Privacy Policy

Privacy Policy

Here at 2020 DIRECTINVEST PTY LTD we are committed to ensuring the privacy of your information and we understand how important the privacy of your personal information is to you.

Personal information is information or opinion that allows others to identify you. It includes your name, age, gender, contact details, as well as your health and financial information. We will act to protect your personal information in accordance with the National Privacy Principles or an industry privacy code.

As a registered user of our website you can be assured that we will make every reasonable effort to protect and keep confidential any information you provide to us and we will not sell or release your name or information to any outside organisations except for the purposes of our own analysis (and in these cases will only do so in aggregate form without identifying individual subscribers) or when external companies offer a product or service which we consider would be beneficial or of interest to our clients. We value your trust, and aim to help you manage and build wealth over a long period. The protection of your personal information is a vital part of this relationship.

We collect personal information to provide you with the products and services you request as well as information on other products and services offered by us. If you have any questions relating to this privacy statement, please do not hesitate to contact us.

Collection of Data

To fully use our services, you will need to register using our online registration form. The type of information that we collect from you will depend on what products and services you use on the website. For example, if you apply for PDS to be posted then we will require your address. If you register to trade shares online, you will be required to provide certain personal information to the online share trading company to enable your request to be carried out.

Anti-Money Laundering and Counter-Terrorism Financing Act 2006

To comply with this new legislation, 2020 DIRECTINVEST must now identify and verify new customers. We are required to obtain, verify and record information that verifies our customers before you are able to invest using our services. We are now required to obtain details such as your full name, date of birth and residential address amongst other details for these purposes and we are required to store this information for a minimum of seven years.

Information collected for this purpose will not be disclosed, sold, distributed, leased, shared or passed onto any third party unless we have your consent to do so, we have disclosed to you the types of organisations with whom this information would be shared (such as for future identification purposes with a fund manager you may invest with) or if we are required to do so by law. We will take all reasonable security measures to protect the personal information we hold from misuse, loss and/or unauthorised access, modification or disclosure.

Responsible Use of Information

By maintaining your relationship with us, you consent to any personal information we collect about you being used and disclosed in the manner set out below.

• For our internal operations (including accounting, risk management, record keeping, development and testing, staff training and compliance monitoring;

• To help us to develop, establish and administer arrangements with other organisations in relation to the administration and use of products and services that we provide to you;

• To help us to develop, identify and inform you of enhancements to the products and services which you have asked us to provide;

• For research in relation to financial products and services

We may also use and disclose your personal information for the following additional services:

• To help us develop, identify and inform you of other financial products and services that may interest you;

• To keep you informed of any administration, enhancement or development occurring with 2020 DIRECTINVEST, to ensure you are aware of any changes which may affect our delivery of, or your ability to use the site;

• To help us develop, establish and administer arrangements with other organizations in relation to the promotion, administration and use of such other products and services;

• For marketing of financial products and services (you can tell us not to send you any marketing information if you wish)

• To advise you of special offers which have come to our attention from other providers, which we believe, may be of interest to you.

We will not use your personal information for any purpose which is not related to the products or services we provide to you or for any purpose for which you would not reasonably expect us to use the information.For statistical purposes we may collect information on website activity (such as the number of users who visit the website, the date and time of visits, the number of pages viewed and navigation patterns) through the use of 'cookies' and other tracking technology.

You may at any time unsubscribe from this service by contacting our office. You are entitled to ask for access to your personal information records at any time, or to choose to cancel or opt-out of any service or future mailing.

Security 

2020 DIRECTINVEST have taken measures to ensure a high level of privacy, security and protection of the personal information you send over the Internet. Any personal information contained within the 2020 DIRECTINVEST site is protected by Secure Socket Layer (SSL) technology. We maintain regular security reviews, upgrades and daily backups. This site is offered on a best efforts basis to maintain the security and reliability of the infrastructure. They are provided "as is" without any guarantee of reliability. 2020 DIRECTINVEST offer no assurance of uninterrupted or error-free service, nor do we warrant the accuracy or completeness of any service. 2020 DIRECTINVEST will not be held liable for any damages whatsoever (including, without limitation, damages for loss of profits, business interruption, loss of information) arising out of the use or inability to use the 2020 DIRECTINVEST website, or any other service provided by 2020 DIRECTINVEST.

2020 DIRECTINVEST relies on third party suppliers to conduct activities such as mail outs and sending emails. These third parties act on behalf of 2020 DIRECTINVEST and while your personal information may be provided to them they are bound by specific confidentiality and non-disclosure agreements.

Links to third party websites have been established to provide you with access to their speciality. 2020 DIRECTINVEST do not control these third parties and can not guarantee the protection of your personal information if passed on to these third parties. They will have their own Privacy Policy which you should review.

Personal Information Quality

2020 DIRECTINVEST’s goal is to ensure that the personal information we hold is accurate, complete and up-to-date. Please contact us if any of the details you have provided change. Please also contact us if you believe that the information we have about you is not accurate, complete or up-to-date. Alternatively, simply login to the 2020 DIRECTINVEST website and edit My Portfolio.

Contact us about our privacy policy and information handling practices

If you have any questions or would like further information about our privacy and information handling practices: