PRIVACY POLICY

OUR COMMITMENT

At Dynamic Asset Consulting Pty Limited (DAC), we recognise that your privacy is important. We are committed to complying with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth), which regulate how personal information is collected, used, disclosed and managed.

We believe that this Statement will address any potential concerns you may have about how personal information you provide DAC is collected, held, used, corrected, disclosed and transferred.  You can obtain more information on request about the way we manage the personal information we hold.  If you seek any further information please contact us in one of the ways set out below.

APPLICATION

This policy applies to Dynamic Asset Consulting Pty Ltd (DAC).

PRIVACY AND DYNAMIC ASSET CONSULTING

Dynamic Asset Consulting Pty Ltd (DAC, ‘we’ or ‘our’) understands the importance of keeping any personal information we may receive about you secure and confidential.

This privacy policy sets out how we collect, use, manage and disclose personal information and how DAC aims to protect the privacy of your personal information.

DAC may update this policy from time to time. 

PRIVACY ACT AND PERSONAL INFORMATION

The Privacy Act 1988 (Cth) (‘Privacy Act’) and the relevant privacy principles under the Privacy Act regulate how private sector organisations can collect, store, manage, use, disclose and provide access to personal information.

For the purposes of the Privacy Act, personal information is information or an opinion, whether true or not and whether recorded in a material form or not, about an individual whose identity is apparent, or can reasonably be ascertained, from the information or opinion.

REASONS FOR COLLECTING PERSONAL INFORMATION

DAC primarily provides services to financial advisers and institutional clients. DAC does not provide personal financial product advice to retail clients and generally does not have direct relationships with retail investors.

Personal information may be collected directly from individuals or indirectly through financial advisers, platforms or other authorised intermediaries.

DAC collects personal information only where reasonably necessary to:

• respond to enquiries or communications

• provide information about our services, products or market insights

• distribute reports, commentary, newsletters or other communications (including where requested by financial advisers)

• maintain and manage professional relationships with advisers, service providers and counterparties

• provide access to our website and online services

• conduct internal administrative and operational functions

• comply with legal and regulatory obligations

DAC generally does not collect or hold detailed personal financial information about retail investors and does not process investment applications.  

HOW DYNAMIC ASSET CONSULTING COLLECTS PERSONAL INFORMATION

From time to time we may need to disclose personal information regarding you to a third party. The types of third parties to whom we may disclose personal information include:

• financial advisers or other professional advisers authorised to act on your behalf

• service providers who assist us in operating our business (such as technology, administration or professional services providers)

• regulatory or government authorities where required or authorised by law

• our professional advisers (including legal and accounting advisers)

Any such disclosures will be made on a confidential basis and, where possible, will require the third party to comply with appropriate privacy obligations.

Some service providers engaged by DAC may be located overseas. Where this occurs, DAC will take reasonable steps to ensure that such providers handle personal information in a manner consistent with the Australian Privacy Principles, or otherwise as required by law.  

DISCLOSURE OF YOUR PERSONAL INFORMATION BY DYNAMIC ASSET CONSULTING

From time to time we may need to disclose personal information regarding you to a third party. The types of third parties to whom we may disclose personal information include:

• financial advisers or other professional advisers authorised to act on your behalf

• service providers who assist us in operating our business (such as technology, administration or professional services providers)

• regulatory or government authorities where required or authorised by law

• our professional advisers (including legal and accounting advisers)

Any such disclosures will be made on a confidential basis and, where possible, will require the third party to comply with appropriate privacy obligations.

Some service providers engaged by DAC may be located overseas. Where this occurs, DAC will take reasonable steps to ensure that such providers handle personal information in a manner consistent with the Australian Privacy Principles, or otherwise as required by law. 

SECURITY OF YOUR PERSONAL INFORMATION

DAC takes all reasonable steps to protect the personal information we hold about you from misuse and loss and from unauthorised access, modification or disclosure.

DAC has in place a number of data security, information security and other similar security policies and procedures. These policies and procedures are regularly reviewed to ensure they remain current and appropriate.

Access to personal information is restricted to authorised personnel and service providers who require access to perform their roles.

ACCESSING PERSONAL INFORMATION

Under the Privacy Act, you have a right to access your personal information that is collected and held by Dynamic Asset Consulting. 

If you would like to access or change the personal information DAC holds about you, you can contact DAC and request the relevant change or access.

To action any change or access request, we will need to verify your identity and comply with our other procedures which are in place to prevent unauthorised access to personal information.

We will take all reasonable steps to provide access to your personal information within 30 days from your request.

If you have concerns about the completeness or accuracy of the information we have about you, we will take steps to address them.

DAC will not normally charge you any fees or costs for access to your personal information. Fees or costs may apply if providing you with access would require us to incur retrieval or other out of pocket costs. We will notify you if any such fees or costs would be payable. 

PRIVACY COMPLAINTS

If you believe that DAC has contravened the Privacy Act or have any other privacy complaint regarding Dynamic Asset Consulting, you can make a complaint by contacting our Privacy Compliance Manager (the contact details for our Privacy Compliance Manager are below).

DAC will seek to resolve any privacy complaints and will deal with privacy complaints as quickly as possible and in a respectful and confidential manner.

DAC will investigate any privacy complaint you make and will inform you of the outcome of your complaint following the completion of the investigation.

In the event you are dissatisfied with the outcome of your complaint, you may refer the complaint to the Office of the Australian Information Commissioner.

CALL RECORDING 

Telephone calls with DAC may be recorded for training, quality assurance and compliance purposes.

OPTING OUT

DAC may use your contact details to provide you with information about our services, market updates or other relevant communications.

You may opt out of receiving such communications at any time by contacting us or using any unsubscribe facility provided in the communication.

HOW TO CONTACT US

For further information or enquiries regarding your personal information, please contact the Dynamic Asset Consulting Compliance Manager at info@dynamicasset.com.au

ADDITIONAL PRIVACY INFORMATION

Further information on privacy in Australia may be obtained by visiting the web site of the Office of the Australian Information Commissioner at http://www.oaic.gov.au