Privacy Policy

1. Introduction

Forte Wealth Advisory Sdn Bhd (“FWA”, “we”, “us”, or “our”) is committed to protecting the privacy and confidentiality of personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage with our services, or otherwise interact with us.

By accessing our website or using our services, you consent to the practices described in this Privacy Policy. We encourage you to read this document carefully and contact us if you have any questions.

2. Information We Collect

We may collect the following types of personal information:

• Personal Identification Information: Name, identification number (IC/passport), date of birth, nationality, and contact details (email address, phone number, mailing address).
• Financial Information: Income details, employment information, investment experience, risk tolerance, and other financial data necessary for our suitability assessment.
• Technical Data: IP address, browser type and version, time zone settings, operating system, and other technology identifiers on the devices you use to access our website.
• Usage Data: Information about how you use our website, including pages visited, time spent, and navigation paths.
• Communication Data: Records of correspondence, enquiries, and feedback you provide to us via email, phone, or our contact forms.

3. How We Use Your Information

We use your personal information for the following purposes:

• To provide, maintain, and improve our wealth advisory services.
• To conduct suitability assessments and risk profiling as part of our advisory process.
• To provide investment planning and wealth advisory services tailored to your needs.
• To communicate with you regarding your account, enquiries, and service updates.
• To comply with legal and regulatory obligations, including anti-money laundering (AML) and know-your-customer (KYC) requirements.
• To improve our website, services, and overall client experience.
• To send you relevant marketing communications, where you have provided consent to receive them.

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyse website traffic, and understand usage patterns. Cookies are small text files stored on your device that help us recognise your browser and capture certain information.

You may choose to disable cookies through your browser settings. However, please note that disabling cookies may affect the functionality of certain features on our website. By continuing to use our website, you consent to the use of cookies in accordance with this policy.

5. Disclosure of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

• Advisory Operations: Your information may be shared with our internal advisory and planning teams to facilitate service delivery and regulatory compliance.
• Regulatory Authorities: Where required by law, regulation, or legal process, we may disclose information to relevant regulatory or governmental bodies.
• Service Providers: We may engage trusted third-party service providers to assist with our operations (e.g., IT services, data analytics). These providers are contractually bound to protect your information and use it only for the purposes for which it was shared.
• Legal Requirements: We may disclose information where necessary to protect our rights, safety, or property, or to comply with judicial proceedings or court orders.

6. Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. While we strive to protect your data, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Under the Personal Data Protection Act 2010 (PDPA) and other applicable laws, you have the right to:

• Access the personal data we hold about you.
• Request correction of inaccurate or incomplete personal data.
• Withdraw consent for the processing of your personal data, where consent was the basis for processing.
• Request the deletion of your personal data, subject to any legal or regulatory obligations that require us to retain it.

To exercise any of these rights, please contact us using the details provided below.

8. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, accounting, or reporting requirements. When data is no longer required, we will securely delete or anonymise it.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this page periodically.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Forte Wealth Advisory Sdn Bhd
Level 18, Menara Forte, Jalan Sultan Ismail
50250 Kuala Lumpur, Malaysia
Email: info@fortewealthadvisory.com
Phone: +60 3-1234 5678