Please read our privacy notice thoroughly

Clermont Meridian Trading is dedicated to providing professional services while maintaining your personal information's privacy.

This policy explains how Clermont Meridian Trading will collect, keep, verify, use, and disclose the information we have about you, as well as the circumstances under which it may be accessible.

Collection Of Personal Information

Clermont Meridian Trading collects and stores personal information that is required to provide our services, as well as for other core company operations. We only collect information about you in the ordinary course of our company when you give it to us or when it is given to us with your permission.

When you apply for a service, we will gather personal information directly from you, as required by law, prior to providing you with that service.

We may obtain personal information about you from third parties, such as credit reporting agencies, share registries, or regulatory bodies. We will only collect the information necessary to provide you with our services.

What type of information does Clermont Meridian Trading hold?

The personal information we hold about you may include:

  • information on previous employment and work history;
  • information about your financial goals and needs;
  • information on your current financial situation, such as assets and liabilities, income, expenses, insurance coverage, and superannuation;
  • information about your investment preferences and risk aversion or tolerance;
  • information on your work history, working conditions, and family obligations; and
  • Any additional information you provide us for us to make appropriate recommendations.

To provide you with risk advice, we may additionally require health information from you. Failure to supply the above-mentioned personal information may put you at greater risk in terms of the recommendations provided to you, as well as impair the adequacy or suitability of the advice we give you.

We will only collect, keep, and use your Personal Information to provide you with the services you have requested, which may include:

  • preparing financial recommendations;
  • providing you with financial planning;
  • examining your financial situation, risk management, and goals;
  • examining your financial assets.

In the majority of cases, the information we have on you was given to us by you or under your authority. If we receive information not required to provide you with services, we will either notify you that we have it or destroy it.

We may also need to gather and use your personal information for the following reasons:

  • To comply with statutory and regulatory standards;
  • To allow us to carry out administrative tasks including accounting, record keeping, and archive retrieval; and
  • To inform you about some new services we can provide.

You have the option of withholding personal information from us. In this circumstance we would be unable to assist you in any way, including providing financial services,.

How does Clermont Meridian Trading use this information?

This information is used to provide you with services, assess your risk tolerance, and develop strategies and suggestions tailored to your financial needs, goals, and personal circumstances.

Your personal information may also be used to provide you with information and services concerning financial advice and services.

Your health information may be used to assess your risk tolerance and make appropriate investment recommendations, as well as to determine the suitability and proper pricing of risky investment opportunities.

We may also send you information about other services based on the information you provide. Tell us if you do not want to receive this type of material, and we will stop sending it to you.

Will Clermont Meridian Trading disclose personal information?

Clermont Meridian Trading may share information with companies that help us manage your investments or provide you with products and services, such as administrators, fund managers, and insurance companies. The organizations that receive this information are not allowed to use it for any purpose other than the one it was provided.

Clermont Meridian Trading may disclose your personal information in the following circumstances:

  • When it is required by law to make the disclosure;
  • We may reveal your personal information to potential purchasers to perform due diligence investigations if we decide to sell our company. Any such information will be kept private. We may share your personal information with the purchaser of our business if we are involved in a business sale. Any such transfer will be communicated to you as a client.
  • We will also disclose your personal information if you give us your permission.

Clermont Meridian Trading will not share your personal information with overseas recipients. These service providers are required to follow our Privacy Notice. Other than the parties mentioned above, we do not sell mailing lists or provide client information to third parties.

What is Clermont Meridian Trading's procedure for responding to a request for access to personal data?

You have the right to see the information we hold about you. The amount of time it takes us to provide you with access depends on the sort of information you have requested. We will respond to your request as soon as possible. We may also require you to prove your identity to our satisfaction.

We may restrict your access to your personal information under certain circumstances, such as where your request would have an excessively negative impact on another person's right to privacy. If we have the legal authority to deny you access, we will inform you and offer you reasons for our decision.

Storage and security

We will make every effort to keep the personal information we collect and store safe against abuse, loss, unauthorized access, modification, or disclosure. Your personal information is kept private at all times. In most cases, your personal information is kept in your client file, which might be hard-copy or electronic.

Should you cease being a client of Clermont Meridian Trading, any personal information we have about you will be kept in a secure offsite storage facility for seven years to comply with legal requirements, after which it will be destroyed. Clermont Meridian Trading will make sure that any documents are disposed of securely.

Email communication

Clermont Meridian Trading will use the email address you have supplied to contact you as necessary or provide you with the requested information. Your email address will also be used to notify you of marketing initiatives, newsletters, or events that may be of interest to you.


Clermont Meridian Trading's compliance with applicable laws extends to your use of our website. Our privacy notice, as well as other information, is available on the website for your convenience.

Cookies are used on our website to identify your browser while you are using it. Cookies do not identify you personally, but they do allow us to track your usage patterns. You can set your web browser to reject cookies if you do not want to receive them.

Collection of your personal information

Many sections of the site can be seen without entering personal information; however, you will be needed to submit personally identifiable information to use future Clermont Meridian Trading customer service capabilities. You should not access or use the site if you dispute this Privacy Notice.

What if some information that Clermont Meridian Trading holds is incorrect?

Please let us know. We want our records to be accurate, complete, and current, and we rely on the information's accuracy to make suitable suggestions to you. We will typically amend a record if asked unless we disagree with you about its correctness, currency, or completeness (or suggest alternative arrangements for updating our records). If we disagree with you, we will explain why and keep a record of your complaints.

Privacy Notice changes

We reserve the right to review and update this Privacy Notice at any time, but any amendments will be communicated to you.

Effective as of 3 January 2019

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