How is customer information dealt with?

We collect, use and exchange your information in order to provide you with the products and services you requested. Your personal information is important to us which is why we have a clear set of policies to ensure your privacy is protected.

Portfolio Service is offered by AUSIEX (under the CAS brand) and Colonial First State Custom Solutions (CFSCS), which is the registered business name of Avanteos Investments Limited (AIL) ABN 20 096 259 979 AFSL 245531.

Our Lending and Cash products are provided by the Commonwealth Bank of Australia (CBA) and are governed by the CBA Privacy Policy

Our Trading service is provided by Australian Investment Exchange Limited (Ausiex). Ausiex is a wholly owned but non-guaranteed subsidiary of CBA and has a separate but consistent policy to the CBA Privacy Policy.

Ausiex Privacy Policy

We encourage you to check this website regularly for any updates to the Policies.

If you would like further information regarding these policies please contact us using any of the above details.