Information We Collect

When you use our services, we collect different types of information. Some you provide directly, while other data comes from how you interact with our platform.

Information You Provide

• Account details including your name, email address, and phone number when you register
• Professional information such as your company name, job title, and industry sector
• Payment information when you subscribe to our services (processed securely through our payment partners)
• Communication data when you contact our support team or participate in surveys
• Any content you upload or create within our platform, including notes, reports, and analysis documents

Information Collected Automatically

Our systems automatically gather technical information about your visits:

• Device information including your IP address, browser type, and operating system
• Usage patterns showing which features you access and how often
• Performance data that helps us improve loading times and fix technical issues
• Cookie data as explained in our separate cookie policy

How We Use Your Information

We use the data we collect for specific purposes that support our service delivery. Here's what we do with your information:

We don't sell your personal information to third parties. Ever. That's not our business model, and it never will be.

Data Sharing and Third Parties

Sometimes we need to share limited information with carefully selected partners who help us run our service. These relationships are governed by strict agreements.

Service Providers We Work With

• Cloud hosting providers who store our data securely within Australia
• Payment processors who handle subscription billing (they never see your full card details)
• Email service providers who help us send account notifications
• Analytics tools that show us how people use our platform (all anonymized)

All these partners are required to protect your data with the same standards we maintain. They can only use your information for the specific services they provide to us.

Your Rights Under Australian Privacy Law

The Australian Privacy Act 1988 and the Australian Privacy Principles give you specific rights regarding your personal information. You have control over your data, and we're here to help you exercise these rights.

Access and Correction

You can request a copy of all personal information we hold about you. We'll provide this within 30 days of your request, free of charge. If you notice any inaccuracies, just let us know and we'll correct them promptly.

Account Deletion

Want to close your account? You can do this at any time through your account settings or by contacting us. We'll delete your personal information within 60 days, though we may need to retain some records for legal compliance (like payment history for tax purposes).

Marketing Communications

You can opt out of marketing emails at any time using the unsubscribe link in any email we send. This won't affect essential service communications like security alerts or billing notifications.

Data Portability

You can export your data from our platform at any time. We provide exports in common formats like CSV and PDF so you can use your information elsewhere if you choose.

How We Protect Your Information

Security isn't just a checkbox for us. We've implemented comprehensive measures to protect your data from unauthorized access, alteration, or disclosure.

• All data transmission uses industry-standard TLS encryption
• Our databases are encrypted at rest using AES-256 encryption
• Access to personal information is restricted to authorized staff who need it for their work
• We use multi-factor authentication for all administrative access
• Regular security audits and penetration testing help us identify vulnerabilities
• Our infrastructure is hosted in secure Australian data centers with physical security controls

Despite our best efforts, no system is completely secure. If we experience a data breach that affects your information, we'll notify you within 72 hours as required by the Notifiable Data Breaches scheme.

Data Retention

We keep your information only as long as necessary for the purposes outlined in this policy. Different types of data have different retention periods based on legal requirements and business needs.

• Active account data is retained while your account remains open
• After account deletion, most personal data is removed within 60 days
• Financial records are kept for seven years to comply with Australian tax law
• Support correspondence may be retained for up to three years
• Anonymized analytics data may be retained indefinitely for research purposes

You can request earlier deletion of your data, and we'll accommodate this unless we have a legal obligation to retain certain records.

International Data Transfers

We primarily store and process data within Australia. However, some of our service providers operate globally, which means your information might be transferred to other countries.

When we transfer data internationally, we ensure adequate protection through:

• Standard contractual clauses approved by the Australian Information Commissioner
• Verification that recipient countries have substantially similar privacy protections
• Additional security measures for transfers to countries without adequate privacy laws

Cookies and Tracking Technologies

We use cookies and similar technologies to make our platform work properly and understand how people use it. Most of these are essential for basic functionality, while others help us improve the service.

Types of Cookies We Use

• Essential cookies: Required for login, security, and basic platform functionality. These can't be disabled.
• Performance cookies: Help us understand which features are popular and identify technical issues. You can opt out of these.
• Preference cookies: Remember your settings and customization choices. Optional but recommended for better experience.

You can manage cookie preferences through your browser settings or our cookie consent tool when you first visit the site.

Children's Privacy

Our services are designed for investment professionals and aren't intended for anyone under 18. We don't knowingly collect information from minors. If we discover we've inadvertently collected such information, we'll delete it immediately.

Changes to This Policy

We update this policy occasionally to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you by email and display a prominent notice on our platform.

The "Last updated" date at the top shows when the most recent changes were made. We encourage you to review this policy periodically to stay informed about how we protect your information.

Making a Complaint

If you're unhappy with how we've handled your personal information, please contact us first so we can try to resolve the issue. We take complaints seriously and will investigate thoroughly.

If you're not satisfied with our response, you have the right to lodge a complaint with the Office of the Australian Information Commissioner (OAIC). They're the independent regulator for privacy matters in Australia.

• OAIC website: www.oaic.gov.au
• OAIC phone: 1300 363 992
• Mail: GPO Box 5218, Sydney NSW 2001