
	INDIVIDUALS
	SOLE_TRADER
	COMPANY
	TRUSTS
	SMSF

INFO HELD

AGN has adopted a set of principles that demonstrate our commitment to privacy.

We have set out these principles so that you are aware of how we gather, update and distribute personal information.

Information Held:

AGN only collects information that we feel is relevant to perform the activities necessary to pursue our duties.

Comply with legal requirements and maintain ourselves as a professional advisory firm.

The nature of this information will vary according to your relationship with the firm and the work we are performing.Our objective is not to hold information about you that is not required to be held.

Access to this Information:

Upon written request to the AGN Privacy Officer, assuming there are no legal reasons preventing us from doing so, AGN will provide you with details of all personal information that we hold about you within a reasonable time period. You will be able to review this information and advise us of any amendments to the data held and may request AGN to delete any information held. Additionally, you may decline to take part in certain marketing activities in the future by expressly advising us in writing. We will apply your instructions as soon as it is possible to do so.

Use and Disclosure of Personal Information to Third Parties:

AGN will not on-sell personal information to outside parties. We will provide personal information to third parties where we are required to by law, where it is reasonable for us to do so in the spirit of providing services to you (both within the company and via our relationship third parties), where our advisors request it or where you have expressly asked us to do so. At times we may use this information for direct mailing, emailing, etc. purposes whereby we consider that the information supplied may be of benefit to you. We retain this information only for as long as necessary to fulfil our provision of services to you and to comply with any legal requirements.

Any personal information required to be sent overseas will be subject to your written approval and to privacy legislation within those respective countries.

Website and Contact Details:

Technically, there are some things we need to do as part of providing websites and information to you. We may record your IP address and details of your access to our sites, we may place cookies on your computer to enable your web browser to search and find us efficiently. You are able to prevent cookies being stored on your computer by changing your preferences within your Internet Browser. This information is not matched with any personal information and remains anonymous.

We store the account sign-on details you have provided to us and record the information you have accessed so that we may provide relevant electronic client services to you. Likewise, we store information such as your email address etc. so that we are able to contact you.

Use of the Site: