Privacy of your personal information

The privacy of your personal information is important to us.  We will only collect your personal information where it is necessary to do so to provide and administer your investments, or where we are required to do so by law.

When you complete an application for new investments, make additional investments or make withdrawals from your investments you need to provide us with some information.  The information we may collect and store about you includes:

  • Name, address and contact telephone number
  • Tax file number
  • Date of birth
  • Details of correspondence, such as letters, which are also kept on file

To assist us in providing a complete administration service for your investments, we may at times disclose your personal information to other organisations. Agreements with third parties will ensure your details remain confidential and are not used for marketing or other purposes. We may also disclose personal information when required by law. Your personal information will not be disclosed to third parties except where mentioned above.

If you use the services of a financial adviser, details of your investments will be supplied to your adviser unless you instruct us otherwise. 

Your personal information is available only to staff who require the information to provide and maintain your investment.

In order to provide you with the best service, we endeavour to ensure that all personal details are up to date and accurate. To do this, we ask that you advise us of any changes to your personal details.

If you have any concerns about the information we hold about you, or would like to access or change this information,  simply contact us on (02) 8243 0888 or email pmcapital@pmcapital.com.au

You will be taken to agree to the collection, use and disclosure of your personal information as set out above when you make an investment in the fund.

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