Collecting Personal Information
Personal information is any information that can be used to personally identify you. We will collect personal information from you so we can provide you with products and services that you have requested or which you have enquired about, and any additional information necessary to deliver those products and services. We may also collect your personal information to respond to your enquiries and so we can let you know about other products, services, or opportunities you might be interested in.
What Personal Information Do We Collect And Hold?
We may collect the following types of personal information:
How Do We Collect Your Personal Information?
We collect your personal information directly from you unless it is unreasonable or impracticable to do so. When collecting personal information from you, we may collect in ways including:
In some situations, we may collect information about you from third parties such as your legal or personal representative, your financial adviser, or publicly available sources of information. We will only collect your information from third parties when we reasonably believe that you have consented to these sources collecting and disclosing the information.
What Happens If We Can’t Collect Your Personal Information?
If you do not provide us with the personal information described above, some or all of the following may happen:
Using & Disclosing Your Personal Information
In line with modern business practices and to assist you with your requirements we may disclose your personal information to the organisations/persons described below.
Your personal information will not be shared, sold, or disclosed other than as described in this Policy.
Direct Marketing Materials
We may send you direct marketing, communications and information about our products and services that we consider may be of interest to you. These communications may be sent in various forms, including mail, SMS and email, in accordance with applicable marketing laws, such as the Spam Act 2003 (Cth). If you indicate a preference for a method of communication, we will endeavour to use that method whenever practical to do so. You may opt-out of receiving marketing communications from us by contacting us (see the details below) and we will then ensure that your name is removed from our mailing list.
Protecting Your Personal Information & Keeping It Accurate And Up-To-Date
We store information in different ways, including in paper and electronic form. The security of your personal information is important to us and we take reasonable steps to protect it from misuse and loss and unauthorised access, modification or disclosure.
We will also take reasonable steps to make sure that the personal information we collect, use or disclose is accurate, complete and up-to-date. If you believe your personal information is not accurate, complete, or up to date, please contact us.
If you believe that your personal information is incorrect or out of date you can request to have this amended. To request access to your personal information you can contact us using the information in the “Contacting Us” section below.
Please be aware that some information cannot be amended or deleted sue to legal reasons. If we deny your request, we will inform you of the reasons for this decision.
Our websites have electronic security systems in place, including firewalls. Other security measures may also be in place to control access to your personal information.
Links To Other Sites
You may be able to access external websites by clicking on links we have provided. Those other websites are not subject to our privacy standards, policies and procedures. You will need to contact or review those websites directly to determine what security measures they have in place.
When we have personal information about you we will make every reasonable effort to make sure that the information is secure and is used or disclosed consistently with the Privacy Principles.
Your Sensitive Information
We will not collect sensitive information about you unless we are required to do so by law; the information is required for an insurance claim; or the information is necessary for the establishment, exercise or defence of a legal claim.
Notifiable Data Breaches
A notifiable data breach (NDB) scheme commenced in Australia on 22 February 2018 and applies to eligible data breaches that occur on, or after, that date. The NDB scheme requires us to notify individuals and the Office of the Australian Information Commissioner if there is a data breach that is likely to result in serious harm to any individual to whom the information relates and occurs when personal information is lost or subjected to unauthorised access or disclosure. Exceptions to the NDB scheme apply for some data breaches.
If you have any questions about privacy, you can call our offices. Our staff will do their best to resolve your issue. If an investigation is required, the Privacy Officer will become involved in the process. We will keep you advised of progress of the investigation.
Mail: Suite 17.03, 25 Bligh Street, Sydney NSW 2000
Telephone: +61 411 595 595
If you feel that we have not adequately dealt with any privacy complaint you have made, you may contact the Office of the Australian Information Commissioner (Australia)
For more information about privacy legislation, you can visit the web site of the Office of the Australian Information Commissioner at www.oaic.gov.au
Potter George understands and appreciates that your privacy is very important to you and that you have a right to control your personal information. We know that providing personal information is an act of trust and we take that seriously. This Policy explains how we will deal with your personal information as you interact with us.