Privacy Statement: Consumers and Financial Advisers’ Clients

What personal information does FinaMetrica collect?

Our records include:
a. Your name and (if you use the risk questionnaire on-line) e-mail address;
b. Your answers to the risk tolerance questionnaire;
c. and Any OPTIONAL demographic data you may give us once you have completed the risk questionnaire.

When is that information collected?

We collect the information in paragraph (a), (b) & (c) from you, through your use of the FinaMetrica Risk Profiling System, from partner websites, from your financial adviser, or other third party that registered your access to the FinaMetrica Risk Profiling System.

In addition, FinaMetrica requires cookies to be activated in order for the Risk Profiling System to function properly. These cookies do not collect any personal identifiable information. When the browser is closed the cookie will be discarded from your computer’s memory.

How may this information be used and processed?

Your e-mail address is used to send an e-mail to you notifying you of your LoginID and Password.

Your name is used for the purpose of identifying you in the FinaMetrica Risk Profiling System - for example, if you lost your LoginID and Password to the FinaMetrica Risk Profiling System, we would use your name to search for and retrieve your Login/Password information.

You acknowledge and agree that your answers to the risk tolerance questionnaire are used by FinaMetrica for the primary purpose of producing your risk tolerance report, including your risk profile score and information for your personal use in the management of your financial affairs or for the use of your financial adviser in respect of advising you with regard to your financial affairs.

You also agree that FinaMetrica may use a copy of the risk tolerance and optional demographic data (“Research Data”) you supply without your personal identifiers for a secondary purpose for research and to further develop the Risk Profiling System.

ALL INFORMATION THAT COULD IDENTIFY YOU WILL BE REMOVED FROM THIS RESEARCH DATA.

The anonymous Research Data will be combined with similar data from other people who have used the FinaMetrica Risk Profiling System into an existing separate aggregated, anonymous questionnaire database/datafile which may be supplied to third parties.

FinaMetrica use this research to look for relationships between different items of data. For example, by looking at the relationships between gender and risk tolerance scores, FinaMetrica has found that males have a significantly higher financial risk tolerance than females.

Transfer of Your Personal Information to Australia

The information provided by you will be processed and stored on our secure server(s) which are currently located in Sydney, Australia.

If you are using our Risk Profiling System or website(s) from a country outside Australia, the various electronic communications will necessarily result in the transfer of information across national boundaries. If you are from the European Economic Area or from another country, you consent to the transfer of personal data to Australia by using our Risk Profiling System and website(s), or submitting your Personal Information to us or communicating electronically with us. The transfer is necessary for the performance of the Risk Profiling System to enable FinaMetrica to provide the services as requested by you.

The transfer is also necessary for the conclusion or performance of the agreement between you and FinaMetrica, or between FinaMetrica and a third party in the fulfilment of the agreement at your request or in your interest.

FinaMetrica will not be able to provide these services without your consent.

Access, Modification, and Deletion

Contact us by e-mail at privacy@finametrica.com, telephone us at +61 2 8668 9270 or write to us at Suite 703, Level 7, 31 Market Street Sydney, NSW 2000, Australia to review, modify or erase any personal information we store. There may be a charge associated with such requests but these will not exceed the amounts permitted by law. We delete personal information when we no longer need them for the purposes we described earlier. We retain personal information as required by law, as permitted by law to resolve disputes or to enforce our policies.