Surrey Asset Management Pty Ltd (Surrey AM) recognises the importance of protecting the privacy and rights of individuals in relation to their personal information. This Policy details how we protect your privacy and how we comply with the requirements of the Privacy Act 1998 (Cth). Further information on privacy in Australia may be obtained by visiting 


By accessing this site, you consent to Surrey Asset Management Pty Ltd collecting, maintaining, using and disclosing personal information, including sensitive information, as defined by the Australian Privacy Act, about you and provided by you or by another person.

When using this site and our services and during the course of your relation with Surrey Asset Management Pty Ltd, you may be providing us with your personal information which may include your name, residential address, phone number, email address and age, as well as information regarding products and services you inquire about, or transact with or through us. Your personal information will be treated strictly in accordance with the Australian Privacy Principles in the Australian Privacy Act.

Surrey Asset Management Pty Ltd, Specialised Investment and Lending Corporation Ltd and associated service providers to the Fund may collect, hold and use potential investors’ personal information to assess applications and provide services to investors or the Fund, and for other permitted purposes.

Where you do not provide us with all or some of your personal information that we request then we may not be able to provide services to you.


We only collect personal information that is reasonably necessary for us to conduct our services. We will usually collect your personal information directly from you either in person, by telephone, email, letter or facsimile. We may also collect personal information from third parties however, we will only do so where it is not reasonable and practical to collect the information from you directly.


In some cases we may also collect your personal information through the use of cookies which are pieces of information that are transferred to your computer when you visit our website for record-keeping purposes. Our cookies do not collect personal information. If you do not wish to receive cookies, you can set your browser so that your computer does not accept them.


We take reasonable steps to ensure your personal information is protected from misuse and loss from unauthorised access, modification or disclosure. We may hold your information in either electronic or hard copy form. Any personal information held that is no longer needed, or required to be retained by any other laws, is destroyed in a secure manner, deleted or de-identified as appropriate.


We take all reasonable steps to ensure the personal information we hold, use and disclose is accurate, complete and up-to-date. On an ongoing basis we maintain and update personal information when we are advised by individuals or when we become aware through other means that personal information has changed.


You may request us to provide you with access to any of your personal information that we hold. You should promptly notify us if you become aware that any of your personal information that we hold is inaccurate, out-of-date, incomplete, irrelevant or misleading.


Further, in the course of conducting our business and/or carrying out our services to you, we may disclose your personal information to the following parties:

  • to our contractors and/or service providers under strict confidentiality arrangements;
  • your nominated legal and financial advisers;
  • counterparties who issue, provide or facilitate products and/or services that you instruct us to acquire or invest in;
  • other parties involved in providing, managing or administering your products and/or services including third party suppliers and service providers, our related bodies corporate and our advisers;
  • where you have consented to disclosure; or
  • where required or authorised by law and to meet our obligations under law.
  • Where your personal information is disclosed to third parties, we will reasonably seek to ensure that the information is held, used or disclosed consistently with the Privacy Act 1988.


If you have any questions about this Policy or wish to make a complaint regarding the treatment of your privacy or a possible breach by us of the Australian Privacy Act, you may do so via the following contact details:


Surrey AM will respond, usually within 31 days after receipt of a complaint. We may seek further information from you in order to provide a full and complete response.

We will occasionally update this Statement of Privacy to reflect company and customer feedback and the law. We encourage you to periodically review this Statement to be informed of how we protect your information.