Banner Asset Management may collect personal information in order to process an
application, administer an investment, assess a loan application and to provide services
related to an investment or loan. We may also collect and hold information to facilitate
distribution payments and send corporate communications to you as an investor and
carry out administration of the Funds. This information may also be disclosed to the
Responsible Entity to enable it to effectively administer Banner’s compliance regime.
We only collect information that is necessary for us to process that application or
investment. We only disclose your personal information to a third party with your
consent, or where we are otherwise entitled or required to do so. Third parties we may
disclose personal information to include; your financial planner, the custodian, the
responsible entity, auditors, regulatory bodies, mortgage brokers, other lenders and
credit reporting agencies.
We may also use personal information to market other products and services offered by
us. We have implemented the necessary procedures to ensure that an individual is not
sent marketing material if they do not wish their personal information used for this
purpose. Normally an individual can gain full access to the personal information that we
hold about them, except in some cases where there may be some legal or administrative
reason to deny access, in which case we will provide the reason for denial. We aim to
ensure that the personal information retained is accurate, complete and current.
We use appropriate security procedures to protect the personal information we hold
about you. Access to and the use of personal information is limited to prevent misuse or
information held, the type of information we collect, how we may use the information and
obtained by calling +61 3 9929 6400.