Privacy Statement

How Ashton Whiteley protects your privacy

Ashton Whiteley recognizes the trust you place in us when you disclose your personal information. Maintaining trust is central to our business as investment management professionals and as administrative experts. Ashton Whiteley supports a dedicated Privacy Officer who is responsible for the protection of all information entrusted to us.

Ashton Whiteley takes every measure possible to ensure that industry leading technologies and best practice operational procedures are utilized to safeguard your private information.

Security technologies

Your private information is held under encryption and virtual private networks and protected by latest firewall and antivirus technologies. These systems are monitored 24 hours daily for signs of unauthorized access attempts. Electronic mail is monitored under the same process and follows strict regulatory compliance guidelines to further protect correspondence with clients. Internal controls to limit and monitor employee activities are also monitored as a standard practice.

Employee security practice

Employees remain contractually obliged to preserve the confidentially of clients. As part of the Ashton Whiteley induction process, new employees are required to pass a security examination to emphasize his or her understanding. To comply with regulations, employees must maintain these standards and are periodically briefed and trained on any changes to security and ethics policy.

Collection of information

In order to efficiently manage client accounts, Ashton Whiteley is required to collect and store aspects of personal information. Disclosure of personal information is always protected by the measure highlighted above.

Below are some examples of the types of information and way in which that information is collected;

  •   Account application forms - Details such as name, residential address, business address, date of birth, telephone numbers, email address and limited financial information.
  •   Transaction agreements - Bank account details for the transfer and remittance of principle and profit.
  •   Email correspondence.
  •   Telephone correspondence - May be recorded to assist with internal training and to verify transaction agreements.

For more details on the type of information and the methods of collection, please email privacy@ashtonwhiteley.com.

Disclosure of information

Ashton Whiteley will not disclose personal information to a third party unless the following conditions apply;

  •   We are required by law to submit information relating to an account under Ashton Whiteley's management.
  •   To utilize the services of a third party financial or legal affiliate. In which case Ashton Whiteley will seek written consent from the client.

Under the conditions as laid above, Ashton Whiteley will always inform clients of the type of information that has been disclosed and to where the information was disclosed.

For more details on how Ashton Whiteley protects private information, please email privacy@ashtonwhiteley.com.