07 5531 3744
Southport Central Commercial Tower 1, Level 6, 56 Scarborough St, Southport, QLD 4215
admin@ozprop.com.au

Australian Privacy Policy

OzProp Capital, is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and manage your personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).

1. Collection of Personal Information:

We collect personal information that is reasonably necessary for, or directly related to, our business functions and activities.

The types of Personal Information we collect, and hold will depend on the circumstances of collection and on the type of service we are providing.

This may include but is not limited to:

  • your contact and identification details such as: your name, address, date of birth, telephone number, email address, and other identity information from any documents you offer as proof of your identity (for example, driver’s licence details or passport);
  • transactional information you provide when dealing with us (for example, bank account details and Tax File Number);
  • personal information you provide when you commence a client relationship with us, including in application forms for our products (the types of information that may be collected are set out in the first point above);
  • personal information you provide when you apply for employment at OzProp or when you are employed by us, including information collected through the onboarding process and employee surveys. Sensitive information collected may include gender, nationality, ethnic origin, languages spoken, dietary needs and health information (such as immunisation status)
  • any correspondence between you and us; and
  • any other personal information you provide when you make an inquiry, request information or otherwise correspond with us.

We collect personal information through various channels, such as our website, in-person interactions, and third-party sources.

 

2. Use of Personal Information:

We use your personal information for the primary purpose for which it was collected and for reasonably expected secondary purposes. This includes:

  • Providing our services and products
  • Managing and administering accounts
  • Conducting transactions
  • Communicating with you
  • Complying with legal and regulatory obligations

 

3. Disclosure of Personal Information:

We use your personal information to assist us in conducting our business and providing you with investment products and services. This includes to:

  • keep in contact with you (where you have requested us to do so) and provide you with any information you have requested;
  • process any communications you send us (including answering any queries and dealing with any complaints or feedback you have);
  • inform you of investment opportunities or to provide information about investment products and services which we think might be of interest to you;
  • properly identify you;
  • maintain any business relationship we have with you including as an investor;
  • help us develop, manage and improve services to our customers;
  • do anything you authorise or consent us to do; and
  • take any action or communicate with you where we are required or authorised by law to do so.
  • If you apply for a role with us or are employed by us, your personal information will be confidentially stored and we may use your information to report various employment demographics to regulators, industry bodies and to shareholders.

We may disclose your personal information to third parties for the purposes outlined in this Privacy Policy:   This may include:

  • our business associates, referral partners, agents and other entities for purposes which are related to our purposes for collecting your personal information;
  • other organisations with whom we have alliances or arrangements for the purposes of promoting our respective products or services;
  • our professional advisers, contractors, or other service providers we engage to carry out, or advise on, our functions and activities
  • your nominated financial adviser;
  • any other entity to which we are required or authorised by law to disclose such information (for example, law enforcement agencies and government agencies); and
  • with your consent, express or implied, to others.

We take steps to ensure that these third parties handle your personal information in accordance with privacy laws.

 

4. Overseas disclosures

We may send your personal information to third-party service providers to whom we outsource certain functions, such as email functions, who may be located overseas. Our technology service providers may also store your personal information overseas, but only to the extent required to securely back-up data.

When we disclose your information overseas, we are required to take measures to ensure your information is treated in accordance with the standards that apply in Australia except in rare cases (for example, where we are required by law to disclose your information overseas) or where we obtain your consent not to take these measures.

 

5. Data Security:

We take reasonable steps to protect your personal information from unauthorized access, disclosure, alteration, and destruction. We implement IT security procedures including password protection, firewalls and site monitoring and we store your Personal Information on a secure server.

 

6. Access and Correction:

We take reasonable steps to ensure that the Personal Information we hold about you is accurate, complete and up-to-date. However, we also rely on you to advise us of any changes to your Personal Information. It is important that the personal information we hold about you is complete, accurate, and current to ensure we are able to effectively provide you with information and services.

You have the right to access the personal information we hold about you and request corrections if necessary. To do so, please contact our Administration Officer using the details provided below.

 

7. Privacy on our websites:

Our websites may contain links to the websites of other entities. If you click on such links, you will be transferred to the websites of these entities. We have no control over, and are not responsible for, the privacy practices of these entities. You should read the privacy policy of these entities to find out how they handle your Personal Information when you visit their websites.

We take reasonable steps to maintain the security of the personal information you provide to us online.

We seek to keep current with available security and encryption technology so as to maintain the effectiveness of our security systems. However, no transmission over the internet can be guaranteed as being totally secure. Accordingly, we cannot warrant or ensure the security of any information you provide to us over the internet. Please note that you transmit information at your own risk.

 

8. Complaints:

If you believe that we have breached your privacy rights, please contact our Privacy Officer. We will investigate and respond to your complaint promptly.

 

9. Changes to the Privacy Policy:

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal reasons. The latest version will be available on our website.

 

10. Contact Information:

If you have any questions or concerns regarding our Privacy Policy or the handling of your personal information, please contact our Privacy Officer at:

OzProp Capital

Administration/Privacy Officer

admin@ozprop.com.au

07 5531 3744

 

By using our services, you consent to the terms outlined in this Privacy Policy.

 

 

INVESTOR SPECIFIC

By completing the Application Form, you are providing personal information to OzProp Capital Pty Ltd (“OCPL”). Your personal information will be used to process your application and, if your application is successful, to administer and report on your unit holding in the OzProp Investment Trust and the progress of the Trust’s activities.

Your personal information may also be provided to other persons to enable OzProp Capital Pty Ltd to provide the services to you (e.g. service providers, consultants, and advisers), or to persons that you authorise to act on your behalf in relation to your investment (e.g. your financial adviser, accountant or lawyer). We may also disclose your personal information to others as permitted under the law (and authorised by you as acknowledged in the Application Form).

If you do not provide all or part of the information required by the application form, OzProp Capital Pty Ltd will not be able to accept your application, and you will not be able to acquire units in the OzProp Investment Trust. If any of your personal or contact details change, please provide OzProp Capital Pty Ltd with all updated details at the address stated in this application form.

It is important that we have your correct contact details in order that we can keep you appraised of the progress of your investment and if we need to contact you regarding any extraordinary requirements. You can also contact OzProp Capital Pty Ltd to find out what personal information is held about you or if you have a complaint about the way in which your personal information has been handled.

The applicant acknowledges that the Manager does not guarantee the performance of the Trust or return of capital. The applicant further acknowledges that the subscription is subject to investment risk, including the loss of income and capital.

The Trust is an unregistered managed investment scheme.

Investment in the Trust is only available to wholesale clients as defined by the Corporations Act 2001, refer to part 1 of the IM for further details.