Privacy Policy
Information we collect
enquiry and consultation forms, newsletter sign-ups, and website analytics.
How we use your information
to respond to enquiries, provide our services and, with consent, send insights.
Cookies
what the site uses and how visitors can manage them.
Disclosure to third parties
when and with whom data may be shared, including approved partners.
Data protection and retention
how data is safeguarded and how long it is kept.
Your rights and our Data Protection Officer
how to access, correct or withdraw consent for your data.
Effective date and updates.
Terms of Use
Regulatory Disclosures
[Compliance team to provide: MAS registration details; the capacity in which the firm operates under the Financial Advisers Act; the Manulife distribution relationship disclosure; the conflicts-of-interest policy; and the complaint-handling process.]
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General Financial Disclaimer
Starter wording for compliance to confirm: “The information on this website is general in nature, is provided for information only, and does not constitute financial advice or a recommendation to acquire any product. It does not take account of your individual objectives, financial situation or needs. Please speak with our advisers for advice tailored to your circumstances. Where investments are referenced, past performance is not indicative of future returns.”
Last updated: [Date]