Privacy Policy

The Institute of Actuaries of Australia ACN 000 423 656 (Institute) values your privacy and is committed to safeguarding the personal information we hold.  

This Privacy Policy has been developed to comply with the Privacy Act 1988 (Cth). We refer to this legislation as “Privacy Law”. 

This Privacy Policy describes how we handle your personal information.  

1. How we collect and hold personal information

The Institute is the professional body representing actuaries in Australia and provides a range of services for its members, including but not limited to education courses, seminars, conferences, publications and industry information that is distributed via mailings, the Institute website and various other means. 

The Institute uses personal information collected by it in order to provide and improve its services, to manage its relationship with you, fulfil its objectives under its Constitution and for purposes which you would reasonably expect us to use that information, including sending you information about new developments, products, services and special offers by post, telephone or any form of electronic communication.

1.1. What personal information we collect and why

Where it is reasonable and practical to do so, we collect personal information directly from you. Examples of how we collect personal information directly include: 

• membership application forms and annual subscription renewal forms; 
• registration forms for attendance at events; 
• enrolment forms for qualifying and continuing education; 
• order forms for publications; 
• membership profile updates; 
• data surveys issued by the Institute to its members; 
• sign ups to mentoring programs or other lifelong learning; 
• applications for employment at the Institute; and 
• correspondence with you, such as telephone enquiries or emails which may be retained on our systems in accordance with applicable email retention policies and procedures. 

We may also collect personal information from third parties or publicly available sources of information. All personal information that we collect is reasonably necessary for the purposes relating to providing our services to you.  

The following provides more detailed information concerning the main types of personal information we collect and why we collect it. Depending on the circumstances, the type of personal information we collect may include the following: 

• Identity information (including drivers’ licence and passports when completing exams) 
• Employment information 
• Contact information 
• Educational attainment information (University and other education facilities history) 
• Medical information (special consideration for exams and membership) 
• Banking information (payments) 

1.2. Membership Information

• If you apply to become a member of the Institute, it is a requirement that you provide us with personal information about yourself, including your name, date of birth, residential address and actuarial and other qualifications in detail. If you do not provide that information, we may not accept your application for membership. 
• Individuals seeking Accredited Membership of the Institute are also required to provide details of their membership with the relevant overseas actuarial body. Personal information may be shared with such relevant overseas actuarial bodies in order to process your application. If you do not provide that information, we may not accept your application for Accredited Membership. 
• We will also collect personal information about you as part of renewal of your membership. From time to time, we may collect further information about you, such as your email address, telephone number and other business details. 

1.3. ‘Find a member’ service 

Unless you advise us otherwise, personal information about you will be made available on the Institute’s ‘Find a member’ service on its website. This service is only available to other members of the Institute via the password-protected members’ section of the website so that they may contact you directly. 

2. Disclosure to third parties

To deliver our services, the Institute may use the services of third parties, such as mailing houses, to post information to members and customers, and technology partners who provide technical support for our computing network, website, apps and database. We may disclose your personal information to these third parties for this purpose. If the Institute provides your personal information to a third party, we take reasonable steps to ensure the third party is compliant with the Privacy Laws (as applicable). 

We may also share personal information with: 

• relevant overseas actuarial-related bodies in order to process an application for Accredited Membership; 
• similar bodies in respect of an application related to the Chartered Enterprise Risk Actuary (CERA) designation (for example, applications by CERA holders to transfer their designation to another Award Signatory); 
• international actuarial organisations that the Institute is associated with, such as the International Actuarial Association (IAA), which members may subscribe to through the Institute (note: Fellows of the Institute automatically become members of the IAA);  
• your employer, for verification purposes or where your employer holds a bulk subscription; and 
• newsfeed and information service providers.  

The transfer of personal information to these organisations is required for administrative purposes.  

The Institute also supplies personal information regarding members located overseas to the relevant Institute representative located in that country. However, prior to disclosing, we ask affected members to advise us if they do not wish their personal information to be provided to the relevant representative. 

3. Security and storage of personal information 

The security of your personal information is important to us and we take reasonable steps to keep it secure and protect it from misuse, loss and unauthorised access, modification or disclosure. 

The Institute protects the personal information it collects in a number of ways: 

• the information is held in a database, in proprietary data format, which can only be read using proprietary tools. The Institute database is interfaced with the password-protected members’ section of the Institute website. However, the database only accesses information selected according to the instructions you provide; 
• the Institute’s website has electronic security systems in place, including the use of firewalls and encryption. In addition, user identifiers and passwords are used on our website to control access to your personal information; 
• the Institute has in place access control and surveillance for our premises; 
• Institute employees are trained and required, as a condition of their employment, to treat personal information held by the Institute as confidential, and to maintain the confidentiality of that personal information; and 
• the Institute provides a discreet environment for confidential discussions. 

Unfortunately, security cannot be guaranteed. If you reasonably believe that there has been unauthorised use or disclosure of your personal information, please contact us. In the event of a security incident, we have in place procedures to promptly investigate the incident and determine if there has been a data breach involving personal information, and if so, to assess if it is a breach that would require notification. If it is, we will notify affected parties in accordance with Privacy Law requirements. 

In the event of a security incident involving unauthorised access, use or disclosure of personal information where a third party with whom we share personal information is involved, we will seek to work cooperatively with them to protect the personal information we have shared with them. 

If we no longer need your personal information, unless we are required under Australian law or a court or tribunal order to retain it, we will take reasonable steps to destroy or de-identify your personal information, in accordance with our document and information retention policy. 

4. Marketing

Unless you tell us otherwise, the Institute will use the personal information about you to contact you and to provide information that we consider may be relevant and/or of interest to you or which you have elected to receive. You authorise us to use any email address or other contact information you provide to us at any time for this purpose. 

You can, at any time, opt out of receiving marketing material by contacting us. You agree and acknowledge that even if you opt out of receiving marketing material, we will still send you essential information that we are required to send you relating to the services we provide. Once you opt out of receiving marketing material from us, it may take several business days after the date of your request to fully operationalise the removal. 

5. Cookies

Refer to the separate cookie/tracker policy found on the Institute website. 

6. Contacting the Institute about privacy issues

6.1. Query or request regarding access to, or correction of, personal information 

If you have a query about how to access or request correction of your personal information, or you wish to make a request for access/correction, please use the contact details below: 

Privacy Officer
Member Services 
Actuaries Institute 
Level 34, 264 George Street,
Sydney, NSW 2000 
Phone: +61 (0) 2 9239 6100 
Email: [email protected].  

6.2. Complaints or other queries 

If you have queries regarding the operation of this privacy policy, are concerned that the Institute is not complying with Privacy Laws or have other privacy concerns, please contact the Institute’s Company Secretary as follows: 

Company Secretary 
Actuaries Institute 
Level 34, 264 George Street,
Sydney, NSW 2000 
Phone: +61 (0) 2 9239 6100
 
 
Email: [email protected]
Email:  [email protected]   

6.3 Access to, and correction of, personal information 

Subject to certain exceptions, you have a right to access personal information that the Institute holds about you and to request correction of information that is inaccurate, out-of-date, incomplete, irrelevant or misleading. 

You can check the information the Institute holds about you at any time by simply logging onto the Members’ section of the Website and updating the information accordingly. The Institute cannot guarantee the security of personal information sent through the internet. If you need assistance with this, please contact [email protected] .  

If you are not satisfied with the response you receive, you may make a further complaint to the Office of the Australian Information Commissioner . 

Last updated: July 2025.