Third Party Agreement

BT Financial Group will collect information about you and your business to better service your needs when dealing with us. You will also have access to information we hold on your clients, in respect of their investments within the BT Financial Group.

Our privacy policy outlines how we collect, use and disclose information about you, your business and your clients.

In order to ensure compliance with the Privacy Act 1988, and before we supply information to you, you must agree to protect the privacy of this personal information.

Without obtaining your agreement, we run the risk of being in breach of our obligations under the Privacy Act 1988.

Information is provided on the basis of the acceptance of the following terms and conditions:

You agree that, in addition to any other standards of confidentiality or privacy agreed between us, you will:

1. only use the personal information we provide to you for the purpose of fulfilling your obligations to your clients and to us;
2. take reasonable steps to ensure that the personal information you receive from us is protected against misuse and loss, and from unauthorised access, modification or disclosure (including ensuring that, where your employees may have access to the information, access is restricted to authorised employees only who require access to the personal information in order to fulfill your obligations to us and your clients);
3. not disclose any personal information provided by us without our written authority (except to the individual to whom the personal information relates) and notify us immediately if you become aware that a disclosure of personal information may be required by law;
4. comply with the requirements of the Privacy Act 1988, in respect of the personal information we disclose to you;
5. notify us immediately if you become aware that you have or will breach any of these terms; and
6. not do anything with the personal information that will cause us to breach our obligations under the Privacy Act 1988.

By accessing this information you are deemed to have agreed to the above terms and conditions.

General advice and general education information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness.

Advance

Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. To comply with our obligations under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) Act 2006, Advance has introduced additional customer identification requirements for investors and licensed financial advisers. View our legal information.

BT

Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers. By accessing this website you agree to be bound by the terms and conditions of this website.