Petra Capital (“we”, “us” or “our”) recognise the importance of privacy and is committed to protecting the privacy of individuals when handling their personal information.
We may collect and hold your personal information for the purposes of providing our stock broking services to you and complying with other legal requirements.
The kinds of personal information that we may collect and hold include your name, date of birth, tax file number, email address, home address, phone number and bank account details.
Where you do not provide us with all or some of your personal information that we request then we may not be able to provide you with our services.
Our online enquiry form on our Website also collects the personal information you enter. This information is used for the sole purpose of answering your enquiry.
We will usually collect your personal information directly from you.
We may collect your personal information in a variety of different ways including in person or by telephone, letter, facsimile or email.
We may hold your personal information that we collect in both physical and electronic storage facilities including paper-based files and computer databases.
We may use and disclose your personal information that we collect to enable us to provide stock broking services to you and for other related purposes. For example, we may use and/or disclose your personal information to:
– verify your identity;
– administer your accounts, investments and the services we provide to you;
– comply with our internal policies and procedures;
– comply with laws, regulations, rules, directions or requests from regulatory or government agencies.
We may disclose your personal information for the purposes described above to our suppliers, contractors, professional advisers, government agencies or regulators or other parties involved in the management of your account. These third parties may be in other countries where laws in relation to the processing of personal information are not consistent with the Australian Privacy Principles or the Privacy Act. While we may take steps to try and ensure that these third parties do not breach the Australian Privacy Principles in relation to your personal information, the overseas recipient may breach the Privacy Act and/or the Privacy Principles. By providing us with your personal information you accept that we may make disclosures to overseas recipients on this basis.
We will take all reasonable steps to protect your personal information that we hold from misuse, interference and loss, and from unauthorised access, modification or disclosure using both physical and electronic security measures.
By providing us with your personal information over the Internet you accept that such information will be transmitted at your own risk as the security of such information cannot be guaranteed.
We will not retain your personal information if we no longer need it for any purpose for which we may lawfully use or disclose it and we are not authorised or required by law to retain it.
You may request us to provide you with access to any of your personal information that we hold. You should promptly notify us if you become aware that any of your personal information that we hold is inaccurate, out-of-date, incomplete, irrelevant or misleading.
You can contact our Compliance Manager using the contact details below:
Phone: 02 9239 9600
Fax: 02 9299 5610
Address: Level 17, 14 Martin Place Sydney NSW 2000