Privacy Policy
We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles, and protect your personal information in line with them, including the notifiable data breaches scheme.
What kinds of personal information do we collect and hold?
When you speak to us about our provision of financial services to you (for example, applying for an interest in the Fund), we may collect information that is necessary to provide you with financial services. For instance, we may ask for identification information such as your name, address and date of birth. Any unsolicited personal information we collect will be promptly destroyed.
When you fill in a form on this website, we collect the details you give us, usually your name, email address, phone number, whether you are a wholesale client, and anything you choose to tell us.
Why do we collect, hold, use and disclose personal information?
The main reason is so we can service your request for financial services. This may include checking your eligibility for our financial services, providing you with financial services, and helping you manage them.
How do we collect personal information?
We collect most personal information directly from you. Sometimes we collect it from other people, such as publicly available sources of information.
How do we hold personal information?
Much of the personal information we hold is stored electronically and securely at the offices of the Fund Administrator. We use a range of security measures to protect it. Enquiries made through this website are stored in HubSpot, our contact management system.
Who do we disclose your personal information to, and why?
Sometimes we may disclose your personal information to organisations outside our operations, for example the Fund Administrator, FundBase, so that it can perform its duties for the Fund and our financial services.
Do we disclose personal information overseas?
We may disclose your personal information to recipients located outside Australia. These may include our service providers, such as HubSpot.
Data breaches
Under the notifiable data breaches scheme, we and our service providers must notify you of any unauthorised access to, disclosure of or loss of your personal information that is likely to result in serious harm. If we suspect a data breach, we take reasonable steps to assess it within 30 days. If we determine there has been an eligible data breach, we will notify you as soon as practicable with details of the breach and recommended steps, and report it to the Office of the Australian Information Commissioner (OAIC).
Do we use or disclose personal information for marketing?
We may use your personal information to offer you further financial services that we believe may interest you. We will not do this if you tell us not to. To stop receiving marketing from us, use the unsubscribe link in any email or contact us.
Cookies
This website uses cookies from HubSpot to understand how visitors use the site. You can block or delete cookies in your browser settings.
Access, correction and complaints
You can ask to see the personal information we hold about you, or ask for corrections. If you are concerned about how your personal information is handled, or would like to make a complaint, contact us. If you are not satisfied with our response, you may refer the matter to the OAIC at oaic.gov.au.
Contact us
iMoney Funds Management Pty Ltd, 2/9 Broadview Ave, Gosford NSW 2250
Email: andrew.hayes@imoneyfm.com.au
Phone: 0478 667 656
This information is provided for information only. It does not constitute an offer or invitation to enter into any legal agreement of any kind for financial services.