PRIVACY POLICY

The following statement explains the policy of Courtley Roy Pty Ltd (ACN 159 661 846) (Courtley Roy) relating to the collection, storage and use of personal information.

The purpose of this policy is to assure anyone who does business with Courtley Roy that Courtley Roy will comply with both the letter and spirit of the Privacy Act 1988.

Compliance with Privacy Legislation

Courtley Roy complies with the National Privacy Principles contained in the Privacy Act 1988.

Collection of Personal Information

Personal information is defined as information or an opinion that can identify a person. The type of personal information that Courtley Roy collects from its customers will depend upon what dealings customers may have with Courtley Roy.

The type of information we may collect and hold includes information about:

• Investors in our investment vehicles (for example, when establishing accounts and to meet any legislative requirements such Anti Money Laundering), including, without limitation, names, addresses, contact details, bank account details and tax file numbers, etc.
• Tenants (for example, when entering into a lease with Courtley Roy)
• Suppliers and purchasers (for example, when establishing records and systems to enable payment for
• goods)
• Employees (for example, for the purposes of employment)
• Contractors (for example, when establishing records and systems to enable payment for services), and
• Joint venture partners and other people who provide or who we provide goods and services to and who we have contractual relationships with.

Use and Disclosure of Personal Information

Courtley Roy’s policy is only to use or disclose personal information for the purpose which was either specified or reasonably apparent at the time when the information was collected. Courtley Roy may also use or disclose the information collected for any other related purpose for which an investor or customer would reasonably expect it to be used. If Courtley Roy wishes to use or disclose the personal information in other circumstances it would obtain the persons consent to do so.

Security of Personal Information

Courtley Roy will take reasonable steps to protect personal information that it collects and reasonable steps to ensure that the information is accurate and up-to-date. Investor information is held on secure servers or in storage located in controlled environments. Courtley Roy employees are required to maintain the confidentiality of any personal information held.

Sharing Information with Other Organisations

Courtley Roy does not sell personal information to companies. The circumstances in which external organisations may be given access to Courtley Roy investors’ personal information include, but are not limited to:

• Investors in our investment vehicles (for example, when establishing accounts and to meet any legislative requirements such Anti Money Laundering) including, without limitation, names, addresses, contact details, bank account details and tax file numbers, etc.
• to the Australian Securities and Investments Commission, AUSTRAC and to other government agencies as agreed to or required by law
• when Courtley Roy’s contractors and service providers are assisting Courtley Roy in the operation of its business or to provide a service (for example, a company which helps maintain Courtley Roy’s computer systems or sends out Courtley Roy’s mail)
• to third party lenders and our insurers
• to anyone authorised by a provider of personal information, and
• if Courtley Roy is required to provide the information by court proceedings.

Marketing

Courtley Roy may send advertising mail to its investors where the advertising mail is related to the purpose for which the information was collected. If the investor no longer wishes to receive promotional information from Courtley Roy, the investor should advise the Courtley Roy Privacy Officer. Normally Courtley Roy’s records would be amended within 30 days.

Access to Personal Information

Investors are welcome to request details regarding what personal information Courtley Roy may hold about them. To obtain the information, please contact the Courtley Roy Privacy Officer. Courtley Roy will require personal identification.

Changing Information

If an investor wishes to update personal information that may be inaccurate or out-of-date, they may write to the Courtley Roy Privacy Officer.

Changes in the Future

Courtley Roy reserves the right to change this Privacy Policy at any time. Courtley Roy will notify any changes by posting an updated version of the policy on the Courtley Roy website at www.courtleyroy.com

Additional Information on Privacy

For further information about privacy issues and the protection of privacy, visit the Australian Federal Privacy Commissioner’s website at www.privacy.gov.au

You can contact the Courtley Roy Privacy Officer as follows:

Courtley Roy Pty Ltd

Suite 1, 84-94 Mullens Street
Balmain NSW 2041

Cookies

A cookie is a small data file that may be placed on the computer of a web user (usually in the browser software folder) the first time a computer visits a web site which operates cookies. Cookies are necessary to facilitate on-line transactions and ensure security. If customers do not wish to receive any cookies, they should set their browser to refuse cookies. Courtley Roy does not use cookies to keep personal profiles of its customers’ use of the Courtley Roy website at www.courtleyroy.com 

Disclaimer

This website has been created by Courtley Roy Pty Ltd AFS Licence 426687. It may not be reproduced, in whole or in part, nor may it be divulged or disclosed to any third party without the prior consent in writing of Courtley Roy unless required by law.

All information and statistics on this website are current as at the date of publishing unless otherwise specified. It contains selected summary information and does not purport to be all-inclusive, comprehensive or to contain all of the information that may be relevant, or which a prospective investor may require in evaluations for a possible investment. By visiting this website you acknowledge that circumstances may change and that this website may become outdated as a result. This website and the information in it are subject to change without notice and Courtley Roy is not obliged to update this website.

This website is provided for general information purposes only. It is not a product disclosure statement, pathfinder document or any other disclosure document for the purposes of the Corporations Act 2001 (Cth) and has not been, and is not required to be, lodged with the Australian Securities & Investments Commission. Nothing in this presentation constitutes investment, legal, tax, accounting or other advice.

The information contained on this website does not constitute financial product advice nor any recommendation. Before making an investment decision, the recipient should consider its own financial situation, objectives and needs, and conduct its own independent investigation and assessment of the contents of this website, including obtaining investment, legal, tax, accounting and such other advice as it considers necessary or appropriate. This website has been prepared without taking account of any person’s individual investment objectives, financial situation or particular needs. It is not an invitation or offer to buy or sell, or a solicitation to invest in or refrain from investing in, securities or any other investment product.

To the maximum extent permitted by law, Courtley Roy, its related bodies corporate and their directors, officers, employees, agents, representatives and advisers (Relevant Parties) make no representation or warranty, express or implied, as to the accuracy, completeness, timeliness or reliability of the contents of this website. To the maximum extent permitted by law, Courtley Roy and the Relevant Parties do not accept any liability (including, without limitation, any liability arising from fault or negligence) for any loss whatsoever arising from the use of this website or its contents or otherwise arising in connection with it.

This website may contain forward-looking statements, guidance, forecasts, estimates, prospects, projections or statements in relation to future matters (‘Forward Statements’). Forward Statements can generally be identified by the use of forward looking words such as “anticipate”, “estimates”, “will”, “should”, “could”, “may”, “expects”, “plans”, “forecast”, “target” or similar expressions. Forward Statements including indications, guidance or outlook on future revenues, distributions or financial position and performance or return or growth in underlying investments are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. No independent third party has reviewed the reasonableness of any such statements or assumptions.

No member of Courtley Roy represents or warrants that such Forward Statements will be achieved or will prove to be correct or gives any warranty, express or implied, as to the accuracy, completeness, likelihood of achievement or reasonableness of any Forward Statement contained on this website. Except as required by law or regulation, Courtley Roy assumes no obligation to release updates or revisions to Forward Statements to reflect any changes. All dollar values are in Australian dollars ($ or A$) unless stated otherwise.