Privacy Policy

Capital Unique (ABN 54 695 032 243, ACN 695 032 243) (“we”, “us”, “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, hold, use, and disclose your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website at capitalunique.com (the “Site”) or otherwise providing your personal information to us, you agree to the collection, use, and disclosure of your personal information as set out in this Policy.

1. What this policy covers

This Policy applies to personal information we collect through this website, by email, by phone, in person, or through other means in the course of our capital advisory services. It does not apply to information collected by third parties (for example, social media platforms or external websites we link to), which are governed by their own privacy policies.

2. What personal information we collect

The personal information we collect through the Site is limited to what you choose to provide. This typically includes:

• Your name
• Your email address
• Your phone number (if you choose to provide it)
• Brief context about your enquiry, scenario, or business that you provide via our forms
• Technical information collected automatically when you visit the Site, including IP address, browser type, device information, pages visited, and referring URLs

We do not collect financial information, credit information, asset details, or other sensitive commercial data through the website. Detailed financial information is only collected during direct engagement (for example, in a phone call or follow-up conversation after you have made initial contact). Any sensitive information collected at that stage is handled separately under the engagement terms agreed at the time.

3. How we collect personal information

We collect personal information directly from you when you:

• Submit a form on the Site (contact, get capital, newsletter, or waitlist)
• Email or phone us
• Speak with us at a meeting or event

We also collect technical information automatically through standard web analytics and the customer relationship management platform we use to handle your enquiry. See “Cookies and tracking” below.

4. Why we collect, hold, and use personal information

We collect and use personal information to:

• Respond to your enquiry and provide the services you have asked about
• Communicate with you about your scenario and any follow-up
• Send you marketing or informational communications you have opted into (for example, our newsletter)
• Improve the Site and our services
• Comply with our legal and regulatory obligations

We will not use your personal information for any purpose that is unrelated to the reason it was collected, unless we have your consent or are otherwise permitted by law.

5. Direct marketing and opting out

If you have subscribed to our newsletter or otherwise consented to receive marketing communications, we may send you periodic emails about capital, market commentary, and updates from Capital Unique. You can unsubscribe at any time by clicking the “unsubscribe” link at the bottom of any marketing email, or by emailing us at the address below. We will action your request promptly.

6. Who we disclose personal information to

We may disclose your personal information to the following categories of third parties for the purposes set out above:

• Customer relationship management. We use HighLevel (operated by HighLevel Inc.) to manage enquiries, contacts, and marketing communications. Information you submit via Site forms is stored in HighLevel.
• Website hosting. The Site is hosted by Vercel Inc. Access logs may include IP addresses and request metadata.
• Analytics. We use website analytics tools to understand aggregate traffic patterns. These tools may collect information through cookies (see below).
• Email service providers. We use third-party email delivery providers to send communications you have subscribed to.
• Professional advisors and regulators. Where required by law or where necessary to protect our legal interests.

We do not sell your personal information. We do not disclose your information to third parties for their own marketing purposes.

7. Cross-border disclosure

Some of the third parties listed above are located outside Australia, including in the United States. By providing your personal information to us, you consent to it being transferred to and stored in those jurisdictions. We take reasonable steps to ensure that overseas recipients handle your personal information in a way consistent with the Australian Privacy Principles.

8. Cookies and tracking

The Site uses cookies and similar technologies to operate, to remember your preferences, to understand how the Site is used, and to deliver functionality from the third parties listed above (for example, embedded forms). You can disable cookies through your browser settings, though this may affect how the Site works for you.

9. How we hold and protect personal information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, and disclosure. These steps include access controls, encryption in transit, and contractual protections with our service providers.

No method of transmission over the internet is completely secure. While we strive to protect your information, we cannot guarantee its absolute security.

10. How long we keep personal information

We keep personal information only for as long as necessary for the purposes set out in this Policy, or as required by law. When personal information is no longer needed, we take reasonable steps to delete or de-identify it.

11. Your rights

You have the right to:

• Ask us what personal information we hold about you
• Ask us to correct any personal information that is inaccurate or out of date
• Ask us to delete your personal information (subject to our legal obligations)
• Withdraw any consent you have given for marketing communications
• Make a complaint about how we have handled your personal information

To make any of these requests, please contact us using the details below. We will respond within a reasonable time and at no cost to you.

12. Complaints

If you have a complaint about how we have handled your personal information, please contact us first using the details below. We will acknowledge your complaint promptly and aim to resolve it within 30 days.

If you are not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au or by phone on 1300 363 992.

13. Changes to this Policy

We may update this Policy from time to time to reflect changes to our practices or to legal requirements. The latest version will always be available on this page, with the “Last updated” date at the top of the page reflecting the most recent revision.

14. Contact us

For any questions or requests about your personal information, please contact:

• Capital Unique
  Office: Level 26, 1 Bligh Street, Sydney NSW 2000
  Postal: PO Box 984, Gosford NSW 2250
  Phone: 1300 889 789
  Fax: 02 9475 0169
  Email: hello@capitalunique.com