Privacy Policy

This Privacy Policy explains how Insight Investment Partners (ABN 35 136 879 464, ACN 136 879 484) (referred to as “we,” “us,” or “our”) collects, protects, uses, and discloses your personal information, in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).  

Information We Collect

We may collect and hold personal information about you, including but not limited to:

Name, address, email address, and phone number(s)

Date of birth

Tax file number

Information about dependents or family members

Bank account or credit/debit card details

Accounting and financial information

Occupation, employment history, and details

Family commitments and social security eligibility

Financial needs, objectives, assets, liabilities, income, and expenses

Superannuation and insurance details

Risk profile details

Details of your interactions with us

Any other relevant information provided for our products or services  

We may also collect sensitive information, such as health details, in connection with insurance applications.  

How We Collect Personal Information

We collect personal information directly from you or from other sources, including:

Related entities

Suppliers and service providers

Your advisers

Financial institutions

Superannuation funds and insurance companies

Employers

Public sources

Accountants and lawyers  

Information is collected when you:

Visit our website

Submit application forms

Participate in phone calls or email correspondence              

Why We Collect, Hold, Use, and Disclose Personal Information

We collect your personal information to:

Provide our products and services

Support customer service needs

Send information on events, products, or services that may interest you

Conduct market research and improve our services

Operate and enhance our website

Detect and prevent fraudulent or suspicious activity

Comply with legal and regulatory obligations

Verify your identity in accordance with the Anti-Money Laundering and Counter-Terrorism Financing Act

Protect our legal rights and comply with laws or audits  

We only use your personal information for the purpose it was collected or for a related purpose you would reasonably expect, or with your consent.  

Direct Marketing

We may use your personal information for direct marketing. You can opt out of receiving marketing communications at any time by contacting us or using the "unsubscribe" link in emails or SMS.  

Sharing of Personal Information

We may share your personal information with:

Related entities and service providers

Payment systems operators, banks, financial institutions, superannuation funds, and life insurance companies

Financial product issuers as part of application processes

Purchasers of our business

Individuals authorised by you to receive your information

Government agencies, regulators, and law enforcement as required by law  

Disclosure Outside Australia

We may disclose personal information outside of Australia to service providers in the Philippines. We take reasonable steps to ensure that any overseas recipients handle your personal information in accordance with the Australian Privacy Principles.  

Use of Cookies on Our Website

We collect personal information through our website and use cookies or similar technologies to track your usage and remember your preferences. While we do not use this information to identify you personally, it helps us improve your experience. You can disable cookies via your browser settings, but some website features may not function properly.          

Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content, so please review their privacy policies before providing personal information.  

How We Protect Your Information

We take reasonable steps to safeguard your personal information using various security measures, including:

Confidentiality training for employees

Security policies governing system access

Firewalls and virus protection

Secure destruction or de-identification of information no longer required

However, we cannot guarantee the absolute security of your data.  

Accessing and Correcting Your Information

You may access or correct the personal information we hold about you by contacting us. In some cases, we may be unable to provide access to certain information. If so, we will explain why. We may also verify your identity before fulfilling your request.   Right to Remain Anonymous You may choose not to provide personal information, but this may affect our ability to provide products or services to you.  

Credit Information

We do not disclose any credit information to credit reporting bodies, including for credit checks.  

Complaints

If you believe we have breached the Privacy Act or have concerns about how we handle your personal information, you can contact us using the details below. Please provide your name, contact information, and a detailed description of your complaint. We will acknowledge and respond to your complaint within a reasonable time.  

Our complaints handling procedures and how to access them. We are committed to meeting if not exceeding our clients’ expectations whenever possible. Insight Investment Partners endeavours to provide you with quality financial advice. If you have a complaint or concern about the service provided to you, we encourage you to take the following steps:  

1. Contact your adviser and tell your adviser about your complaint.
2. If your complaint is not satisfactorily satisfied in five business days, please email or write your complaint to [email protected]

3. If your complaint is not satisfactorily resolved within 30 business days, you have the right to contact the Australian Financial Complaints Authority (AFCA).  

AFCA independently and impartially resolves disputes between consumers, including some small businesses, and participating financial services providers. The Australian Financial Complaints Authority can be contacted on: Toll Free Telephone: 1800 931 678 GPO Box 3, Melbourne Vic 3001, Website: www.afca.org.au Fax: (03) 9613 6399 Email: [email protected]  

Contact Us

For further information about our Privacy Policy, or to access, correct, or complain about how we handle your information, please contact us:  

Email: [email protected]