CLIENT DATA COLLECTION FORM

Privacy Statement

This strictly confidential between you and Victoria Wealth Management Pty Ltd.
As part of the financial planning process, we need to collect information about you. We keep your personal information confidential, and only use it in accordance with AMP’s Privacy Policy. Some of the ways we may use this information are set out below:

• Financial Planning may have access to this information when conducting normal activities associated with your financial planner;
• Your planner and AMP Financial Planning will continue to take reasonable steps to protect your information from misuse, loss, and unauthorised access or disclosure;
• You can request access to your stored information;
• Your planner may, in the future, disclose information to financial planners, brokers and those who are authorised by AMP to review customers' needs and circumstances from time to time;
• Your information may be disclosed to third parties with whom your planner has a close working relationship with for the purposes of providing or offering their services unless you withdraw your consent in writing; and Your information may be disclosed to anyone authorised by you.

KEY DETAILS

PERSONAL DETAILS

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CONTACT DETAILS

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EMPLOYMENT DETAILS

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DEPENDANTS

Objectives

Other Objectives

Your privacy is important to AMP and to us. You may request access at any time to your personal information held by AMP by calling 1300 157 173 or by contacting this practice as set out below. Information provided will be subject to AMP's Privacy Policy. See the AMP Privacy Policy