Privacy Policy

We may collect personal information including your name, email address, phone number, postal address, professional or employment details, and financial information relevant to wholesale investor status verification.

We collect this information when you:

• Submit an enquiry or expression of interest through our website
• Subscribe to receive updates or communications from us
• Engage with us in relation to a potential or existing investment
• Contact us by email, phone, or other means

We use the personal information we collect to:

• Respond to your enquiries and provide information about our funds
• Assess and verify your eligibility as a wholesale or sophisticated investor under sections 761G and 761GA of the Corporations Act 2001 (Cth)
• Process and manage investments in the Balmoral Tactical Credit Fund
• Comply with our legal and regulatory obligations, including those under our AFSL
• Send you updates and communications where you have opted in to receive them

Our website may use cookies and similar technologies to improve your browsing experience and to collect aggregated, anonymised usage data. This may include information about your device, browser type, pages visited, and time spent on our website.

We may use third-party analytics services to help us understand how visitors interact with our website. These services collect information in a way that does not directly identify individual users. You can control cookie preferences through your browser settings at any time.

We do not sell or rent your personal information to third parties. We may disclose your personal information to:

• Our professional advisers, including legal, accounting, and compliance service providers
• Fund administrators and custodians engaged in connection with the Balmoral Tactical Credit Fund
• Regulatory bodies, including ASIC, where required by law or regulation
• Any other party where you have provided your consent or where disclosure is authorised or required by Australian law

Where we engage third-party service providers, we take reasonable steps to ensure they handle your personal information in accordance with the APPs and this policy.

Under the Australian Privacy Principles, you have the right to:

• Request access to the personal information we hold about you
• Request correction of any inaccurate or out-of-date information
• Opt out of receiving marketing communications at any time
• Lodge a complaint if you believe we have breached the APPs

We will respond to all access and correction requests within a reasonable period, and in any case within 30 days.

If you have any questions about this Privacy Policy, wish to make a privacy-related request, or would like to lodge a complaint, please contact us at:

If you are unsatisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.