Privacy Policy

Please contact us for current handling and retention details before submitting sensitive information.

About this policy

TCW Actuarial (Tellyros Costa & Whale) respects your privacy. This policy explains how we collect, use, and protect personal information provided when you order an actuarial certificate, request a valuation report, or contact us.

Information we collect

We collect information you provide directly, including contact details, fund details, and documents such as fund statements and general ledgers required to prepare actuarial certificates and reports.

How we use information

We use information solely to provide our actuarial services, respond to enquiries, and meet our professional and legal obligations.

We do not treat a service enquiry as consent to marketing. Please remove tax file numbers and other information not needed for the actuarial work before sending documents.

Disclosure

We do not sell your information. We may disclose information where required by law or where reasonably necessary to deliver our services.

Storage and security

Documents submitted by email are handled by your and our email providers. We take reasonable steps to protect personal information from misuse, loss, and unauthorised access. Ordinary email has security limitations; contact us before sending sensitive records if you need to discuss another method.

To ask about hosting location, overseas handling by service providers, document retention or deletion, contact us before emailing documents. We will provide the applicable handling details for your engagement; we do not promise immediate deletion where recordkeeping obligations apply.

Access, correction and complaints

Email us to request access to or correction of your information, or to raise a privacy complaint. Please describe the records or concern and provide a way for us to verify your identity. We will investigate and respond; if you remain dissatisfied, you may contact the Office of the Australian Information Commissioner.

Contact

For privacy enquiries, email act@tcwactuarial.com.au or send us a message from the contact page.