Protecting your Privacy
The information below outlines how we may use, collect, disclose and access your personal information as referred to in the 'Protecting your privacy' section of the Fund's Product Disclosure Statement (PDS). This information should be read in conjunction with the PDS and our Financial Services Guide (FSG).
Investors investing via a master trust or wrap account should be aware that we do not collect or hold your personal information in connection with your investments. You should contact the operator of the master trust or wrap account for information about the collection, storage and use of your personal information.
For investors who may invest directly with us, by completing the Application Form you consent to us and any other person who is at any time a member of the Westpac Group, which includes BT Investment Management Limited, (‘Westpac Company’) collecting, using, disclosing and handling your personal information in the manner set out in this section.
How do we use your information?
We and other Westpac Companies may use your information:
- to establish and administer the financial products and services we or any other Westpac Company provide to you (such as investments, superannuation, insurance or loans);
- for product development, conducting market research and statistical analysis purposes; and
- to provide additional services to you, such as market updates and information on products and services available from us or any other Westpac Company.
Without your personal information, we and other Westpac Companies may be unable to establish and administer your financial arrangements.
How do we collect your information?
We and other Westpac Companies may collect your information from many places including your Application Form, correspondence with you or your adviser, our telephone calls with you or you using our website or emailing us.
We and other Westpac Companies may also collect your information from each other or from a service provider engaged to do something for us or another Westpac Company. Our service providers typically include custodians, investment administrators, information technology advisers, mail houses, auditors, legal advisers and consultants.
When do we disclose your information?
Sometimes, a Westpac Company, a service provider or your adviser may be located outside Australia. By signing the Application Form, you consent to your information being transferred to a person such as this who is outside Australia.
We and each Westpac Company may disclose your personal information:
- to each other, our service provider, or a person who acts on your behalf in relation to your investment (such as your adviser);
- as required or permitted by law; or
- with your consent.
When we collect personal information from you, we will inform you of the purposes for which it is collected. Primarily, this will be to establish and administer the financial products or services we or any Westpac Group company provides to you (such as investments, superannuation, insurance or loans), or to comply with legislative requirements such as the AML-CTF Act.
How do you access your information?
You can contact BT Customer Relations on 1800 813 886, or write to us at the address listed on the back page of the relevant PDS, to access the information we hold about you and to tell us if it needs to be updated. We try to give each customer access to their information on request, but we will tell you if this is not possible.
You can contact us if you do not want to receive any marketing information from us or any other Westpac Financial Group Company.