At Infinity Wealth Management, we recognise that your privacy is important and we are committed to maintaining the confidentiality of the personal information that you give us through this website.
Our main purposes for collecting personal information are to facilitate financial planning, financial products or services, insurance policies or related services, and to update our records. At or before the time we collect personal information from you we will take reasonable steps to inform you why we are collecting that personal information, who else we might disclose that personal information to and what may happen if you do not provide personal information to us.
We are subject to certain legislative and regulatory requirements that necessitate us obtaining and holding detailed information that personally identifies you and/or contains information or an opinion about you. In addition, our ability to provide you with a comprehensive financial planning advice and associated services, is dependent on us obtaining certain personal information about you, including:
Infinity Wealth Management may use the personal information collected from you for the purpose of providing you with direct marketing material such as articles that may be of interest to you. You may request not to receive such information and we will give effect to that request. Please allow two weeks for your request to be implemented.
Pursuant to the Companies Act of Singapore, Life Insurance Association of Singapore guidelines and practices, and financial consultants Act and financial consultants Regulations together with their guidelines and notices from time to time issued by the Monetary Authority of Singapore, we are required to collect sufficient information to ensure appropriate advice can be given in respect of recommendations made to our clients. If you elect not to provide us with the personal information you may be exposed to higher risks in respect of the recommendations made to you and this may affect the adequacy or appropriateness of advice given to you.
We endeavour to take reasonable steps to protect the information we retain from misuse, loss and from unauthorised access, modification or disclosure. We will not retain any of your information for any longer than it is required by us, except to satisfy legal requirements.
We may use and disclose personal information for the purposes for which it was provided or secondary purposes in circumstances where you would reasonably expect such use or disclosure.
The information we collect from you may also be disclosed to third parties if the disclosure is required by or permitted by law, or pursuant to the direction of the Monetary Authority of Singapore.
In the event that we propose to sell our business we may disclose your personal information to potential purchasers for the purpose of them conducting due diligence investigations. Any such disclosure will be made in confidence and it will be a condition of that disclosure that no personal information will be used or disclosed by them. In the event that a sale of our business is affected, we may transfer your personal information to the purchaser of the business. As a client you will be advised of any such transfer.
You may access the personal information we retain and request corrections. This right of access is subject to some exceptions allowed by law.
We will not provide you access to personal information which would reveal any confidential formulae or the detail of any in-house evaluative decision making process, but may instead provide you with the result of the formulae or process or an explanation of that result.
Infinity Wealth Management reserves the right to charge a fee for searching for and providing access to your personal information. In the event we refuse you access to your personal information, we will provide you with an explanation for that refusal.
We will endeavour to ensure that at all times the personal information about you that we hold is up to date and accurate. The accuracy of the personal information is dependant to a large degree on the information you provide and you should advise us if there are any errors in your personal information.
In some circumstances we are required to collect government identifiers, for example, your Identity Card Number. We will not use or disclose this information other than when required to do so by law or, when consented to by you.
You may deal with us anonymously where it is lawful, practicable and reasonable to do so.
We will not collect sensitive information about you, without your consent. Exceptions to this include where the information is required by law, or for the establishment, exercise or defence of a legal claim.
This message contains privileged and confidential information from Infinity Wealth Management. If you are not the intended recipient of this electronic message, please do not disseminate, copy or take any action in reliance on it. We request you notify us immediately before deleting this message. Any views expressed in this message or attachment(s) are those of the individual sender and are not necessarily the views of the company.
Infinity Wealth Management uses virus scanning software and while due care and attention is taken, the company excludes all liability for all loss or damage caused whether directly or indirectly by any computer virus or other defects transmitted with any email and any attachment(s), to the extent permitted by law. It is sent on the strict condition that the user carries out and relies on its own procedures for ensuring that its use will not interfere with the recipient’s systems including but not limited to scanning this email and any attachment(s) for viruses and defects before opening or sending them on. The recipient assumes all risk of use and releases the sender from all responsibility and liability for any direct or indirect consequence of use.