This policy governs the handling of all personal information in the possession of MB Capital Partners.

1. What personal information does MB Capital Partners collect?

You have a relationship with MB Capital Partners, and it will collect, use and store personal information you provide or MB Capital Partners gathers through your use of the MB Capital Partners website. MB Capital Partners may gather personal information from third parties, including, but not limited to, financial advisers, fund managers or other financial intermediaries. If a third party provides MB Capital Partners with your personal information, we assume you have provided your consent to that third party. If you have any enquiries about MB Capital Partners obtaining personal information from a third party, you should approach the relevant third party. The personal information you provide will enable MB Capital Partners to identify you and any other related information necessary or incidental to the MB Capital Partners financial products and services. If you do not provide any of the information we request, we may not be able to provide you with the required services.

2. How will MB Capital Partners use your personal information?

MB Capital Partners will take reasonable measures to protect the confidentiality of your personal information. In most circumstances, your personal information will be used to:

Provide you with a financial or related service
Monitor the quality of the service that we provide to you
Improve, enhance and further our services
Offer you further services, which may include using your information for marketing purposes, or
Comply with regulatory or legal requirements. These laws and regulations include, but are not limited to, the
Corporations Act 2001 (Cth), the Proceeds of Crime Act (1987) and the Financial Transaction Reports Act 1988.
In providing you with services, MB Capital Partners will share your personal information with its administration and custody services providers. These providers are prohibited from using your personal information other than to honour their requirements to MB Capital Partners.

3. Storage of your personal information

Your personal information will be stored in a secure environment in writing, electronically or both. You may obtain further details by contacting our Managing Director

4. Access to your personal information

If you want to know the personal information MB Capital Partners holds about you, you may view this information by contacting our Managing Director at info@mbcapital.au

We may charge a reasonable fee for access to this information. If you note any information to be outdated, incorrect or incomplete, you may ask MB Capital Partners to update its records. You may also contact the Managing Director if you have any questions regarding our compliance with the Privacy Act 1988 (Cth) or if you want to make a complaint about our handling of your personal information.

5. Disclosure of personal information

You acknowledge and agree that your personal information may be disclosed to any of the following:

Any regulatory or legal body that governs the conduct of MB Capital Partners. While not exhaustive, MB Capital Partners may need to disclose to regulatory bodies such as the Australian Securities & Investment Commission.

Under the Anti Money Laundering and Counter-Terrorism Financing Act 2006 MB Capital Partners may be required to provide information to the Australian Transaction Reports and Analysis Centre.

Related bodies corporate of MB Capital Partners whether in Australia or any overseas jurisdiction.

A third party supplying a service to MB Capital Partners.

6. MB Capital Partners website

Many websites you may have access to utilise ‘cookies’. A cookie is an electronic mechanism that can trace your access and use information contained within our websites. If you the MB Capital Partners website, you consent to the use of cookies by MB Capital Partners. Any personal information obtained is used to enhance MB Capital Partners products and services.