Privacy Policy

This Privacy Policy describes how D C & S J Klenk Investments Pty Ltd (ABN 86 120 054 695, ACN 120 054 695, AFSL 486731) (“Klenk Investments”, “we”,“us” or “our”) collects, holds, uses and discloses personal information. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Information we collect

We may collect the following types of personal information:

• Identity information (name, date of birth, residential address);
• Contact details (email address, telephone numbers);
• Financial information relevant to assessing investor eligibility (including wholesale or sophisticated investor status);
• Tax-related information (TFN, foreign tax residency);
• Identification information required to meet our obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth);
• Information collected automatically from your use of our website (IP address, browser type, pages visited, referring URL).

2. How we collect it

We collect personal information directly from you when you submit an enquiry form, contact us by telephone or email, request information about an investment opportunity, or are onboarded as an investor. We may also collect information from authorised third parties (such as financial advisers, identity verification providers, and our service providers) where you have authorised them to provide information on your behalf.

3. Why we collect it

We collect, hold, use and disclose personal information to:

• Respond to your enquiries and provide general information about investment opportunities;
• Assess your eligibility as a wholesale or sophisticated investor;
• Provide, administer and manage investment products and services;
• Comply with our legal and regulatory obligations (including AFSL, AML/CTF and tax reporting obligations);
• Improve our website, services and investor communications.

4. Disclosure of personal information

We may disclose your personal information to:

• Our related entities, employees, contractors and authorised representatives;
• Service providers including custodians, administrators, auditors, legal and accounting advisers, identity verification and IT providers;
• Government authorities and regulators (including ASIC, AUSTRAC and the ATO) where required by law;
• Other parties you have authorised us to disclose information to.

We do not currently disclose personal information to recipients located outside Australia. Where this changes, we will take reasonable steps to ensure overseas recipients comply with the APPs.

5. Direct marketing

We may use your contact information to send you information about our investment opportunities and updates we believe may be of interest. You may opt out of marketing communications at any time by emailing info@klenk-investments.com.

6. Security and storage

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Personal information is held in secure electronic and physical systems, and is retained only for as long as necessary to fulfil the purposes for which it was collected, or as required by law.

7. Cookies and analytics

Our website uses cookies and similar technologies to operate the site and to measure performance. You can configure your browser to refuse cookies, however some features of the website may not function correctly.

8. Access, correction and complaints

You may request access to, or correction of, the personal information we hold about you by contacting us using the details below. If you believe we have breached the APPs, you may lodge a complaint in writing. We will acknowledge your complaint within a reasonable timeframe and investigate it. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

9. Contact us

D C & S J Klenk Investments Pty Ltd
Level 15, 45 Pirie Street, Adelaide SA 5000, Australia
Email: info@klenk-investments.com

10. Changes to this policy

We may update this Privacy Policy from time to time. The current version will always be available on our website.