Introduction

This Privacy Policy outlines how Trim Capital Pty Ltd (ABN 87 643 977 351) and its subsidiaries collects, uses, discloses, and protects personal information in accordance with the Australian Privacy Principles under the Privacy Act 1988 (Cth).

Collection of Personal Information

We collect personal information directly from individuals or their authorised representatives, and it may include but is not limited to:

Personal details including name, addresses, date of birth

Identification information such as driver’s license, passport, birth and marriage certificates

Government related identifiers such as your Tax File Number and country of tax residency

Financial and transactional information including bank accounts, assets and liabilities

Employment history and other relevant details

Digital information including email addresses

Purposes of Collection

We collect personal information for the following purposes:

Providing financial advisory, asset management, and related services.

Managing client accounts, transactions, investments and applications.

Complying with legal and regulatory requirements such as relating to taxation, anti-money laundering and counter-terrorism financing

Communicating with clients and responding to inquiries

Conducting internal research, analysis, and business operations

Employment of people within the Trim Capital group

Direct marketing to tell you about products and services we think may be of interest to you. If you do not want to receive direct marketing from us, you can opt-out by contacting us using the contact details at the end of this Policy.

Use and Disclosure

We use personal information for the purposes for which it was collected, or as authorised by the individual or required by law.

Personal information may be disclosed to third parties such as service providers, regulatory authorities, legal advisors, and auditors, but only to the extent necessary for fulfilling our services or complying with legal obligations.

We may also from time to time use the information you provide to us, such as your contact details and preferences, to market goods, services, or opportunities that may be of interest to you. If at any time you wish to opt out of receiving marketing communications from us, you can easily do so by contacting our team or using the opt-out options provided in our communications.

Data Security

We may store personal information in hardcopy and softcopy formats at our premises, or on cloud hosted applications. We implement appropriate security measures to protect personal information from unauthorised access, disclosure, alteration, or destruction.

Access to personal information is restricted to authorised personnel who require it for legitimate business purposes.

Data Retention

Personal information is retained only for as long as necessary to fulfil the purposes for which it was collected or as required by law.

When personal information is no longer needed, it is securely disposed of or de-identified to prevent unauthorised access.

Access and Correction

Individuals have the right to access their personal information held by us and request corrections if it is inaccurate, incomplete, or outdated.

Requests for access or corrections can be made by contacting us at info@trimcapital.com.au. We may charge a reasonable fee to cover our costs.

Complaints and Feedback

We have procedures in place to handle complaints about breaches of privacy or mishandling of personal information. If you need more information, want to access or update your personal information or provide feedback regarding our privacy practices, please contact us by email on info@trimcapital.com.au

We will endeavour to investigate and resolve your complaint within 30 calendar days. If you are unsatisfied with our response, you can lodge a complaint with the relevant data protection authority, such as the Office of the Australian Information Commissioner details provided below.

Updates to Privacy Policy

This Privacy Policy may be updated from time to time to reflect changes in our practices, legal requirements, or industry standards.

Updated versions of the Privacy Policy will be posted on our website or provided upon request.

Notifiable Data Breaches Scheme

Under the NDB scheme, we must notify you if your personal information has had an unauthorised data breach and we have not been able to prevent the likely risk of serious harm with remedial action.

Contact Information

For inquiries, access requests, complaints, or feedback regarding privacy matters, please contact us at info@trimcapital.com.au or Level 18, 56 Pitt St Sydney NSW 2000 Australia.

You can also contact the Office of the Australian Information Commissioner if your complaint is about your privacy.

Office of the Australian Information Commissioner
Phone: 1300 363 992
Mail: Office of the Australian Information Commissioner
GPO Box 5288, Sydney NSW 2001