Privacy Policy

Your Consent

By proceeding to access and use this Site, you are deemed to have consented to the collection and use of your personal information including for the disclosure of such personal information to the relevant entities and/or regulatory bodies.

The information we collect about you

You provide personal information when you complete a Phillip Wealth Planners application forms. (If you enter information in an online application, we may store the information even if you don’t complete or submit the application. You also provide personal information when you register in any event or seminars that Phillip Wealth Planners holds.

In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity, prevent fraud or to help us identify products and services that may benefit you.

Personal information collected from any source may include your –

From time to time, Phillip Wealth Planners may send newsletter, information on new services, or promotional news to you, via your email. However, you may opt out from our list of clients by clicking “Reply” to our email.

We will not disclose any of your personal information except where required by regulatory bodies, regulation of legal process, judicial order or as required or permitted by law or for lawful purposes only. Further, we may use your personal information within PhillipCapital group, professional advisors, consultants and/or third party’s performing services on our behalf and such confidential information will only be used by the said parties for the purpose for which it is provided whereby the said parties have undertaken to treat such information confidential.

How we protect privacy online

Our concern for the privacy of our shareholders naturally extends to those who use our Site, or

How we safeguard your personal information

We restrict access to information about you to those Phillip Wealth Planners employees who need to know the information in order to perform their jobs, such as servicing your accounts or notifying you of new products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology.

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