The Policy outlines how we collect, hold, use, disclose, protect and otherwise handle your personal information in an open and transparent manner in accordance with relevant legislation and also describes generally the sorts of personal information held. By providing us with your personal information, you consent to us using, disclosing and otherwise handling your personal information in accordance with the Policy, as updated from time to time.
Subject to legislative requirements, we will only collect personal information relevant to our business relationship with you. The type of information collected from you may include your name, email address, residential and/or postal address, date of birth, employment information, financial details, tax file number or other information the organisation considers necessary. We may collect your personal information in a variety of different ways including in person or by telephone, letter, facsimile or email.
We will not collect any information such as personal information relating to your religious views, ethnicity, political opinion, criminal record, health, sexual preference, unless it is required for a purpose specifically disclosed to you at the time of collection.
Mantis has the capability to collect information about the use of our website. This information could include the number of users, when they visit, how they navigate through the pages, which pages are visited and the amount of time spent on looking through the website. Similar statistical information is also collected when we distribute other electronic material such as marketing information on our products and services. By using this website, you agree to our collection and use of this information.
We will, if it is reasonable or practicable to do so, collect your personal information from you. This may happen when you fill out a product or service application or an administrative form (eg. change of address) or when you give us personal information over the telephone or the internet.
When we collect personal information from you, we will inform you of the purposes for which it is collected. The information may be used to:
We will only ever disclose your personal information if we are allowed to by law and have your express or implied consent, or where we are obliged to by law.
We may disclose your personal information to various third parties, including:
We will not disclose or use the information for any other purpose other than for what it is collected.
Because we operate throughout Australia and overseas, some of these uses and disclosures may occur outside your state or Territory and/or outside of Australia, however we will take reasonable steps to ensure that the overseas recipient does not breach our policy and applicable legislation. In some circumstances we may need to obtain your consent before this occurs.
We may use or disclose your personal information to let you know about, and develop, products and services that might better serve your financial, e-commerce and lifestyle needs, or promotions or other opportunities in which you may be interested. You can contact us at any time if you no longer wish to do so.
We may disclose personal information to external organisations that help us to provide services. For example, we may provide names and addresses to a mailing house to mail account statements to you. We may also seek expert help from time to time to improve our IT systems. These organisations are bound by confidentiality agreements as well as privacy guidelines at least as restrictive as our own.
We take all reasonable steps to protect your personal information from misuse, interference or loss, and from unauthorised access, modification or disclosure.
We have physical, electronic and procedural safeguards to protect your information that is held by us. For example, your personal information is stored in secure office premises, in electronic databases requiring logins and passwords for access and at secure offsite storage facilities. Access to information stored electronically is restricted to staff whose job requires access.
We take care to ensure that the personal information you give us on our website is protected. Our websites have electronic security systems in place, including the use of firewalls and data encryption.
You should note that there are inherent security risks in transmitting information through the internet. You should assess these potential risks when deciding whether to use our online services. If you do not wish to transmit information through our website, there are other ways in which you can provide this information to us.
You can access most of the personal information we hold about you and request corrections. Your right of access is subject to some exceptions allowed by law. If you wish to access your personal information, you should contact us through our office (see contact details below).
You have a right to ask us to correct any information we hold about you if you believe it is inaccurate, incomplete, out of date, irrelevant or misleading. If we do not agree with the corrections you have supplied and refuse to correct the personal information, we are required to give you written notice to that effect and a statement if requested.
We only use or disclose your tax file number or other government agency identifier for the purposes required by law, such as disclosing your tax file number to the Australian Taxation Office.
We will destroy personal information if it is no longer needed for the purposes for which it was collected or for the purposes of meeting legal requirements. We use secure methods to destroy or de-identify any personal information as soon as the law permits, provided the information is no longer needed by us for any purpose. Ordinarily, for information about a particular account, we destroy the information 7 years from the day you close the account. All information stored in electronic form that is no longer required will be deleted from our system.
The Policy is available on our website, www.mantisfunds.com, or can be obtained by contacting our Client Services Team (see details below).
This Policy is subject to change from time to time. You should periodically check this Policy to ensure you are aware of how your personal information may be used.
If you have any questions about this Policy, if you have a complaint about our collection, use or management of your personal information, or if you wish to access or correct your personal information, please contact the appropriate person as set out below.
Mail: Level 1, 131 Clarence St, Sydney NSW 2000