Privacy Policy

This privacy policy applies to Lee Family Office Pty Ltd (ACN 675 993 503) and any entity owned or controlled by Lee Family Office Pty Ltd (“Related Entity”) in relation to Lee Family Office Pty Ltd’ and its Related Entities’ (together “LFO” or “we” or “us”) operations in Australia. This policy explains how LFO handles and deals with personal information provided to us.

There may be circumstances where the handling of personal information differs from that described in this policy. Where this is the case, we may provide you with statements which supplement this policy, or separate privacy policies which apply in replacement of this policy.

Exclusions

This policy relates to LFO’s collection and handling of personal information that is covered by the Australian Privacy Act 1988 (Cth) (“Privacy Act”). It is not intended to cover information that are not covered by the Privacy Act.

Collection of personal information

LFO collects and holds personal information from clients, customers, employees, job applicants, contractors and other individuals. We collect and hold this information for our business purposes.

The main types of personal information LFO collects and holds relate to:

  • the contact details and organisational roles of our actual and potential clients, suppliers and other business and commercial contacts. Usually, this information includes names, addresses, telephone numbers, e-mail addresses and job titles;
  • personal information collected in the course of providing services or products to clients (for example financial details or credit information);
  • personal information collected when you communicate with us (including via email);
  • personal information collected from job applicants and individual contractors when performing a role for; and
  • personal information collected from employees during the course of carrying out LFO’s duties and activities as an employer.

Generally, we collect personal information directly from individuals that provide the information. The personal information we collect may be from meetings, emails, telephone conversations, forms filled out by individuals or when you use our websites or our social media, or by third parties.

We may also collect personal information provided to us by third parties such as our clients. In such instances, we rely on the person providing us with that information as having the right to do so.

Use of personal information

We may be required to collect, maintain and use personal information for the following purposes:

  • to provide products and services;
  • for employment related purposes of our staff and providing internal support;
  • to communicate and maintain contact with clients and business partners;
  • for other general managerial and reporting purposes;
  • for recruitment related purposes;
  • other purposes related to our business; and
  • where required or permitted by law, regulation, rule or professional standard.


Disclosure of personal information

LFO does not generally disclose personal information to other entities or organisations unless:

  • the use or disclosure is permitted by this policy;
  • we believe it is necessary to do so in connection with our services or products;
  • to protect the rights, property or personal safety of any member of the public or a customer of LFO or the interests of LFO;
  • you provide consent; or
  • such disclosure is otherwise required or permitted by law, regulation, rule or a professional standard.

LFO may use third party providers. For example, this may include independent contractors and consultants, travel agencies, security storage providers, information technology providers, credit managers and debt collecting agencies. These entities outside of LFO will sometimes have access to personal information held by us.

Privacy on our websites and applications

This policy also applies to any personal information we collect via our websites, including www.leefamilyoffice.com.au, in addition to personal information you provide to us directly.

As a part of monitoring and managing our websites, we may record details such as the users’ domains and browser types. This information is used solely to ensure that our quality of our websites and applications.

Cookies may be used on some of our LFO websites. If you do not consent to the use of cookies, you can manage your preferences through your browser. Technology such as web beacons may be used to monitor users of the LFO website.

If LFO provides links to websites and embedded content operated by third parties, LFO is not responsible for the privacy practices or policies of those sites. We encourage you to check the privacy policy of each website. A link to another non-LFO website is not an express or implied endorsement, promotion or warranty of the products or services of that non-LFO entity.

Security of personal information

LFO endeavours to take all reasonable steps to keep secure any information provided to us, whether electronically or in hard-copy, and to keep this information accurate and up to date. LFO also requires its employees and data processors to respect the confidentiality of any personal information held by LFO.

Access to information

Access to personal information can be granted upon request by an individual to LFO, except in the limited circumstances in which it is permitted for us to withhold this information (for example, if granting access would infringe another person’s privacy).

If you make a request to access personal information, we will require you to provide identification for verification purposes to confirm that you are the person to whom the information relates. On some occasions, we may also request an administrative fee to cover any associated costs of access.

Corrections and concerns

If you believe that personal information we hold about you is inaccurate or out of date, or if you have concerns about personal information, please contact us directly and we will endeavour to resolve any concerns. You have any further queries relating to our privacy policy, or you have a problem or complaint, please contact us directly. If you are not satisfied with our handling of your problem or complaint you may make a complaint to the Australian Information Commissioner (www.oaic.gov.au).

Effect of policy

LFO aims to monitor and review this privacy policy to ensure its accuracy. We may update and publish an updated version of this privacy policy on this website.