This Privacy Policy applies to information collected by Silkstone Capital Partners ("we", "us" or "our"). It outlines how we manage your personal information and safeguard your privacy.

We understand your concerns about privacy and the security of your personal information. Your privacy is important to us and we are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles ("APPs"). We are committed to protecting the personal information that we hold about you.

What personal information is collected?

We only collect personal information that is reasonably necessary for us to provide our clients with financial services and to administer them, this may include collecting personal information from or about individuals ("you" or "your") associated with those clients (for example, company directors). The kind of personal information we collect and hold will depend upon the type of services that our clients request from us and may include:

  • your name, contact details and relevant identification documents;
  • Transactional information about the use of a service;
  • Your security information in your share portfolio as part of our premium service offering.

How is personal information collected?

We collect your personal information directly from you such as when you provide the information by phone, email or in an application form submitted as part of portfolio management, or when you participate in a survey.

What if you do not provide certain information?

If you provide us with an incomplete application, we may not be able to provide you with the service until the application is complete.

Use and disclosure of your personal information

We only collect and use your personal information for the primary purpose of providing the services requested by our clients, as well as for related purposes, including:

  • to process our client's applications for services;
  • to administer and manage the provision of our services;
  • to respond to queries, complaints or to provide you or our client with our general customer services;
  • to provide you with offers of our other services and to improve and personalise our services;
  • to comply with our risk management policies and procedures.

Use of service providers

We may disclose your personal information to third party service providers who assist us in operating our business and providing our services to you or our clients. These service providers may include IT software and hosting providers, marketing providers, and professional advisers.

Access, correction, and complaints

You have a right to access, update, or correct the personal information we hold about you. If you have any questions or complaints about how we handle your personal information, please contact our Privacy Officer via email.

  • Your complaint should be made in writing to the Privacy Officer.
  • We will attempt to respond within 30 days from receipt of your request.
  • The complaint may also be taken to the Office of the Australian Information Commissioner (OAIC).