Introduction and Our Commitment

At gorentivia, we understand that your financial data represents more than numbers — it's your business's future, your investment decisions, and your trust in our expertise. This privacy policy explains how we collect, use, protect, and share your personal information when you use our financial reporting services for investors.

We're based in Australia and operate under Australian Privacy Principles (APPs) as outlined in the Privacy Act 1988. Our approach goes beyond compliance — we've built our entire data handling philosophy around respect for your privacy and the sensitive nature of financial information.

Information We Collect and Why

Personal and Contact Information

When you engage with our financial reporting services, we collect basic contact details including your name, email address, phone number, and business address. We also gather information about your role within your organisation and your specific reporting needs.

Financial and Business Data

To provide accurate financial reports for investors, we collect and analyse your business financial data, investment portfolios, market positions, and related documentation. This includes transaction records, performance metrics, and any supporting documents you provide for our analysis.

Technical Information

Our website automatically collects certain technical data including IP addresses, browser types, device information, and usage patterns. This helps us improve our services and ensure platform security.

• Website interaction data and page views
• Login timestamps and session duration
• Document download and report access logs
• Communication preferences and history

How We Use Your Information

Every piece of information we collect serves a specific purpose in delivering high-quality financial reporting services. Here's exactly how we use your data:

Service Delivery

• Creating comprehensive financial reports tailored to your investor requirements
• Analysing market trends and performance metrics relevant to your portfolio
• Providing strategic insights and recommendations based on your financial position
• Maintaining ongoing client relationships and support services

Communication and Support

We use your contact information to discuss your reporting needs, deliver completed reports, schedule consultations, and provide ongoing support. All communication is directly related to our professional services.

Legal and Compliance Requirements

As financial service providers, we're required to maintain certain records for regulatory purposes. This includes client identification, transaction documentation, and compliance with Australian financial reporting standards.

Data Sharing and Disclosure

We maintain strict control over your personal information and never sell or rent your data to third parties. However, there are specific circumstances where we may share your information:

Your Rights and Control

Under Australian Privacy Principles, you have significant rights regarding your personal information. We're committed to making these rights accessible and practical to exercise.

Access and Correction

You can request access to any personal information we hold about you. If you find any errors or outdated information, we'll correct it promptly. There's no charge for reasonable requests, though we may charge for extensive or repeated requests.

Data Portability and Deletion

You can request a copy of your data in a commonly used format, or ask us to delete your personal information entirely. We'll honour these requests except where we're required to retain information for legal or regulatory purposes.

• Request copies of all reports and analyses we've prepared for you
• Update your contact preferences and communication settings
• Opt out of non-essential communications while maintaining service access
• Request detailed explanations of how your data has been used

Security Measures and Protection

Given the sensitive nature of financial information, we've implemented comprehensive security measures that go well beyond industry standards. Your data security isn't just a technical requirement — it's fundamental to our business reputation.

Technical Safeguards

• End-to-end encryption for all data transmission and storage
• Multi-factor authentication for all system access
• Regular security audits and penetration testing
• Automated backup systems with secure off-site storage
• Firewall protection and intrusion detection systems

Operational Security

Our team follows strict protocols for handling client data. All staff undergo regular privacy training, and access to client information is limited to personnel who need it for service delivery. We maintain detailed access logs and conduct regular internal security reviews.

Physical documents are stored in locked, access-controlled facilities, and we have clear procedures for secure disposal of sensitive information when retention periods expire.

Data Retention and Storage

We retain your personal information only as long as necessary for service delivery, legal compliance, or legitimate business purposes. Our retention periods are based on the nature of the information and relevant legal requirements.

When retention periods expire, we securely delete or anonymise your information using industry-standard methods. You can request earlier deletion of your data, subject to our legal and professional obligations.

International Data Transfers

While we primarily store and process your data within Australia, some of our technology service providers may store data on servers located overseas. When this occurs, we ensure these providers meet Australian privacy standards or operate under recognised international frameworks.

Currently, some of our cloud infrastructure is hosted in secure facilities in Singapore and the United States, both of which have been assessed by the Office of the Australian Information Commissioner as providing adequate privacy protections.

Changes to This Policy

We review and update this privacy policy regularly to reflect changes in our services, technology, or legal requirements. When we make significant changes, we'll notify existing clients directly and post the updated policy on our website.

Minor updates, such as contact information changes or clarifications, may be made without direct notification. We encourage you to review this policy periodically, especially before engaging our services or providing additional personal information.

Version History

• Version 3.1 - 15 January 2025 (current version)
• Version 3.0 - 12 August 2024 (updated data retention periods)
• Version 2.5 - 3 March 2024 (added international transfer details)