Privacy Policy
How Meridian handles personal information.
This Privacy Policy explains how Meridian Allocation collects, uses, stores and discloses personal information through its website, enquiry forms, mailing lists and subscription service.
Operated by: Meridian Allocation
ABN: [INSERT ABN]
Last updated: July 2026
This policy should be read together with Meridian’s Terms, Cancellation Policy and Limitations & Disclosures.
Who operates Meridian
Meridian Allocation is operated by:
Legal or business name: [INSERT NAME]
ABN: [INSERT ABN]
Location: Victoria, Australia
Privacy contact: [INSERT EMAIL]
References to “Meridian”, “we”, “us” or “our” in this policy refer to the entity identified above.
[LEGAL REVIEW: Confirm whether Meridian is covered by the Privacy Act 1988 and the Australian Privacy Principles.]
Scope of this policy
This policy applies to personal information handled through:
the Meridian website
enquiry and waitlist forms
subscription checkout and billing
subscriber communications
research delivery and access systems
website analytics
customer-support communications
It does not govern the independent privacy practices of external websites or service providers.
Personal information collected
Depending on how a person interacts with Meridian, information collected may include:
name
email address
organisation or professional role
enquiry category and message
subscription status
billing and transaction references
payment status and limited payment metadata
communications with Meridian
technical information associated with website use
consent and communication preferences
Meridian does not require users to submit passwords, full payment-card numbers, government identification documents, tax information or detailed portfolio information through its enquiry forms.
If unnecessary sensitive or confidential information is submitted voluntarily, Meridian may delete or restrict its use where reasonably appropriate.
How information is collected
Meridian may collect information:
directly through forms submitted by users
when a user joins a waitlist or mailing list
during subscription checkout
when a user contacts Meridian by email
through subscription and access-management systems
through website analytics, cookies or similar technologies
from service providers involved in operating the website or subscription
How information is used
Meridian may use personal information to:
respond to enquiries
manage waitlist and subscriber records
process and verify subscriptions
provide research and subscriber access
send operational, billing and account communications
send research updates where permitted
administer cancellations and refund requests
maintain website functionality and security
diagnose technical issues
improve the website and research service
prevent misuse, fraud or unauthorised access
comply with legal, regulatory or contractual obligations
Meridian should not use personal information for a materially unrelated purpose unless authorised, consented to or permitted by law.
Enquiries and Tally forms
Meridian uses Tally to collect enquiries and may also use it for waitlist or feedback forms.
Information submitted through a Tally form may include:
name
email address
enquiry type
organisation
message or feedback
technical submission data
Tally processes information under its own privacy terms and service infrastructure.
Users should not submit full card details, passwords, identification documents or confidential financial information through a Tally form.
Service provider: Tally
Purpose: Forms and enquiry collection
Privacy information: here
Subscriptions and payments
Meridian uses Stripe or another identified payment provider to process subscription payments.
The payment provider may collect:
card or payment-method information
billing details
transaction information
fraud-prevention information
Meridian may receive limited information such as:
subscriber name and email
payment status
subscription plan
transaction identifier
billing date
partial payment-method details, where supplied by the provider
Meridian does not intend to receive or store full payment-card numbers.
Payment provider: STRIPE
Purpose: Checkout, billing and subscription management
Privacy information: here
Email and subscriber communications
Meridian may use Mailerlite to:
deliver monthly packets
send subscription and access information
provide research updates
manage mailing-list preferences
record delivery, opening or link-interaction information where enabled
Users may unsubscribe from optional marketing or research-update emails through the link included in the message.
Meridian may continue sending essential billing, access, legal or service-related communications while an account or subscription remains active.
Website analytics and cookies
Meridian may use cookies, pixels, local storage or similar technologies to:
operate the website
remember preferences
understand website traffic
measure page performance
identify technical problems
protect the website from misuse
Analytics provider: NONE CURRENTLY
Information collected may include:
browser and device type
approximate location derived from an IP address
pages visited
referral source
date and time of access
interactions with website elements
[INSERT COOKIE-CONSENT POSITION AFTER CONFIRMING THE ACTUAL TOOLS AND TARGET JURISDICTIONS.]
Third-party service providers
Meridian relies on third-party providers to operate its website and subscription service.
These may include:
Framer — website hosting and publishing
Tally — forms and enquiries
Stripe — payments and subscription management
mailerlite — research and subscriber emails
Squarespace — domain
These providers may handle personal information only to the extent necessary to deliver their services, subject to their contracts, privacy policies and applicable law.
Meridian should maintain an up-to-date internal list of the providers that handle personal information.
Overseas processing and disclosure
Some of Meridian’s service providers may store, process or provide access to personal information outside Australia.
Likely countries or regions may include:
[INSERT COUNTRIES AFTER CHECKING EACH PROVIDER’S CURRENT DOCUMENTATION.]
The locations used by third-party providers may change as their infrastructure and subprocessors change.
Where applicable, Meridian will take reasonable steps concerning overseas handling as required by law.
Do not publish a specific country list until it has been checked against the current provider documentation.
Storage and security
Meridian takes reasonable administrative, technical and organisational measures intended to protect personal information from:
loss
misuse
interference
unauthorised access
unauthorised modification
unauthorised disclosure
Measures may include:
restricted account access
multifactor authentication where available
secure third-party service providers
password-management controls
software updates
access reviews
deletion of information that is no longer required
No internet transmission or storage system can be guaranteed to be completely secure.
Retention and deletion
Meridian retains personal information only for as long as reasonably required for:
providing the service
maintaining subscription and transaction records
responding to enquiries
resolving disputes
meeting tax, accounting or legal obligations
security and fraud prevention
Proposed retention periods:
general enquiries: [INSERT PERIOD]
waitlist records: [INSERT PERIOD OR UNTIL UNSUBSCRIBED]
subscriber and billing records: [INSERT PERIOD]
support communications: [INSERT PERIOD]
analytics information: [INSERT PROVIDER RETENTION PERIOD]
When information is no longer required, Meridian may delete, anonymise or securely dispose of it, subject to legal and operational requirements.
Access and correction
A person may contact Meridian to request access to personal information held about them or to request that inaccurate information be corrected.
Requests should include enough information to identify the relevant record.
Meridian may take reasonable steps to verify the requester’s identity before providing access or making a correction.
Access may be refused or limited where permitted or required by law. Where appropriate, Meridian will explain the reason.
Contact: support@meridianallocation.com
Marketing communications
Meridian may send research updates, launch announcements or other promotional communications where a person has subscribed or where otherwise permitted.
Recipients may unsubscribe through:
the unsubscribe link in the email
the relevant email-preference centre
a request submitted through the Contact page
Unsubscribing from optional communications does not necessarily stop essential subscription, payment, access or legal notices.
Privacy complaints
Questions or complaints about Meridian’s handling of personal information may be submitted to:
Privacy contact: Michael Gao, Founder
Email: support@meridianallocation.com
Contact page: here
The complaint should include sufficient information to explain the issue.
Meridian will acknowledge and assess privacy complaints within a reasonable period.
[INSERT THE REVIEWED COMPLAINT-ESCALATION PROCESS, INCLUDING ANY RIGHT TO CONTACT THE OAIC IF APPLICABLE.]
Data breaches
Meridian will assess suspected loss, unauthorised access or unauthorised disclosure of personal information and take reasonable steps to contain and respond to the incident.
Where the Notifiable Data Breaches scheme or another legal notification requirement applies, Meridian will follow the applicable assessment and notification obligations.
Meridian does not guarantee that every security incident will result in direct notification where notification is not legally required or reasonably necessary.
Changes to this policy
Meridian may update this Privacy Policy to reflect:
changes to its services
changes to service providers
new information-handling practices
legal or regulatory developments
operational or security requirements
The updated policy will state its effective or last-updated date.
Where a change materially affects how existing personal information is handled, Meridian will provide additional notice where reasonably appropriate or legally required.
Contact information
Questions, access requests, correction requests or privacy complaints may be submitted through the Meridian Contact page.
Operated by: [LEGAL NAME OR BUSINESS NAME]
ABN: [INSERT ABN]
Privacy email: [INSERT EMAIL]
Location: Victoria, Australia
Contact: /contact
Related pages: