PRIVACY POLICY FOR ADVISERCONNECT

Last Updated: January 2025

AdviserConnect (“AdviserConnect”, “we”, “our”, “us”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you access or use our website, tools, educational content, webinars, consultations, and all other services (“Services”).

By using AdviserConnect, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We may collect the following types of data:

1.1 Personal Information

Information you voluntarily provide, including:

⦁ Name

⦁ Email address

⦁ Phone number

⦁ Demographic information

⦁ Financial preferences or objectives (if submitted voluntarily)

⦁ Any information sent through forms, surveys, or consultations

1.2 Usage & Technical Information

Automatically collected to improve platform performance:

⦁ IP address

⦁ Browser type & device information

⦁ Pages viewed

⦁ Cookies and tracking technologies

⦁ Log files and analytics data

1.3 Information from Third Parties

We may receive information from:

⦁ Trusted MAS-registered financial adviser partners

⦁ Marketing partners

⦁ Public databases

2. How We Use Your Information

We use your information to:

⦁ Provide educational content and general financial literacy resources

⦁ Personalize your AdviserConnect experience

⦁ Connect you with MAS-registered financial adviser partners (only with your consent)

⦁ Improve website performance, user experience, and security

⦁ Respond to inquiries and provide customer support

⦁ Send service updates, newsletters, and relevant information

⦁ Comply with legal, regulatory, and security requirements

AdviserConnect does not provide regulated financial advice. Any advisory services are carried out independently by our MAS-registered financial adviser partners.

3. Sharing Your Information

We may share your information with:

3.1 MAS-Registered Adviser Partners

Only when:

⦁ You request a consultation; or

⦁ You consent to being connected to an adviser

These advisers operate independently and have their own compliance and privacy obligations.

3.2 Service Providers

Such as:

⦁ Email marketing platforms

⦁ Website hosting providers

⦁ IT, analytics, and customer support tools

3.3 Legal & Compliance Requirements

We may disclose data when required to:

⦁ Comply with Singapore laws

⦁ Respond to legal requests

⦁ Protect against fraud or security threats

We do not sell your personal data.

4. Cookies & Tracking Tools

We may use cookies, pixels, and similar technologies to:

⦁ Improve site functionality

⦁ Analyze visitor behavior

⦁ Personalize your experience

You may disable cookies via browser settings.

5. Data Security

We implement reasonable technical and organizational measures to protect your information. However, no method of transmission over the internet is 100% secure.

6. Data Retention

We retain personal data only as long as necessary to:

⦁ Provide services

⦁ Comply with legal obligations

⦁ Resolve disputes

7. Your Rights

Depending on your jurisdiction, you may have the right to:

⦁ Access your personal data

⦁ Request corrections

⦁ Request deletion

⦁ Withdraw consent

⦁ Opt out of marketing communication

Requests can be sent to: [email protected] (replace with your real email).

8. Third-Party Websites

AdviserConnect may link to external sites. We are not responsible for their content, practices, or privacy policies.

9. Children’s Privacy

AdviserConnect is not intended for individuals under 18 years old.

10. Updates to This Policy

We may update this Privacy Policy at any time. Changes are effective upon posting.

11. Contact Us

For privacy-related inquiries:

Email: [email protected]

Website: adviserconnect.org

Disclaimer: This content is not reviewed, endorsed, or approved by the Monetary Authority of Singapore (MAS). All information provided is for general educational and informational purposes only and should not be construed as financial advice.