Intellectus Capital Pty Ltd (ABN 89 660 150 970) (“Intellectus Capital”, “we”, “our” or “us”) is committed to protecting your privacy and providing high-quality services. This policy outlines our ongoing obligations to you in respect of how we manage your personal information.
We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (“Privacy Act”), which govern the way we collect, use, disclose, store, secure, and dispose of your personal information.
A copy of the Australian Privacy Principles is available from the Office of the Australian Information Commissioner at www.oaic.gov.au.
What is Personal Information and Why Do We Collect It?
Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we may collect include:
- Names
- Addresses
- Email addresses
- Telephone numbers
- Professional details such as job titles, employer or business names
We collect this information in a variety of ways, including:
- Direct communication (phone, email, meetings)
- Through our website (www.intellectuscapital.com.au)
- From publicly available sources (e.g. LinkedIn, corporate websites, media)
- From third parties (such as advisors, intermediaries, or legal counsel)
We collect your Personal Information primarily to provide our corporate advisory, mergers and acquisitions, capital raising, and financial analysis services. We may also use your Personal Information for closely related secondary purposes, such as communication updates, invitations to events, and thought leadership distribution. You may unsubscribe from our mailing lists at any time by contacting us in writing.
Where appropriate, we will explain why we are collecting the information and how we intend to use it at the time it is collected.
Sensitive Information
Sensitive Information, as defined under the Privacy Act, includes information or opinions about an individual’s racial or ethnic origin, political opinions, membership of a political association, religious beliefs, trade union membership, criminal record, or health information.
We do not generally collect sensitive information in the course of our services. If it becomes necessary, we will only do so:
- With your consent
- Where required or authorised by law
- Where directly related to the provision of our services
Third Parties
Where it is reasonable and practicable to do so, we will collect Personal Information directly from you. However, we may also receive information from third parties (e.g. professional advisors, referral partners, data providers). If so, we will take reasonable steps to ensure you are made aware of the information collected.
Disclosure of Personal Information
Your Personal Information may be disclosed:
- To third parties where you have consented to the disclosure
- To service providers we work with (such as legal firms, IT support providers, or our alliance partner Finvox Analytics)
- Where required or authorised by law
Security of Personal Information
We store Personal Information in a manner that protects it from misuse, loss, unauthorised access, modification, or disclosure.
When your Personal Information is no longer needed for the purposes for which it was collected, we will take reasonable steps to destroy or permanently de-identify it. However, as part of regulatory and professional obligations, we may retain client records for a minimum of seven (7) years.
Access to Your Personal Information
You may request access to the Personal Information we hold about you. To do so, please contact us in writing using the details below. We do not charge a fee for access requests, but we may charge a reasonable administrative fee for providing copies.
To protect your information, we may require you to verify your identity before granting access or making corrections.
Maintaining the Quality of Your Personal Information
We aim to ensure that your Personal Information is accurate, complete, and up-to-date. If you believe the information we hold is incorrect or outdated, please contact us as soon as practicable so we can update our records.
Policy Updates
This Privacy Policy may change from time to time. The latest version will always be available on our website at www.intellectuscapital.com.au.
Enquiries and Complaints
If you have any questions or concerns about this Privacy Policy, or how your personal information has been handled, please contact us:
Intellectus Capital Pty Ltd
Email: info@intellectuscapital.com.au
Phone: +61 467 307 451
Address: [Latest address to be updated]