Privacy Policy
The Plan B Group of Companies (collectively "Plan B") abides by the ten National Privacy Principles implemented under the Privacy Amendment (Private Sector) Act 2000 when handling personal information obtained from existing and potential clients.
Information Collected
The personal information we collect depends on how you use this website. The main way we would collect personal information from you is if you use our site to lodge an electronic application or correspond with us.Plan B, in its dealings with you and in the provision of financial services, may hold a variety of personal and sensitive information including:
- Contact details
- Tax File Numbers (taxation law permits Plan B to collect your Tax File Number)
- Bank account details
- Employment and marital status
- Financial information
- Health information
- Records of correspondence between you and Plan B
Purpose of Collection
The purpose of collection of your personal information will depend on the services that you ask Plan B to provide to you. Plan B offers a range of financial planning, superannuation and investment services, and any personal information collected from you will be used for the purpose of providing those services you elect to use. We will not use your personal information for any other purpose without your consent.Security of Personal Information
Plan B assures you that your information is kept confidential and is held securely. We will not pass any of your details to another party without your express permission to do so, unless required by law. We will take all reasonable steps to protect personal and sensitive information from misuse, loss and unauthorised access.Access to Information Collected
If you have any concerns about the information we hold or would like to view your file or would like more information on Plan B's Privacy Policy, you can contact us contact us and we will respond within 14 days.Use of Cookies at partnershipfs.com
A cookie is a small file that is placed on your computer's hard drive by a web page server. The Plan B web site uses cookies to personalise your experience in the Client Area.When you log on to the Plan B Client Area, a cookie is sent to your web browser. Each page in the Client Area then uses that cookie to confirm that your session is active and display your personalised information from our database.
After three hours of inactivity, our server closes your session. The only information we retain after your session is complete is the date and time you logged on to the Client Area. The cookie will remain on your computer after you log off, but serves no purpose once your session is complete.
Most web browsers allow you to disable the storage of cookies on your computer, however if you do so you may not be able to utilise some of the features of this web site.
