M Financial Services, incorporating its related entities ("M Financial Services", "we", "us", "our"), is required to collect and use certain personal information about you in order for us to carry out our responsibilities to administer your financial affairs as instructed by you, and to enable us to comply with our legal/or regulatory obligations.
In most instances, we will collect personal information directly from you or where it is provided to us with your authority. We may also be required to collect personal information about you from a third party, which we will only do as permitted or required by law. Sometimes we may be required to collect sensitive information from you or about you from a third party for the provision of certain insurance and/or financial planning services.
In the normal course of the services we proved to you, you will be able to deal with us anonymously or by a pseudonym where it is lawful, practicable and reasonable to do so.
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