Surety Compliance Partners

Privacy Policy

This privacy policy sets out how Surety Compliance Limited ACN 127523193 uses and protects any information that you give Surety Compliance Limited ACN 127523193 either via this website or other documents such as investor application forms. Surety Compliance Limited ACN 127523193 is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Surety Compliance Limited ACN 127523193 may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 15 June 2023.

What we collect?

There are various ways you interact with us, and many ways we might collect personal information about you. We may collect the following personal information:

Identity information
Company and business information
Contact information including email address, phone number and address
Demographic information such as postcode, preferences and interests
Other information relevant to customer surveys and/or offers.

What we do with the information we gather?

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

Internal record keeping We may use the information to improve our products and services
To verify your identity in person or digitally, using third-party business partners to check your details back to the source
To process your application for our products or services, or on behalf of third parties such as merchants, banks, or government agencies
We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided
From time to time, we may also use your information to contact you for market research purposes.
We may contact you by email, phone, fax or mail.
We may use the information to customise the website according to your interests

To fulfil some of the activities we’ve mentioned, we may need to share your personal information with other parties. These may include specialist information technology companies, cloud service providers, mail houses, government agencies or other contractors helping us to deliver our services. We require these parties to protect your information as carefully as we do.

Security

We are committed to ensuring that your information is secure. To prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

How we use cookies?

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual.

The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. We may use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system. Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not.

A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

You may choose to restrict the collection or use of your personal information in the following ways:

If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at communications@suretycompliance.com.au
We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.
We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

You may request details of personal information which we hold about you as governed by the laws of Australia. A small fee may be payable. If you would like a copy of the information held on you please write to: Unit 2/28 Canton Beach Road, Toukley NSW 2263.

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.

Privacy Concerns or Complaints

If you are concerned about how your personal information is being handled or if you have a complaint about a breach by us of the Australian Privacy Principles, please contact us. We will acknowledge your complaint and work with you to resolve the issue as quickly as possible. If you are unhappy with our response you can contact the Office of the Australian Information Commissioner (www.oaic.gov.au).

If you should have any questions on the disclosures and updates, please email Surety Compliance Limited at communications@suretycompliance.com.au

Surety Compliance Limited ACN 127523193 is the holder of the Australian Financial Services Licence no. 322620. It is the Responsible Entity for the Private Investment Fund (ARSN 661 395 482). Although the Australian Securities and Investment Commission (ASIC), has provided a licenses to the above entities, you should be aware that ASIC neither endorses, supports nor approves of any information, claims, products or services provided by AFSL 322620 and/or its agents or representatives.

The Target Market Determinations (TMD) for all investment products are freely available to the general public here and can be requested by emailing communications@suretycompliance.com.au

General Advice – Any advice provided is limited to general financial product advice which we provide, for example, in our offer documents, investment newsletters, investor reports and website material. This information generally relates to offer features, investment opportunities, managing risk and return, property market commentaries and/or general economic overviews. AFSL 322620 does not provide personal financial product advice to retail clients. Before you make any investment decision, we recommend that you obtain advice tailored to address your individual objectives, financial situation and needs from a licensed professional financial adviser.

Privacy Disclaimer – A copy of the privacy policy is available by visiting the privacy policy or on request from our Investor Services team.

Future Profits Disclaimer – Past performance does not guarantee future performance. There can be no guarantee the assumptions and contingencies on which the forward looking statements, opinions and estimates are based will ultimately prove to be valid or accurate. The forward looking statements, opinions and estimates depend on various factors, many of which are outside the control of AFSL322620, Responsible Entity or Private Investment Fund.

S734 Restrictions on Advertising & Publicity – The information shared on the website is not a direct or indirect offer made by the Licensee, Responsible Entity and/or its agents or representatives.