Privacy Policy

 

Statement of Privacy Policy

Institute of Managed Account Professionals Limited (IMAP)
ABN 57 125 794 274
February 2018

IMAP is committed to protecting the privacy of your personal information. This policy sets out the way we handle your personal information including the use and disclosure of your personal information, as well as your right to access the personal information we hold on you.

Your Personal Information

In order to provide our service to you, we may need to collect personal information such as name, address, email address and telephone number.

Use and Disclosure

We will use our best efforts to ensure that the information you provide to us remains private and is used only for the purposes you agree to.

IMAP will not reveal, disclose, sell, distribute, rent, license, share or pass your personal information on to a third party, other than those service providers that we have a binding agreement with ensuring that the third party affords your personal information similar levels of protection as we do.

When we collect funds under management or other data from you as part of our six monthly FUM Census, we will treat that in accordance with this policy and that will include sharing your data with the Australian office of Milliman, Inc. They will treat your data in accordance with their privacy policy, available from http://www.milliman.com/legal/privacy/

IMAP does not disclose your personal information for the purposes of direct marketing unrelated products or services but may disclose your information to organisations which sponsor IMAP or are involved with the events or other functions which IMAP organises.

Data Quality

IMAP will take reasonable steps to ensure that your personal information is accurate, complete and up-to-date.

You are encouraged to help us keep your personal information accurate, complete and up-to-date by contacting us and informing us of any changes to your details.

You can contact us by telephone on (02) 8003 4147 or by emailing us at This email address is being protected from spambots. You need JavaScript enabled to view it. This e-mail address is being protected from spambots. You need JavaScript enabled in order to view it.

Data Security

At IMAP we are committed to protecting the privacy of your personal information. We take reasonable steps to protect your personal information from misuse, loss and from unauthorised access, modification or disclosure.

The Internet and Your Privacy

The following statement outlines how in the context of our web site your information is protected and recorded. By using the site you consent to the uses and disclosures outlined in this privacy policy.

Security

IMAP takes reasonable steps to protect your security when using our site but you should be aware that no transmission of information to and from a website is ever totally secure.

Whilst we will strive to ensure the personal information transmitted to or from our website is secure and protected from unauthorised access, we cannot fully guarantee the security of your information. Transmission is at your own risk.

IMAP uses a range of security measures, including password access to the Subscribers section available on this website.

Payment Processing

IMAP uses the Stripe Payment Gateway for its online credit card transactions. Stripe processes online credit card transactions for thousands of Australian merchants, providing a safe and secure means of collecting payments via the Internet.

IMAP believes that all online credit card transactions performed on this site using the Stripe gateway are secured payments.

For full description of the way Stripe processes payments, manages your details and its privacy policy refer to https://stripe.com/au/privacy

Delivery Policy

After paying online, you will receive an email confirmation from Stripe containing your payment details (if you have provided your email address). We will normally confirm receipt of your payment within a few minutes of payment. IMAP will then contact you within 72 hours to finalise service provision of subscription or training services.

Links to Other Sites

Our website may contain links to other sites, which may not be subject to our privacy standards, policies and procedures. You will need to review those websites directly to ascertain their privacy policies and practices.

Access and Correction

You will be provided with the opportunity to access the personal information we hold on you and where appropriate, you may be able to correct that information if it is deemed to be incorrect.

You may be required to fill out a form in order to update your personal information. This form can be obtained by contacting our office on (02) 8003 4147 or by emailing us at This email address is being protected from spambots. You need JavaScript enabled to view it. This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Sensitive Information

IMAP will not collect personal information revealing your racial or ethnic origin, political opinions, religious or philosophical beliefs, trade-union clientship, or details of health, disability or sexual activity or orientation.

Resolving Your Privacy Concerns

You are able to raise any concerns you may have regarding our personal information handling practices by either discussing your concerns with a staff member at our office on (02) 8003 4147 or by emailing us at This email address is being protected from spambots. You need JavaScript enabled to view it. This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Contacting Us

If you have any questions about our Privacy Policy, or about the way we manage your personal information:

You can write to us at:
PO Box 4147
Balgowlah Heights NSW 2093
Australia

You can telephone our offices on (02) 8003 4147 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Contact us

Email
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Address
Level 2, 22 Pitt Street Sydney NSW 2000