Privacy

In this Privacy Policy: “CVC“, “we”, “our” and “us” means all the “CVC” companies listed at the end of this Policy.

National Privacy Principles
CVC is bound by the National Privacy Principles.

What type of information does CVC hold?
The type of personal information we collect and hold about you varies depending on the type of product or service we provide to you.

In general, CVC may collect and hold the following personal information:

• name and address
• date of birth
• contact details, which may include your telephone number
• your gender

CVC may also hold the following information about you:

• tax file number, where you have given it to us
• other information that you have given us

How do we collect Information?
CVC will generally collect information from you personally but in some instances, and only with your authority, we may collect personal information from:

• your accountant or business adviser;
• your bankers

You are not obliged to supply us with any information but if you do not, then we may not be able to provide you with some or all of the services we offer (depending upon the information you are prepared to supply).

How does CVC use this information?
At the time we collect personal information from you we will make known to you generally the reason we need to collect and hold that information. You are welcome to ask us at any time why we are collecting and holding particular personal information and we will explain the reason for it.

We use this information to provide you with CVC products or services which are in general:

• investment products and services such as managed investment funds

We may also use the information to send you material about other CVC products or services. If you do not want to receive this type of material, tell us and we will stop. Our contact details are set out below.

Does CVC usually share information with other companies?
With your authority and at your request we will provide specified personal information to your accountants, bankers and other advisers.

CVC may also disclose your personal information, where needed, with internal and external service providers, business partners and consultants. These might include administrators, mailing houses and advisers. We would only disclose your personal information where it is necessary to provide the services about which you have consulted us or to enable you to receive information about products and services which we believe may be of interest to you. For further information and a list of the type of service providers, business partners and consultants used by CVC, please contact us. We will also provide information if requested or required by law enforcement agencies. e.g. the ATO or ASIC.

We do not sell mailing lists.

Who has access to your personal information?
Generally, the only persons who will have access to your personal information within CVC are those persons who have responsibility to provide services to you.

Access to your personal information both on our electronic database and our paper records is restricted to those who have responsibility to provide services to you and to their supervisors.

What happens when we no longer need your personal information?
We retain your personal information for as long as we need it to provide services to you. You may request that we destroy our records of your personal information at any time and we will do so as soon as we no longer need it to finalise the delivery of our services to you and as long as we are permitted to do so by law. You should be aware that once those records are destroyed we will no longer be able to provide any of our services to you.

When we disclose information to a third party in order to provide our services to you, many of those third parties will also be bound by the National Privacy Principles in relation to their handling of your personal information.

How does CVC handle a request for access to personal information?
Under the National Privacy Principles you are generally entitled to access the information we hold about you. Where you are entitled to access, the time we require to give you access will depend on the type of information requested. If we can, we will answer your question immediately. We will also try to answer you in the same way that you ask, for example, if you telephone to ask for the information we will, if practicable, give you that information over the telephone. We will generally respond to a written request in writing.

Sometimes, we will ask that you put your request in writing, for example, where you want copies of material or access to older information or files which are not current or it is necessary for us to retain a record of your request.

We may also ask you to identify yourself to our satisfaction.

If we are entitled under the National Privacy Principles to refuse to give you access, we will tell you and provide reasons. We will also keep a note on your file setting out what you have told us you believe the information should be.

What if some of the information CVC holds is wrong?
Please tell us. We want our records to be accurate, complete and up to date. Unless we disagree with you about the accuracy or completeness of a record, we will generally correct it on request, (or suggest alternative arrangements for updating our records). If we disagree with you, we will give you our reasons.

How do I make further enquiries or complain about a breach of privacy?
If you require more information about the way CVC manages personal information or wish to make a complaint about a breach of your privacy, please contact CVC (see below for details) and ask to speak to the CVC Privacy Officer.

How can I contact CVC?

Call us
Geoff Leaver
Privacy Officer 02 9087 8000

Email us
gleaver@cvcltd.com.au

Write to us
Geoff Leaver
The Privacy Officer
CVC Limited
Level 42, AAP Centre
259 George Street
Sydney NSW 2000

Changes to this Privacy Policy
We reserve the right to review and amend this Privacy Policy from time to time and to notify you by posting an updated version on this website.

Information sharing
CVC needs to collect personal information about you to provide you with our products and services. CVC will also, where relevant, disclose your personal information to our service providers, business partners and other consultants for this purpose.

Generally, we ask for your consent to do this before or when we collect information from you. A list of the type of service providers, business partners and consultants we commonly use for our products and services are as follows:

• accountants
• legal advisers
• auditors
• share registry

Use of cookies
Technically, a cookie is a small, text-based file and they are used frequently on web sites and portals. They can be stored on your hard drive (persistent cookie) or in your computer's memory (session cookie).

We use session cookies to interact with your browser. They can have several applications when it comes to "communicating" between your computer’s browser and our web server. A web server is the CVC computer that "serves up" web pages when you request them.

The purpose of cookies is to provide a seamless and secure experience. When logging in, your user name and password authenticates the session, but it’s the cookie placed in your browser at this point that simply ensures the single "communication" channel established is always between the browser you’re currently using (and only yours), and our web server for the duration of your visit.

When you end the session by logging off or closing the browser, the cookie is rendered inoperable. That's why it’s called a session cookie. It is not used in this instance to collect personally identifiable information about you.

Either CVC or a third party approved by CVC, may collect data from our site through the use of persistent cookies. These cookies identify you by a randomly generated number. They do not capture information that can personally identify you.

The information collected may take the very broad form of where visitors connect from, what version of browser they use and their path through the site. It helps us to provide personalised features and to meet your online expectations, as well as keep our content fresh and relevant.

The use of cookies however, is ultimately governed by you, as you can choose if and how a cookie can operate by configuring certain preferences and options in your browser. They need to be enabled if you wish to use the secure log in services here. Choosing to disable cookies will return you to the log in page.

Which Companies are covered by this Policy?

CVC Limited
ACN: 002 700 361

CVC REEF Limited
ACN: 093 173 749

CVC Private Equity Limited
ACN: 059 092 198

CVC Sustainable Investments Limited
ACN: 088 731 837

CVC Managers Pty Ltd
ACN: 108 360 372