we hold is accurate, up-todate and complete. You can update your Personal Information at any time by contacting Quintessential in any of the ways specified in clause 13. Quintessential welcomes any changes to your Personal Information so as to keep our records up to date.
11. How long will Quintessential keep your Personal Information?
11.1 We will keep your Personal Information only for as long as required for our business purposes and otherwise as required by Australian law.
11.2 Where we no longer need to keep your Personal Information in accordance with clause 11.1, we will take reasonable steps to destroy or de-identify your Personal Information.
11.3 If you wish to have your Personal Information destroyed or de-identified, please let us know and we will take reasonable steps to do so (unless we need to keep it for legal, auditing or internal risk management reasons).
12. Finding out what Personal Information Quintessential holds about you 020451:CM:554668_6
12.1 You are entitled to access Personal Information that Quintessential holds about you. If you request access to your Personal Information, we will grant your request unless providing you with access would unreasonably impact upon the privacy of others or is not otherwise permitted under the Australian Privacy Principles or at law. If we refuse your request to access your Personal Information, we will provide you with written reasons for the refusal.
12.2 A request for access can be made by contacting Quintessential in any of the ways specified in clause 13.
13. How to contact us and more information
Attn: Harry Rosenberg
Quintessential Equity Pty Ltd
Level 2, 30 Collins Street Melbourne, VIC 3000 13.2
You can find out more information about the Privacy Act and the Australian Privacy Principles from the Australian Information Commissioner. The Information Commissioner may be contacted at www.oaic.gov.au (email – firstname.lastname@example.org).
Last updated: 7 November 2016