WHAT INFORMATION DO WE COLLECT AND HOLD?
Because of the nature of the products and services we provide we may ask you for a range of personal information as well as government regulations and taxation laws. Typically we may collect the following details from you with your permission: Name, address, telephone number Gender, marital status, Email address, Financial information, Identification verification materials, Investment experience, Credit history, Citizenship documentation, Other related information. This is not an exhaustive list.
Sometimes we need to collect sensitive information about you, for instance in relation to some insurance applications we may also collect medical and lifestyle information. This information is collected so the insurers and their agents may assess whether to accept your insurance proposal and, if so, on what terms. We may collect information about you because we are required or authorised by law to collect it. There are laws that affect financial institutions, including company and tax law, which require us to collect personal information. If you provide personal information to use about someone else, you must ensure that you are entitled to disclose that information to us and that, without us taking any further steps required by privacy laws, we may collect, use and disclose such information for the purposes described in this Policy.
HOW DO WE COLLECT YOUR PERSONAL INFORMATION?
Where reasonable and practical we will collect your personal information directly from you. We may also collect your personal information from third parties where it is unreasonable or impracticable to collect the information from you, for instance from credit reporting bodies, our related entities, business partners, product issuers, or your representatives. We will usually notify you about these instances in advance, or where that is not possible, as soon as reasonably practicable after the information has been collected. If the personal information you provide to us is incomplete or inaccurate, we may be unable to provide you, or someone else you know, with the services you, or they, are seeking.
HOW WE STORE YOUR PERSONAL INFORMATION
We are committed to ensuring the information you provide to us is secure. Your information is stored either hard copy or electronic format, in storage facilities that we own and operate ourselves, or that are owned and operated by our service providers. We take reasonable steps to maintain the security of your information and to protect it from unauthorised disclosure. When the personal information that we collect is no longer required, we will take reasonable steps to destroy or de-identify your information unless we are otherwise required or authorized by law to retain it.
HOW WE USE YOUR PERSONAL INFORMATION
The purpose for collecting personal information is to provide you with the products and services you’ve asked for, to understand and meet your needs and provide you with a wide range of financial and other products and services. The types of products and services provided by us include (but are not limited to) strategic financial planning and investment advice, portfolio and self-managed superannuation fund administration, credit assistance, property investment and related services. The Future Assist Group encourages clients to provide feedback relating to various stages of their dealings with the business, which we refer to as ‘Roadmap Checkpoints’. We use the information clients submit to improve our offering, enhance customer engagement and as a training tool for staff members. From time to time, we will share success stories both internally and may display extracts on our website, whilst ensuring customer’s identities remain confidential.
We may also use and disclose your personal information:
TO MAKE SURE WE CAN MEET YOUR SPECIFIC NEEDS, AND FOR THE PURPOSES DESCRIBED ABOVE, WE SOMETIMES NEED TO SHARE YOUR PERSONAL INFORMATION WITH OTHERS INCLUDING:
Those involved in providing, managing or administering your product or service including related bodies of Future Assist Group
Future Assist Australian Inc. registered in the Philippines. This entity is owned and controlled by the Future Assist Group, and provides professional administration services to the business group.
WEBSITE COOKIES & THIRD-PARTY TOOLS
ACCESS TO AND AMENDING YOUR PERSONAL INFORMATION
You may access personal information collected from you and retained by us if you so desire. We endeavor to ensure that all personal information collected is accurate, complete and up to date. If you so request, we will provide you with your personal information within a reasonable timeframe assuming the request is not vexatious. We request that you contact us via email to inform us of any changes to the personal information which has been collected from you. If you have a concern regarding any of your personal information held by us, you should contact us immediately.
INFORMATION AND COMPLAINTS
For more information, or for any complaints regarding how we have collected or used your personal information, please contact the Compliance Officer in any of the following ways: Mail Future Assist Group PO Box 1305 Parramatta, NSW 2124 Phone: (02) 9922 2000 Email: firstname.lastname@example.org More information about your rights and our obligations in respect to Privacy and information on making a Privacy complaint are available from the Office of the Australian Information Commissioner by: Website: www.oaic.gov.au Mail: GPO Box 5218 Sydney NSW 2001 Email: email@example.com