Protecting your client’s data: important security updates

Safeguarding personal and policy information isn’t just a regulatory obligation—it’s a responsibility we take very seriously.

As part of our continued investment in data security and privacy, we are rolling out a series of enhancements to better protect your clients’ personal and sensitive information. These changes are being implemented to provide more confidence in how data is handled and maintained across our systems.

Our immediate priorities are outlined below, and we will keep you informed as we implement further improvements to safeguard personal data.

What’s changing?

Starting in August 2025 we’ll begin to dispose (delete or deidentify) historical client data for ‘Not Proceeded With’ (NPW) cases and declined applications where it didn’t result in a policy, prior to August 2023.

These changes mean that personal client details for NPW cases older than 2 years will no longer be visible or accessible through our systems.

Extra layer of protection for financial information

We’ve also introduced further data protections by masking sensitive payment information—including bank account and credit card details—on client applications, welcome packs, and other documents. This means even if someone accesses these documents, financial details will be obscured to protect client privacy.

What this means for you

These updates are designed to give you greater confidence that both your clients’ information and your business operations are being handled with the highest standards of security and compliance. Our team is here to support you every step of the way and we’ll continue to keep you informed as these changes are implemented.

Need support?

Our Adviser Solutions Team is available to answer your questions and help you navigate these updates, on 1300 286 937 (Monday–Friday, 8:30am–5pm AEST).