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Your Privacy

ABACUS Investment Management Limited will provide you with financial services in a secure and confidential manner.

We will collect and use personal information about you for the following purposes:

To provide you with products, services or information that you might request or reasonably expect;
To manage our rights and obligations under applicable laws and regulations;
To conduct research, planning and risk assessment;
To enable us to ascertain whether we have other services or products that may meet your needs, and to notify you about these (unless you request that we do not); and
For other purposes required or authorised by law.

To fulfill the purposes of collecting personal information, we may make such information available to:

Any member or affiliate of ABACUS Investment Management Limited;
Any entity carrying out functions on behalf of ABACUS Investment Management Limited; and
Any other entity we engage to assist in the provision of services requested by you.

You should note that the personal information we collect about you may be disclosed to third parties if that disclosure is required or authorised by law.

Security of Personal Information

We take reasonable steps to preserve the security of the personal information we collect. All stored personal information is protected from unauthorised access by secure passwords, user login requirements or other security procedures. You are able to access and update the personal information we hold about you, or obtain a copy of our privacy policy by contacting your Advisor or the Head of Compliance

If you have any questions about your privacy, please contact:

Head of Compliance
ABACUS Investment Management Limited
248 Pirie Street
ADELAIDE SA 5000
P +61 08 8418 2122
F +61 08 8418 2199
E compliance@abacus-im.com.au

Important Notes

As a financial service provider, we have an obligation under the Anti Money Laundering and Counter Terrorism Finance Act to verify your identity and the source of any funds. This means that we will ask you to provide identification documents (eg. a passport and drivers license) on becoming a client.