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WINIM Funds Management Pty Ltd (‘WINIM’) is commited to respecing the privacy of people we deal with and we understand your concerns about privacy and the security of your Personal Information. This Privacy statement summarises how we protect your privacy, how we manage your Personal Information and how we comply with the requirements of the Privacy Act and the Australian Privacy Principles (refer to for further information).

We collect Personal Information that is reasonably necessary for us to provide you with financial products and services as well as to administer them. We may collect Sensitve Information from you but only where you have consented to such collection of Sensitive Information, where such information is necessary to provide you with a specific product or service, or where the collection is necessary to lessen or prevent a serious threat to life, health or safety.

WINIM collect and use your Personal Information for the purpose for which it was provided to us, including to communicate with you about the products and services that we offer. (subject to legal requirements and your right to opt out). We will also use and disclose your Personal Information to send direct marketing to you. You may opt out of receiving this direct marketing through the unsubscribe function that will be available to you with each direct marketing communication.

We may also collect Personal Information from third parties including your organisation and representatives, our related companies, public sources and third parties such as our fund administrators, agents, brokers, referrers or other independent publicly available sources. We may disclose your Personal Information to third parties (some of whom may be located overseas) who may be involved in assisting us with one or more of our functions or activities, in accordance with our Privacy Policy and the Privacy Act.
We take a range of steps to protect the Personal Information we hold about you from misuse, loss, unauthorised access, modification or disclosure. We will promptly notify you if we are aware of or have reasonable grounds to believe that your Personal Information held by us is involved in an eligible notifiable data breach and involves Personal Information being lost or subjected to unauthorised access or unauthorised disclosure which is likely to result in serious harm. Our assessment and escalation of such breaches will be in done in accordance with our Breach Reporting policy and procedures.

In some cases, we may also collect your Personal Information through the use of cookies. When you access our website, we may place a cookie (which is a small summary file containing a unique identification number) on your computer. This enables us to recognise you when you return and greet you each time you visit our websites with any relevant preferences. It also enables us to keep track of services you view or preferences you have so that, if you consent, we can send you news about those services. Our cookies do not collect Personal Information.

At your request, we will provide you with a copy of any information which we hold about you, unless an exception under the Privacy Act applies, or there is some legal or administrative reason why we be unable to do so and must deny such request. Where we deny your request, we will provide you with a reason why (if we can). We have developed a detailed Privacy Policy which embodies the spirit of the Australian Privacy Principles and outlines WINIM’s approach to privacy and how it collects, uses and protects Personal Information. If you would like more information about how we handle your information, please contact us below to view our detailed Privacy Policy. If you have any questions about your privacy (including any access, correction, complaint or marketing opt- out requests, or for further details of the entities to which this Privacy Statement applies) you can contact us via the following contact details:

Phone: +61 2 8021 7667

or by writing to our Privacy Officer at: Atn: Privacy Officer

WINIM Funds Management Pty Limited
Suite 214, 40 Yeo Street
Neutral Bay NSW 2089 Australia

This Statement is subject to change at any time. Please check the Privacy Policy link on our website regularly for any changes.