JEPS MGT Pty Ltd (“JEPS Management”) is a private investment firm headquartered in NSW, Australia. We work with high-net-worth individuals, family offices, and select institutions, and we may use secure cloud-based tools and platforms to deliver our services efficiently and responsibly.
We are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard personal data, and outlines your rights under applicable data protection laws. Because data privacy is an ongoing responsibility, we may update this policy from time to time to reflect operational, legal, or regulatory changes.
Data privacy representative:
JEPS MGT Pty Ltd is registered in NSW, Australia, and has appointed an internal representative for privacy-related questions or concerns. The representative’s contact details are listed below:
Legal Dept
JEPS MGT Pty Ltd
55 Brisbane St, Surry Hills, NSW 2010
How we collect and use your personal information:
1. Clients
When a person or corporation becomes an JEPS MGT Pty Ltd client, we collect certain information, such as Limited client, we collect certain information, such as (non-exhaustive): (i) your company’s name; (ii) your company’s address; (iii) potential users’ names and contact information; (iv) certain company authorised representatives’ names and contact information; and, (v) other information that may be relevant to serving your needs as a client. When we mention contact information, we are referring to your work e-mail address, work address, and work phone number, but in some instances, we may collect your personal e-mail address, personal mailing address, and a mobile phone number. Similarly, we may process e-mails you send us that contain such information in your signature block. Your firm and other users may occasionally provide us with additional information or update or remove the information that we have on file.
We process your personal information for client administration and support, to deliver product and company news to you, to inform you of JEPS MGT Pty Ltd-related events, for cybersecurity controls and protocol, to respond to your Enquiries, general correspondence with you or your representatives, for emergency notification, and other benefits or opportunities associated with being an JEPS MGT Pty Ltd client. We may also use the information you provide us to help us better tailor our products and services to meet your needs.
2. JEPS MGT Pty Ltd Events & Web Conferences
From time-to-time JEPS MGT Pty Ltd hosts events. The events may include in-person conferences as well as live web conferences (together Events). If you register for an Event and are a current user or have a current business relationship with us, we will access the information we have associated with you to provide you with information and services associated with the Event.If you do not have a current relationship with us and register for one of our Events, we will collect your name and contact information, which we will store in our database(s) and use to provide you with information and services associated with the Event. If you are a presenter at one of our Events or participating in a way other than general attendance, we will collect your name, firm name, contact information, and in some instances, a photograph. We may also collect information about you relevant to your participation. Moreover, in some instances, we may collect and store a recording of your voice and likeness or video of your presentation. Whether a presenter, participant, or attendee, we record your participation in our Events. The information may be used to provide you with additional information about JEPS MGT Pty Ltd or its services. The information may also be used to better tailor our products and services to better serve your needs. If you do not with to have your information included in an attendee list, you can express your preferences when you register for Events or you may contact us directly via legal at our domain.
3. Publications
JEPS MGT Pty Ltd endeavours to provide its clients with content. In addition to producing original content, we may also provide content from events. JEPS MGT Pty Ltd or our employees participate in or present at. Such content may be linked on our website or sent to you via e-mail. If we provide a link to third-party content, you will be leaving our website. JEPS MGT Pty Ltd is not responsible or liable for the content provided by these third-party websites, nor is JEPS MGT Pty Ltd responsible or liable for the personal information the third-party sites gather from you. JEPS MGT Pty Ltd uses Google Analytics to track how often people gain access to or read our content. We use this information in the aggregate to understand what our clients find useful or interesting, allowing us to provide the most valuable content to meet your needs. Similarly, from time-to-time, we may conduct surveys to help us better understand our clients’ needs. We do not track individuals, but instead review information in the aggregate. Participation in our surveys is voluntary.
4. Training
JEPS MGT Pty Ltd provides training to its clients. If you participate in our user training, you may do so by e-mailing your support team, in which case, we will collect your name and contact information directly from you. Alternatively, your employer or a member of your team may request group training, in which case, we will collect your name and contact information from such person so we can maintain record, coordinate training schedules, and administer the requested training. Your personal information will be stored in our database(s), which in most cases are hosted by us, but in others will be hosted by a third-party cloud service provider.
5. Your Correspondence with JEPS MGT Pty Ltd
From time-to-time you may correspond with us by e-mail, the postal service, or other form of communication, such as through JEPS MGT Pty Ltd’s helpdesk (collectively Correspondenceor Correspond). If you Correspond with us, we may retain such Correspondence and the information contained within and use it to respond to your inquiry or any subsequent inquiry from your employer; to notify you of JEPS MGT Pty Ltd Events, publications, product updates, or other services; or to keep a record of your complaint, accommodation request, to Fulfil your tech support request, and the like. If you wish to have JEPS MGT Pty Ltd erase your personal information or otherwise refrain from communicating with you, please contact us at legal at our domain Note: if you ask us not to contact you by e-mail from a certain e-mail address, we will retain a copy of that e-mail address on our do not send list so that we can comply with your no-contact request.
6. Purposes for Processing Your Personal Information
JEPS MGT Pty Ltd processes your data to provide you with the goods or services you (or your employer) have requested or licensed from us, including providing software, client support, cybersecurity, Events, publications and other content, Correspondence, certification, and training. Further, we use this information to Fulfil our contractual and legal obligations and to refine our goods and services to better tailor them to your needs and to communicate with you about other services we offer.
7. Personal Information
From time-to-time, we receive personal information about individuals from third-parties. This may happen when your employer is an JEPS MGT Pty Ltd client and adds you as a user or relevant contact. Similarly, we may receive personal information from a third-party when someone in your social or business network recommends you for employment at JEPS MGT Pty Ltd or makes an introduction for some other legitimate business purpose.
8. What Happens if You don’t Give JEPS MGT Pty Ltd Limited Your Data
JEPS MGT Pty Ltd purposefully gathers little personal information. The information we do gather, we gather because we believe it is necessary to provide you with the services you or your employer have inquired about or contracted for or to authenticate you so we know it is you and not someone else. Due to legal, contractual, and other legitimate interests, certain services may not be available to you if you choose not to provide your data. You may opt-out of receiving marketing communication at any time. 2. Use of JEPS MGT Pty Ltd Website:Like most websites, JEPS MGT Pty Ltd website collects certain information automatically and stores it in log files. The information may include internet protocol (IP) addresses, the region or general locations where your computer or device is accessing the internet, browser type, operating system, and other usage information your use of JEPS MGT Pty Ltd’s website, including a history of the pages you view.
We use this information to help us design our site to better suite our users’ needs. We may also use your IP address to help diagnose problems with our server and to administer our website, analyse trends, track visitor movements, and gather broad demographic information that assists us in identifying visitor preferences. Further, our website uses cookies and web beacons. Our site does not track visitors when they cross to third-party websites and does not provided targeted advertising, so it will not respond to Do Not Track (DNT) signals. 3. When and How We Share Your Information with Others:If you are an JEPS MGT Pty Ltd client, your usage of certain JEPS MGT Pty Ltd services and information regarding JEPS MGT Pty Ltd support are maintained in association with your client account. The personal information we collect from you for such services and support is stored in one or more of our data bases hosted primarily by JEPS MGT Pty Ltdwithin the Australia, but in some instances, such as e-mail correspondence, by third-parties located within the United Kingdom. These third-parties do not have access to your personal information for any purpose other than cloud storage and retrieval.We do not otherwise reveal your personal data to third-parties for their independent use unless: (i) you (or in some instances your employer) request or authorise it; (ii) the information is provided to comply with the law(for example, to comply with a search warrant, subpoena, or court order), to enforce an agreement we have with you, or to protect our rights, property, or safety or the rights, property, or safety of our employees or others; (iii) the information is provided to our agents, vendors, licensors, or service providers who perform functions on our behalf or as necessary to Fulfil contractual obligations we have to you or your employer; (iv) to address emergencies or acts of God; or, (v) to address disputes, claims, or to persons demonstrating legal authority to act on your behalf.Our website interfaces with social media sites such as LinkedIn and Twitter. If you choose to like or share information from our website through such services, you should review the privacy policy of that service. If you are a member of a social media site used, the interface may allow the social media site to connect your site visit to your personal data.
Legal Dept
JEPS MGT Pty Ltd
55 Brisbane St, Surry Hills, NSW 2010
Company Information
JEPS MGT Pty Ltd is an international business company incorporated in Australia. References on this website to “JEPS Management”, “we”, “us” or “our” are to JEPS MGT Pty Ltd and its associated business activities.
Office Address: 55 Brisbane St, Surry Hills, NSW 2010
Australian Financial Services license (AFSL) number 509274
JEPS MGT Pty Ltd describes its activities as an international investment and financial services business. Any references to services, structures, or investment capabilities are provided for general informational purposes only and may be made available only to eligible counterparties or through appropriate arrangements, subject to jurisdictional limitations.
Nothing on this website constitutes or should be interpreted as an offer, solicitation, or recommendation to engage in any investment activity, nor should it be interpreted as implying regulatory authorisation, approval, or licensing in any jurisdiction where such status has not been formally obtained.

This website is intended for use by professional clients, eligible counterparties, or investors who are permitted to receive such information under applicable laws and regulations in their jurisdiction. It is the responsibility of each user to ensure that accessing this website and its services is permitted under the laws of their country of residence.
JEPS Management is a trading name used by JEPS MGT PTY LTD and its subsidiaries and affiliates globally. Securities, financial advisery, and other investment services are provided by entities affiliated with JEPS MGT PTY LTD. JEPS MGT PTY LTD is an international business company incorporated in Australia. Australian Financial Services License (AFSL) number 509274, Office Address: 55 Brisbane St, Surry Hills, NSW 2010
JEPS MGT PTY LTD does not represent or warrant that the information provided is accurate, complete, or up to date. Any reliance placed on such information is strictly at your own risk. Investments carry inherent risk, including the potential loss of capital, and past performance is not indicative of future results.
Important Information
JEPS MGT PTY LTD (ABN 16 166 825 850) | AFSL 509274 | Australia
Institutional Office: 55 Brisbane St, Surry Hills, NSW 2010. Australia
Before making any investment decisions, please ensure you have read our Terms & Conditions and Privacy Policy.