CSBB PRIVACY POLICY

1. WHAT PERSONAL INFORMATION WE COLLECT
– Names, addresses, contact details
– Financial information (for buyer qualification)
– Business information (for valuations/listings)
– ID verification documents
– Email correspondence

2. WHY WE COLLECT IT
– To provide business broking and valuation services
– To match buyers with suitable businesses
– To market businesses for sale
– To comply with legal obligations (NSW Fair Trading)

3. HOW WE COLLECT IT
– Directly from you (enquiry forms, emails, phone calls)
– From your representatives (solicitors, accountants)
– From public sources (ASIC, ABN lookups)
– From our website and online forms

4. HOW WE USE IT
– Provide requested services
– Send business listings that match your criteria
– Communicate about transactions
– Marketing (with consent)
– Comply with legal obligations

5. HOW WE STORE IT
– Securely in our CRM (password protected)
– OneDrive (Microsoft cloud – password protected)
– Email systems (password protected)
– Physical files

6. WHO WE DISCLOSE IT TO
– Other parties to transactions (buyer to vendor after NDA)
– Professional advisors (solicitors, accountants – with consent)
– Service providers (CRM provider, email provider)
– Regulatory bodies (NSW Fair Trading – if required)

7. OVERSEAS DISCLOSURE
– Microsoft/OneDrive servers may be overseas (USA)
– CRM provider servers Maybe AWS Sydney or overseas
– No other overseas disclosure

8. YOUR RIGHTS
– Access your personal information
– Request correction of inaccurate information
– Request deletion (subject to legal retention requirements)
– Make a privacy complaint

9. HOW TO CONTACT US
Privacy Officer: Stephen Wray
Email: steve@csbb.com.au
Phone: 1300 556606

10. COMPLAINTS
If you have a privacy complaint:
– Contact our Privacy Officer (above)
– We will respond within 30 days
– If not satisfied, you can contact:
Office of the Australian Information Commissioner (OAIC)
Phone: 1300 363 992
Website: www.oaic.gov.au

11. WHEN WE DESTROY INFORMATION
– We retain information for 7 years after transaction completion
(NSW Fair Trading requirement)
– After retention period, information is securely destroyed
– You can request earlier deletion if no legal requirement to retain

12. POLICY UPDATES
– We review this policy annually
– Last updated: December 2025
– Changes will be posted on our website