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This Privacy Policy sets out how IPA Advisory (“IPA Advisory”, “we”, “us”, or “our”) collects, uses, discloses, processes, stores, and protects personal data in accordance with the Personal Data Protection Act 2012 of Singapore (“PDPA”). By accessing this website, submitting any enquiry or contact form, communicating with us, or otherwise providing personal data to IPA Advisory, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, disclosure, and processing of your personal data in the manner described herein.
IPA Advisory may collect personal data that you voluntarily provide to us, including but not limited to your full name, contact number, email address, company details, identification information where required, and any other information submitted through contact forms, appointment requests, consultations, surveys, correspondence, or other communication channels. In the course of providing advisory-related services, additional personal information relevant to your financial profile or circumstances may be collected where appropriate and in compliance with applicable regulatory requirements.
We may also automatically collect certain technical information when you access our website, including IP address, browser type, device information, usage data, and information obtained through cookies or similar tracking technologies. Where permitted by law, we may obtain personal data from publicly available sources or third parties for legitimate business or compliance purposes.
Personal data collected by IPA Advisory may be used for purposes including responding to enquiries, arranging consultations, providing information regarding our services, facilitating advisory discussions, conducting client onboarding procedures, performing administrative and operational functions, managing client relationships, carrying out internal record-keeping, complying with legal, regulatory, and professional obligations, enhancing website functionality, performing internal analysis, safeguarding against fraud or misuse, and any other purpose that a reasonable person would consider appropriate in the circumstances. We will collect, use, and disclose personal data only to the extent reasonably necessary for our business operations, service delivery, or compliance requirements.
IPA Advisory does not sell, rent, or trade personal data to third parties. Personal data may be disclosed to third-party service providers engaged to support our operations, including IT service providers, hosting providers, administrative support providers, professional advisers, auditors, insurers, or regulatory authorities, where such disclosure is necessary for legitimate business or compliance purposes. All such third parties are required to maintain the confidentiality of personal data and to implement reasonable data protection safeguards consistent with applicable laws.
We implement reasonable and appropriate security arrangements to protect personal data in our possession or under our control against unauthorized access, collection, use, disclosure, copying, modification, disposal, or similar risks. Such measures may include administrative policies, controlled access systems, secure storage practices, and technological safeguards. Notwithstanding these measures, no system of data transmission or storage can be guaranteed to be completely secure, and IPA Advisory does not warrant absolute security of personal data transmitted electronically.
Personal data will be retained only for as long as necessary to fulfil the purposes for which it was collected, or as required or permitted under applicable laws and regulatory guidelines in Singapore. Upon expiry of the relevant retention period, IPA Advisory will take reasonable steps to securely delete, destroy, anonymize, or otherwise dispose of personal data in accordance with internal retention policies and legal requirements.
Subject to the provisions of the PDPA, you may request access to personal data held by IPA Advisory or request correction of any inaccurate or incomplete data. Where permitted by law, we reserve the right to charge a reasonable administrative fee for processing access requests. You may also withdraw your consent to the collection, use, or disclosure of your personal data by providing reasonable written notice; however, such withdrawal may affect our ability to provide services, respond to enquiries, or continue certain engagements where personal data is necessary.
Our website may use cookies or similar technologies to improve user experience, analyse website traffic, and enhance service functionality. By continuing to use this website, you consent to our use of such technologies. You may adjust your browser settings to manage or disable cookies, although certain website features may not function properly as a result.
IPA Advisory reserves the right to amend this Privacy Policy from time to time to reflect changes in legal, regulatory, operational, or technological developments. The updated version will be published on this website with a revised effective date, and continued use of the website constitutes acceptance of any such revisions.
IPA Advisory is a proud representative of Manulife Financial Advisers. As part of the Manulife group, we provides access to a broad portfolio of financial products and services tailored to your needs.
© 2025 IPA Advisory
Office Location: Keppel South Central
10 Hoe Chiang Road #03-06 Keppel South Central Singapore 089315
Business Hours: 9:00 AM – 6:00 PM (Mon – Fri)
Contact: +65 6807 2474