Users who do not consent to us collecting, handling, or using their Personal Information in accordance with this Privacy Policy, should not use this Platform. Users must obtain consent prior to inputting Third Party Personal Information into the Platform. If the relevant Third Party does not consent or otherwise agree with the terms of this Privacy Policy, Users should not collect and input the relevant Third-Party Personal Information into the Platform. We recommend that a User’s own privacy policy is updated so as to obtain consent from any such Third Parties to our handing, collecting and using their Personal Information in accordance with this Privacy Policy.

We can be contacted via security@ifactfind.com.au with any questions about the application and scope of this Privacy Policy.

This privacy notice is issued by iFactFind and its affiliated companies ("we", "our", or "us"). We are a technology company that offers business management solutions to financial Advisers and institutions via our cloud-based platform and services. For more information about our solutions and services, please visit our website.

This privacy notice explains how we collect, use, share, and protect personal information when we provide our services or interact with individuals. Personal information typically refers to data that identifies, or can reasonably identify, an individual.

Please read this privacy notice carefully to understand our practices regarding your personal information. We may update this privacy notice periodically, and changes will be effective once the updated notice is available on our website. The date at the bottom indicates the last update.

If a new sub-processor is to be engaged, users will be notified in advance and given an opportunity to object where required by applicable data protection laws.

In certain situations, we may provide additional privacy notices that should be read together with this one.

By visiting or using our website or services, you accept this privacy notice and agree to our handling of your information as described. If you do not agree, please do not use our website or services.

Information for Clients of Our Customers

If you access our services as a client of our customer (e.g., your financial Adviser), we process your personal information as directed or permitted by our customer. We do not control or take responsibility for how your financial Adviser handles your personal information. Please refer to your financial Adviser's privacy notice for details on how they manage your personal information.

Links to Other Websites

Our website may contain links to other websites. We are not responsible for the privacy practices or content of these websites. We encourage you to read the privacy notices of those websites to understand how they handle your personal information.

This privacy notice applies to:

• Users of our services (e.g., employees of our customers)
• Representatives of our current, former, or prospective customers, partners, or vendors
• Visitors to our website
• Visitors to our premises or facilities
• Individual clients of our customers (e.g., clients of financial Advisers)
• Any other individuals we interact with ("you")  

If you use our services on behalf of our customer (e.g., your employer), your use is subject to this privacy notice, our website terms of use, cookies policy, and any agreement between your organisation and us. The terms of that agreement may override this privacy notice regarding the processing of your personal information.

We may collect and process information such as your name, company, job title, business contact details, regulatory registration number, use of our services or website, social media details, and any other information you provide or share with us.

If you are a client of one of our customers, we may also process personal information provided by our customers, including your name, contact details, financial details, and government-issued identifiers for verification purposes.

We collect personal information in the following ways:

Information You Provide:

• Through forms on our website (e.g., "Get In Touch" form)
• By using our services
• Through interactions via phone, email, or chat

Information Collected by Our Services, Systems, and Websites:

• Usage data from log information or database entries
• Website usage data via cookies and similar technologies
• Correspondence logs if you contact us
• CCTV recordings if you visit our premises

Information from Other Sources:

• From your colleagues or organisation
• Public profiles and registers
• Our related bodies corporate or partners
• Third-party services that integrate with our platform
• Authorities and governmental agencies

We use your personal information to:

• Perform and administer our agreements
• Provide support and training for our services
• Respond to queries
• Send newsletters and information about our products and services
• Monitor communications for security and training purposes
• Inform you about our and our related bodies corporate’ products and services
• Manage our business operations and internal administration
• Conduct business analysis and market research
• Test, develop, and improve our products and services
• Ensure network and information security
• Protect our legal rights and comply with legal obligations

We may also use aggregated or de-identified information for business purposes such as product development and creating business intelligence reports.

If you apply for a role at iFactFind, we collect personal information to facilitate the recruitment process. This may include personal details, contact information, education and employment history, identification information, financial-related information, and other relevant data.

We collect this information through:

• Job applications via our website or recruitment portals
• Information provided during job fairs or career events
• Communications with our staff

We may also collect information from LinkedIn, recruitment agencies, past employers, educational institutions, and third-party service providers.

We use this information to:

• Manage the recruitment process and assess suitability for roles
• Retain information for future opportunities
• Make necessary adjustments for health conditions or disabilities

We may share this information with related bodies corporate, past employers, educational institutions, recruitment agencies, medical professionals, and third-party service providers.

We may disclose your personal information to:

• Colleagues or other staff within your organisation
• Our related bodies corporate and their service providers
• Partners who integrate with our platform
• Agents, distributors, auditors, and consultants
• Authorities and governmental agencies as required by law

Entities with whom we share information may be located outside Australia, including in the United Kingdom, Ireland, Europe, the United States, and India. We ensure these entities protect your information in accordance with Australian standards or equivalent.

We retain your personal information for as long as necessary for the purposes for which it was collected, considering legal and regulatory obligations, internal policies, and legitimate business interests. After the retention period, we will destroy or de-identify your personal information.

You have the right to request access to, update, or correct your personal information. You also have the right to withdraw your consent at any time and request that your personal data be deleted from our systems, subject to legal and contractual obligations.

Please note that withdrawing consent will result in the inability to continue using the iFactFind platform, as we require certain personal information to provide our services.

To make a request, please contact us using the details provided in the section "How to Contact Us". We may need to verify your identity before responding to your request. In some cases, we may charge a reasonable fee for the retrieval and supply of your information.

For further information on online privacy rights, please contact the Office of the Australian Information Commissioner:

If you have any questions in relation to privacy, you can contact us in the following ways: