We collect and process client’s personal information mainly to provide our clients with financial planning and or other financial services with whom we have business relationships with. The type of information we collect may depend on the need for which it is collected and will be processed for that specific purpose only. Where possible, the representative will inform the client what information is required to be provided to us and what information is optional.
We may require the client’s consent; we may also supplement the information that is provided to us with information we receive from other sources for us to offer a more consistent and personalized experience in interactions with us. Our contracted service providers may also require additional information from you and they will be subject to the same privacy regulations as we are subject to.