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 parities 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.