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RESPECTING YOUR PRIVACY
The Policy covers JANA Investment Advisers Pty Limited ABN 97 006 717 568 (JANA or we). We respect your personal information, and this Policy explains how we handle it.
WHAT PERSONAL INFORMATION DO WE COLLECT AND HOLD?
The types of information that we may collect and hold about you could include:
Over the course of our relationship with you, we may collect and hold additional personal information about you.
Sometimes we need to collect sensitive information about you. Sensitive information is information about a person’s racial or ethnic origin, political opinions, membership of a political association, religious beliefs or affiliations, philosophical beliefs, membership of a professional or trade association or trade union, sexual preferences or practices, criminal record, health information, genetic or biometric information. This could include information about your health or reasons relating to hardship. Unless required by law, we will only collect sensitive information with your consent.
When the law authorises or requires us to collect information
We may collect information about you because we are required or authorised by law to collect it. There are laws that affect financial institutions, including company and tax law, which require us to collect personal information. For example, we may require personal information to verify your identity under Commonwealth Anti-Money Laundering law.
What do we collect via your website activity?
When you use JANA websites we may collect information about your location or activity including IP address, telephone number and whether you’ve accessed a third party site. If you use our website(s) including social media channels, we may monitor your use of those online interactions. This is done to ensure we can verify you and you can receive information from us, to identify ways we can improve our services for you and to understand you better. Some of this website or application information is collected using “cookies”.
HOW DO WE COLLECT YOUR PERSONAL INFORMATION?
How we collect and hold your information
There are many ways we seek information from you. We might collect your information when you fill out a form with us, when we speak over the phone or face to face, via email, our websites or other electronic means. In addition, when you use our website we may collect information about your IP address, location or activity.
We will try to collect personal information directly from you unless it’s unreasonable or impracticable. It is important that you keep your contact details up-to-date.
How we collect your information from other sources
Sometimes we collect information about you from other sources. We may collect information about you that is publicly available (for example from public registers or social media) or made available by third parties. For instance, we do this where:
What if you don’t want to provide us with your personal information?
If you don’t provide your personal information to us, we may not be able to:
What do we do when we get information we didn’t ask for?
Where we receive unsolicited information, we will check whether that information is reasonably necessary for our functions or activities. If it is, we’ll handle this information the same way we do with other information we seek from you. If not, we’ll ensure we do the right thing and destroy or de-identify it.
When will we notify you that we have received your information?
When we receive personal information from you, we’ll take reasonable steps to notify you how and why we collected your information, who we may disclose it to and outline how you can access it, seek correction of it or make a complaint.
Where we collect your personal information from third parties we will take reasonable steps to notify you of the circumstances of that collection. We recommend our customers regularly review our website to review updates to this Policy and our Privacy Notification (www.jana.com.au).
How do we take care of your personal information?
We store information in different ways, including in paper and electronic form. The security of your personal information is important to us and we take reasonable steps to protect it from misuse, interference and loss, and from unauthorised access, modification or disclosure. Some of the ways we do this are:
We can store personal information physically or electronically with third party data storage providers. Where we do this, we use contractual arrangements to ensure those providers take appropriate measures to protect that information and restrict the uses to which they can put that information.
What happens when we no longer need your information?
We’ll only keep your information for as long as we require it for our purposes. We may also be required to keep some of your information for certain periods of time under law, such as the Corporations Act and the Anti-Money Laundering & Counter-Terrorism Financing Act for example. When we no longer require your information, we’ll ensure that your information is destroyed or de-identified.
HOW WE USE YOUR PERSONAL INFORMATION
What are the main reasons we collect, hold and use your information?
Because we offer a range of services and products, collecting your personal information allows us to provide you or the company you represent with the products and services you or the company, or our clients, have asked for. This means we can use your information to:
Can we use your information for marketing our products and services?
We may use or disclose your personal information to let you know about products and services that we believe may be of interest to you, or the company you represent. We will not do this if you tell us not to.
Such marketing activities may be via email, telephone, SMS or any other electronic means, including targeted advertising.
With your consent, we may disclose your personal information to third parties such as brokers or agents, or for the purpose of connecting you with other businesses or customers. You can ask us not to do this at any time.
You can let us know at any time if you no longer wish to receive direct marketing offers (see ‘Contact Us’). We will process your request as soon as practicable. Where you have subscribed to something specific, then these subscriptions will be managed separately.
What are the other ways we use your information?
Other ways we use your personal information include:
WHO DO WE SHARE YOUR PERSONAL INFORMATION WITH?
To make sure we can meet your specific needs and for the purposes described in ‘How we use your personal information’, we sometimes need to share your personal information with others. We may share your information with other organisations for any purposes for which we use your information.
Sharing with third parties
We may disclose your personal information to third parties, including:
Sharing outside of Australia
We may store your information in cloud or other types of networked or electronic systems. As electronic or networked systems can be accessed from various countries via an internet connection, it’s not always practicable to know in which country your information may be held. If your information is stored in this way, disclosures may occur in other countries.
Some of JANA’s clients may be located outside of Australia and we may provide your information to them.
HOW DO YOU ACCESS YOUR PERSONAL INFORMATION?
How you can generally access your information
We‘ll always give you access to your personal information unless there are certain legal reasons why we can’t. You can ask us to access your personal information that we hold by contacting us – see ‘Contact Us’. We may charge you a small fee to cover our costs when giving you access, but we’ll always check with you first. If we can’t give you access, we will tell you why in writing. If you have concerns, you can complain. See ‘Contact Us’.
HOW DO YOU CORRECT YOUR PERSONAL INFORMATION?
Contact us if you think there is something wrong with the information we hold about you. If you are worried that we have given incorrect information to others, you can ask us to tell them about the correction. We’ll try and help where we can - if we can’t, then we’ll let you know in writing.
HOW DO YOU MAKE A COMPLAINT?
If you have a complaint about how we handle your personal information, we want to hear from you. You are always welcome to contact us. We are committed to resolving your complaint and doing the right thing by our customers. Most complaints are resolved quickly, and you should hear from us within five business days (see ‘Contact Us’).
If you still feel your issue hasn’t been resolved to your satisfaction, then you can escalate your privacy concern (see ‘Contact details for escalating complaints’).
CONTACT DETAILS FOR ESCALATING COMPLAINTS
Need more help?
Australian Financial Complaints Authority
Office of the Australian Information Commissioner
We care about what you think. Please contact us if you have any questions or comments about our privacy policies and procedures. We welcome your feedback.
You can contact us by:
This Policy may change from time to time. Please visit our website regularly.
For more information about privacy in general, you can visit the Office of the Australian Information Commissioner’s website oaic.gov.au