Prviacy Policy
First Charter is committed to its clients and respects and protects the privacy of the personal information of individuals with whom it deals.
Whenever it is reasonable and practicable to do so, information is collected directly from you.
We collect personal information about you which is reasonably necessary to:
- provide you quality products or services
- consider applications and approaches you make to us
- maintain your contact details
We generally hold personal information relating to:
- the products and services we provide or have provided to you
- your financial interests and sometimes your financial position
- your contact details
How we use that information
We only use and disclose personal information about you for the purpose for which it was disclosed to us or related purposes which would reasonably be expected without your permission.
We may from time to time use your personal information to inform you of investment opportunities or to provide information about products and services which we expect may be of interest to you. However, we do respect your right to ask us not to do this.
We may disclose personal information to service providers who provide services in connection with our products and services or we may provide information about you to your nominated financial advisor.
Keeping information secure
Access to and use of personal information within First Charter is appropriately limited to prevent misuse or unlawful disclosure of the information. Where information collected is no longer required, we delete the information or permanently de-identify it.
How you can access your information
You can contact us to request access to your information. In normal circumstances we will give you full access to your information. However, there may be some legal or administrative reasons to deny access. If access is denied, we will provide you with the reason why.
Our Website
If you visit our website to browse, read or download information, our system will log these movements. These website logs are not personally identifiable and we do not link them with the individuals who browse the site, except where a website user has previously registered with the site and has logged in with their account details. Registered users (when logged in to the site) will additionally have usage information collected such as time and date of site access, documents downloaded and requests for password resetting that is matched to the account registration details provided by the user.
Contact Us
If you have any questions regarding our privacy policy or handling of information, please contact us.
The Privacy Officer
First Charter Asset Management Pty Ltd
Suite 8/245 Churchill Ave, SUBIACO, WA 6008
PO Box 986 SUBIACO, WA, 6904
Ph: 08 9380 2555 Fax: 08 9380 2525