Privacy information

How Wealthpool may collect, use and disclose personal information provided through investor enquiries.

Collection and use

Wealthpool may collect personal information when you contact the company, request information or submit an application. Information may be used to assess your enquiry or application, communicate with you, maintain records and provide shareholder or investor services.

Information that may be collected

  • Identity and contact details
  • Investor entity and eligibility information
  • Financial information provided for an application
  • Professional adviser and verification details
  • Correspondence and service records

Disclosure

Information may be disclosed to agents, professional advisers, service providers, verification providers, regulators, government bodies and other parties where required or authorised by law.

Security

Reasonable steps should be taken to protect personal information from misuse, interference, loss and unauthorised access. The live website should use secure hosting, encrypted transmission, controlled access and an approved form-processing system.

Access and contact

Questions or requests relating to personal information can be directed to enquiries@wealthpoolgroup.com.au or 1300 827 172.

This is a website-ready privacy summary and should be reviewed against Wealthpool’s complete privacy policy, systems and service-provider arrangements before publication.