In order to continue to provide you with advice that is appropriate for your needs and suitable for your circumstances, we will retain information about you including your financial and lifestyle objectives and your current financial situation. We are also legally required to store this information and records of any advice and services we provide to you. Information acquired by us in the course of providing our services will not be disclosed to any other party without your express consent, except as required by law or professional obligation. Please refer to our privacy statement on www.madisonfg.com.au for more information. If you wish to review your personal information held by Madison please contact your adviser or call Madison direct on 1300 789 575.
The Anti-Money Laundering and Counter Terrorism Financing Act 2006 requires that you are “identified” before investing in a financial product. What this means is that you may be required to produce documentary evidence to confirm your identity. Your adviser will explain these requirements to you if and when appropriate.