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Ipsure Pty Ltd is a Corporate Authorised Representative of Synchronised Business Services Pty Ltd.
ABN 33 007 207 650
AFS Licence No: 243313
Financial Services Guide
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IPSURE Pty Ltd PRIVACY STATEMENT
IPSURE Pty Ltd is committed to ensuring the confidentiality and security of your personal information.
A copy of our privacy policy detailing how we handle your personal information is available on request.
Ipsure Pty. Ltd. adheres to the National Privacy Principles and seek to apply consistent privacy practices.
Where you seek financial advice from one of our advisers, he or she will provide you with information on the
privacy practices of that business. This Privacy Statement outlines how Ipsure Pty Ltd handle your personal
information.
You may request access to information held by us about you, your insurance and investment portfolio and
any other services which you may receive by contacting Ipsure Pty Ltd on 07 3812 1744.
In order to manage and administer our financial, insurance planning and advice services, it may be necessary
for us to disclose your personal information to certain third parties. Unless you consent to this disclosure
we will not be able to provide you with financial, insurance planning and advice services. The types of
organisations to whom we may disclose your personal information include:
financial institutions for the provision of financial products such as investments, superannuation, life insurance
your financial adviser for the purpose of managing your investments and financial products
organisations undertaking compliance reviews of our financial advisers or reviews of the accuracy and completeness of our information
organisations providing mailing services, maintenance of our information technology systems and printing of our standard documents and correspondence.
financial institutions or their representatives for the provision of financial products such as home loans, investment finance, credit cards, funding of insurance premiums and other forms of financial products
Perspective investors, or buyers of Ipsure Pty Ltd, or any Managing Agent, Life Broker, Licensed Dealer that Ipsure Pty Ltd may wish to join in the future.
We will only disclose your personal information to these organisations to enable them to undertake specified
management and administration services. Ipsure Pty Ltd will not disclose your information for any other
purpose unless requested by you.
In some cases, it may be necessary to share your personal information with other financial institutions,
advisers, insurance brokers / agents for the provision of certain services such as information technology
or for the provision of financial products which you have selected.
Where you wish to authorise any other parties to act on your behalf, to receive information and/or undertake
transactions, please notify us in writing.
We may send you further information from time to time about Ipsure Pty Ltd. You may elect to stop receiving
such information at any time by contacting Ipsure Pty Ltd in writing or by phone on 07 3812 1744 or by contacting
us via email at info@ipsure.com.au. You may at anytime advise us
that you wish to recommence receiving Ipsure Pty Ltd information.
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