Summary Version

If you can't be bothered reading the whole thing, and the legal jargon, let us be blunt. We do not use your personal information for anything other than providing you with a Statement of Advice. We do not provide your details to third parties, nor do we sell your information to other companies. If you do not proceed with dealing with us we will remove your details from our system..

This site is operated National Financial Solutions, in this Privacy Policy:

“NFS” “we”, “our”, and “us” refers to National Financial Solutions.

National Privacy Principles
NFS is bound by the National Privacy Principles.

What type of information does NFS hold?
The type of information we hold varies depending on the type of product or service we provide to you. For example, NFS will hold different information about you if you have a life insurance policy than we will hold if you have a managed investment.

In general, NFS may hold the following personal information:

• name and address
• date of birth
• contact details, which may include your telephone number
• your gender

NFS may also hold the following information about you:

• occupation
• tax file number, where you have given it to us
• health information (for some types of insurance)
• information relevant to your financial situation, for example where we have prepared a statement of advice for you
• insurance claim information, where this is relevant
• your employer's name and address
• your salary
• the names and addresses of your dependants or beneficiaries
• other information that you have given us

How does NFS use this information?
We use this information to provide recommendations to you relating to financial products or services.

The types of financial products or services NFS recommends are, in general:

• life insurance products, such as insurance for your life, permanent disability and income replacement
• investment products and services such as managed investment funds and investor directed portfolio services
• superannuation products, such as superannuation funds, investments for superannuation funds and investment insurance policies
• investments in direct equities

Does NFS usually share information with other companies?
NFS does not share information with anyone else other than its internal staff and advisers on a restricted basis. It does share information as required by law eg. the ATO, Centrelink. We do not sell mailing lists.

How does NFS handle a request for access to personal information?
Under the National Privacy Principles you are entitled to access the information we hold about you. Where you are entitled to access, the time we require to give you access will depend on the type of information requested. If we can, we will answer your question immediately. We will also try to answer you in the same way that you ask, for example, if you telephone to ask for the information we will, if practicable, give you that information over the telephone. We will generally respond to a written request in writing.

Sometimes, we will ask that you put your request in writing, for example, where you want copies of material or access to older information or files which are not current or it is necessary for us to retain a record of your request.

We may also ask you to identify yourself to our satisfaction.

In some circumstances, we may charge a fee for giving you access, which will vary but will be based on our costs (internal and external) in locating the information and the form of access you require. If we propose to charge a fee for giving access, we will give you an estimate of the fee so you can confirm that you still want us to give you access to the information. We do not impose any charge for lodging a request for access.

If we are entitled under the National Privacy Principles to refuse to give you access, we will tell you and provide reasons.

What if some of the information NFS holds is wrong?
Please tell us. We want our records to be accurate, complete and up to date. Unless we disagree with you about the accuracy or completeness of a record, we will generally correct it on request, (or suggest alternative arrangements for updating our records). If we disagree with you, we will give you our reasons.

How do I make further enquiries or complain about a breach of privacy?
If you require more information about the way NFS manages personal information or wish to make a complaint about a breach of your privacy, please contact NFS (see below for details) and ask to speak to the NFS Professional Standards Manager, who is responsible for privacy issues.

How can I contact NFS?
Call Us
Professional Standards Manager on 1300 304 964

Write to Us
The Professional Standards Manager National Financial Solutions 87 York Street South Melbourne VIC 3205

Changes to this Privacy Policy
We reserve the right to review and amend this Privacy Policy from time to time and to notify you by posting an updated version on our website.
 

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