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Bacena Capital Pty Ltd is committed to protecting the privacy of the people we deal with and seeks to uphold high standards of privacy practice and security. This policy explains how we handle personal information.
Whenever we handle personal information, we seek to ensure that appropriate standards of privacy practice and security are applied.
This policy outlines why we need to collect personal information, how we collect it, what we do with it, how it is stored, and who we might share it with. The policy also describes how you can access or correct information we hold about you, ask further questions, or make a complaint. We will update this privacy policy when our information handling practices change. Updates will be published on our website and through our email lists.
For most products and services, we must collect ‘personal information’ such as your name, identity details, contact details, transaction information, and other personal details where needed (such as your tax file number and financial information).
Generally, we do not collect sensitive information about you unless required by law or where you consent to us doing so (only where it is relevant to your product). Sensitive information includes information relating to race, political or religious beliefs, sexual orientation, criminal history and association memberships. We may collect information about your affiliation with specific organisations, such as professional associations.
We collect personal information about you that is reasonably necessary to:
or as otherwise authorised by you.
Without such information, we may be unable to process your application or provide you with an appropriate level of service.
We collect personal information about you directly from you – this can be in person, in documents you give us, from telephone calls, emails or from transactions you undertake with us.
We may also collect your personal information from third parties, including public sources, your adviser(s), agents, referrers, brokers, our related companies and service providers (including credit reporting bodies and information service providers).
We keep personal information in physical and electronic records at our premises and the premises of our service providers, which may include storage on the cloud. We protect personal information against misuse or loss where this occurs.
We also keep records of our interactions with you (including by telephone, email and online), your transaction history and your enquiries or complaints.
We use personal information about you for the purpose for which it was provided to us, including to:
We may also use your personal information for related purposes, which would reasonably be expected without your permission. For example, we may occasionally use your personal information to inform you of investment opportunities or provide information about products and services that interest you. However, if you do not want to receive such communications, you can tell us by using the methods listed below.
While we may sometimes share personal information with companies we do business with (e.g. in product development, joint venture arrangements or distribution arrangements), we do not sell personal information for marketing purposes to other organisations or allow such companies to do this.
We may disclose personal information outside of Bacena Capital Pty Ltd:
It is unlikely that any parties to whom we disclose personal information operate outside Australia. However, where this occurs, we will take steps to protect personal information against misuse or loss.
We take reasonable steps to ensure that all information we hold is as accurate as possible. If you feel our information about you needs to be more accurate or complete, you can contact us anytime to ask for corrections.
We use security procedures and technology to protect the information we hold. Access to and use of personal information within Bacena Capital Pty Ltd seeks to prevent misuse or unlawful disclosure of the information, including internal policies, training, and staff monitoring.
If other organisations provide support services, we require them to safeguard the privacy of the information provided to them appropriately.
Where the personal information we collect is no longer required, we delete it or permanently de-identify it according to relevant laws.
You can contact us to request access to or correction of your personal information. In normal circumstances, we will give you full access or make the requested corrections to your information. However, there may be some legal or administrative reasons to deny these requests. If your request is denied, we will explain why (if we can). Where we decide not to make a requested correction to your personal information, and you disagree, you may ask us to note your requested correction with the information.
If you have any questions or complaints regarding privacy or information handling, please write to L2, Elkhorn Plaza West, 29 Elkhorn Avenue, Surfers Paradise, 4217, Australia, or enquiries@bacena.com.au or call us on 1300 000 009. Please mark communications to the attention of the Chief Executive Officer. We will respond to let you know who will be handling your matter and when you can expect a further response.
Suppose your concerns still need to be resolved to your satisfaction. In that case, you can lodge your complaint with the Financial Ombudsman Service (details below), an external dispute resolution service we are a member of.
Financial Ombudsman Service Limited:
Telephone: 1800 367 287
Email: privacy@fos.org.au
Facsimile: 03 9613 6399
Website: www.fos.org.au.
Policy updated: Saturday, December 21, 2024
At Bacina Capital, our corporate culture and values are the foundation of our success. These core principles guide our daily operations and drive our long-term development. We believe that these values set us apart and enable us to stand out in a competitive market. Our values include innovation, customer-centricity, excellence, collaboration, integrity, risk management, and social responsibility.
At Bacina Capital, our corporate culture and values are the foundation of our success. These core principles guide our daily operations and drive our long-term development. We believe that these values set us apart and enable us to stand out in a competitive market. Our values include innovation, customer-centricity, excellence, collaboration, integrity, risk management, and social responsibility.
By adhering to these values and cultural principles, Bacina Capital achieves success while creating greater value for its clients and society. Our corporate culture and values are not just guidelines for our daily operations; they are the solid foundation for our long-term success. Every day, we strive to become a better company, creating a brighter future for our clients, employees, and society.
We identify and manage various risks through multi-layered risk assessment models and risk warning systems. We emphasize a diversified investment strategy, balancing risk and return through cross-regional, multi-asset, and multi industry investments. We also regularly provide risk management training to employees, enhancing overall risk awareness and management capabilities. We believe that effective risk management is essential for sustainable growth.
We are acutely aware of our responsibilities to society. We actively invest in sustainable development projects, supporting environmental protection and social welfare. Through charitable donations, volunteer services, and educational support, we are dedicated to giving back to the community and promoting overall social progress. We believe that a company's success is measured not only by its financial performance but also by its contributions to society.
We are committed to the ongoing development of our employees, both personally and professionally. We provide access to a wide range of training programs, mentorship opportunities, and career advancement paths to help our team members reach their full potential. We believe that investing in our people is key to our long-term success. Every employee's growth is a shared achievement.
We value diversity and promote an inclusive work environment where everyone is treated with respect and dignity. We believe that a culture of mutual respect leads to a more engaged and motivated workforce, which ultimately drives better business outcomes. Here, every voice is heard, and every contribution is valued.