This policy describes the way that UrbisJHD collects, holds and discloses information relating to or received from clients.  UrbisJHD is subject to the Privacy Act and the National Privacy Principles and is committed to acting responsibly with business, client and individuals information.

Protecting confidential information is fundamental to our relationship with our clients and to our business.  All information received in connection with a client matter is treated with   confidentiality.  We will not disclose that information except in accordance with our professional obligations, as authorised by the client, required by law or as contemplated by this policy.

What kinds of information do we hold?

During the course of carrying out our day to day business activities, we may collect client data and information relating to clients’ current business or future strategies and activities.

Use and disclosure of your personal information

• We use the information obtained for the purposes for which it was collected and related purposes, including to:
• Provide our services to our clients, to manage and account for the services, and to improve the services
• Manage our relationships with our clients
• Provide our clients with information about market developments, events or other products or services that may interest you or them
• Facilitate our internal business operations

We may disclose the information for the purposes for which it was collected, and also:

• Subject to our professional obligations to the client, regulatory authorities, or other parties as requested by the client
• Within UrbisJHD
• As required by law subject to our professional obligations, as permitted under the National Privacy Principles
• Otherwise with the consent of the client

Information Security

We take practical steps to protect all information which we hold from misuse, loss, unauthorised access, modification or disclosure.

We take reasonable steps to hold information securely in electronic or physical form.  We store information in access controlled premises or in electronic databases requiring logins and passwords.  All Directors and staff with access to confidential information are subject to confidentiality obligations which are clearly outlined in individual employment agreements.

Access and Correction

A client may request access at any time to personal information we hold about them.  We may charge a fee where access is provided.  We may refuse to provide access if the National Privacy Principles allows us to do so.

This policy may vary from time to time.