Privacy Policy

At finexis, we respect your privacy

At finexis, we respect the importance of protecting your privacy. This document explains what information finexis takes from you, and how we utilize that information, and how we ensure that your privacy is assured. This Policy applies to all who visit our website or use our online service.

The information finexis advisers collect

finexis advisers will obtain personal information from you to analyse and provide you with financial services and pducts. This step is especially important if you wish to become a client of finexis. If the information is inadequate or insufficient, our advisers may not be able to provide you with an accurate analysis and may not be able to recommend you suitable products and services.

The way we collect information

finexis advisers collects personal information from you through a few ways. Some of these ways are through a/the:
  • financial needs analysis questionnaire
  • proposal form or supplementary questionnaires as an when required
  • risk/investment profiler
  • telephone/email
  • financial adviser representative
  • strategic alliances we have tied up with
  • finexis website (www.finexis.com.sg)*
*Information collected from our website is strictly for internal use. Do note that when you refer your contacts like a friend or colleague to us, it is your responsibility to tell them of your disclosure.

The information you provide finexis is kept strictly confidential for use within finexis. We will not disclose, sell, share or pass your information to third parties except those that finexis has engaged to service you. Also, it is important to note that disclosure to our esteemed partners like unit trust fund houses, securities firm, legal firms is essential for you to be serviced effectively. Most importantly, your respective finexis adviser will continue to have access to all the information you provide us, until you inform us in writing that you no longer maintain a relationship with that adviser. In short we will:
  • Collect personal information from you to provide you better service.
  • Ensure that only authorized staff will have access to your personal information.
  • We may from time to time work with other firms to offer other products and services to you. These firms will be required to conform to our stringent policy standards.
finexis may communicate with you depending on your specific needs and financial requirements to tell you about new products and services that is useful to you. If however, you prefer that we do not contact you we can remove your name from our mailing list.

At finexis, we will not use any of your information for any other purpose than is specified above unless you have given us your prior consent or it is for a specific reason that is within your reasonable expectations.

Access to your personal information

Generally, you may access any personal information that finexis holds about you by contacting us (a fee may apply).

Contacting finexis

Should you need to change/update your information with us, or decide to remove your name from our mailing list or if you have any feedback, please contact us at +65 6341 5300 or write to finexis at: Public Relations Department, finexis advisory Private Limited, 600 North Bridge Road, #11-06/10 Parkview Square, Singapore 188788. You can also reach us at www.finexis.com.sg.

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