Privacy PolicyCromwell is committed to its clients, and respects and protects the privacy of the personal information of individuals with whom it deals.

Whenever it is reasonable and practicable to do so, information is collected directly from you.

We collect personal information about you which is reasonably necessary to:
 

  • provide you quality products or services
  • consider applications and approaches you make to us
  • maintain your contact details


We generally hold personal information relating to:
 

  • the products and services we provide or have provided to you
  • your financial interests and sometimes your financial position
  • your contact details

How we use that information

We only use and disclose personal information about you for the purpose for which it was disclosed to us or related purposes which would reasonably be expected without your permission.

We may from time to time use your personal information to inform you of investment opportunities or to provide information about products and services which we expect may be of interest to you. However, we do respect your right to ask us not to do this.

We may disclose personal information to service providers who provide services in connection with our products and services or we may provide information about you to your nominated financial advisor.

Keeping information secure

Access to and use of personal information within Cromwell is appropriately limited to prevent misuse or unlawful disclosure of the information. Where information collected is no longer required, we delete the information or permanently de-identify it.

How you can access your information

You can contact us to request access to your information. In normal circumstances we will give you full access to your information. However, there may be some legal or administrative reasons to deny access. If access is denied, we will provide you with the reason why.

Our Website

If you visit our website to browse, read or download information, our system will log these movements. These website logs are not personally identifiable and we do not link them with the individuals who browse the site, except where a website user has previously registered with the site and has logged in with their account details. Registered users (when logged in to the site) will additionally have usage information collected such as time and date of site access, documents downloaded and requests for password resetting that is matched to the account registration details provided by the user.

Contact Us

If you have any questions regarding our privacy policy or handling of information, please contact us.

The Privacy Officer
Cromwell Corporation Limited
GPO Box 1093
Brisbane QLD 4001

Freecall: 1800 334 533

Telephone: (07) 3225 7777

Fax: (07) 3225 7788


This content has been prepared without taking account of your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment you should consider the Product Disclosure Statement (PDS) available from Cromwell and assess, with (or without) your financial adviser, whether products fit your objectives, financial situation or needs.