Privacy Policy
Wisdom Funds Pty Limited — ABN 48 613 550 244 — AFSL 491887
1. Introduction
Wisdom Funds Pty Limited ("Wisdom Funds", "we", "us", "our") is committed to protecting the privacy of individuals who interact with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
2. Information We Collect
We may collect personal information including your name, contact details (email address, telephone number, postal address), financial information relevant to your investment, and any other information you provide to us directly. We collect this information when you enquire about our funds, apply to invest, or communicate with us.
3. How We Use Your Information
We use your personal information to process investment applications and manage your investment, communicate with you about your investment and our services, comply with our legal and regulatory obligations under the Corporations Act 2001 (Cth) and other applicable laws, and improve our services.
4. Disclosure of Information
We do not sell, trade, or otherwise transfer your personal information to third parties except where required to administer your investment (for example, to our custodian, administrator, or auditor), where required by law or regulation, or with your consent. Any third parties with whom we share information are required to handle it in accordance with applicable privacy laws.
5. Security
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. Our investor portal uses industry-standard security measures to protect your data.
6. Access and Correction
You have the right to request access to the personal information we hold about you and to request corrections if that information is inaccurate, incomplete, or out of date. To make such a request, please contact us using the details below.
7. Complaints
If you have a complaint about how we have handled your personal information, please contact us in the first instance. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
8. Contact Us
For any privacy-related enquiries, please contact us at admin@wisdomfunds.com.au.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The current version will always be available on our website. We encourage you to review this policy periodically.