This document describes the policy of Morris Fox Pty Ltd, for the management of client information. As part of providing a financial intermediary or support co-ordination service, Morris Fox Pty Ltd will need to collect personal information relevant to the NDIS participant's NDIS plan. Morris Fox Pty Ltd takes all reasonable steps to ensure the information gathered is kept securely, and to protect the interests of the participant's privacy.
Upon engagement of Morris Fox Pty Ltd's services the participant/nominated representative is required to acknowledge acceptance of the Morris Fox Pty Ltd Service Agreement for Financial Intermediary Services and/or Support
Upon acceptance of our Service Agreement we assume implied consent and understanding that we use the information you have provided with our utmost discretion in order to perform the tasks of providing our financial intermediary or
support co-ordination services. In order to perform our service we may at times need to discuss some information (for example; budgets, plan goals, and services provided etc) with other relevant parties (for example; support co-ordinators, the NDIA etc).
Morris Fox Pty Ltd takes every care to protect your information and will discuss this on a needs only basis where necessary to perform the tasks involved in providing our service.
At all other times, personal information gathered by Morris Fox Pty Ltd
will remain confidential and secure except when disclosure is required or authorised by law or it is subpoenaed by a court, or if Morris Fox Pty Ltd believes failure to do so would place the participant at risk of harm.
If you have any concerns or questions during the course of your service with
Morris Fox Pty Ltd about the management of your information, please contact
Morris Fox Pty Ltd by phone or email.
Morris Fox Pty Ltd may review and update our policies and relevant documentation from time to time, without notice. When doing so the updated version will be available on our website.