Merlion Wealth

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Privacy Policy

How Merlion Wealth handles personal information under Singapore's Personal Data Protection Act (PDPA).

Last updated: April 2025

This Privacy Policy describes how Merlion Wealth ("we," "us," or "our") collects, uses, discloses, and safeguards personal data in connection with our financial education courses and related communications. We are committed to managing personal data in accordance with the Personal Data Protection Act 2012 (PDPA) of Singapore.

By providing your personal data to us — whether through our website, an enrolment form, or any correspondence — you acknowledge that you have read and understood this policy.


1. Who We Are

Merlion Wealth is a financial education provider based in Singapore, offering structured courses for adults aged 40 and older. Our registered address is 111 Somerset Road, #13-06, Singapore 238164.

For data protection enquiries, you may contact our Data Protection Officer at [email protected] or by calling +65 6295 4831.

2. Personal Data We Collect

We collect only the personal data reasonably necessary to provide our educational services and to communicate with you. This may include:

We do not collect sensitive financial data such as account numbers, CPF account details, or investment holdings. Our courses are educational in nature; no financial product transactions occur through Merlion Wealth.

3. How We Use Your Personal Data

We use the personal data you provide for the following purposes:

We will not use your personal data for any purpose that is materially different from those described above without notifying you and, where required, obtaining your consent.

4. Disclosure to Third Parties

We do not sell, rent, or trade your personal data to third parties. We may share your information with service providers who assist us in operating our website or delivering our courses, but only to the extent necessary and under appropriate data protection obligations.

We may also disclose personal data where required by law, regulatory authority, or legal process in Singapore.

5. Data Retention

We retain personal data for as long as necessary to fulfil the purposes described in this policy, or as required by applicable law. Enrolment and participation records are typically retained for up to five years following course completion. Enquiry records that do not result in enrolment are retained for up to twelve months.

When personal data is no longer required, we dispose of it in a manner that prevents unauthorised access or use.

6. Cookies and Website Data

Our website uses cookies to support basic functionality and to help us understand how visitors interact with our pages. Cookies do not identify you personally unless you have provided personal data through a form.

You may adjust your browser settings to limit or decline cookies. Please see our Cookie Policy for further details.

7. Security

We take reasonable technical and organisational measures to protect personal data from unauthorised access, loss, or disclosure. Our website uses HTTPS encryption. Access to personal data within our organisation is limited to those who require it for legitimate operational purposes.

While we maintain appropriate safeguards, no method of data transmission or storage can be entirely protected. We encourage you to use secure connections when submitting personal information online.

8. Your Rights Under the PDPA

Under Singapore's Personal Data Protection Act, you have the right to:

To exercise any of these rights, please contact us at [email protected]. We will respond within the time period required by the PDPA.

9. Links to External Websites

Our website may include links to external websites for reference purposes. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any external sites you visit.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable legal requirements. The revised policy will be published on this page with an updated date. We encourage you to review this page periodically.

If material changes are made, we will notify participants who have an active enrolment or recent enquiry via email.

11. Contact Us

For any questions or concerns about this Privacy Policy, or to exercise your rights under the PDPA, please contact us:

Merlion Wealth — Data Protection Enquiries

111 Somerset Road, #13-06, Singapore 238164

+65 6295 4831

[email protected]

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