Privacy Policy

Information We Collect

We collect information you provide directly to us, including:

• Personal Information: Name, email address, and contact preferences
• Financial Information: Investment goals, risk tolerance, income range, and financial objectives
• Preferences: Advisor preferences, meeting preferences, and service requirements
• Technical Information: IP address, browser type, device information, and usage analytics

How We Use Your Information

We use the collected information for the following purposes:

• Advisor Matching: To connect you with suitable MAS-licensed financial advisors
• Service Provision: To provide our financial advisor matching services
• Communication: To respond to your inquiries and provide customer support
• Improvement: To analyze and improve our platform and services
• Compliance: To comply with legal and regulatory requirements

Information Sharing

We share your information only in the following circumstances:

• Matched Advisors: With financial advisors we match you with, limited to necessary contact and preference information
• Service Providers: With trusted third-party service providers who assist in operating our platform
• Legal Requirements: When required by law, court order, or regulatory authority
• Business Transfers: In connection with a merger, acquisition, or asset sale

Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure data transmission, access controls, and regular security assessments.

Your Rights Under PDPA

Under Singapore's Personal Data Protection Act, you have the right to:

• Access: Request access to your personal data we hold
• Correction: Request correction of inaccurate personal data
• Withdrawal: Withdraw consent for data processing (subject to legal limitations)
• Portability: Request transfer of your data in a structured format
• Erasure: Request deletion of your personal data (subject to legal requirements)

Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our platform. These help us understand usage patterns, remember your preferences, and provide personalized recommendations. You can control cookie settings through your browser preferences.

Data Retention

We retain your personal data only as long as necessary for the purposes outlined in this privacy policy or as required by applicable laws and regulations. Typically, this is for 7 years following the last interaction, in line with MAS record-keeping requirements.

International Transfers

Your data is primarily processed and stored in Singapore. If we need to transfer data internationally, we ensure appropriate safeguards are in place, including adequate protection measures as required by PDPA.

Updates to This Policy

We may update this privacy policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes via email or prominent notice on our website.

Contact Us

For questions about this privacy policy or to exercise your rights, please contact us at: