Privacy Policy

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Privacy Policy

Koenig Heritage Pty Ltd (ABN 83 622 722 463) (“Koenig Heritage”) is committed to protecting and respecting your privacy. Koenig Heritage is bound by the Privacy Act 1988 (Cth), including the Australian Privacy Principles (“APPs”).

The Information Koenig Heritage Collects and Holds

Whenever it is reasonable and practicable to do so, Koenig Heritage will only collect personal information which is reasonably necessary for it to:

Provide you with quality products or services; consider applications you make to Koenig Heritage; and maintain your contact details. Koenig Heritage generally holds personal information relating to:the services Koenig Heritage provides or has provided to you; your financial interests; and personal details such as your name, address, phone and email address, bank account details and Tax File Numbers. Without this information, you will not be able to hold shares in Koenig Heritage or Koenig Heritage would not be able to provide the respective services to you.

Sensitive Information

Koenig Heritage generally does not collect sensitive information about you, unless it is required by law and you have consented to the collection of this information.

How Koenig Heritage Collects Your Personal Information

When collecting, using or disclosing personal information, Koenig Heritage will take such steps as are reasonable in the circumstances to ensure that the information is accurate, up-to-date and complete.

Collecting Personal Information

Koenig Heritage will only collect personal information in a lawful and fair manner. Wherever possible, personal information will be collected directly from the individual, unless it is unreasonable or impracticable to do so. Sensitive information (e.g. Tax File Numbers and Bank Account Details) will only be collected where the individual consents to the collection of that information.

At or before the time or, if that is not practicable, as soon as practicable after, Koenig Heritage collects personal information about an individual, Koenig Heritage, will ensure the individual is aware: of Koenig Heritage’s identity and its contact details; that the collection of personal information is permitted by Koenig Heritage under the Corporations Act 2001 (cth) and the Anti-Money Laundering and Counter-Terrorism Financing Act 2006) (cth)(‘AML/CTF Laws’) and/or a particular court/tribunal order; of the purpose for which Koenig Heritage collects the personal information; of the main consequences (if any) for the individual if all or some of the personal information is not collected; of any other entity (or type of entity) to which Koenig Heritage generally discloses the personal information it collects; that Koenig Heritage’s Privacy Policy contains information about how the individual may: access and seek correction of the personal information about the individual that Koenig Heritage holds; and complain about a breach of the APPs and how Koenig Heritage will deal with such a complaint; and of whether Koenig Heritage is likely to disclose the personal information to overseas recipients.

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