Privacy Policy & Disclaimers

1.  Introduction

  1. At Frame Funds Management Pty Ltd (“Frame Funds”) your privacy is important to us.This privacy policy explains how we collect, hold, use, disclose and protect personal information.
    1. Collection, use and disclosure of personal information

    When you invest in a financial product that is offered by Frame Funds, personal information about you is collected and used to establish, administer and manage your investments. Frame Funds uses this personal information to maintain a record of your investment details and to communicate with you.

    Frame Funds may disclose your personal information to:
    –          organisations involved in providing investment administration, custody or others services;
    –          any joint holder of an investment; and
    –          parties to whom individuals have consented to the disclosure, which may include a licensed financial adviser or dealer group or a service provider.

    Frame Funds also uses your personal information to comply with Anti-Money Laundering / Counter Terrorism Financing laws, Australian taxation laws and all other applicable laws; and discloses personal information to various law enforcement agencies, regulatory authorities and governments around the world, including the Australian Taxation Office and the Australian Transaction Reports and Analysis Centre.

    Frame Funds may also be required to ask about your tax residency status under taxation information sharing agreements between the Australian and other countries. Specifically, under the Foreign Account Tax Compliance Act (a tax treaty between Australian and the United States), Frame Funds is required to collect additional personal information about US citizens and/or US tax residents who invest in Frame Funds’ financial products.

    Personal information may also be used for secondary purposes such as for the provision of promotional and marketing material. Individuals can notify Frame Funds at any time if they do not wish to receive such materials or information. Where Frame Funds collects your personal information for a specific purpose not contemplated in this Privacy Policy, Frame Funds will provide you with a collection notice which explains the primary purpose and any related secondary purposes for which your personal information is being collected.

    We do not actively seek to collect sensitive information (for example health information or information about any criminal record), unless it is necessary for our business purposes. If we do have to collect sensitive information, we will only collect, use and disclose it in accordance with privacy laws.

    1. Accessing and correcting personal information

    If you require access to, or wish to update your personal information, please contact our

    Privacy Officer:

    Attention: Privacy Officer
    Frame Funds Management Pty Ltd

  2. Suite 25, Level 6, 58 Pitt St
    Sydney, New South Wales, 2000

    Ph: +61 2 8668 4877

    Email: admin@framefunds.com.au

    If you believe that the personal information we hold is inaccurate, incomplete or out-of-date, you should contact us to correct this information.

    We will endeavour to promptly update any personal information that is inaccurate, incomplete or out-of-date. If we do not agree that the personal information is inaccurate, incomplete or out-of-date, we will notify you in writing of our reasons to refuse any corrections. We will also notify you of what you can do if you are not satisfied with our response.

    1. Protection of personal information

    We take all reasonable steps to protect your personal information from misuse, loss, unauthorised access, interference, modification or disclosure.

    We have physical, electronic and procedural safeguards to protect your information which is held by us. For example, your personal information is stored in secured office premises, in electronic databases requiring logins and passwords for access and/or at one of our secured warehouses. Access to information stored electronically is restricted to staff whose job purpose requires access. We require all staff to maintain the confidentiality of customer information.

    We use secure methods to destroy or de-identify any personal information as soon as the law permits, provided the information is no longer needed by us for any purpose. Ordinarily, for information about a particular account, we destroy the information seven years from the date you close the account.

    1. Complaints

    If you have any questions, concerns or complaints about this privacy policy or our practices relating to the handling of personal information please contact our Privacy Officer:

    Attention: Privacy Officer
    Frame Funds Management Pty Ltd
    Suite 25, Level 6, 58 Pitt St
    Sydney NSW 2000

    Ph: + 61 2 8668 4877

    Email: admin@framefunds.com.au

    We will try to answer any questions you may have, correct any error on our part or resolve any complaint that you may have about our information handling practices. If we do not resolve a complaint to your satisfaction, you may refer the matter to the Australian Information (Privacy) Commissioner (see www.oaic.gov.au).

 

This website is operated by and on behalf of Frame Funds Management Pty Ltd (“Frame Funds”) ABN 51 608 862 442, is a Corporate Authorised Representative (CAR: 1239068) of AFSL No. 224 107. Your access to this website is subject to these terms and conditions and by using this website you agree to be subject to the terms and conditions.

This website and the products and services described may be amended at any time without notice. We will give you notice of these changes by publishing revised Terms and Conditions on this website. We will not separately notify you of any such changes.

Frame Funds is licensed to provide advice to wholesale & retail clients, however the Frame Futures Fund ABN: 29 676 502 781 is only able to be offered to wholesale clients (as defined under s761G of the Corporations Act 2001(Australia)).

This website is not designed for the purpose of providing personal financial or investment advice.

Information provided does not take into account your particular investment objectives, financial situation or investment needs. You should assess whether the information on this website is appropriate to your particular investment objectives, financial situation and investment needs.

You should do this before making an investment decision on the basis of the information on this website. You can either make this assessment yourself or seek the assistance of any adviser.

An investment may achieve a lower than expected returns and investors risk losing some or all of their principal investment.  Past performance is no indication of future performance and actual returns will be dependent on the collective performance of investments in financial assets made by the fund over the term of your investment.

This website does not constitute an offer to sell or a solicitation of an offer to buy any product or service in any jurisdiction (i) in which such offer or solicitation is not authorised, or (ii) in which the person making the offer is not qualified to do so, or (iii) to whom it is unlawful to make such offer or solicitation.

Frame Funds makes no representation or warranty as to whether the content of this site is accurate, complete or up to date. To the maximum extent permitted by law, Frame Funds will not be liable in any way for any loss or damage suffered by you through use or access to this website, or Frame Funds failure to provide this website. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this website or any part of it, or for any problems with this website, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this website or any part of it to you, or to paying for the resupply of this website or any part of it to you.

Any projections contained in this website are estimates only and may not be realised in the future.

The value of any investments can go down as well as up, and the investor may not get back the full amount invested. Past performance is not an indication of future returns.

Except where necessary for viewing the information on this website on your browser, no part of this material on this website may be reproduced in any manner, and no further dissemination of it is permitted without the express written permission of Frame Funds.

This website contains links to other websites. Frame Funds is not responsible for the content of linked websites. The inclusion of these links does not in any way imply any form of endorsement by Frame Funds of the products or services provided by linked persons or organisations.

Please contact us if you have any questions regarding these terms and conditions.