Privacy Policy

  1. Introduction At SimplyWealthSG.com, your privacy is important to us. This Privacy Policy explains how we handle your personal information and how we protect it. Please read this along with our Disclaimer.
  2. Information Collection We collect information from you through our website, mobile apps, and other platforms. We do not share your personal data with unrelated third parties regarding your inquiries.
    Simply Wealth (Singapore) Pte. Ltd. is responsible for your personal information. If you have any questions about how we use your data, please contact our Customer Service team via our contact page.
  3. Types of Information Collected We collect personal information when you register for and use our services. This includes getting quotes for financial products. We may also collect data on how you use our site, like pages viewed, referral sources, and transaction details.
    We may monitor or record communications such as calls, emails, or SMS in line with data protection laws.
    We regularly review your personal information to ensure we do not keep it longer than allowed by law.
  4. Use of Your Information We may use your personal information to:
    • Provide customized quotes through our licensed professionals.
    • Improve and personalize our services.
    • Conduct research, such as analyzing market trends and customer demographics.
    • Communicate with you about products and services that may interest you, including new product launches, newsletters, and market research opportunities.
    • Share with our partners to deliver the services you request, which may involve soft credit checks.
    • Process transactions between you and third parties.
    • Search partner websites/systems for the best available quotes.
    • Track sales and share data with product providers regarding your purchases.
    • Match and validate your information against third-party data to ensure accuracy and relevance.
    • We will ask for your consent for marketing purposes and provide an option to opt-out.
  5. Information Sharing By making an inquiry on our site, you agree that we can share your personal information with:
    • Licensed professionals.
    • Law firms for conveyancing.
    • Our partners, including companies whose products or services are featured on our site, for providing quotes or conducting market research.
    • Trusted third parties, if you have opted in to receive their offers.
  6. Embedded Content from Other Websites Articles on this site may include embedded content (e.g., videos, images, articles, etc.). Embedded content from other websites behaves as if you visited the other website. These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that content, including tracking your interaction if you have an account and are logged in to that website.
  7. Cookies Cookies are small text files placed on your device to help us:
    • Understand browsing habits on our site.
    • Track the number of visitors and pages viewed.
    • Remember you for future visits to provide access to saved quotes.
    • Most cookies are session-based and deleted when you close your browser. Persistent cookies remain until deleted or expired. You can manage cookies through your browser settings, but blocking them may affect site performance.
  8. Security Measures Our site is SSL secured to protect your information. While we strive to ensure the security of data transmission, no method is completely secure. Sensitive information is encrypted to reduce interception risks. We will make our best efforts to prevent data leakage, but please note that no method is entirely safe given the constantly evolving cybersecurity landscape.
  9. Your Rights and Responsibilities You have the right to request the deletion of your personal information. It is your responsibility to ensure that all information provided on our site is accurate and complete.
  10. Updates and Changes SimplyWealthSG.com reserves the right to update or amend this Privacy Policy without notice.

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