Privacy Policy

Last updated: 16 September 2026

1. Introduction

Citi Australia & New Zealand Investment Conference ("we", "us", "our") is committed to protecting the privacy of visitors and clients. This Privacy Policy explains what personal data we collect, why we collect it, and how we handle it when you use our website and services.

2. Data Retention

We retain personal data for as long as necessary to provide services and satisfy legal, regulatory and accounting requirements - typically at least five years after the closure of an account.

3. Information We Collect

• Identity data - name, date of birth, government-issued identification for onboarding and KYC/AML compliance.
• Contact data - email address, phone number, postal address.
• Financial data - payment details, transaction history, source-of-funds information.
• Technical data - IP address, browser type, device identifiers, cookies and usage analytics.

4. Security

We maintain administrative, technical and physical protections intended to guard personal data from unlawful access, exposure, modification or loss. No technology is entirely secure, and absolute protection cannot be assured.

5. Sharing and Disclosure

We may disclose personal data to regulated financial payment processors, KYC/AML compliance partners, cloud hosting providers, legal and professional advisors, and government bodies as legally mandated. We do not engage in the sale of personal data.

6. Cookies

We employ essential and analytical cookies to ensure site functionality and gather analytics on user behavior. You may adjust cookie preferences via your browser configuration.

7. Your Rights

In accordance with applicable legislation, you have the right to seek access, amendment, erasure, limitation or transfer of your personal data, and to opt out of certain uses. Please reach out using the contact details provided to assert these rights.

8. Legal Basis

We process personal data under one or more of the following lawful bases: performance of a contract, compliance with a legal obligation, our legitimate interests, or your consent.

9. Changes

This Policy may be revised periodically. The current version will consistently be posted here with a revised date indicator.

10. How We Use Your Data

• For the purpose of authenticating your identity and meeting regulatory requirements.
• To deliver, operate, enhance and develop our platform and related offerings.
• To process payments and detect fraudulent activity.
• To communicate with you regarding your account, updates and support requests.
• To send marketing communications where you have consented (you may opt out at any time).

11. International Transfers

When personal data is processed across borders outside your territory, we implement suitable protections including standard contractual clauses.

12. Contact

For privacy questions or to exercise your rights, contact the Citi Australia & New Zealand Investment Conference Data Protection team via our contact page.

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