Betashares Invest is an online investment platform that allows investors to buy, hold and sell exchange-traded funds and other exchange-traded products (‘ETPs’) through an account that can be accessed via the Betashares Direct mobile application (‘Betashares Direct App’) and/or web application (once available) (‘Betashares Direct Online’). It is intended that other investment options, features and functionality will be made available in the future.
Betashares Capital Ltd (ABN 78 139 566 868, AFSL 341181) (‘Betashares’) is committed to respecting and safeguarding your privacy. This Privacy Collection Statement (‘Statement’) describes how we collect, hold, use and share your personal information when you open, access and manage (and provide us with instructions in relation to) your Betashares Invest account using the Betashares Direct App or via Betashares Direct Online.
2. Collection Betashares will collect personal information about you through your interactions with us, for example when you open a Betashares Invest account, use the Betashares Direct App or Betashares Direct Online, contact us by webchat or when you register for or participate in events organised by us. Additionally, we may collect personal information about you from data list providers when you have consented to them disclosing your information.
The information (being personal or otherwise) that Betashares collects varies depending on who you are and how you interact with Betashares and your Betashares Invest account.
Personal information collected from you may include: - your name -your date of birth - your contact details (such as your email address or residential address) - information about your personal circumstances - information contained in identity documents or government documents provided by you (e.g. driver’s licence or passport) - Tax File Number, exemption reason or country of residence - bank account information - investment holdings.
If you do not provide or allow us to collect your personal information, or the information you give us is inaccurate or incomplete, we may not be able to process your Betashares Invest application, give you access to the Betashares Direct App (or Betashares Direct Online) or provide services to you.
We may collect information from you based on how you use the Betashares Direct App through cookies.
A cookie is a small text file sent by a website to your computer, tablet, mobile phone or other device to store certain information, such as user preferences, so that it can be retrieved later. The purposes for which cookies may be used can range from enhancing security to personalisation of services. We may utilise the information we collect from you to enhance your experience with the Betashares Direct App or Betashares Direct Online.
The information we collect about you may include: - information related to your actions within the Betashares Direct App or on Betashares Direct Online, such as the name of the security being viewed or traded, browsing activity and navigation patterns - IP location details, including time zone - date and time of visits to or use of the Betashares Direct App or Betashares Direct Online. 3. Use and disclosure of Information
4. Electronic verification
Betashares collects personal information to comply with our obligations under the AML/CTF Act. In applying to open a Betashares Invest account, you consent to disclosing personal information such as your name, date of birth and residential address. We have engaged service providers to assist us with meeting our AML/CTF Act requirements who will electronically verify your identity.
If we are unable to verify your identity using theabove method, we will contact you to obtain further information to verify your identity manually.
Your personal information (such as your name, date of birth or contact details) may be disclosed to Betashares’ service providers or its related bodies corporate, associates, agents or contractors in connection with the provision of services by Betashares (including in relation to the Betashares Direct App or Betashares Direct Online), as well as to improve our customer service or for market research. Betashares may also disclose your personal information to regulatory bodies and government agencies.
Betashares is based in Australia. However, in connection with the purposes set out in this Statement, personal information may be disclosed to a recipient located outside of Australia (following due diligence where reasonably practicable to do so, which may include considering the data security controls the recipient has implemented), such as service providers or other third parties who store data or operate outside of Australia, or where such disclosure is required under applicable laws or regulations.
Where your information is sent overseas, it is likely to be to one of the following countries: - Canada - European Union countries - India - Japan - New Zealand - Singapore - United Kingdom - United States.
If you have any questions relating to our privacy framework or wish to access or correct the personal information we hold about you, please contact Customer Support via:
Telephone: 1300487 577 (within Australia) +61 2 9290 6888 (outside Australia), 9.00am-5.00pm (Sydney time), Monday to Friday In-app chat: Accessible via the Betashares Direct App, 9.00am-5.00pm (Sydney time), Monday to Friday Email: email@example.com Post: Level 6, 50 Margaret St, Sydney NSW 2000.
Betashares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the issuer of Betashares Invest, being the IDPS-like scheme available through the Betashares Direct platform. Before opening an account or making an investment decision, read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available by emailing Customer Support at firstname.lastname@example.org or by phone on 1300 487 577, to consider whether the product is right for you. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision. This information is general in nature and doesn’t take into account your financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investing involves risk.