Legal

Privacy Policy

Last updated: 31 August 2025

Who we are

This Privacy Policy explains how we handle personal information at Banyantree Investment Group Pty Ltd (ABN 97 611 390 615), holder of AFSL 486279 (“Banyantree”, “we”, “us”, “our”). It covers our website, client portal, publications and any other services that link to this Policy.

We aim to use plain language, collect only what we need, and keep a clear record of how we use and protect it.

What this policy covers

We handle personal information in Australia under the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). If you are in the EEA or UK, see “If you are in the EEA/UK” below for additional details.

The information we collect

The personal information we collect depends on how you interact with us, for example:

  • Contact and business details (name, work email, phone number, organisation, role).

  • Engagement details (your enquiry, coverage interests, mandate preferences, meeting notes, correspondence).

  • Portal access details (usernames, access permissions, activity logs, support requests).

  • Marketing preferences (opt-in choices, unsubscribe requests).

  • Website and device data (pages viewed, referrers, approximate location, browser type, cookies) to keep the site secure and improve what we publish.

We generally collect personal information directly from you. We may also receive it from your colleagues, your adviser or AFSL, platform providers (for operational setup), or publicly available sources where appropriate for due diligence.

We do not deliberately collect sensitive information unless it is necessary and you provide it.

Why we collect it

We collect, use and disclose personal information to:

  • respond to enquiries, provide our publications and run the client portal

  • manage mandates and deliver reporting to an agreed cadence

  • send practitioner updates where you have opted in

  • operate, secure and improve our website and systems

  • meet legal, regulatory and compliance obligations, including under our AFSL

  • handle incidents, complaints and requests for access or correction.

If we cannot collect the information we need, we may be unable to respond fully or provide access to certain materials or services.

Cookies and analytics

We use cookies and similar technologies so the site works as expected, stays secure and remains useful. Cookies help with things like keeping you signed in to the portal, remembering preferences and measuring what content is read.

You can control cookies through your browser settings. Blocking some cookies may affect site features. If we use third-party analytics or email tools, we configure them to respect privacy settings where possible.

Direct communications

If you opt in to receive updates, we’ll send occasional practitioner notes. You can unsubscribe at any time using the link in the email or by contacting us. We won’t add you to a list without consent.

How we store and protect information

We use reasonable administrative, technical and organisational measures to protect personal information against unauthorised access, alteration or loss. Access to the client portal is permissioned; activity may be logged for security and audit. We retain information only for as long as needed for the purpose we collected it, and as required by law, regulation and record-keeping standards.

No method of storage or transmission is perfectly secure. If a notifiable data breach occurs that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC)in line with the Notifiable Data Breaches scheme.

Disclosure to service providers and others

We use trusted service providers to help operate our website, portal, email and document systems. Where they need access to personal information, we require appropriate privacy and security commitments and only provide what’s necessary.

We may disclose information to:

  • your adviser, AFSL, platform or custodian where required to deliver services you’ve requested

  • professional advisers, auditors and regulators (including ASIC) where appropriate or required by law

  • service providers who host, support or process data for us.

Overseas disclosure. Some providers may store or process information outside Australia (for example, in the United States, the European Union or the United Kingdom). Where we do this, we take reasonable steps to ensure those providers handle your information in a way that is consistent with the APPs.

We do not sell your personal information.

Access and correction

You can ask us for access to, or correction of, the personal information we hold about you. We’ll respond within a reasonable time. If we cannot provide access, we’ll explain why. To make a request, see How to contact us below.

Complaints about privacy

If you have a privacy concern, please contact us first. We’ll confirm receipt and aim to resolve it promptly. If you’re not satisfied, you can contact the Office of the Australian Information Commissioner (OAIC):

  • Website: oaic.gov.au

  • Phone: 1300 363 992

  • Mail: GPO Box 5288, Sydney NSW 2001

(For general complaints about our financial services—timeframes, IDR/AFCA—see our Complaints & Dispute Resolution (IDR) Policy linked below.)

If you are in the EEA/UK

Where EU/UK data protection laws apply, Banyantree acts as a controller for personal data we collect directly. Our legal bases for processing may include legitimate interests (e.g., to respond to enquiries and secure our services), contract (to provide requested services) and consent (for optional updates). You may have rights to access, rectify, erase, restrict or object to processing, and to data portability. You also have the right to withdraw consent at any time and to complain to your local supervisory authority. To exercise these rights, contact us using the details below.

(If you regularly target or monitor individuals in the EEA/UK, you may need to appoint an EU/UK representative—include those details here if applicable.)

Third-party sites and content

Our site may link to third-party sites or include third-party content. We don’t control those sites and their privacy practices may differ. Check their policies before you share any personal information.

Children

Our services are designed for professional users. We do not knowingly collect personal information from children.

Changes to this policy

We may update this Policy from time to time. The updated Policy applies from the “Last updated” date at the top. Significant changes will be highlighted on this page. Your continued use of our site or services after we publish changes means you accept the updated Policy.

How to contact us

Banyantree Investment Group Pty Ltd
ABN 97 611 390 615 · AFSL 486279
Sydney, Australia

Phone: +61 2 9696 8163
Email: privacy@banyantreeinvestmentgroup.com
(For general enquiries: info@banyantreeinvestmentgroup.com)