We respect your privacy and understand how important it is for you to know how we deal with your personal information.This summary of our Privacy Policy outlines what we collect, and how we use, disclose and store your personal information. To obtain a copy of our Privacy Policy refer to section 6.We are committed to compliance with the Privacy Act 1988 and Australian Privacy Principles.
Collection of personal information
We will collect personal information about you during your interaction with us, for example when you visit the InvestSense website, contact us by email or phone or when you interact with us during a webinar or other event. Additionally, we may collect personal information about you from data list providers when you have consented to them disclosing your information.
The information we collect depends on how you interact with us. For example:
• if you visit InvestSense’ website or related webpages, to browse, download or request information, our system will record data including the date and time of your activities, information viewed, downloaded or requested.
• if you interact with us in relation to a webinar, podcast, live event or similar, we will maintain record of your preferences and the information provided to us during this interaction.
• if you enter information on a InvestSense website on-line form, the information will only be recorded if you complete the submission process; that is, if you click on the “submit” button. If you do not submit the form, the information is not transmitted to our system. It is not our intention to collect ‘sensitive information’ (as defined in the Privacy Act 1988). In the event such information is collected, it will only be used or disclosed for a purpose connected to our business and permitted by law.
Cookies
We use cookies to track how you use InvestSense’ website and related webpages. A “cookie” is a small text file sent to your computer, tablet, mobile phone or other device to store certain information, such as user preferences, and can be retrieved by a system later. We use cookies to recognise you and your preferences, and to help provide a more useful and personalised experience.Cookies are also used as part of the security mechanism for InvestSense website, and related pages’ secure area.
Use and disclosure of informationWe will only use or disclose information collected about you for:
• the purpose made clear to you
• a purpose required, authorised or permitted by, or under any law (such as the Anti-Money Laundering and Counter Terrorism Financing Act 2006), or a purpose otherwise authorised by you
• a purpose you would reasonably expect.
The use and disclosure of your personal information will only ever relate to:
• delivering the best possible service and relevant information to you
• legal and regulatory requirements
• our product and service offerings.
In connection with the above, your personal information may be used for these purposes (without limitation):
• monitoring and evaluating our products and services
• statistical, risk management and research purposes
• assisting with investment-related queries
• marketing and client communication purposes
• to complete regulatory related verification requirements, including as it relates to the Anti-Money Laundering and Counter Terrorism Financing Act 2006
• taking measures to detect and prevent fraud, identity theft or other illegal activities.
We may also provide you with further information and marketing material relating to the products and services provided by us, unless you specifically request otherwise.We may provide your personal information to our service providers, associates, agents and contractors. Disclosure of this nature will be strictly associated with the usage of your personal information as outlined in our Privacy Policy (and as summarised above).
We may monitor and record interactions for training, account management and security purposes.
We and our service providers are based in Australia. However, we may disclose your personal information to a recipient located outside of Australia. This will apply where our respective service provider either has an international presence or otherwise stores relevant information overseas.
Security
We take all reasonable steps to protect the information we hold about you.We maintain strict security standards and procedures with a view to preventing unauthorised access to your data, including the use of data encryption, firewalls and server authentication.
If we no longer need your information, we will take reasonable steps to securely destroy it, or otherwise ensure that you cannot be identified by it.
Access and updating your informationIf at any time you wish to know what information we hold about you, request that we correct or delete information we hold about you or want to opt out of receiving marketing material, please contact our client services via:
Telephone: +1300 487 577 (within Australia) +61 2 9290 6888 (outside Australia) or
Email: info@investsense.com.au
Post: Level 47, 180 George Street, Sydney NSW 2000.
Privacy Policy
To obtain a copy of our Privacy Policy at no charge, contact us on 1300 487 577 (within Australia), +61 2 9290 6888 (outside Australia) or info@betashares.com.au
Complaints
If you believe your personal information has been inappropriately handled or used by us, please lodge a complaint via complaints@betashares.com.au or contact client services on +1300 487 577 (within Australia) +61 2 9290 6888 (outside Australia).A copy of our Complaints Handling Policy is available upon request at no charge.If we are unable to resolve the complaint, or it has not been satisfactorily addressed, you may lodge the complaint with the Office of the Australian Information Commissioner (OAIC):
Office of the Australian Information Commissioner
GPO Box 5218
Sydney NSW 2001
Phone 1300 363 992
Relevant details on OAIC’s complaints handling process is available here: https://www.oaic.gov.au/privacy/privacy-complaints/
Review
We will update our Privacy Policy (and this summary) from time to time. You should review this information periodically for any revisions.The Privacy Policy was last updated in September 2025.
