The White Funds Management Pty Ltd Privacy Policy outlines how we manage your personal information. White Funds Management recognises and the individuals’ right to privacy and understands the protection of your personal information is important to you. This Privacy Policy outlines the type of personal information we collect, how that information is collected, used, stored and protected, and to whom we may disclose your personal information.

The Privacy Act

White Funds Management is bound by the Privacy Act 1988 (Cth).

Provisions in the Privacy Act 1988 (Cth) (the “Act”) affecting private sector organisations came into effect in December 2001. The Act aims to ensure that organisations that hold information about people use the information collected responsibly. The core requirements of the Act are set out in the National Privacy Principles (NPP’s) and are legally binding. The NPP’s also give individuals a right to know what information an organisation holds about them, a right to inspect information held about them and a right to correct the information if it is incorrect.

White Funds Management Pty Ltd is bound by the National Privacy Principles contained in this Act.

We will update this policy from time to time. If it is changed the changes will either be advised to our clients or posted on our website.

Please note that if any time we are required by law to release information about you or your organisation, White Funds Management Pty Ltd must fully satisfy your obligations under that law.

Personal Information We Collect

Any information that identifies you is deemed to be “personal information”. White Funds Management Pty Ltd only collects information that is necessary to assist us in providing a service to clients. The type of information White Funds Management Pty Ltd collects from you includes – your name, contact details (such as your address and telephone number), date of birth, investment details, bank account details, tax file number and other accounting, audit and financial services related information.

The Governments anti-money laundering laws may also mandate us to collect additional personal information from you.

How We Use Personal Information

White Funds Management only collects personal information necessary for us to provide clients with the service they seek and we primarily collect this information through our standard forms. White Funds Management uses your information to administer your investment, comply with relevant laws and communicate with you on an ongoing basis about your investment and the market.

In providing the required services White Funds Management Pty Ltd may need to disclose your personal information to one or more third party organisations. For example:

• Agents and external service providers to help us provide our services to you (such as mailing houses, printing companies and external consultants)
• Governmental or a regulatory body (such as ASIC, ATO, AUSTRAC, or law enforcement agency)
• A court order may require us to disclose certain information

Personal Information Security

White Funds Management regards the security of your personal information as paramount and utilises a range of procedures to protect your personal information. These include:

• Security procedures associated with access to our business premises and within our offices
• IT security procedures including password protection, firewalls, intrusion detection and site monitoring
• Mandatory confidentially guidelines for all employees

Personal information maintained by us is held for the duration that a client is still a current user of any service or as required by any Federal or State legislation. At the end of the period for which personal information is held, disposal will be effected in a secure manner.

Access to Your Personal Information

Clients of White Funds Management can request access to personal information we hold; subject to a small number if legal restrictions. Where restrictions exist on our ability to provide you with access we will advise you of those reasons at the time of your request.

You may also ask us to correct information we hold about you which is in accurate, incomplete or out of date.

Need to Contact Us?

If you have any questions about the Privacy Policy, or wish to make a complaint about how White Funds Management has handled your personal information or wish to access or correct your personal information held by us, please contact the Privacy Officer:

White Funds Management Pty Ltd
Level 7, 20 Hunter Street
Sydney NSW 2000

Telephone (02) 8215 7900
Fax (02) 8215 7901
Email mail@whitefunds.com.au