This is subject to some exclusions:
- the collection is required by law
- when the information is necessary for the establishment, exercise or defence of a legal claim.
You have a right to refuse us authorisation to collect information from a third party.
You can deal with us anonymously where it is lawful and practicable to do so. For example, if you telephone requesting our postal address.
Collecting information from our website AXIS Financial Group’s website provides links to third party websites.
The use of your information by these third party sites is not within the control of AXIS Financial Group and we cannot accept responsibility for the conduct of these organisations. Other websites are not subject to our privacy standards, policies and procedures. You will need to contact or review these websites directly to ascertain their privacy standards, policies and procedures.
Our website utilises cookies to provide you with a better user experience. Cookies also allow us to identify your browser while you are using our site – they do not identify you. If you do not wish to receive cookies, you can instruct your web browser to refuse them.
What if I choose not to provide you with the information you request?
We only ask for information where it is necessary for the purposes outlined in this Policy. If the information is not provided, we may not be able to provide our services to you.
Will my information be disclosed to others?
We will only disclose your personal information to people or organisations for the purposes outlined in this Policy. When appropriate, we may disclose your personal information to or collect it from:
- Product providers
- Authorised Representatives of the AXIS Financial Group
- Administrative staff with AXIS Financial Group
- Loss assessors and claim investigators
- Your employer *
- Claims reference providers
- Hospitals, medical and other health professionals
- Legal and other professional advisers
- Government departments
- Trustees and administrators of other superannuation plans or eligible rollover funds.
* When you are a member of an employer-sponsored superannuation plan, your employer will need to provide certain information to us and to the adviser who assists your employer with the superannuation plan.
Some of the information may be provided to us by your employer in order that it meets its obligations under superannuation law. You may also provide personal information to us to assist us in providing your superannuation in relation to your plan membership to your employer and to their adviser. However, this information would never be of a sensitive nature, such as information about your health.
We collect information about you for the purpose of reporting to AUSTRAC under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006.
In the event that we propose to sell the business, we may disclose your personal information to potential purchasers, for the purpose of them conducting due diligence investigations. Disclosure will be made in confidence and it will be a condition of that disclosure that no personal information will be used or disclosed by them.
We will not under any circumstances disclose your personal information to an overseas recipient.
Is there anything else I need to know about how my information may be used?
At times we may also use your personal information for the purpose of providing you with additional information about the benefits of superannuation, financial planning and/or insurance or to let you know about other products and services that we can provide. This may be by way of an invitation to attend a seminar or briefing on a particular topic by a specialist in that area. It may be by providing written publications either electronically or by mail.
Generally, this is done as part of our advisory role in providing information for your consideration.
From time to time we may provide you with direct marketing material. If at any time, you do not wish to receive this information, you can contact us by either writing to us or alternatively calling our Corporate Services Team on the Freecall number listed below.
Storage & security of personal information
We keep your personal information in your client file. These files are accessible to authorised personnel only and are appropriately secured out of hours. Your personal information may also be held on our computer database. All computer-based information is protected through the use of access passwords. Data is backed up regularly and stored securely offsite. Other measures taken are:
(1) Confidentiality requirements for our employees
(2) Security measures for system access
(3) Providing a discreet environment for confidential discussions.
Personal information will be treated as confidential information and sensitive information will be treated highly confidential. It is a legislative requirement that we keep all personal information and records for a period of seven years. Should you cease to be a client of ours, we will maintain your personal information on or offsite in a secure manner for seven years. After this, the information will be destroyed.
AXIS Financial Group takes its obligations to protect your information seriously. This includes when we operate throughout Australia and overseas as part of our operations. Some uses and disclosures of your information may occur outside of your State or Territory and/or outside of Australia. In some circumstances, we may need to obtain your consent before this occurs.
