Privacy Policy

Last updated: July 2026

Envision Private ("we", "our", "us") is committed to protecting the privacy of individuals whose personal information we handle. This Privacy Policy describes how we collect, hold, use, disclose and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles ("APPs").

1. Information we collect

We may collect the following personal information from you:

• identity information (name, date of birth, identification documents);
• contact information (email, phone number, address);
• professional information (employer, role, brokerage, aggregator);
• financial information (loan details, borrower information, investor certification);
• website usage data (IP address, browser type, pages viewed).

2. How we collect information

We collect information directly from you when you complete a form on our Site, submit a deal, request our investor materials, or otherwise interact with us. We may also collect information from third parties such as credit bureaus, valuers, referral partners and public registers where this is required for us to assess a transaction.

3. How we use your information

We use personal information to:

• respond to your enquiry;
• assess and manage private credit transactions and investor allocations;
• meet our anti-money laundering (AML/CTF), tax and other legal obligations;
• send you information about our services (you can unsubscribe at any time);
• improve the operation of the Site.

4. When we disclose information

We may disclose personal information to trusted third parties who support the operation of our business, including valuers, legal advisers, credit reporting bodies, custodians and trustees, IT service providers, and government or regulatory authorities where required by law.

5. Overseas disclosure

We do not routinely disclose personal information to overseas recipients. Where we do — for example, through cloud service providers — we take reasonable steps to ensure the recipient handles the information consistently with the APPs.

6. Storage and security

Personal information is stored on secure servers and access is restricted to authorised personnel. We take reasonable steps to protect the information we hold from misuse, interference, loss and unauthorised access, modification or disclosure.

7. Cookies

Our Site may use cookies and similar technologies to remember your preferences and understand how the Site is used. You can disable cookies in your browser settings, though some features of the Site may not work as intended.

8. Access and correction

You may request access to the personal information we hold about you and request corrections at any time by emailing hello@envisionprivate.com.au.

9. Complaints

If you believe your privacy has been breached, contact us using the details above. We will investigate and respond within a reasonable period. If you are not satisfied with our response you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

10. Contact

Privacy questions can be sent to hello@envisionprivate.com.au.