Financial Services Partners collects your personal information (including health and other sensitive information) in order for one of its authorised representatives (that is, your adviser and/or the practice where he/she works) to provide you with financial products and services. In order to undertake the management and administration of products and services, it may be necessary for us to disclose your personal information (including health and other sensitive information) to certain third parties.
We and your adviser will collect and use information about you during the course of your relationship with each of us.
It is important that the information we hold about you is up to date. You must let your adviser know when information you have provided has changed.
We may use and disclose your personal information (including health and other sensitive information) for the following purposes:
We may disclose your personal information (including health and other sensitive information) to another licensee in order to enable you to continue to receive financial products and services in the following circumstances:
If you do not provide some or all of the information requested, Financial Services Partners may be unable to provide you with products or services.
We may provide your personal information (including health and other sensitive information) to:
Where your adviser discloses your personal information to recipients which are (1) located outside Australia and/or (2) either not established in or do not carry on business in Australia, he/she will inform you of those countries in the Adviser Profile of our FSG.
We and other members of the IOOF Group may use your personal information to send you information about our financial products and services from time to time.
We and IOOF may also disclose your personal information to our related companies or organisations in an arrangement or alliance with us and/or IOOF to share information for marketing purposes. This is to enable them or IOOF to tell you about a product or service offered by them or a third party with whom they have an arrangement.
If you do not want us or IOOF to use and disclose your information as set out above, phone Customer Services on 1800 006 216 to withdraw your consent.
Personal information you provide about someone else
Copyright | Ironplan Financial
Ironplan Financial Pty Ltd ATF The TNT Family Trust trading as Ironplan Financial
Corporate Authorised Representative of Financial Services Partners Pty Ltd
ABN 15 089 512 587 | AFSL 237590
The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions.
Website holds information for Australian Residents only.