Quanta Investment Funds (referred to in this document as ‘we’, ‘us’ or ‘our’) recognise that your privacy is very important and we are committed to protecting the personal information we collect from you.  The Privacy Act 1988 (Cth) (Privacy Act), Australian Privacy Principles (outlined in Schedule 1 of the Privacy Act) and privacy codes registered pursuant to section 26U of the Privacy Act govern the way in which we must manage your personal information. This Privacy Policy sets out how we may collect, hold, use, disclose and otherwise manage personal information about you including personal information collected through our website.

We may update this privacy policy from time to time by publishing the updated policy on our website. We encourage you to check our website regularly to ensure you are aware of our current privacy policy.

Key Terms

In this privacy policy:

  • ‘identification information’ is a subset of personal information and means information used to verify an individual’s identity, including without limitation an individual’s name, date of birth, address and any information that is contained on a document issued by on behalf of the Commonwealth or a State or Territory that can be used to assist in proving an individual’s identity.
  • ‘personal information’' is information or an opinion about an identified individual, or an individual who is reasonably identifiable, regardless of whether the information or opinion is true or not, and whether the information is recorded in a material form or not.
  • ‘sensitive information’ is a subset of personal information and includes information or an opinion about an individual’s racial or ethnic origin, political opinions, religious or philosophical beliefs or affiliations, membership of a political, professional or trade association or trade union, sexual orientation or practices, criminal record, health or genetic information, biometric templates, and biometric information used for verification or identification.
  • “Quanta Investment Funds” means Quanta Admin Services Pty Ltd ACN 668 460 544, Quanta Investment Funds Pty Ltd ACN 657 780 928 and Quanta Holding Co Ltd ACN 601 712 707 (and, from time to time, each of its Authorised Representatives (as defined in section 9 of the Corporations Act 2001 (Cth)).

Collection

Types of information collected

We may collect and hold your personal information.  The kinds of information we typically collect includes:

  • name, address, date of birth, phone number, facsimile number, email address;
  • identification information, including government related identifiers (including, but not limited to, passport number, drivers’ licence number, Medicare number and tax file number), copies of identity documents (if provided) and photographs;
  • financial information (such as bank account details, income sources, debt, personal expenses, investments / unit holdings and transactions);
  • any information provided to us in communications;
  • usage and technical information collected by us when you use our websites, social media channels, or portals (such as when you visited and what you visited) or interact with our marketing or online documentation; and
  • any other information relevant to providing you with the services you, or someone else you know, is seeking.

Sensitive information

Except as otherwise permitted by law, we will only collect sensitive information about you if you consent to the collection of the information and if it is reasonably necessary for the performance of our functions and activities (such as where your nationality or place of birth is specified on an identity document provided for identity verification purposes).  We may also collect sensitive information when you complete our online application process, for the purpose of complying with our obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) and other relevant legislation.  Consent may be implied by the circumstances existing at the time of collection.  There may be circumstances where we are permitted to collect sensitive information without your consent, such as where we are required or authorised by law, or another exception under the Privacy Act applies.

Method of collection

Personal information will generally be collected directly from you through the use of any of our standard forms, over the internet, via email, through a telephone conversation with you, or in person.

There may, however, be some instances where personal information about you will be collected indirectly through third parties because it is unreasonable or impractical to collect personal information directly from you.  For example, we may collect personal information about you from third parties acting on your behalf (including, for instance, financial advisors).

We will usually notify you about these instances in advance, or where that is not possible, as soon as reasonably practicable after the information has been collected.

Purpose of collection

The personal information that we collect, hold, use or disclose about you depends on your interaction with us.  Generally, we collect, use, hold or disclose your personal information for the purposes of:

  • providing services to you or someone else you know;
  • monitoring, auditing and evaluating our services;
  • providing you with marketing information (including newsletters and emails) about other services that we, our related entities and other organisations that we have affiliations with, offer, that may be of interest to you;
  • facilitating our business operations, including verifying your identity and undertaking risk management processes;
  • providing you with the opportunity to attend our seminars and events;
  • ensuring the safety and security of our staff, workplaces and systems, and detecting, preventing, investigating and responding to suspicious, unlawful, malicious or dishonest activities;
  • complying with or enforcing any legal, regulatory, statutory, contractual or professional requirements, industry best practice, and taking appropriate action (including complying with court orders and responding to compliance audits);
  • communicating with you in connection with your enquiries, requests or feedback;
  • analysing our services and customer needs with a view to improving those services; and/or
  • dealing with any complaints or enquiries.

With your consent, we may also send you marketing information via electronic means (including email and text messages) about other services and investment opportunities that we offer that may be of interest to you.

If you no longer wish to receive our marketing emails or text messages, you may unsubscribe or opt out at any time by using the unsubscribe link in our marketing communication or by contacting Quanta using the details in the Contact us section.  When you opt-out of receiving marketing communications, we will cease sending direct marketing communications to you.  However, you may still see general advertising in the market and we will still contact you about important things, such as changes to our policies and information about the Affected Person’s investments.

Failure to provide information

If we cannot collect personal information from you, or if the personal information you provide to us is incomplete or inaccurate, we may be unable to provide you, or someone else you know, with the services you, or they, are seeking.

Internet users

If you access our website, we may collect additional personal information and technical and usage data about you in the form of your IP address, domain name, device details, form inputs (which may include your name, address, email address or phone number), network information and geolocation data and other activity data such as pages visited, content viewed, session duration.

Our website uses cookies and tracking pixels.  Cookies and tracking pixels do not identify you personally, but they may link back to a database record about you.  The main purpose of cookies is to identify users and to prepare customised web pages for them.  We use cookies to monitor usage of our website and to create a personal record of when you visit our website and what pages you view so that we may serve you more effectively.  The main purpose of pixels is to analyse website traffic and target advertising.  We use pixels to analyse our website traffic and provide targeted advertising to you across different platforms.

Our website may contain links to other websites. We are not responsible for the privacy practices of linked websites and linked websites are not subject to our privacy policies and procedures.

Use and disclosure

We may disclose personal information about you to third parties for the purposes outlined above.  These third parties may include:

  • our related entities to facilitate our and their internal business processes;
  • external third-party service providers engaged by us who assist us in operating our business (including IT service providers who assist in managing our servers and networks, providers of identity verification platforms and services, and our auditors and professional advisors);
  • other financial institutions for the purposes of providing our services;
  • third parties acting on your behalf, including legal or financial advisers, and any other person you authorise us to share personal information with;
  • government departments and agencies, regulatory authorities, law enforcement, licensing bodies or any other person as required or authorised by law; and
  • related entities and other organisations with whom we have affiliations so that those organisations may provide you with information about services and various promotions.

In some circumstances, the law may permit or require us to use or disclose personal information for other purposes (for instance, where you would reasonably expect us to and the purpose is related to the purpose of collection).

Where personal information about you is disclosed to an external third-party service provider, we take reasonable steps to ensure that the external third-party service provider treats personal information about you in accordance with the Privacy Act.

Overseas disclosure

From time to time, we may disclose your personal information to service providers who store data in overseas locations, including in North America (including the US, Canada and Mexico), South America (including Brazil), Europe (including the UK, Germany, France, Spain, Ireland, and Nordic countries), Asia Pacific (including Japan, China, India, and Southeast Asia), the Middle East (including the UAE, Qatar and Israel), and Africa (including South Africa).

Access and correction

You may request access to personal information we hold about you, by making a written request using the details set out in the Contact us section below.  We will respond to your request within a reasonable period.  We may charge you a reasonable fee for processing your request (but not for making a request for access).

We may refuse a request for access to personal information in circumstances prescribed by the Privacy Act.  If we refuse to give you access, we will provide you with a written notice that sets out the reasons for our refusal (unless it would be unreasonable to provide those reasons).

If upon receiving access to your personal information, or at any other time, you believe the personal information we hold about you is inaccurate, incomplete or out of date, please let us know immediately.  We will take reasonable steps to correct the information so that it is accurate, complete and up to date, as soon as reasonably practicable.

If we refuse to correct your personal information, we will provide you with a written notice that sets out the reasons for our refusal (unless it would be unreasonable to provide those reasons).

If you disagree with our decision to decline your access or correction request, you can let us know using the complaint process outlined in this privacy policy.

Retention

We determine how long to retain different types of personal information based on what is necessary for our business operations, taking into account our legal obligations and statutory retention periods.  We will retain and delete your personal information in accordance with our policies and procedures, and applicable laws.

Security

We are committed to keeping secure the information we collect from you.  We store your personal information about you in different ways, including in paper and in electronic form.  We take reasonable steps, including implementing technical and organisational measures to ensure that your personal information is stored safely to protect it from loss, misuse, unauthorised access, alteration or disclosure.  This includes electronic and physical security measures.

Document Verification Service

We may use the Australian Government’s document verification service (DVS) to match your identification information with records held by the official record holder as part of our identity verification process.

We access and use the DVS, disclose your identification information to government bodies and database owners in information match requests and receive information match results, through an approved third party DVS gateway service provider.

The Privacy Act, the Identity Verification Services Act 2023 (Cth) and the DVS User Terms and Conditions govern the way in which we may collect, use, hold and disclose your identification information.

What happens if you do not consent

If we cannot collect identification information from you, or you do not consent to the use of identity verification via the DVS, we may be unable to provide you, or someone else you know, with the services you, or they, are seeking. If you do not consent to your identity being verified using the DVS, please contact us to discuss.

Your rights

You may request access to, and correction of, your identification information that we collect, use, hold and disclose in connection with the DVS, in the manner set out in this privacy policy.

Further information

You can find more information about how the DVS operates and is managed by the Commonwealth Attorney-General’s Department at https://www.idmatch.gov.au/.

Complaints and feedback

If you wish to make a complaint about a breach of the Privacy Act, Australian Privacy Principles, a registered privacy code that applies to us, or our handling of your identification information or our identity verification practices and procedures, please contact us using the details set out in the Contact us section below and we will take reasonable steps to investigate the complaint and respond to you within a reasonable timeframe.

If you are not happy with our response, you may lodge a complaint directly with the Office of the Australian Information Commissioner, through their website at https://www.oaic.gov.au, by emailing enquiries@oaic.gov.au or by calling 1300 363 992.

Contact us

If you have any queries or concerns about our privacy policy or the way we handle your personal information, or if you wish to make a request to access or correct your personal information, please contact us at:

Street address:          Level 3, 144 Edward Street, Brisbane, Queensland 4000

Email address:           info@quantainvest.com.au

Telephone:                 (07) 3999 7100

Our privacy policy was last updated on 1 November 2025.