Your privacy matters to us. This policy explains how SmartWealth collects, uses, and discloses your personal data, in line with Singapore’s Personal Data Protection Act 2012 (PDPA).
SmartWealth is a group of authorised financial consultants representing finexis advisory Pte Ltd (Reg No. 200408660G). Personal data you submit through this website is also handled under the finexis Privacy Policy.
Personal Data We Collect
We may collect:
- your name, email address, and phone number
- details you provide when asking for quotes or a consultation, such as your date of birth, gender, smoker status, residency status, and the cover you’re interested in
- information about your family members, where relevant to your planning
- anything else you choose to share with us
If you give us personal data about someone else, please make sure they have agreed to it.
We also collect general information about how visitors use our website, such as the pages visited and the type of device used, through cookies and analytics tools.
How We Use Your Personal Data
We may use your personal data to:
- respond to your enquiries and requests
- contact you to arrange appointments
- obtain quotes and recommend suitable products and services
- assist with applications and after-sales service
- share information about products and services that may be relevant to you, in line with the consent you’ve given
- meet legal and regulatory requirements
Who We Share It With
We may share your personal data with:
- finexis and its financial consultants
- insurers and other product providers
- service providers who help us run our website and business
- regulators, law enforcement agencies, and other parties where required by law
How We Contact You
We may contact you by phone call, text message, WhatsApp, or email, using the details you’ve provided.
Cookies
We use cookies to help our website work properly and to understand how visitors use it, including through Google Analytics.
You can block or delete cookies through your browser settings, though some parts of the website may not work as well.
Protecting Your Data
We take reasonable steps to protect your personal data from unauthorised access, use, disclosure, or loss. However, no method of online transmission or storage is completely secure.
How Long We Keep It
We keep your personal data for as long as it serves the purposes it was collected for, or as long as we need it for legal, regulatory, or business reasons.
Your Rights
You may ask to access or correct your personal data, or withdraw your consent for us to use it. Withdrawing consent may affect our ability to help you.
To make a request, email us at hello@smartwealth.sg.
Links to Other Websites
Our website links to other websites. We are not responsible for their privacy practices, so please read their policies before sharing your personal data with them.
Changes to This Policy
We may update this policy from time to time. The latest version will always be on this page.
Contact Us
If you have any questions about this policy, email us at hello@smartwealth.sg.