Privacy Policy

Last updated: October 2026

1. Overview

ausbiz Invest Pty Ltd ("AusBiz", "we", "us") is committed to protecting your privacy. This policy explains how we collect, use, and disclose your personal information when you use our platform and submit enquiries about investment products.

2. Information We Collect

When you submit an enquiry, we collect your name, email address, phone number (if provided), investor type, and your message. We may also collect information about your wholesale qualification if you self-identify as a wholesale investor.

3. How We Use Your Information

Your enquiry details are kept confidential and shared only with the relevant AusBiz team — AusBiz Wealth (for retail investors) or AusBiz Capital (for wholesale investors), both part of the AusBiz group — to respond to your enquiry. We do not share your information with the product issuer.

4. Wholesale Verification

If you identify as a wholesale investor, we may request evidence of your wholesale status (such as an accountant's certificate) before sharing offer documents. This information is stored securely and accessed only by authorised AusBiz Capital team members.

5. Data Retention

We retain enquiry records for as long as necessary to provide our services and comply with legal and regulatory obligations.

6. Contact

If you have questions about this policy or how we handle your information, please contact us through the platform.