Quicklinks:
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Terms of Use
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Privacy Policy
Count® website ("the Website"). This
Website is owned and operated by Count Financial Limited ABN 19
001 974 625 ("Count"). Your access to the Website is
subject to these terms of use, the Count Privacy Policy, and disclaimers
of specific parts of the Website ("Terms of Use").
Your use of the Website constitutes your agreement
to the Terms of Use. You can review the Terms of Use by following
links labelled "Terms of use" at various points within
the Website.
Location of Server
The Website is hosted from a server located in the
State of New South Wales, Australia. All data stored on the Website
is stored in New South Wales, Australia.
Accuracy of Information
The information on the Website is provided to you
"as is" by Count in good faith and has been derived
from sources believed by Count to be reliable and accurate at
the time of providing it. Count does not guarantee the accuracy
of information on the Website.
Disclaimer
To the extent permitted by law, Count and its employees,
agents and authorised representatives exclude all liability for
any loss or damage (including indirect, special or consequential
loss or damage) arising from the use of, or reliance on, any information
on the Website whether or not caused by any negligent act or omission.
If any law prohibits the exclusion of such liability, Count hereby
limits its liability, to the extent permitted by law, to the resupply
of the said information.
Not a recommendation,
offer or invitation to invest
The information on the Website is not intended to
be a recommendation, offer, or invitation to take up securities
or other financial products by any company or person. This information
is general advice only and does not take into account your or
any particular investor's particular circumstances. You should
always consult your Count adviser for advice that addresses your
specific needs and situation before making investment decisions.
You should seek professional advice as to the implications
of
particular investment decisions and options.
The Australian
Position Only
The information contained in this Website relates
only to Australia and not to any other country. Any references
to dollars are references to Australian dollars, unless otherwise
specified.
Links to other
sites
Count has not reviewed any of the websites which
link to this Website or to which this Website links. Count is
not responsible for the content of any other websites or pages
linked to or linking to this Website. Count does not endorse or
otherwise sponsor such links. Such links are provided solely for
your convenience and information. Following links to any other
websites or pages shall be at your own risk.
There are links from the Website to online services
provided by Sanford Securities Ltd ("the Sanford Site").
These are provided by and subject to the Sanford's conditions
of use.
Linking Policy
and Trade mark notice
Count is the registered owner in Australia and various
other countries of the following trade marks, including "Wealth
Accountants" and the Count ‘Star Man’ logo with the words "Count"
("the Trade Marks"). Count uses the various Trade Marks
in the course of providing products and services to its advisers
and their clients.
Count Financial Limited is also the registered trademark
owner of "My Net Wealth", "wealth-e-account", "Three pools of
wealth" and the pending mark, "CountFin". The Trade Marks may
not be used as trade marks or in connection with the supply of
goods or services by any other person (including Count advisers
and their clients) without prior permission in writing from Count.
Count has developed strict guidelines as to the manner in which
the Trade Marks are to be used by authorised users.
You may only provide a link to this Website from
a website provided that you link to the home page (http://www.count.com.au
or http://count.com.au),
and use as the linking text "Count". To link in any
other way, you must first obtain the permission of Count permission@count.com.au
(no spam please).
Copyright
©
Count Financial Limited ABN 19 001 974 625 and contributors. The
material on this Website is protected by Australian Copyright
Legislation and in copyright legislation in other countries.
You may view this Website and its contents using
a web browser. You may make copies of portions of this Website
solely for your own information, research or study provided that
you do not modify the copy from how it appears on the Website
and include the copyright notice appearing above on the copy that
you make.
Save for the foregoing, you must not reproduce,
frame (by whatever means), link to or otherwise use any of the
material on the site without first obtaining the written permission
of Count permission@count.com.au
(no spam please), or unless specifically permitted by the Copyright
Act 1968 (Cth) or similar copyright legislation.
STATEMENT OF PRIVACY POLICY – August
2009
Protecting your personal information is important
Count Financial Limited respects your privacy and is
committed to protecting your privacy. At Count, we understand the
importance you attach to information that identifies you (your ‘personal
information’) and we want to help you protect it.
We are bound by, and committed to supporting, the National
Privacy Principles (NPPs) set out in the Privacy Amendment
(Private Sector) Act 2000.
The information set out below provides an overview
of how we will protect your privacy.
What personal information
we collect about you
In the course of our activities, we collect and hold
personal information about you. Your personal information is collected
for the purpose of providing you with the service(s) you have requested.
The nature of personal information we collect from you will depend
on what you have provided us with. Generally the type of personal
information we collect includes your name, your mailing address,
telephone number, e-mail address, date of birth, marital status,
your partner’s name and date of birth, income and other financial
details, employment details and credit history.
We collect most personal information about you, directly
from you. We will only collect personal information from you that
is necessary for one or more of our functions and activities. We
will only collect personal information from you by lawful and fair
means, without being unreasonably intrusive, such as when you fill
in the Financial Needs Analyser, subscribe to our investment newsletters,
register for My Net Wealth®, visit our website, deal
with us over the telephone, send us a letter, have contact with us
personally etc.
At or before the time we collect personal information
from you, we will take reasonable steps to inform you who we are
and how to contact us, why we are collecting that personal information,
your ability to access the information, who else we might disclose
that personal information to, any laws requiring the information
to be collected and what will happen if you do not provide personal
information to us.
Wherever it is lawful and practicable, we will give
you the option of not identifying yourself or not providing personal
information when dealing with us. However, failure to provide full
and complete information we request may mean that we are unable to
provide you with the services you have requested completely and properly.
Once we hold your personal information we will take
reasonable steps to keep it accurate, complete and up-to-date.
What about sensitive personal
information?
In certain circumstances such as when completing a
Financial Needs Analyser we may request sensitive information such
as health details from you. We may also ask for sensitive information
where it is required by law. In either case, we may collect personal
information incidentally. By providing us with unsolicited sensitive
personal information incidentally, you consent to us using the information
subject to applicable laws. Collecting this information allows us
to effectively provide our clients with financial products and services
including (but not limited to):
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life insurance advice and products protecting against risk |
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investment products to build wealth |
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superannuation and retirement income products to provide for
retirement |
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lending and leasing services and products |
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financial planning advice and other services to help individuals
understand their financial needs and make financial and investment
decisions |
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management of investment assets such as shares |
How do we use your personal
information and who may we disclose it to?
We will use the information you provided for the purpose
of providing you with the service(s) you have requested. Your personal
information will be used for the purposes of which it was collected,
except where you consent to us using that personal information for
another purpose:
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where the other purpose is related to the main
purpose and you would reasonably expect us to use the personal
information for that other purpose, or |
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where it is permitted or required by law, or we reasonably
believe it is necessary on health and public safety grounds to
use the personal information for another purpose. |
We will not disclose your personal information unless
the disclosure:
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Is required, or allowed under law, or in connection with legal
proceedings; |
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Has your consent (expressly or implied); or |
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Is to organisations with whom we have a
business relationship and who are bound by strict confidentiality.
For example, those
authorised by us to provide limited financial, administrative
and other services on behalf of us. We will only provide
these organisations the information they need to deliver
the service.
You agree that not all recipients of your personal information
may have privacy policies equivalent to Count’s and
you consent to the disclosure of your personal information
for those
purposes. |
Your personal information may be disclosed to:
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Product providers you were placed in by your Count Financial
Adviser |
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Other areas within Count Financial Limited and any related entities which provide financial and other services |
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Financial planners, brokers and those who
are authorised by Count Financial Limited to review customer’ needs
and circumstances from time to time |
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Anyone authorised by you, as specified law or the contract |
Generally, we require that organisations outside Count Financial
Limited who handle or obtain personal information as service providers
to Count acknowledge the confidentiality of this information, undertake
to respect any individual’s right to privacy and comply with
the National Privacy Principles and this policy.
From time to time, Count Financial Limited and its related entities may also use your contact details
for marketing communications activities. We respect your choice to
opt out of these activities. Should you decide you do not wish to
receive marketing or promotional material from us at any time, please
let us know by sending us an e-mail at privacy@count.com.au (no
spam please) or write to us at Reply Paid 644 GPO Box 3323 SYDNEY
NSW 2001 or call us on (02) 8272 0292.
Will we share your personal
information to outside parties?
We will not disclose your personal information unless
the disclosure :
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is required, or allowed under law, or
in connection with legal proceedings; |
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has your consent (expressly or implied); or |
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is to organisations with whom we have a business
relationship who are bound by strict confidentiality.
For example, those authorised by us to provide limited
financial, administrative and other services on behalf
of us. We will only provide these organisations the
information they need to deliver the service. You
agree that not all recipients of your personal information
may have privacy policies equivalent to Count’s and
you consent to the disclosure of your personal information
for those purposes.
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Access to your personal information
You can request us to provide you with access to personal
information we hold about you. We may allow an inspection of your
personal information in person, or provide copies or a summary of
relevant documents, depending on what is the most appropriate in
the circumstances. Any charge we make for providing access will be
reasonable and will not apply to lodging a request for access.
Your request to access your personal information will
be dealt with in a reasonable time. Note that we need not provide
access to personal information if a request is frivolous, or where
to provide access would pose a threat to health or public safety,
unreasonable interference with another person’s privacy, or be a
breach of the law. If we refuse access, we will provide you with
reasons for doing so.
Accuracy
To enable us to keep our records properly, please notify
us if you believe that any information we hold about you is inaccurate,
incomplete or out of date and we will take reasonable steps to ensure
that it is corrected. You can notify us by sending us an e-mail at privacy@count.com.au (no
spam please) or writing to us at Reply Paid 644 GPO Box 3323 SYDNEY
NSW 2001 or calling us on (02) 8272 0292 and we will take reasonable
steps to ensure that it is corrected.
Use of cookies on our website
Like most websites, our website uses cookies to improve
the functionality. When you visit our website, details about your
visit, such as time and date, pages accessed, duration of visit and
type of browser may be recorded. This information is collected for
statistical purposes only and as such cannot identify you individually.
The cookies used on Count's website are non-persistent,
which means that when your browser is shut down, the cookies are
automatically deleted. Most Internet browsers are set up to accept
cookies. If you do not wish to receive cookies, you can change the
settings of your browser to refuse all cookies or to notify you each
time a cookie is sent to your computer, giving you the choice whether
to accept it or not.
Our security procedures
Count takes your privacy and the privacy of its affiliates
and their clients very seriously. We will take reasonable steps to
protect any personal information you provide to us from misuse, loss
or unauthorised access, modification and disclosure. We will also
de-identify and destroy the personal information we hold about you
once our legal obligations cease. Our security procedures are reviewed
from time to time and we update them when relevant.
When you register for secure parts of our website such
as My Net Wealth®, you will be issued with a password.
In addition, you may be asked to nominate a password in other sections
of our website. Your password is essential to accessing your information,
therefore you should keep it secured and change it periodically.
You should also ensure that once you have finished
accessing the secure parts of our site, you log off completely. As
additional security, My Net Wealth® has a timeout
facility that automatically logs users out of the system after a
period of inactivity, currently 15 minutes.
Identifiers
We will not adopt as our own, any identifiers you may
provide to us such as TFNs, Medicare numbers etc.
Links to other sites
Count’s website have provided links to other sites
for you to access. You should be aware that these other sites are
not subject to our privacy standards and procedures. You will need
to contact them directly to ascertain their privacy standards.
Changes to our Privacy Policy
This information relates to our current Privacy Policy.
From time to time, we may vary this policy for any reason. We will
publish any changes on this website. This Privacy Policy was last
amended on August 2009.
Complaints Resolution
Count is committed to providing a fair and responsible
system for the handling of complaints from parties whose personal
information we hold. We will address any concerns you have through
our complaints handling process. If you have any concerns regarding
the way we have handled your privacy please send us an e-mail at privacy@count.com.au (no
spam please) or write to us at Reply Paid 644 GPO Box 3323 SYDNEY
NSW 2001. However, if you wish to take matters further, you may refer
your concerns to the Office of the Federal Privacy Commissioner.
Contact us if you wish to
discuss our privacy policy
If you seek further information regarding this Privacy
Policy or have any concerns about your privacy, please contact our
Privacy Officer by :