Privacy Policy

Last Updated: 19 June 2025

Protecting your personal information is a top priority for us at syltiveltis.com. This Privacy Policy explains how we collect, process, store, and protect your data when you visit our website or use our services. It informs you about your rights under applicable data protection laws, including Australia’s Privacy Act 1988. Please read this policy carefully.

1. Data Controller and Data Protection Officer

Data Controller

The entity responsible for data processing on this website is:

syltiveltis.com
Email: info@syltiveltis.com
Telephone: +61298765432

Data Protection Officer

Our Data Protection Officer is available to address any questions regarding data processing and can be reached at:

Data Protection Officer
syltiveltis.com
Email: info@syltiveltis.com

2. Collection and Processing of Personal Information

We collect and process your personal information in accordance with applicable laws, including the Australian Privacy Act 1988. Personal information refers to any information relating to an identified or identifiable individual, such as name, email address, telephone number, or IP address.

Data collection occurs in two ways:

  • Active Submission: Information you voluntarily provide, such as by filling out a contact form, subscribing to our newsletter, or submitting a job application.
  • Automated Collection: Information automatically collected by our IT systems when you visit our website, either with your consent or as necessary, such as technical data like browser type or access time.

3. Purposes of Data Processing

We process your personal information for the following purposes:

  • Investment Advisory Services: Providing tailored financial and investment advice based on your input.
  • Customer Communication: Responding to enquiries, scheduling appointments, and maintaining customer relationships.
  • Contract Fulfilment: Executing contracts, billing, and managing advisory services.
  • Newsletter Distribution: Sending newsletters on financial topics, provided you have given explicit consent.
  • Recruitment Process: Processing job applications for vacancies at syltiveltis.com.
  • Website Optimisation: Analysing website usage to improve content and user experience.
  • Legal Obligations: Complying with tax, commercial, or other legal documentation requirements.

4. Legal Basis for Data Processing

The processing of your data is based on the following legal grounds:

  • Consent: When you have given explicit consent, e.g., for newsletters or analytics cookies.
  • Contract Fulfilment: When processing is necessary to perform a contract or pre-contractual measures, e.g., processing advisory enquiries.
  • Legal Obligation: When we are legally required to process data, e.g., retaining billing records.
  • Legitimate Interests: When processing is necessary for our legitimate interests, such as ensuring website security or improving services, provided your interests do not override ours.

5. Data Categories

Depending on the purpose of processing, we collect the following data categories:

  • Contact Information: Name, email address, telephone number, postal address.
  • Financial Data: Information about your financial situation or investment goals, collected only with your explicit consent for advisory purposes.
  • Communication Data: Content of enquiries, emails, or phone calls.
  • Website Usage Data: IP address, browser type, operating system, pages visited, access time.
  • Application Data: Résumé, cover letter, certificates, and other information submitted during the recruitment process.

6. Data Retention Period

Personal information is retained only as long as necessary to fulfil the purposes outlined above or to comply with legal retention periods. Examples of legal retention periods include:

  • Commercial Retention: Billing records are retained for 7 years under Australian tax and commercial laws.
  • Tax Retention: Tax-related data is retained for 5–7 years under Australian tax regulations, depending on the nature of the records.
  • Application Data: Deleted 6 months after the recruitment process concludes, unless you consent to longer retention.

Once the purpose of processing ceases or legal retention periods expire, data is deleted or anonymised unless another legal basis permits further retention.

7. Data Sources

Most personal information is obtained directly from you, e.g., through form submissions or direct communication. In some cases, we may obtain data from other sources, such as:

  • Public Registers: E.g., business registries for corporate clients.
  • Third Parties: E.g., financial information from partners, with your explicit permission.

8. Data Sharing and Recipients

Your personal information is shared with third parties only when:

  • You have given explicit consent.
  • Sharing is necessary to fulfil a contract.
  • A legal obligation requires it.
  • Our legitimate interests necessitate sharing, provided your interests do not override ours.

Potential recipients include:

  • Service Providers: E.g., IT providers, hosting services, or payment processors, operating under data processing agreements.
  • Analytics Tools: Third parties like Google Analytics, with your consent.
  • Authorities: When legally required, e.g., the Australian Taxation Office.

9. International Data Transfers

When we transfer data to recipients outside Australia (e.g., Google in the USA), we ensure an adequate level of data protection through:

  • Standard Contractual Clauses (SCC).
  • Compliance with data protection frameworks for certain countries.
  • Additional technical measures, such as data encryption.

For more information, contact us at info@syltiveltis.com.

10. Cookies and Analytics Tools

Cookies

Our website uses cookies, small text files stored on your device, to enhance functionality and user experience. We use the following cookie categories:

  • Necessary Cookies: For essential functions like navigation or security.
  • Analytics Cookies: For anonymised analysis of website usage.
  • Marketing Cookies: For personalised advertising.

Details about the cookies used and your management options are available in our Cookie Policy.

Analytics Tools

We use Google Analytics to analyse website usage, provided you have consented. Google Analytics uses cookies to collect anonymised data, such as pages visited or time spent. IP anonymisation is enabled to protect your privacy. You can disable Google Analytics tracking via the cookie banner or a browser add-on.

11. Data Security

We implement technical and organisational measures to protect your data from unauthorised access, loss, manipulation, or misuse. These include:

  • SSL/TLS encryption for data transmission.
  • Regular security updates to our systems.
  • Access controls and encryption of sensitive data.
  • Staff training on data protection.

Despite these measures, no internet data transmission is 100% secure. We strive to protect your data to the best of our ability.

12. Your Data Protection Rights

Under the Australian Privacy Act 1988, you have the following rights:

  • Right to Access: You can request information about the processing of your data.
  • Right to Correction: You can request correction of inaccurate data.
  • Right to Deletion: You can request deletion of your data if the purpose of processing no longer applies, subject to legal obligations.
  • Right to Restrict Processing: You can request restriction of data processing in certain circumstances.
  • Right to Object: You can object to data processing, particularly for direct marketing purposes.

To exercise your rights, contact us at info@syltiveltis.com. We will process your request promptly and free of charge.

13. Right to Lodge a Complaint

If you believe that the processing of your data violates data protection laws, you can lodge a complaint with the relevant data protection authority. In Australia, the relevant authority is:

Office of the Australian Information Commissioner (OAIC)
GPO Box 5218
Sydney NSW 2001, Australia
Email: enquiries@oaic.gov.au

Alternatively, you can contact us directly to resolve your concerns.

14. Automated Decision-Making

We do not use automated decision-making or profiling that produces legal effects or significantly affects you.

15. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy to reflect changes in legal requirements, new technologies, or our data processing practices. The current version will be published on our website, with the date of the last update indicated. We recommend reviewing this policy regularly.

16. Contact

For questions about data protection or to exercise your rights, please contact:

syltiveltis.com
Email: info@syltiveltis.com
Telephone: +61298765432