Privacy Policy

We respect your personal information, and this Privacy Policy explains how we handle it. We take appropriate measures to ensure WealthView can engage securely with and for our customers. The policy covers WealthView and all its related companies. Please view these policies if they are more relevant to your relationship with WealthView.

Type of information

The types of information that we collect and hold about you could include:

• identification information such as your name, postal or email address, telephone numbers, and date of birth
• other contact details such as social media handles
• financial details such as your tax file number
• information about how you interact with us when you use internet (such as information about how you use your devices)
• device information, such as which browser you use, your operating system language and how you use your device
• other information that we consider necessary for the provision and promotion of our products and services and the operation of our businesses
• Over the course of our relationship with you, we may collect and hold additional personal information about you, including transactional information, account or policy information, complaint or enquiries about your product or service

If you have general enquiry type questions, you can choose to do this anonymously or use a pseudonym. We might not always be able to interact with you this way however as we may to know who we’re interacting with in relation to account and other specific information related thereto.

Collection

Unless it is unreasonable or impracticable, we will try to collect personal information directly from you. For this reason, it is important you keep your contact details up-to-date. There are many ways we obtain information from you, including when you fill out a form with us, when you call us, when you use our websites. If you do not provide your personal information to us, we may not be able to provide you with a requested product or service or perform other functions.

Data Security

The security of your personal information is important to us, and we take reasonable steps to protect it from misuse, interference and loss, and from unauthorised access, modification or disclosure. We store information in different ways, including in paper and electronic form. We can store personal information physically or electronically with third party data storage providers.