Privacy Policy
This Privacy Policy sets out how RMR Partners Pty Ltd, its related companies and managed syndicates and trusts (“RMR Partners”) collects, uses, discloses and manages your personal information and how RMR Partners complies with the Privacy Act 1988 (Cth) (“Privacy Act”).
This Policy is made available on our web site rmrpartners.com.au and you may also request a free copy in a different form via the contact details on our website.
Commitment
Safeguarding the privacy of our clients, staff and business associates is important to us. RMR Partners is committed to protecting privacy. We support and are bound by the National Privacy Principles which sets the standard for how organizations should deal with personal information.
Use and Collection of Personal Information
RMR Partners may obtain personal information for the purposes of providing you with products and services. We may use your information to provide you with information about other products or services offered by RMR Partners, to respond to your enquiries or complaints, or to satisfy any legal requirements. We will not use that information other than for that purpose or for such related purposes as a reasonable person would expect to be used.
The types of information we collect may include your name, title, address, contact details, details of entities through which you invest, date of birth, bank account details, nominated beneficiaries and trust arrangements, and taxation identification.
In most cases we will collect this information from you directly and through forms you complete, however, other sources may include financial advisers, credit reporting bodies, contractors, public websites or other third parties.
Data Security
Your personal information is treated as confidential. Access to personal information is restricted to authorized employees and kept in-house. We will promptly notify you if we are aware of or have reasonable grounds to believe that your personal information held by us is involved in an eligible notifiable data breach and involves personal information being lost or subjected to unauthorised access or unauthorised disclosure which is likely to result in serious harm.
Disclosure
We may disclose your personal information to third parties such as outsourced service providers, including administration, custodial and registry service providers; printers and mailing houses, information technology systems, software providers, actuaries, professional advisers, business partners, including insurance underwriters, credit reporting bodies, financial intermediaries such as financial planners and taxation or accounting advisers, or other third parties you have authorised to receive your personal information.
Access to Information
You are entitled to obtain access to your personal information subject to some exceptions allowed by law. If you request access to your personal information held by RMR Partners, we will, so far as possible, provide that information to you within two weeks of your formal request and on payment of any of RMR Partners’ costs of retrieving and compiling that information. RMR Partners will not provide information if, as is permitted under the National Privacy Principles, the request is frivolous or vexatious as in RMR Partners’ reasonable opinion to do so would endanger another person.
Declining Product or Service Offers (Opting-out)
From time-to-time RMR Partners may wish to use your information to tell you about other products, services or special offers that we think may be of interest to you. Please let us know if you do not want to receive these offers by contacting us using the contact details noted below or selecting the unsubscribe option in an email.
Complaints
If you wish to make a complaint about RMR Partners’ privacy practices we request that you first contact our Privacy Officer with the details of your complaint. RMR Partners undertakes that your complaint will be investigated diligently and our response will be provided to you as soon as reasonably practicable.
However, you have the right to complain to the office of the Privacy Commissioner either in the first instance, or if you feel RMR Partners has not handled your complaint adequately.
Contact us
All correspondence and privacy related queries and concerns should be directed to the Privacy Officer at PO BOX 423, Mount Lawley WA 6929 or [email protected].