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Calibre Financial Technology Pty Ltd (“Calibre”) takes its responsibilities to safeguard your personal and proprietary information very seriously.


We are required to satisfy legal regulations relating to privacy in the countries we operate, and our company is committed to doing so at all levels in the organisation. 


Depending on the nature of your relationship with us, we may capture, store, transfer and present:


Personal data:


  • Personal information relating to your identity

    • Name

    • Employer

    • Role

    • Qualifications

  • Your contact details 

    • employer’s address

    • work email

    • work phone

    • private phone (where you have provided it to us)

  • Usage and tracking information


And proprietary data, such as:


  • Information you have given us about your team’s approach to investment during the sales process

  • Data you have stored into Calibre’s Equity Research Management System

  • Market and research data provided by you

  • Documents such as company models and research


This privacy policy focuses on Personal data only and explains how we capture, store and use it and also how we delete it where required.


Proprietary data can in some cases also be personal data and we will also explain how we manage this.


Capturing Personal Information



Calibre regularly captures personal data for two purposes:


  • Marketing and Sales – letting you know periodically about our equity research system, updates to the functionality or following up on your interest in our services.

  • User Management – you are a user of our product and we need to manage this usage and update you on services and functionality.


Calibre may collect this information from different sources:


  • You fill out an enquiry form on our website

  • You call and speak to a Calibre employee

  • A colleague of yours may provide us with your contact details 

  • Your website may provide this information

  • Your name and role may be mentioned in a professional journal or news article


Marketing use of personal data



The Marketing team may use your personal data to contact you to keep you up-to-date on the Calibre systems features and offers. Our website uses cookies and tracking to help us to tailor and to improve your experience. By using our website you are agreeing to these tools being used.


It is our policy to:


  • avoid nuisance by only sending a small number of relevant emails to you 

  • to always offer an unsubscribe option to allow you to opt-out of any marketing communication emails from Calibre

  • provide you with the personal information we have in our marketing systems related to you upon request – please email

  • delete all personal information we have in our marketing systems related to you, if requested – please email


Calibre may share this personal data with another organisation for the purposes of automation or of outsourcing some of our marketing functions to external service providers. However, Calibre will ensure these organisations have strong privacy policies and protections before doing so.

User Management and personal data


As a user of Calibre software we need to store your identity and some contact information as well as your role, to allow you to use our Equity Research Management System. Your organisation will have given us permission to do this as well as providing the information.


Calibre will not share your personal data acquired as a user of our systems with any other organisation.


Opting out


You can email us at to request we stop sending you marketing messages at any time. You can also request:

  • that we delete all of your personal information (unless you are a user of Calibre’s Equity Research Management System) 

  • that we provide you with all personal information we hold related to you.


Proprietary data containing personal information



Calibre’s Equity Research Management System is very flexible about the nature of the information stored in them for research purposes. Personal information is often stored with or without our knowledge as general research information:


  • Internal Funds Management (“FM”) – An FM team may decide to store personal data relating to its employees, typically this is: name, contact details, location, and role-related information.

  • Research House (“RH”) information – Stored to be disseminated to client organisations of the RH.


It is Calibre’s policy that this information is the responsibility of the company entering the data to ensure their employees know what personal information is stored and their company’s own policy relating to the storage of this information.


In addition:


  • We will not access or use this information for our internal purposes such as marketing.

  • We will ensure that access to this information is strictly controlled in line with our highly secure treatment of all proprietary data.

  • If you are an employee of an RH sharing information with its clients, you are also responsible for the way the private information is held at a company level. We expect that you have been given consent for this sharing.

  • If you are an employee of an FM storing this information for internal use, we expect that you have been given consent for this purpose under your company’s privacy policy.


Data Security



Calibre has always adopted best practice for data security and has achieved ISO/IEC 270001 accreditation.  This is an internationally recognised information security standard certificate for best practice in the industry.


Collecting data from Children under 13 years



Calibre’s products are designed for investment professionals. We do not collect information from children and if we become aware of having done so, the information will be deleted. However, in general, date of birth information is not required and we do not request or collect it.


GDPR and Calibre



The European Union (“EU”) General Data Protection Regulation (“GDPR”) relates to the handling of private information of EU citizens. 


Calibre satisfies the legal obligations of the GDPR via contractual arrangements with all EU companies ensuring compliance with all Data Protection Laws and the GDPR.

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