Privacy policy

Effective date: 11th July 2025

www.hargreaveheritage.com.au (the “Site”) is owned and operated by Hargreave Manor Brokerage, ABN 47 985 751 957

Purpose

The purpose of this Privacy Policy (this “Privacy Policy”) is to inform users of our Site about the following:

  1. The personal data we will collect;

  2. How collected data is used;

  3. Who has access to the data collected;

  4. The rights of Site users; and

  5. The Site’s cookie policy.

This Privacy Policy applies in addition to the terms and conditions of our Site.

Consent

By using our Site, you agree to:

  1. The conditions set out in this Privacy Policy; and

  2. The collection, use, and retention of the data listed in this Privacy Policy.

Personal Data We Collect

We only collect data that helps us achieve the purpose set out in this Privacy Policy. We will not collect any additional data beyond what is listed below without notifying you first.

Data Collected Automatically 

When you visit and use our Site, we may automatically collect and store the following information:

  1. Location.

Data Collected in a Non-Automatic Way 

We may also collect data when you perform certain functions on our Site, such as when you submit a "Free Search" form or use our contact forms. This data may include:

  • Your name

  • Contact information (email address, phone number)

  • Details related to your potential unclaimed funds (as provided by you)

How We Use Personal Data

Data collected on our Site will only be used for the purposes specified in this Privacy Policy or as indicated on the relevant pages of our Site. We will not use your data beyond what we disclose in this Privacy Policy. Primarily, we use your data to:

  • Conduct free searches for unclaimed money on your behalf.

  • Communicate with you regarding potential claims and the recovery process.

  • Manage and process your refund claims.

  • Improve our services and website experience.

Who We Share Personal Data With

Employees 

We may disclose user data to any member of our organisation who reasonably needs access to user data to achieve the purposes set out in this Privacy Policy.

Other Disclosures 

We will not sell or share your data with other third parties, except in the following cases:

  1. If the law requires it;

  2. If it is required for any legal proceeding;

  3. To prove or protect our legal rights; and

  4. To buyers or potential buyers of this company in the event that we seek to sell the company.

Please note that if you follow hyperlinks from our Site to another site, we are not responsible for and have no control over their privacy policies and practices.

How Long We Store Personal Data

User data will be stored until the purpose for which the data was collected has been achieved. You will be notified if your data is kept for longer than this period. This is typically for the duration of your claim and any necessary follow-up periods, or as required by law.

How We Protect Your Personal Data

In order to protect your security, we use strong browser encryption and store all of our data on servers in secure facilities. All data is only accessible to our employees who are bound by strict confidentiality agreements. A breach of this agreement would result in the employee’s termination.

While we take all reasonable precautions to ensure that user data is secure and that users are protected, there always remains a risk of harm. The Internet as a whole can be insecure at times, and therefore we are unable to guarantee the security of user data beyond what is reasonably practical.

Children

We do not knowingly collect or use personal data from children under 16 years of age. If we learn that we have collected personal data from a child under 16 years of age, the personal data will be deleted as soon as possible. If a child under 16 years of age has provided us with personal data, their parent or guardian may contact our privacy officer.

How to Access, Modify, Delete, or Challenge the Data Collected

If you would like to know if we have collected your personal data, how we have used it, if we have disclosed it and to whom, or if you would like your data to be deleted or modified in any way, please contact us at: info@hargreaveheritage.com.au or 51 Bay Rd, Mount Martha, Vic, 3934 Australia.

Modifications

This Privacy Policy may be amended from time to time to maintain compliance with the law and to reflect any changes to our data collection process. When we amend this Privacy Policy, we will update the “Effective Date” at the top of this Privacy Policy. We recommend that our users periodically review our Privacy Policy to ensure they are notified of any updates. If necessary, we may notify users by email of significant changes to this Privacy Policy.

Terms and Conditions

Terms and Conditions

These terms and conditions (the “Terms and Conditions”) govern the use of www.hargreaveheritage.com.au (the “Site”). This Site is owned and operated by Hargreave Manor Brokerage. This Site provides administrative services related to unclaimed funds recovery.

By using this Site, you indicate that you have read and understand these Terms and Conditions and agree to abide by them at all times.

These terms and conditions contain a dispute resolution clause that impacts your rights about how to resolve disputes. Please read it carefully.

Intellectual Property

All content published and made available on our Site is the property of Hargreave Manor Brokerage and the Site’s creators. This includes, but is not limited to, images, text, logos, documents, downloadable files, and anything that contributes to the composition of our Site.

Acceptable Use

As a user of our Site, you agree to use our Site legally, not to use our Site for illegal purposes, and not to:

  • Violate the intellectual property rights of the Site owners or any third party to the Site;

  • Hack into the account of another user of the Site; or

  • Act in any way that could be considered fraudulent.

If we believe you are using our Site illegally or in a manner that violates these Terms and Conditions, we reserve the right to limit, suspend, or terminate your access to our Site. We also reserve the right to take any legal steps necessary to prevent you from accessing our Site.

Sale of Services

These Terms and Conditions govern the sale of services available on our Site.

The following services are available on our Site:

  • Unclaimed Funds Recovery.

Our services will be paid for in full upon the successful completion of the service and the recovery of your funds.

These Terms and Conditions apply to all the services that are displayed on our Site at the time you access it. All information, descriptions, or images that we provide about our services are as accurate as possible. However, we are not legally bound by such information, descriptions, or images as we cannot guarantee the accuracy of all aspects of the services we provide (e.g., specific recovery timelines which can vary based on external factors). You agree to engage in services from our Site at your own risk, understanding the inherent variables in the recovery process.

We reserve the right to modify, reject, or cancel your service request whenever it becomes necessary. If we cancel your request for any reason after you have provided us with initial information, no payment will have been processed as our service is “no win, no fee”.

Payments

We accept payment for our services from the recovered funds directly, as outlined in our “no win, no fee” guarantee. Once your funds are recovered, our agreed-upon fee is deducted, and the remainder is disbursed to you via cheque or direct bank transfer.

When you provide us with your payment information, which only occurs for direct debit of our fee, if applicable and specifically requested by you, after successful fund recovery, you authorise our use of and access to the payment instrument you have chosen to use. By providing us with this information, you authorise us to charge the amount due to this payment instrument.

If we believe your payment or information has violated any law or these Terms and Conditions, we reserve the right to cancel or reverse any related transaction.

Guarantees

The following guarantee applies to our Site and services:

  • “No win, no fee”: you only pay our fee if we successfully recover your unclaimed funds.

Consumer Protection Law

Where the Australian Consumer Law, Schedule 2 of the Competition and Consumer Act 2010, or any other consumer protection legislation in your jurisdiction applies and cannot be excluded, these Terms and Conditions will not limit your legal rights and remedies under that legislation. These Terms and Conditions will be read subject to the mandatory provisions of that legislation. If there is a conflict between these Terms and Conditions and that legislation, the mandatory provisions of the legislation will apply.

Limitation of Liability

Hargreave Manor Brokerage and our directors, officers, agents, employees, subsidiaries, and affiliates will not be liable for any actions, claims, losses, damages, liabilities, and expenses, including legal fees, arising from your use of the Site or our services, except where such liability cannot be excluded under applicable consumer protection law.

Indemnity

Except where prohibited by law, by using this Site you indemnify and hold harmless Hargreave Manor Brokerage and our directors, officers, agents, employees, subsidiaries, and affiliates from any actions, claims, losses, damages, liabilities, and expenses, including legal fees, arising out of your use of our Site or your violation of these Terms and Conditions.

Applicable Law

These Terms and Conditions are governed by the laws of the State of Victoria, Australia.

Dispute Resolution

Subject to any exceptions specified in these Terms and Conditions, if you and Hargreave Manor Brokerage are unable to resolve any dispute through informal discussion, then you and Hargreave Manor Brokerage agree to submit the issue before a mediator. The decision of the mediator will not be binding. Any mediator must be a neutral party acceptable to both you and Hargreave Manor Brokerage.

Notwithstanding any other provision in these Terms and Conditions, you and Hargreave Manor Brokerage agree that you both retain the right to bring an action in small claims court and to bring an action for injunctive relief or intellectual property infringement.

Severability

If at any time any of the provisions set forth in these Terms and Conditions are found to be inconsistent or invalid under applicable laws, those provisions will be deemed void and will be removed from these Terms and Conditions. All other provisions will not be affected by the removal, and the rest of these Terms and Conditions will still be considered valid.

Changes

These Terms and Conditions may be amended from time to time to maintain compliance with the law and to reflect any changes to the way we operate our Site and the way we expect users to behave on our Site. We will notify users by email of significant changes to these Terms and Conditions or post a prominent notice on our Site.

Contact Details

Please contact us if you have any questions or concerns regarding these Terms and Conditions. You can reach us at: info@hargreaveheritage.com.au