Privacy Policy

We are committed to protecting your privacy and personal information. This policy explains how we collect, use, and protect your data.

Last Updated: December 2024

Information Collection

We collect the following types of information: **Personal Identification Information** - Name, email address, phone number - Identity documents (for compliance purposes) - Investment preferences and risk tolerance assessment **Financial Information** - Portfolio details - Transaction history - Financial goals and planning needs **Technical Information** - IP address and device information - Browser type and version - Website usage data and analytics

Use of Information

We use the collected information for: **Service Delivery** - Providing personalized investment advice and financial planning services - Processing your consultation appointments and service requests - Maintaining and improving our service quality **Compliance Requirements** - Complying with Securities Commission Malaysia regulatory requirements - Executing Anti-Money Laundering (AML) and Know Your Customer (KYC) procedures - Maintaining legally required records **Communication Purposes** - Sending important account notifications and updates - Providing market insights and investment research reports - Sending newsletters you have subscribed to (can be unsubscribed at any time)

Information Protection

We implement multi-layered security measures to protect your information: **Technical Security Measures** - SSL/TLS encryption for data transmission - Firewall and intrusion detection systems - Regular security audits and vulnerability assessments **Access Control** - Strict employee access permission management - Multi-factor authentication - Regular security training **Data Storage** - Data stored on secure cloud servers - Regular backup and disaster recovery plans - Compliance with international data protection standards

Information Sharing

We do not sell your personal information. We may share information in the following circumstances: **Service Providers** - Sharing necessary information with third-party partners who assist us in providing services - All service providers are bound by confidentiality agreements **Legal Requirements** - Responding to court orders or legal processes - Cooperating with regulatory authority investigations - Protecting our legitimate interests **Business Transfers** - In the event of company merger, acquisition, or asset sale - You will receive advance notice and have the right to opt out

Your Rights

Under Malaysia's Personal Data Protection Act (PDPA), you have the following rights: **Right of Access** - Request access to your personal data held by us - Obtain details of data processing activities **Right of Correction** - Request correction of inaccurate or incomplete personal data - Update your contact information and preferences **Right of Deletion** - Request deletion of your personal data in certain circumstances - Withdraw consent you have previously given **Right to Complain** - File a complaint with the Personal Data Protection Commissioner of Malaysia - Contact our Data Protection Officer for assistance

Cookie Policy

We use cookies and similar technologies to improve your experience: **Essential Cookies** - Ensure proper website functionality - Maintain your login status - Remember your language preferences **Analytics Cookies** - Understand how visitors use our website - Improve website performance and user experience - Generate anonymous statistical reports **Managing Cookies** - You can manage cookies through browser settings - Disabling cookies may affect website functionality - We respect "Do Not Track" browser settings

Contact Us

If you have any questions about this privacy policy or need to exercise your data rights, please contact our Data Protection Officer:

Email: [email protected]

Phone: +60 11-5135 6469

Address: 399 Park Avenue, 10th Floor, New York, NY 10022, USA