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| Interested
in Online Trading or Investment Watch. To try out these features or for more information, online basic and advanced tutorials reqarding this feature simplly click on the appropriate "Demo" button above. Those users who wish to begin trading with the Merlea Investments online trading platform must register by clicking on the "Register Now" button below. |
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Your Personal Information and Privacy The business of financial planning is profoundly personal. For us at Merlea Investments to do our job properly we must "know our client". That requires you to trust us with your private details - not just facts but also your opinions, fears, preferences and goals. That's confidential information you wouldn't normally divulge to anyone outside of your close family. The privacy of your personal information has always been important to us at Merlea Investments Pty Ltd. This statement is an outline of certain matters relating to the collection and handling of your personal information. National Privacy Principles As you may be aware, from 21 December 2001 new privacy regulations came into force. The new rules are encapsulated in ten National Private Principles and essentially they: 1. limit the extent to which organisations can collect, use and disclose personal  information
without the consent of the individual concerned.2. require that the personal information held by organisations is kept secure and that it is accurate
and up to date;3. confer on individuals the right to know what personal information is kept about them, to
view that information and have it corrected if it is wrong.In effect, the law is now formalising what has always been best practice. At Merlea Investments we have always treated confidential information responsibly and ethically, so compliance doesn't involve any significant changes to our systems or processes. Collecting your personal information The purposes for which your personal information is collected will depend on the type of service you require. If you are acquiring, or have acquired a service from Merlea Investments we will collect your personal information for the purposes of: 1. providing you with the relevant product or service. 2. managing and administering our services. 3. protecting against fraud where it is a financial planning, broking, investment superannuation,
insurance product or service.You are not obliged to provide us with any of the personal information which we request, however, without the information we seek we may not be able to : 1. provide you with appropriate complete financial services. 2. manage or administer your product or service. 3. tell you about other products or services that might better service your financial and lifestyle
needs.How does Merlea Investments Pty Ltd store and protect your personal information? Merlea Investments takes all reasonable steps to protect your personal information from misuse, and loss, and for unauthorised access, modification and disclosure. Merlea Investments has electronic, physical and procedural safeguards to protect the personal information which is held by us. Your personal information is: 1. stored in secure office premises. 2. stored in our secure electronic client databases, requiring passwords for access, and; 3. subject to strict employee guidelines in relation to access and use. 4. consent It is our practice to seek your consent to use or disclose your personal information How do you access or correct your personal information? You are entitled at any time to request access to your personal information held by Merlea Investments and ask that any details, which are out of date or incorrect to be corrected. To obtain more information about how we manage your personal information, please call us on 8267 4419. |
In-depth comprehensive multimedia courses which run on your Personal Computer at your own pace
from the comfort of your home or office. Developed to ensure skill transfer and retention. Full audio and visual Interactivity. Click on button above.
| Copyright © 2004 Merlea Investments The use of this website and the services provided by Merlea Investments to you which are accessible through the site are governed by the terms and conditions of your client agreement with Merlea Invesments. You can view these Terms and Conditions by clicking on the link below. You should also read and understand the Disclaimer which can also be accessed by clicking on the link below. Disclaimer : Terms & Conditions Merlea InvesmentsPty Ltd (ABN 38 062 546 516). Australian Financial Services Licensee No. 226415 |
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