Privacy Policy

At Philippine Investment Advisors, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.

Information We Collect

We collect information that you voluntarily provide to us when registering for our services, expressing an interest in obtaining information about us or our products and services, participating in activities on our website, or otherwise contacting us.

The personal information that we collect depends on the context of your interactions with us and the website, the choices you make, and the products and features you use. The personal information we collect may include the following:

• Name and contact data. We collect your first and last name, email address, postal address, phone number, and other similar contact data.
• Credentials. We collect passwords, password hints, and similar security information used for authentication and account access.
• Payment data. We collect data necessary to process your payment if you make purchases, such as your payment instrument number (such as a credit card number), and the security code associated with your payment instrument.
• Investment preferences. We collect information about your investment goals, risk tolerance, and areas of interest to provide better investment guidance.

How We Use Your Information

We use personal information collected via our website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations. We indicate the specific processing grounds we rely on next to each purpose listed below.

We use the information we collect or receive:

• To facilitate account creation and logon process.
• To send you marketing and promotional communications.
• To send administrative information to you.
• To protect our services.
• To respond to legal requests and prevent harm.
• To provide personalized investment guidance based on your preferences and financial goals.
• To send you information about workshops, events, or other services that may be of interest to you.

Disclosure of Your Information

We may share information we have collected about you in certain situations. Your information may be disclosed as follows:

• By Law or to Protect Rights. If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.
• Third-Party Service Providers. We may share your information with third parties that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.
• Marketing Communications. With your consent, or with an opportunity for you to withdraw consent, we may share your information with third parties for marketing purposes.
• Business Transfers. We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.

Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

Cookies and Web Beacons

We may use cookies, web beacons, tracking pixels, and other tracking technologies on our website to help customize the website and improve your experience. Most browsers are set to accept cookies by default. You can remove or reject cookies, but be aware that such action could affect the availability and functionality of the site.

Your Rights Regarding Your Information

You have certain rights regarding your personal information. These include:

• The right to access the information we have about you.
• The right to rectify or update your personal information.
• The right to erase your personal information.
• The right to restrict processing of your personal information.
• The right to data portability.
• The right to withdraw consent.

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

Children's Privacy

Our website is not intended for use by children under the age of 18. We do not knowingly collect or solicit personal information from children under 18. If you are under 18, please do not attempt to register for our services or send any personal information about yourself to us.

Changes to This Privacy Policy

We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal, or regulatory reasons. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible.

Contact Us

If you have questions or comments about this policy, you may email us at [email protected] or by mail to:

Philippine Investment Advisors
25th Floor, One World Place
BGC, Taguig City
Metro Manila, Philippines