This policy sets out how and why Tribeca Investment Partners Pty Ltd ("Tribeca", "we" or "us") will collect, use, store, disclose and otherwise manage and protect your personal information.
Personal information is defined under the Privacy Act 1988 as "information or opinion, whether true or not, and whether recorded in material form or not, about an identified individual, or an individual who is reasonably identifiable."
We take privacy seriously and are committed to ensuring the protection of your personal information.
We collect personal information about you when you contact us, use our products or services, visit our websites or deal with us in some other way. The personal information we collect from you may include information about your identity (e.g. your name, address, date of birth, gender, marital status), your tax file number and tax residency status, and financial and transaction information.
If you provide us with personal information that we have not requested (unsolicited personal information) we will, unless otherwise required or permitted by law, delete or destroy it as soon as possible after receiving it.
For certain investors, Tribeca may also need to collect and disclose certain personal information to the Australian Tax Office in order to comply with the Foreign Account Tax Compliance Act (FATCA).
You do not have to provide us with your personal information but if you do not provide us with the personal information that we need, we may not be able to provide our services or assistance to you or our clients on your behalf and may not be able to process any application by you for investment in our investment products.
We may collect your personal information through our direct dealings with you, e.g. via telephone or email correspondences, or when you submit an online form.
We may also collect information about you from third parties, such as services providers (fund Administrators or registrar), agents, brokers, advisors, companies or bodies that you own shares or have an interest in, family members, and / or anyone you have authorized to deal with us on your behalf.
Tribeca will only collect sensitive personal information with an individual’s consent or where required by law of the establishment, exercise of defence of a claim. Sensitive information is personal information about an individual’s race or ethnic origin, political opinions/associations, religious beliefs, trade/professional associations, sexual preferences, criminal record or heath.
We collect, use and exchange your information so that we can:
We may share your personal information with other members of the Tribeca Group. We may also share your personal information with third parties that generally include
Your personal information is stored in secure buildings and systems in written and/or electronic form. Tribeca uses reasonable measures and steps to ensure that personal information is protected from misuse and loss and from unauthorized access or modification or disclosure. Such measures include:
You have a right to request access to your personal information we hold. If you wish to change any personal information we hold about you, the request must be in writing and must satisfy our internal procedures that the individual making the request is the same person as the subject of the request. These changes may include change of address or bank account details.
If you believe that Tribeca has breached its privacy obligations, please contact Tribeca’s Compliance Manager at [email protected] in the first instance. If the complaint cannot be resolved, the matter may be referred to the Australian Privacy Commissioner via their website www.oaic.gov.au