Personal Data Protection Policy
This Policy sets out how WW uses, collects and discloses personal data about you so that we can provide you with financial planning services. The Policy applies to current and past WW clients or other individuals whose personal data WW has collected in relation to financial planning services; and all individuals whose personal data is collected by us in the course of activities including service providers and employees.
YOUR PERSONAL DATA
At WW, we are committed to protecting the privacy of your personal data and complying with our obligations under the Personal Data Protection Act 2012 (“PDPA”). This Policy outlines how WW collects, uses, stores and discloses your personal data so that it can arrange and manage the services we provide to you.
HOW WE COLLECT YOUR PERSONAL DATA
So that we can provide our services to you we need to collect your personal data from you or your family member. We may also collect it via our WW website, from you.
For people already working for us or for those who are looking to work with us, WW collects personal information in order to pay you and provide you with other benefits, to ensure that we comply with the law, and generally to establish and manage the employment relationship.
WHY WE COLLECT YOUR PERSONAL DATA
We collect, use and disclose your personal data so that we can provide you with wealth planning services, including to consider and process your financial plan; to vary or update your plan; to respond to your queries and to manage or action financial services as you request; responding to your queries and administering your financial plan including correspondence with you; investigating fraud, misconduct or any unlawful act or omission in relation to your plan; so that we can comply with legal obligations; for research and statistical purposes and or any purpose directly related to the above. In addition, we may use the information to provide additional information on other services which we feel, may be of interest to you and to notify you about any changes to our websites, such as improvements or service changes.
HOW TO UNSUBSCRIBE
To unsubscribe from receiving promotional electronic or non-electronic direct mails, click on the ‘unsubscribe’ button found at the bottom of any EDM.
WHO WE DISCLOSE YOUR PERSONAL INFORMATION TO
We do not disclose your personal data unless under written instruction from yourself or if we are forced to by law.
YOUR RIGHT AND CONSENT
Under the Act, you have the right to request for information about your personal data that is in our possession or under our control.
If you wish to opt out, please let us have your notice of withdrawal in writing, indicating your instruction.You may write to our Personal Data Protection Officer for the above mentioned purposes at firstname.lastname@example.org and your information will be destroyed.
The contact details of our Personal Data Protection Office are as follows:
The Personal Data Protection Officer
CHANGES TO THIS PRIVACY STATEMENT
Please note that we may update this Policy from time to time and amend it to reflect changes in legislation or other business changes. You can review the Policy on our website at https://wiserwealth.net or stay informed on how we are protecting your personal data.