Privacy Policy

1. Introduction

Managed Portfolio Services Limited (ABN 77 009 549 697, AFSL 00233761) ("we", "us", "our", "MPS") is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

2. Information We Collect

We may collect the following types of personal information:

• Contact information (name, address, phone, email)
• Financial information (income, assets, liabilities)
• Investment objectives and risk tolerance
• Employment details
• Identification documents
• Transaction history and account information

3. How We Collect Information

We collect personal information through:

• Application forms and account opening documents
• Our website and online platforms
• Phone calls and meetings
• Third parties (with your consent)
• Publicly available sources

4. How We Use Your Information

We use your personal information to:

• Provide financial services and advice
• Process transactions and maintain accounts
• Comply with legal and regulatory requirements
• Communicate with you about our services
• Improve our services and develop new products
• Conduct risk management and fraud prevention

5. Information Sharing

We may share your personal information with:

• Service providers and contractors
• Financial institutions and product issuers
• Regulatory bodies and government agencies
• Professional advisers (lawyers, auditors)
• Related companies within our group

We do not sell your personal information to third parties for marketing purposes.

6. Data Security

We implement appropriate security measures to protect your personal information, including:

• Secure data storage and transmission
• Access controls and authentication
• Regular security assessments
• Staff training on privacy and security
• Incident response procedures

7. Your Rights

You have the right to:

• Access your personal information
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Opt-out of marketing communications
• Make a complaint about our privacy practices

8. Cookies and Website Analytics

Our website uses cookies and similar technologies to:

• Improve website functionality
• Analyze website usage
• Personalize your experience
• Remember your preferences

You can control cookie settings through your browser preferences.

9. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. This typically includes:

• Client records: 7 years after relationship ends
• Transaction records: 7 years from transaction date
• Advice records: 7 years from advice date
• Complaint records: 7 years from resolution

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website and will take effect immediately upon posting.

11. Contact Us