This website has been prepared by Aequitas Investment Partners ABN 92 644 165 266 ("Aequitas", "our", "we"), a Corporate Authorised Representative (no. 1284389) of C2 Financial Services, (Australian Financial Services Licensee no. 502171).
This website is based on information available at the time of publishing, information which we believe is correct and any opinions, conclusions or forecasts are reasonably held or made as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither Aequitas nor any of its affiliates accept liability to any person for loss or damage arising from the use of the information herein.
Please note that past performance is not a reliable indicator of future performance.
Portfolio management services offered by Aequitas are available to wholesale clients within Australia only, and not retail clients within the meaning of the Corporations Act 2001 (Cth).
Content from this website cannot be used or copied in whole or part without our express written consent.
General advice warning
The information on this website has been prepared without taking into account your objectives, financial situation or needs, and therefore you should consider its appropriateness, having regard to your objectives, financial situation and needs. Before making any decision about whether to acquire a financial product, you should obtain and read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) and consider talking to a financial adviser.
Any taxation considerations are general and based on present taxation laws and may be subject to change. Aequitas is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.
Website terms and conditions
AIP may establish links between this website and other websites operated by third parties. This does not constitute an endorsement of such websites, the contents of the websites, the products or services of the websites or the operators of the websites.
Access to restricted information and electronic communications
AIP makes no warranty regarding the security of our website. Electronic communications can be intercepted by third parties and, accordingly, transmissions to and from this website may not be secure.
Parts of this website are only accessible to registered users by way of logon and password. AIP may cease providing, or change access to this website content at any time for any reason without notice.
Performance information, transactions and returns published on this website are unaudited unless noted otherwise and may be based on estimates and therefore subject to change.
Email and marketing
By registering your email address and any personal information via this website, you grant AIP permission to send you information including marketing and other communications.
AIP may terminate your access to information, communications or this website for any reason, without notice.
Jurisdiction and governing law
By visiting this website, you agree that the laws of the state of New South Wales, Australia will govern the Conditions of Use and any dispute of any sort that might arise.
Unauthorised use of website and content
You may not use this website or its content in any way that could create the impression of affiliation or endorsement by AIP unless authorised to do so by way of formal agreement.
Aequitas Investment Partners Pty Ltd (AIP) is committed to protecting your privacy.
Providing your personal information indirectly includes via one of our service providers (such as our Custodial Services providers) or a person authorised by you to provide your personal information.
We collect personal information to provide you with products and services that you request as well as information about related products and services we offer.
Why do we collect personal information?
The information you provide us is collected for the purpose of establishing, providing and enhancing our provision of services. The gathering and combining of personal information allows us to better understand our clients/investors and provide better services and products.
The primary purpose for which information is collected is to enable our clients to invest with confidence, stay informed about our business and its performance, for our Custodial Service Providers to efficiently maintain and administer client securities, and to enable us to comply with our legal and regulatory obligations.
We may also collect your personal information for marketing and promotional purposes.
Information we collect
We may ask for a range of personal information to assist us in providing you with our services. The personal information we may request includes your; name, contact details, date of birth, and financial information.
Information such as your bank account details and TFN may also, or instead, be collected by our Custodial Services provider who operate, administrate and promote our portfolio solutions.
How personal information is collected
We may collect personal information from you when you:
- apply to invest in one of our portfolio accounts;
- request information from us or from our service providers;
- telephone, email or write to us or our service providers;
- access our website;
- attend our presentations;
- enquire about our services via a financial planner; or
- subscribe/register to receive information through our website.
We may also collect your personal information from third parties including public sources, your adviser(s), agents and service providers.
If someone other than you provides us with personal information about you that we did not ask for, or you provide us with unsolicited personal information, we will only hold, use or disclose this information if we determine that we could have collected this information from you had we asked for it.
How we deal with your personal information
In the course of doing business, we outsource certain tasks to third party suppliers. In these circumstances we may disclose your personal information to third parties including custodial, administration and unit registry services, mailing houses, information technology support and email suppliers.
Should we ever employ external help to improve our systems, products and services, those third parties are bound by confidentiality agreements should they handle personal information.
Your personal information may also be used by us to administer, monitor and evaluate products and services, gather, aggregate and report statistical information, assist you with queries and take measures to detect and prevent fraud and other illegal activity.
We may also be allowed or obliged to disclose information by law and to report on prudential or risk management matters to regulators.
If you use a financial adviser who recommended your investment in our portfolios, then details of your investments may be provided to your current financial adviser.
Storage and security
The personal information we gather is primarily stored electronically in our dedicated cloud drive environment.
We use all reasonable endeavours to keep your information in a secure environment and to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure.
If we no longer need your personal information, unless we are required under Australian law to retain it, we will take reasonable steps to securely delete/destroy your personal information.
AIP maintains electronic and procedural safeguards to protect your personal information. We restrict access to information about clients to those AIP employees, corporate partners and third-party providers who need to know that information to deliver services to you.
We are committed to ensuring that any personal information you provide to us remains confidential and secure.
We receive information when you visit our website such as your server address, domain name, date and time of your visit, pages visited and selected information - which may be utilised for statistical purposes only.
Use and disclosure of information
AIP will only use personal information for the purposes for which it was given to us, or for purposes which are directly related to the provision of our services.
In certain circumstances, it may be necessary for us to disclose your personal information to third parties to assist us in providing our services, or where disclosure is required by us to meet our legal and regulatory obligations. Third parties may include:
- custodial service providers;
- technology support services;
- auditors and insurers;
- regulators, government and law enforcement agencies; and
- entities established to help identify illegal activities and prevent fraud.
We may also disclose your personal information to anyone authorised by you or where another permitted situation applies (as defined in Section 16A of the Privacy Act 1988 (Cth)).
We may use your personal information to keep you informed of the range of services and products we offer. This includes sending you information about new products and services by electronic means (e.g. email), post or phone.
You can opt out of receiving direct marketing information at any time.
Even if you opt out of receiving marketing material, we may still send you essential information that we are required to send to you relating to the services we provide.
Accuracy of your information
We take reasonable steps to ensure that the personal information held by us is accurate. Please contact us if you believe that any of your personal information is inaccurate so that we may correct it.
Third Parties and your information
Our website may link to other websites operated by third parties. We are not responsible for the content or practices of a linked website or their privacy policies regarding the collection, storage, use and dissemination of your personal information.
Access to your information and making a complaint
You may wish to contact us to:
- find out what personal information we hold about you;
- update or correct the personal information we hold about you;
- opt out of receiving direct marketing material
- make a privacy related complaint.
Should you wish to do so, please contact us on the details below:
Aequitas Investment Partners
21 The Glen, Hyland Park, NSW 2448
Telephone: 1300 152 249
Email address: firstname.lastname@example.org
If you wish to make a complaint about a breach of the Privacy Act by us, you may do so by providing your complaint in writing or verbally to us.
You may also make a complaint to the Office of the Australian Information Commissioner via telephone 1300 363 992 or online at www.oaic.gov.au or by writing to the OAIC at GPO Box 5218 Sydney NSW 2001.