Loyalize Fund Management Pty Ltd | ACN 616 511 589 | AFSL 501290
Last updated: 23 October 2026
1. Introduction
We respect privacy and handle personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles and other applicable requirements. This policy describes how we collect, use, disclose, store and manage personal information in connection with our website, funds management and financing activities.
2. Information We Collect
Depending on our relationship with you, we may collect names, contact details, identity documents, financial and banking information, investment or loan application details, credit-related information, beneficial ownership and source-of-funds information, and communications with us. We may obtain information directly from you or, where lawful, from brokers, advisers, service providers, credit reporting bodies and public records.
3. How We Use Information
We use information to assess and administer applications, undertake credit and due diligence reviews, verify identity and beneficial ownership, comply with AML/CTF, taxation and recordkeeping obligations, manage investments and lending, communicate with you and respond to enquiries. We may send marketing communications where permitted by law; you may opt out of direct marketing.
4. Disclosure
We may disclose information where reasonably necessary or legally permitted to fund administrators, investment managers, banks, brokers, professional advisers, credit reporting bodies, identity verification providers, technology providers and regulators. For authorised fund activities, information may be shared with DY Fund Management Pty Ltd in its capacity as Investment Manager.
5. Overseas Disclosure
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6. Security and Retention
We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. Information is retained as needed for legitimate business purposes and legal obligations and is destroyed or de-identified when no longer required, where lawful.
7. Website and Cookies
Our website may use cookies and similar technologies for essential functions and usage analysis. Depending on the technologies deployed, technical information such as IP address, browser type and site activity may be collected. You may manage cookies through your browser settings.
8. Access, Correction and Complaints
You may request access to, or correction of, personal information we hold about you. You may also make a privacy complaint using the contact details below. We will investigate and aim to respond within 30 days, or notify you if additional time is needed. If dissatisfied, you may contact the Office of the Australian Information Commissioner (OAIC), subject to its complaint process.
9. Updates and Contact
We may amend this policy as our practices or legal obligations change. The current version will be published on our website. For privacy enquiries, access or correction requests, or complaints, contact: Loyalize Fund Management Pty Ltd; 30–32 Rutland Road, Box Hill VIC 3128, Australia; +61 3 9890 3862; info@loyalizegroup.com.au; www.loyalizegroup.com.au.