Privacy Statement: Financial Services Profesionals

What information does FinaMetrica hold?

If you are a financial adviser using FinaMetrica commercially or trialling the FinaMetrica Risk Profiling System, our records hold the data mentioned in Privacy Statement: Consumers and Financial Advisers’ Clients for each of your clients that you register, and as follows:

a. Personal information about you as required to affect a commercial relationship. This information may include your name, current and previous addresses, telephone/mobile numbers, e-mail address and your company details.
b. Communication history with you. This information may include file notes of e-mails sent or the outcomes of telephone calls.
c. Financial and usage information as required to affect a commercial relationship. This information may include your credit card details or bank account details and your usage rates of the FinaMetrica Risk Profiling System.

When do we collect this information about you?

FinaMetrica collects this information:

a. Directly from you, including when you provide information by phone, e-mail or fax;
b. From our own records of your use of the FinaMetrica Risk Profiling System;
c. From publicly available sources of information; and
d. From partner websites, or other third party that registered your access to the FinaMetrica Risk Profiling System.

How may this information be used?

This information is used to:

a. Provide the services you require;
b. Administer and manage those services, including billing;
c. Inform you of information relating to your use of FinaMetrica, including our e-newsletter; and
d. Research and develop the FinaMetrica Risk Profiling System.

This information will also be used to send you the communications identified below.

Access, Modification, and Deletion

Contact us by e-mail at privacy@finametrica.com, telephone us at +61 2 8668 9270 or write to us at Suite 703, Level 7, 31 Market Street Sydney, NSW 2000, Australia to review, modify or erase any personal information we store. There may be a charge associated with such requests but these will not exceed the amounts permitted by law. We delete personal information when we no longer need them for the purposes we described earlier. We retain personal information as required by law, as permitted by law to resolve disputes or to enforce our policies.

FinaMetrica's Mailing List

If you receive the FinaMetrica e-newsletter, you are on our mailing list. Our mailing list contains your name and e-mail address.

Our mailing list is used to send out newsletters/e-zines/newsflashes. E-mails will also be sent to you about site improvements, new features, or important changes to the FinaMetrica service. From time to time you may receive special offers/promotions from third parties. These will always be targeted to the FinaMetrica mailing list and selected as adding value.

Financial services professionals who receive our newsletters, e-zines and newsflashes can opt out of our mailing list. Simply send an e-mail to unsubscribe@finametrica.com with the word ‘Unsubscribe’ in the subject line.

Changes to the Privacy Policy

We may periodically make changes to this Privacy Policy, and we intend to take every reasonable step to ensure that these changes are brought to your attention.

  Privacy Policy