Privacy Collection Statement

We are committed to protecting your privacy and outline below how we maintain the privacy of the information we collect about you.  

As part of the advice journey, we need to collect information about you. Where possible we will obtain that information directly from you, but if authorised by you we may also obtain it from other sources such as your employer or accountant. If that information is incomplete or inaccurate, this could affect our ability to analyse your needs, objectives and financial situation, so our recommendations may not be appropriate or suitable for you.  

We are also required to implement client identification processes under the Anti-Money-Laundering and Counter-Terrorism Financing Act (AML/CTF) 2006. We will need you to present identification documents such as passports and driver’s licenses to meet our obligations.  

We keep your personal information confidential and only use it in accordance with the Entireti Ltd Privacy Policy. Some of the ways we may use this information are set out below: 

We and the Licensee may use this information to provide financial and/or credit advice and services to you;  

• We may disclose your information to other financial advisers, brokers and those who are authorised by the Licensee to review clients’ needs and circumstances from time to time, including other companies within the Entireti Ltd;  
• Your information may be disclosed to external service suppliers both here and overseas who supply administrative, financial or other services to assist us and the Entireti Ltd to provide financial and/or credit advice and services to you. A list of countries where these service providers are located can be found in the Entireti Ltd Privacy Policy;  
• Your information may be used to provide ongoing information about opportunities that may be useful or relevant to your financial needs through direct marketing (you can opt-out at any time); and  
• Your information may be disclosed as required or authorised by law and to anyone authorised by you. 

We and the Licensee will continue to take reasonable steps to protect your information from misuse, loss, unauthorised access, modification or improper disclosure. You can request access to the information we or the Licensee holds about you at any time to correct or update it as set out in the Entireti Ltd Privacy Policy. The Entireti Ltd Privacy Policy also contains information about how to make a privacy complaint. For a copy of the Entireti Ltd Privacy 

Policy, please click here to view or you can contact us.