This Privacy Collection Statement applies to the collection of personal information by or on behalf of Polar 993 Limited ACN 642 129 226 and Polar 993 Advisory Pty Ltd ACN 649 554 932, collectively known as Polar 993, its related companies and the funds or managed investment schemes that Polar 993 or its related companies act as trustee of or responsible entity for (Polar 993, we, us, our).
Polar 993 may collect personal information from you for a range of reasons, depending on our particular dealings or interactions with you. Generally speaking, Polar 993 collects personal information as part of its account opening, account administration or investment management processes, to respond to your queries or to provide you with information you request.
The types of information collected by Polar 993 may include:
a) your name, address, email address or other similar contact details;
b) documents to confirm your identify including passport, driver’s licence, tax file number and other government issued documents;
c) your date of birth; and
d) information regarding your finances and financial status.
Polar 993 may also be required or authorised by law to collect certain personal information from you and/or disclose your personal information. For example, Polar 993 may be required to collect and disclose certain information in order to comply with the identification and verification requirements imposed under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (Cth). For certain investors, Polar 993 may also be required to collect and disclose certain personal information to the Australian Taxation Office in order to comply with the Foreign Account Tax Compliance Act.
Polar 993 collects this personal information so that it can:
a) process and administer your application for investment in any Polar 993 funds or managed investment schemes;
b) manage and administer any investment you make in the Polar 993 funds or managed investment schemes and otherwise perform its duties as a trustee or responsible entity;
c) respond to your queries;
d) provide you with promotional information, updates regarding Polar 993 or invitations to events, subject always to our legal obligations and your ability to opt out; and
e) establish, administer, evaluate and improve our products and services.
If you do not provide the personal information requested by Polar 993 or provide incomplete or inaccurate information, Polar 993 may not be able to accept or process your application for investment in the Polar 993 funds or managed investment schemes, may be limited in the services Polar 993 can provide with respect to the administration of any investment you subsequently make in the Polar 993 funds or managed investment schemes or may not be able to properly respond to your queries or requests for information.
The Polar 993 privacy policy sets out details of how Polar 993 will collect, store, manage, use and disclose personal information it collects from you. The Polar 993 privacy policy is available from us on request (Privacy Policy).
The Polar 993 Privacy Policy also contains information about how you can access and seek correction of the personal information held by Polar 993, how you can make a complaint to Polar 993 about a breach of the Privacy Act 1988 (Cth) or any registered code under the Privacy Act that binds Polar 993, and how Polar 993 will respond to and deal with such a complaint.
Polar 993 may disclose your personal information to our related companies and to organisations involved in providing services to Polar 993, including registry or identity verification service providers auditing, IT, insurance or other professional or outsourced service providers.
Some of the recipients to whom Polar 993 discloses your personal information may be based overseas. It is not practicable to list every country in which such recipients are located but it is likely that such countries may include Singapore, the United States, Switzerland and the United Kingdom.
For queries or information regarding privacy matters please contact the Polar 993 Privacy Compliance Manager, who can be contacted at compliance@polar993.com.