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What components of client data does the cash account provider has access to?

QuietGrowth takes reasonable care not to share with the cash account provider any client data that is not necessary for them to perform their tasks.

The cash account provider has access to your trading data and cash account data. They also have access to your profile details necessary for Know Your Client (KYC) and Anti Money Laundering (AML) compliance requirements, and for cash account opening and account maintenance requirements.

The cash account provider also has access to the latest 'Statement of Advice and MDA Contract' that you would have signed at the time of creating your cash account. The cash account provider requires this document. Apart from this, the cash account provider does not have access to the financial advice that QuietGrowth provides to you.

Refer to our Privacy Policy page for more information.

Also read the answer to the related question:

What components of client data does the brokerage firm has access to?

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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