Our Privacy Policy

The purpose of the Privacy Policy is to explain how iPortfolio Pty Ltd (“iPortfolio”) manages your personal information in accordance with the Australian Privacy Principles contained within the Privacy Act 1988.

This Privacy Policy applies to our public website and use of the iPortfolio website and related Mobile App.

How we collect your personal information

iPortfolio is an online investment portfolio management and reporting service.

In order to provide these services, we will collect and store information, which may include “personal information”.

Personal information is any information that can be used to directly (or indirectly) identify you and may include (but is not limited to) your name, address, date of birth, email, mobile phone number, Bank Account and Share Registry details etc.

This information may be entered by you, automatically captured by our website, imported by electronic file by you, or at your request.

We may also collect your personal information from external sources, such as your Financial Adviserand their associates, or other Third Parties you have consented for us to obtain information from.

How we use your personal information

iPortfolio may use your personal information for the purposes of:

• the delivery and administration of our products or services and those of our related bodies corporate and partners, that you choose to use;
• communicating with you in relation to the provision of these services;
• complying with applicable laws and regulations;
• to provide you with ongoing news and information about our products and services which we believe may be of interest to you;
• produce and publish aggregated portfolio statistics;
• help us manage and enhance our products and services.

To whom we may disclose your personal information

iPortfolio will only disclose your personal information to:

• other entities where we have your consent.
• third party service providers or partners who you have authorised and require data from us to provide you a service, or
• regulators and law enforcement bodies, or
• our related bodies corporate (however their use of such information will remain subject to this Privacy Policy).
• Contractors whom we engage to provide goods or services to us. These Contractors may only use this personal information to provide goods or services to us, and we take all reasonable steps to ensure that such personal information remains secure.

Use of cookies and website analytics

We may also collect personal information to assist in the delivery of products and services through the use of “cookies” and website analytics.

You can configure your browser to prevent cookies, however this may impact on your experience with our website.

Changes to our Privacy policy

We may change our Privacy Policy from time to time. Changes will be supported by the release of a revised version on our website and take effect from the time of this release.

It is important to periodically review our Privacy Policy to ensure you are aware of any recent changes.