Commitment to Privacy

2020 Funds Management Limited trading as 2020 DIRECTINVEST (“2020 DIRECTINVEST”) is committed to ensuring the privacy of your personal information.  We understand how important the privacy of your personal information is to you.

2020 DIRECTINVEST is bound by the Privacy Act 1988 (Cth).  The requirements of the Act are set out in the National Privacy Principles (“NPP”).  The NPP regulates, among other things, the collection, storage, quality, use and disclosure of personal information. If you have any questions about this privacy policy please contact us.

Collection of information

Personal information is collected for establishing and developing a financial services relationship with you. The information we collect from you will is information which is needed for us to effectively perform our services and duties to you.  Without your personal details we may not be able to supply these services.

Personal information is any information that allows others to identify you. The type of personal information we collect from you includes your name, age, gender, contact details, as well as your health and financial information.  The Corporations Act 2001 (Cth) requires those wishing to invest in managed funds to provide their name, address and date of birth. The Government’s Anti-Money Laundering and Counter-Terrorism Financing laws may require us to obtain additional details.

To use the services of 2020 DIRECTINVEST, 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.

Registered users of our website can be assured that we will make every reasonable effort to protect and keep confidential any information you provide to us. 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.

You may at any time unsubscribe from 2020 DIRECTINVEST service by contacting our office, or to choose to cancel or opt-out of any service or future mailing.

From time to time we may collect the following types of information from the 2020 DIRECTINVEST website:

• number of users who visit the website;
• date and time of visits;
• number of pages viewed;
• traffic patterns.

Information on visits to the website is automatically collected. To collect this information we may use two types of cookies. Firstly, we may use permanent cookies to keep a record of all visits to our website. These cookies do not contain any personally identifying information.
Secondly, we may use session cookies. These cookies are used as a security measure to identify you before allowing you access to your confidential account information.

We collect this information for the purposes of our own analysis (and in these cases will only do so in aggregate form without identifying individual subscribers).

Use of Information and disclosure of personal information to others

The information we collect from you is strictly confidential for use within the 2020 Funds Management and 2020 DIRECTINVEST group.
Information 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 may need to disclose personal information to third parties in the following situations: 

• Where we use agents and external service providers to help us to provide our services to you (such as banking/ financial institutions, paying agents, printing houses and external consultants);
• Where we are required to provide the information to governmental or regulatory bodies (such as the ASIC, APRA, the Australian Taxation Office, AUSTRAC – anti-money laundering); and
• Where a court order requires us to disclose certain information.

We take steps to ensure our agents and third parties keep your personal information confidential and only use it for the purpose for which they have been authorised.

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.

Links

The 2020 DIRECTINVEST website has established links to third party websites 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 it.

Security

2020 DIRECTINVEST has 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.

We will take all reasonable security measures to protect the personal information we hold from misuse, loss and/or unauthorised access, modification or disclosure.

2020 DIRECTINVEST rely 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.

Access to Personal Information

Our goal is to ensure that the personal information held is accurate, complete and up-to-date.

Please contact us if any of the details you have provided change or if you believe that the information we have about you is not accurate or complete.

If you have access to the 2020 DIRECTINVEST website you are able to login to it and edit your details in the profile section.

You may request access to the personal information we hold on record at any time.  Sometimes it may not be possible for us to give you access in which case we will explain why.

Reasons may include:

• where providing access would be unlawful, may prejudice an investigation of possible unlawful activity, may prejudice enforcement of laws, or denying access is specifically authorised by law;
• where providing access will pose a serious threat to life or health of any individual or pose an unreasonable impact on the privacy of an individual; or
• the request for access is frivolous or vexatious;

Contact us

If you wish to access or to correct your personal information please call our Client Service team.

Alternatively, if wish to make a complaint about how we have handled your personal information you should contact the Privacy Officer.  We will try and resolve your complaint as soon as possible. However, if you are unhappy with our response, you may contact the Office of the Privacy Commissioner who may assist you further.

CALL
Sydney  02 8273 2020
Outside Sydney  1800 352 021

EMAIL

WRITE
2020 DIRECTINVEST
Level 18, 1 Macquarie Pl
Sydney NSW 2000