Evergreen Financial Partners and its controlled and/or related entities (“we”, “us” and “our”) adhere
to the National Privacy Principles. Our Website Privacy Policy describes in general terms how we
protect the privacy of you and/or your clients’ personal information.

Collection: indirectly

Servers maintaining our website may collect information (not containing any personal information)
from you or your computer system when you access our website.

Collection: directly

Personal information that we may collect directly from you are those that you or you acting on your
client’s behalf provide us in your dealings with us. For example, we may collect personal information
about you or your clients when you complete and submit an on-line enquiry.

The personal information we collect may include you or your clients’ name, email and other contact
details. On occasions, we may be provided by you other personal information, such as your or your
clients’ telephone number. If you provide us with any personal information about another person,
you must ensure that you have that person’s consent to disclose their personal information.

You consent for us to use your or your clients’ personal information for the purposes for which it is
provided.

Purpose of collection

We collect your personal information for the following purpose:
 

• if you are a client, to provide you services;

• if you are becoming a client

• if you are a prospective client, as part of our marketing activities, including the introduction

of our services to you.

Privacy assurance

In accordance with our obligation, personal information acquired by us are subject to strict privacy
requirements. Personal information acquired will not be disclosed to other parties except as
required by law or with your or your clients’ express consent.