Privacy Terms for Financial Advisors

Effective Date: 23/02/2025

1. Introduction

This Privacy Policy outlines the obligations and responsibilities of financial advisors who receive lead details through our platform. By using our lead generation service, you agree to adhere to these privacy terms to ensure the protection and ethical handling of customer information.

2. Handling of Lead Information

Financial advisors must handle all lead details with the highest level of care and confidentiality. Lead information provided through our platform should be used solely for the purpose of engaging with the prospective client regarding financial advisory services.

3. Data Retention and Deletion

If a lead does not become a client of your financial advisory services, you are required to securely delete all personal details associated with that lead within seven (7) days from the date of the final interaction. Any backup copies or records containing lead information should also be removed within this timeframe.

4. Prohibition on Marketing Communications

Financial advisors are strictly prohibited from using the contact details of any lead received from our platform to send marketing materials, newsletters, promotional offers, or any other unsolicited communications unless explicit consent has been obtained from the lead.

5. Restriction on Third-Party Sharing

Advisors are not permitted to share, sell, distribute, or disclose any lead information to third parties, including affiliated businesses, marketing agencies, or any other entities. Lead details must remain strictly confidential and used only for the purpose of providing financial advice.

6. Compliance with Privacy Laws

Financial advisors must ensure compliance with all applicable privacy and data protection laws, including but not limited to the Australian Privacy Act 1988 (Cth) and the General Data Protection Regulation (GDPR), where applicable.

7. Breach of Terms

Failure to comply with these privacy terms may result in termination of access to our platform, legal action, and potential reporting to relevant regulatory authorities.

8. Updates to Privacy Terms

We reserve the right to modify or update these privacy terms as necessary. Any changes will be communicated to financial advisors through our platform or via email.

For any questions or concerns regarding these privacy terms, please contact us at Contact Us.

By using our lead generation platform, you acknowledge and agree to abide by these Privacy Terms.