How we collect, hold, and use your information

This Privacy Policy explains, in general terms, how the Private Wealth Intelligence Unit (PWIU), a product of CoreData Private (part of CoreData Pty Limited), collects, holds, uses, and discloses your personal information, under the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). We may amend this policy as our business requirements or the law change, and any updates will be posted on this page.

1. Information we collect

The types of personal information we collect depend on our relationship with you, the circumstances of collection, and the services you request. This may include:

• Identifying information such as your name, job title, and organisation
• Contact information such as your email address, phone number, and business address
• Professional information relevant to your use of our research, including wealth cohort, firm type, and areas of interest
• Responses, preferences, and feedback provided in the course of our research activities
• If you visit our website, non-personal technical information such as IP address, browser type, device information, and general geolocation, collected using cookies and similar technologies

Where non-personal information is collected, the Australian Privacy Principles do not apply.

2. How we collect information

We collect personal information directly from you when you request access to our research, subscribe to a service tier, register to receive our publications, participate in our research panels (including The Circle), or contact us in any way. We may also receive personal information from third parties such as our clients, research partners, and business contacts. Where we collect information about you from a third party, we will inform you as soon as practicable.

We may collect information through our website using cookies and pixel tags. You may adjust your browser settings to accept or reject cookies.

3. How we use and disclose information

We use personal information for the purpose for which it was collected, or for closely related secondary purposes that you would reasonably expect. This may include:

• Providing you with access to our research, reports, and subscription services
• Verifying your identity and managing your account or subscription
• Communicating with you about your relationship with us, our services, and relevant events or publications
• Inviting you to participate in research activities, surveys, or panels
• Conducting research for our clients in accordance with strict confidentiality standards
• Improving our services and developing new ones

We will not sell your personal information to unrelated third parties under any circumstances. We may disclose your information to our suppliers, professional advisers, and service providers where necessary for the provision of our services, or as required or permitted by law. Any third party who receives personal information from us must agree to safeguard it in line with Australian Privacy Principles.

4. The Circle: research confidentiality

Members of The Circle, our proprietary community of HNW and UHNW individuals, participate in our research under conditions of strict confidentiality. We adhere to the Australian Market and Social Research Society (AMSRS) Code of Professional Behaviour, which requires:

• Respondent anonymity, unless the respondent has given explicit, informed consent for their identity to be shared
• Removal of identifying details from research records as soon as they are no longer necessary for the research purpose
• Secure and separate storage of identifying information
• Access to identifying information restricted to authorised research personnel for specific research purposes only

Research data, findings, and briefs remain the property of the client who commissioned them and will not be disclosed to third parties without prior, explicit arrangement.

5. How we store and secure information

We take reasonable precautions to protect your personal information from unauthorised access, misuse, loss, or disclosure. This includes appropriately securing our physical facilities and electronic networks. We hold information in a combination of hard copy and secure electronic files, including on secure on-site servers with maintained firewall protection, and on secure off-site backup servers. Server security is managed by a dedicated IT provider that adheres to AMSRS standards for data storage and security.

The security of online transactions and communications sent electronically or by post cannot be guaranteed. Any information you provide to us via the internet or by post is provided at your own risk. We are not responsible for the privacy or security practices of any third party.

If you suspect any misuse of, loss of, or unauthorised access to your personal information held by us, please contact us immediately.

6. Cross-border disclosure

We will not disclose your personal information to an entity outside of Australia in a jurisdiction that does not have a similar privacy regime, unless that entity has agreed in writing to safeguard your personal information to the same standard. We may use third-party service providers located in the United States of America (such as email and data storage platforms) to communicate with you and to store your contact details.

7. Accessing and correcting your information

You have the right to access the personal information we hold about you and to request corrections to any information that is inaccurate, out of date, or incomplete. To make such a request, please contact us using the details below.

8. Complaints

If you have a complaint about how we have handled your personal information, please write to us using the contact details below. We will endeavour to resolve any concerns directly and promptly. If we become aware of any unauthorised access to your personal information, we will inform you at the earliest practical opportunity.

9. Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page. We encourage you to review this policy periodically. We may also issue specific privacy collection notices from time to time relating to particular products or services.

10. Contacting us

For any questions about this Privacy Policy, or to exercise any of your rights under it, please contact us:

CoreData Private is a trading name of CoreData Pty Limited. The Private Wealth Intelligence Unit (PWIU) is a product of CoreData Private.