Why do we collect personal information?
We collect personal information to conduct our business, to provide and market our services, and to meet our legal obligations under legislation such as the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Act).
How do we collect personal information?
We collect personal information that you provide to us directly by face-to-face conversation, email, phone, ID verification documents, contact forms or otherwise. We may also collect third party information about your usage of our website using cookies, and information from publicly available sources.
What type of personal information do we collect?
Depending on your relationship with Pidgeon Judd, we may collect:
- Name, date of birth, address and contact details;
- Bank account details;
- Employment history;
- Education and qualifications;
- Evidence of source of funds (in some cases); and
- Any other information which assists us in conducting our business, providing, and marketing our services and meeting our legal obligations.
In many cases if the personal information we request is not provided, we may not be able to carry out your instructions or provide services to you.
How do we store your personal information?
We take all reasonable steps to ensure your personal information is safe from loss, unauthorised use, modification, disclosure, and any other misuse.
All information is stored electronically in our system (requiring passwords to log in) or physically (in secured premises). Only authorised persons are permitted to access your personal information, and they will only do so for work-related purposes.
We will use, disclose, or retain your personal information for as long as necessary to fulfil the purpose for which it was collected and as otherwise permitted or required by law. After this period, we will make sure your personal information is deleted or anonymised.
In the event of a privacy breach, we will notify you and the Privacy Commissioner in accordance with our obligations under the Privacy Act.
When may we disclose your personal information?
We may need to disclose your personal information to comply with our legal obligations and meet our reporting obligations as required by law.
We may also disclose your personal information to the courts, tribunals, and regulatory authorities, as well as anyone else whom you authorise us to disclose it.
How can you access or correct your personal information?
We endeavour to ensure that the information we hold about you is correct. You may request access to the information we hold about you and/or update this information at any time. We will verify your identity before providing access. In some cases, a fee may be charged for providing access, and we will advice you of this in advance.
Queries and complaints