Collection of personal information
We must only collect personal information that is necessary for our functions and activities. As a financial services organisation, we are subject to legislative and regulatory requirements that we obtain and hold the personal information of clients. Information we hold about you may include things such as your contact details, bank account details and tax file numbers. We will not collect any personal information about you unless you have knowingly provided that information to us or authorised a third party to provide that information to us. There are certain situations in which we may collect personal information about you from someone other than you. For example, we may collect personal information about job applicants from recruitment agencies and referees. In either case, we will take any steps required by law to ensure that you are aware of the purposes for which the information is collected.
Use and disclosure of personal information
We use and disclose your personal information for purposes related to the main purpose for which the information was collected, where you have consented to the use or disclosure, or where otherwise authorised by law. These purposes may include carrying out or responding to your requests, improving our services, communicating with you, assessing your suitability for positions with Munro Partners, purposes relating to any third party acquisition or potential acquisition of an interest in Munro Partners, or assets of Munro Partners or its managed funds, or any other purposes outlined at the time you provide the information. We may not be able to do these things without your personal information. For example, we may not be able to contact you or offer employment to you. We may provide personal information about you to our service providers who assist us in providing our services and operating our business, including, but not limited to, organisations that assist us with registry, archival, research, mail and delivery, auditing, recruitment, payroll, superannuation, insurance, management consulting, financial and legal advisory, banking, security and technology services in their capacity as service providers to Munro Partners; where relevant, prospective employers and recruitment agencies who request verbal or written references in relation to current or former Munro Partners’ personnel; if you are an investor, our custodian, Administrator, Unit Registry, auditors, tax advisors, investment advisers, brokers and asset consultants; and other third parties where required or authorised by law, which may include emergency situations and assisting government agencies accessing and updating your personal information. To make a request to access or correct any personal information we hold about you, please contact us using the details set out below. We ask that you provide us with as much detail as you can about the particular information you seek, in order to help us retrieve it. An access fee may be charged where permitted by law. In certain circumstances, we may not be required by law to provide you with access or to correct your personal information. If that is the case, we will give you our reasons for that decision. We take reasonable steps to make sure that the personal information we collect, use and disclose is accurate, complete and up-to-date.
Security of personal information
If you are a resident of the European Union for the purposes of the GDPR, then in addition to what is set out above, the following applies to you. By your consenting to this Privacy Statement, Munro is able to processes your Personal Data in accordance with this Privacy Statement. Our Contact details are set out in the “Further Information” paragraph below. In providing its services to you, Munro may make use of a number of automated processes using your Personal Data and your activity on our website as tracked by us, in order to provide more tailored and relevant services to you such as providing email communications though email service provider, MailChimp https://mailchimp.com/legal/privacy/. In addition to your rights set out above, you may: (1) update or rectify any of the Personal Data that we hold about you, in the manner described in the “Further Information” paragraph below; (2) withdraw your consent to Munro’s use of your Personal Information as described in this Privacy Statement by deleting your account. This will also delete all the Personal Data about you which we hold. This can be done by accessing any of our newsletters, and choosing the unsubscribe button request that Munro provides you with a copy of the Personal Data Munro holds about you in a portable and machine readable form; or (3) share your Personal Data with a nominated third party. You may request that from us by contacting us using any of the methods set out in the “Further Information” paragraph below. Should you have any concerns in relation to Munro’s collection and/or processing of your Personal Data, then in addition to contacting us set out below (including the right to complain to the Office of the Australian Information Commissioner), you have the right to complain to a supervisory authority (within the meaning of the GDPR).
Munro values feedback including in the form of dissatisfaction or complaints. This feedback allows us the opportunity to resolve any issues quickly and directly and allows us to opportunity to improve our product and service offering to our investors.
We have established procedures for dealing with complaints. In the first instance, you can make a complaint by calling +61 3 9290 0900 or by writing to:
The Complaints Officer
Munro Asset Management Limited
80 Collins Street (South Tower)
Melbourne VIC 3000
To help us investigate and resolve your complaint, please include the following information with your complaint:·
Your full name and contact details·
Your investor number (if applicable); and
A description of the complaint, including any applicable products/funds.
We will acknowledge your complaint within 1 business day of receiving it, or as soon as practicable and will generally investigate complaints and aim to provide a response (if not resolve the complaint) within 30 days of receipt of the complaint. If you are ultimately dissatisfied with the outcome of your complaint you may refer the matter, free of charge, to the Australian Financial Complaints Authority(“AFCA”) which is an external dispute resolution scheme. The contact details for AFCA are:
Australian Financial Complaints Authority
Phone: 1800 931 678
Mail: GPO Box 3, Melbourne VIC 3000