PRIVACY POLICY

Introduction

At Bowen52 Family Investments (BFI), we deeply respect and are unwaveringly committed to safeguarding your privacy.

This policy delineates how BFI, along with its related bodies corporate, collects, uses, discloses, and manages your personal information. In adherence to the Australian Privacy Principles (APPs) and the Privacy Act 1988 (Cth), BFI ensures that personal information is handled with utmost care and compliance.

Further information in relation to the Privacy Act and the APPs can be found at: https://www.oaic.gov.au

Defining Personal Information

Personal information encompasses details or opinions identifying an individual. This includes, but is not limited to, names, addresses, phone numbers, email addresses, and financial data such as bank account details and tax file numbers.

Our Approach to Sensitive Information

Sensitive information, involving details on racial or ethnic origin, political opinions, religious beliefs, criminal records, or health information, is handled with the utmost confidentiality and is only utiliSed for specific, lawful purposes or with explicit consent.

Collection and Storage

BFI collects and stores personal information, including names, addresses, email addresses, phone numbers, bank account details, tax file numbers, and shareholdings details. This information is obtained through various channels such as interviews, correspondence, telephone, email, publicly available sources, and third-party collaborations.

Purposeful Use of Personal Information

The primary objective of collecting personal information is to efficiently maintain and administer shareholders' holdings, ensuring compliance with legal and regulatory obligations. This includes activities like maintaining the share register, shareholder communications, payments distribution, addressing queries, and meeting onboarding requirements for investments.

Secure Handling and Disclosure

Personal information is disclosed only in compliance with laws or regulations. As part of our operations and to meet legal obligations, information may be disclosed to third parties such as Registry Direct, our external share registry, and local and international investment administrators.

Consent

Consent for the collection, use, or disclosure of personal information is obtained voluntarily, ensuring individuals are adequately informed about the nature of their consent.

Security Measures

Protecting your personal information is paramount. We employ physical, administrative, and personnel security measures to prevent misuse, loss, unauthorised access, modification, or disclosure.

Access and Correction

We strive to maintain accurate, complete, and up-to-date personal information. Individuals can contact our Privacy Officer to request corrections or access to their information.

Handling Privacy Complaints

For inquiries, concerns, or complaints regarding privacy matters, individuals can contact our Privacy Officer confidentially. We are dedicated to resolving such matters in a timely and appropriate manner.

Policy Updates

This Privacy Policy may undergo periodic changes, and any updates will be communicated accordingly.

Thank you for entrusting BFI with your privacy.