Privacy Policy Overview

This privacy policy outlines how we handle personal data collected from users.

Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel

Purposes of Data Processing

Personal data is processed to provide insurance advisory services, improve user experience, and comply with legal obligations.

Processing is limited to the purposes described in this policy.

Data Sharing with Partners

We may share personal data with trusted partners who assist in providing our services, ensuring they adhere to confidentiality standards.

Third parties receiving data are bound by confidentiality obligations.

Legal Disclosures

We may share personal data with law enforcement or regulatory authorities when legally obligated to do so.

Disclosure to authorities occurs only when required by applicable law.
User Rights

User Rights

Users have rights regarding their personal data, including access, correction, and deletion, subject to applicable laws.

Rights may be subject to legal limitations in certain circumstances.
Requests

Requests to Exercise Rights

Users may submit requests to exercise their rights regarding personal data, and we will address these requests in accordance with applicable laws.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

We retain personal data only as long as necessary to fulfill the purposes outlined in this policy and comply with legal obligations.

Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates

Policy Updates

We will notify users of significant changes to this privacy policy via our website or direct communication.

Material changes to this policy are communicated through appropriate channels.

Data collection overview

How information is collected and how cookies work

This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.

Data collected

Collection of Personal Data

We collect personal data such as names, contact information, and financial details to provide tailored insurance advisory services for retirees.

The categories of data collected depend on how users interact with our services.
Sources of data

Sources of Personal Data

Personal data is obtained from forms completed by users, interactions with our website, and communications with our advisory team.

Data is received directly from users or generated through service interactions.
Cookie types

Types of Cookies Used

We utilize essential cookies for website functionality and analytical cookies to understand user behavior on our site.

Cookies vary by purpose and may be session-based or persistent.
Cookie controls

Cookie Management

Cookies are used to enhance user experience and analyze website traffic. Users can manage their cookie preferences through their browser settings.

Users may adjust cookie preferences through browser settings at any time.

Contact Information

Phone
+65 3810 3158
Address
2225, Ang Mo Kio Ave 8, Singapore, SG
General inquiries