Last Updated: May 2026
Adwise Capital Sdn. Bhd. ("Adwise Capital," "we," "us," or "our") is committed to protecting the privacy and confidentiality of your personal information. As a Bank Negara Malaysia approved Financial Adviser, we understand the sensitive nature of the financial information entrusted to us and are dedicated to maintaining the highest standards of data protection and privacy practices.
This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at www.adwise.com.my, use our financial advisory services, or interact with us in any manner. It applies to all individuals who access our website, enquire about our services, or become clients of Adwise Capital. This policy is designed to comply with the Personal Data Protection Act 2010 (PDPA) of Malaysia, the Financial Services Act 2013 (FSA), and all other applicable laws and regulations governing the handling of personal data in Malaysia.
We want you to be confident that your personal information is safe with us. We do not sell your personal data to third parties. Your information is used solely for the purposes of providing and improving our financial advisory services, complying with our legal and regulatory obligations, and communicating with you in connection with your relationship with us. We take this commitment seriously and have implemented comprehensive technical, organisational, and administrative measures to protect your data.
By using our website, enquiring about our services, or engaging us as your financial adviser, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your personal information as described herein. If you do not agree with any part of this policy, please refrain from using our website or providing us with your personal information.
We collect various types of information to provide and improve our financial advisory services, comply with legal and regulatory requirements, and ensure a secure and personalised experience for our clients and website visitors. The categories of information we collect are described below.
When you enquire about our services, complete forms on our website, or engage us as your financial adviser, we collect personal information that you voluntarily provide to us. This information is necessary for us to assess your financial needs, provide appropriate advice, and fulfil our legal and regulatory obligations.
Personal identification information. We collect your full name, national registration identity card (NRIC) number, passport number (for non-Malaysian clients), date of birth, nationality, gender, and marital status. This information is essential for verifying your identity and complying with our Know Your Customer (KYC) obligations under the Anti-Money Laundering and Anti-Terrorism Financing Act 2001 (AMLA).
Contact information. We collect your email address, telephone number (including mobile), residential address, correspondence address, and preferred method of communication. This information allows us to communicate with you regarding your account, our services, and any regulatory or legal notices that may require your attention.
Financial information. As part of our financial advisory services, we collect detailed financial information including your income sources, employment details, assets and liabilities, bank account details, investment portfolio information, insurance coverage, tax identification number, estate planning details, and retirement savings information. This information is essential for conducting a thorough financial needs analysis and providing tailored advice that meets your financial goals and risk tolerance.
Account credentials and authentication information. If you register for our client portal, we collect your username, password, and security questions. We also collect information related to two-factor authentication methods when you access secure areas of our website or client portal.
Transaction and communications history. We maintain records of your interactions with us, including enquiries submitted through our website, email correspondence, telephone conversations (where recorded with consent), meeting notes, advice provided, investment recommendations made, and transactions executed on your behalf. This information is retained to ensure continuity of service and to meet regulatory record-keeping requirements.
Marketing preferences. We collect information about your communication preferences, including whether you have consented to receive marketing communications from us, the channels through which you prefer to be contacted, and records of your interactions with our marketing materials such as email opens and link clicks.
When you visit our website, certain information is automatically collected through cookies, server logs, and other tracking technologies. This information helps us understand how our website is used and allows us to improve its performance and functionality.
Device information. We automatically collect your Internet Protocol (IP) address, browser type and version, operating system, device type and model, screen resolution, and language settings. This information helps us optimise our website for different devices and diagnose technical issues.
Usage data. We collect information about your browsing activity on our website, including pages visited, time spent on each page, links clicked, search queries made, and referring URL. This data helps us understand which content is most valuable to our visitors and identify areas for improvement. Where possible, this information is aggregated and anonymised to protect your privacy.
Location data. We may collect general location information based on your IP address at the country or city level. This information is used to tailor content to your region, comply with local regulatory requirements, and detect potentially fraudulent activity. We do not collect precise GPS location data without your explicit consent.
To ensure the accuracy and completeness of the information we hold about you, and to fulfil our regulatory obligations, we may collect information about you from third-party sources. We ensure that these third parties have lawful bases for sharing your information with us and that appropriate data protection measures are in place.
Credit reporting agencies. With your consent or as permitted by law, we may obtain credit reports and credit scores from credit reporting agencies such as CTOS Berhad and RAM Credit Information Sdn. Bhd. (RAMCI). This information helps us assess your financial standing and suitability for certain financial products and services.
Financial institutions. We may receive information from banks, insurance companies, fund managers, and other financial institutions with which you have a relationship. This includes account statements, transaction histories, investment portfolio details, and insurance policy information that you have authorised us to access for the purpose of providing financial advice.
Regulatory bodies. We may obtain information from Bank Negara Malaysia, the Securities Commission Malaysia, the Companies Commission of Malaysia (SSM), the Inland Revenue Board of Malaysia (LHDN), and other regulatory or governmental authorities as necessary to comply with our legal and regulatory obligations.
Payment processors and business partners. When you make payments for our services, we receive payment confirmation and transaction details from our payment processors. We may also receive referrals and related information from our business partners, introducers, and professional intermediaries.
We use the personal information we collect for specific, legitimate purposes as described in this section. In each case, we ensure that we have a lawful basis for processing your personal data, whether it is necessary for the performance of our contract with you, compliance with a legal obligation, protection of your vital interests, or our legitimate interests as a financial advisory firm, or your consent where required.
Our primary use of your personal information is to provide you with professional financial advisory services. This includes conducting a comprehensive financial needs analysis to understand your financial situation, goals, and risk tolerance. We use your financial information to develop personalised financial plans, investment strategies, and insurance recommendations tailored to your specific needs and objectives.
We manage and administer your accounts, including setting up investment portfolios, processing transactions, and facilitating payments and settlements. This involves sharing necessary information with custodians, fund houses, insurance companies, and other financial service providers as required to execute instructions on your behalf.
We conduct ongoing risk assessments and portfolio reviews to ensure that our advice remains appropriate for your circumstances. This includes monitoring your investment performance, rebalancing portfolios as needed, and recommending adjustments to your financial plan in response to changes in your life circumstances or market conditions.
We provide customer service and support, including responding to your enquiries, resolving issues, and addressing complaints. Our team uses your information to access your account history and provide informed, efficient assistance when you contact us.
As a regulated financial advisory firm, we are required to comply with various legal and regulatory obligations that necessitate the processing of your personal information. We conduct Know Your Customer (KYC) verification to confirm your identity and background before establishing a client relationship. This includes verifying your identity documents, confirming your residential address, and checking your status against relevant sanctions and watch lists.
We perform Anti-Money Laundering and Countering Financing of Terrorism (AML/CFT) checks as required under the Anti-Money Laundering and Anti-Terrorism Financing Act 2001 (AMLA). This involves screening transactions for suspicious activity, reporting suspicious transactions to Bank Negara Malaysia's Financial Intelligence and Enforcement Department (FIED), and maintaining records of our AML/CFT assessments.
We fulfil our tax reporting obligations to the Inland Revenue Board of Malaysia (LHDN), including submitting relevant tax information and reports as required under Malaysian tax laws. We may also be required to report under the Common Reporting Standard (CRS) or Foreign Account Tax Compliance Act (FATCA) for clients who are tax residents of other jurisdictions.
We respond to lawful requests from regulatory authorities, including Bank Negara Malaysia, the Securities Commission, and law enforcement agencies. This includes providing information pursuant to investigations, audits, or legal proceedings. We also maintain comprehensive records as required under the Financial Services Act 2013 (FSA) and other applicable regulations.
We use your contact information to communicate with you about your account, our services, and important updates. This includes sending account statements, transaction confirmations, meeting reminders, and regulatory notifications that we are required to provide under applicable laws. We may also contact you to conduct client satisfaction surveys to help us improve the quality of our services.
We provide responses to enquiries you submit through our website, email, telephone, or other channels. Our team uses your information to understand your query and provide accurate, helpful responses. We may record telephone conversations for training, quality assurance, and compliance purposes, and we will notify you at the beginning of any call that may be recorded.
With your explicit consent, we may use your contact information to send you marketing communications about our services, financial products, market insights, educational content, and events that may be of interest to you. We aim to ensure that our marketing communications are relevant, timely, and valuable to you.
You have the right to withdraw your consent to receive marketing communications at any time. You can opt out by clicking the "unsubscribe" link in any marketing email we send, adjusting your communication preferences in your client portal settings, or contacting us directly at info@adwise-aw.it.com. We will process your opt-out request within five (5) business days. Please note that even if you opt out of marketing communications, we will continue to send you service-related communications that are necessary for the management of your account and our relationship.
We take our obligation to protect your personal information seriously and only share it in the circumstances described in this policy. We do not sell, rent, or trade your personal information to third parties for their marketing purposes. Where we share your information, we ensure that adequate data protection measures are in place and that the recipient only uses the information for the specified purpose.
To execute your instructions and provide our advisory services, we may share your personal information with financial service providers that we engage on your behalf. This includes custodians who hold your investment assets, fund houses and unit trust management companies that manage investment funds, insurance companies that underwrite insurance policies recommended to you, and payment gateways and processors that facilitate transactions.
We select our financial service providers carefully and ensure they are reputable, regulated institutions that comply with applicable data protection and financial services laws. We require these providers to use your information only for the purposes of providing services to you and to maintain appropriate security measures to protect your data.
Before sharing your information with any financial service provider, we ensure that we have obtained your explicit consent or that the sharing is otherwise permitted under applicable laws. You will be informed about the specific information that needs to be shared and the identity of the recipient provider when such sharing is necessary for the provision of services.
We may disclose your personal information when required to do so by law, regulation, or legal process. This includes disclosures to Bank Negara Malaysia, which has supervisory authority over our licensed activities and may require access to client information during examinations or investigations. We cooperate fully with regulatory examinations and provide information as required under the Financial Services Act 2013.
We may disclose information to the Inland Revenue Board of Malaysia (LHDN) for tax reporting and compliance purposes. We are also required to respond to requests from the Companies Commission of Malaysia (SSM), law enforcement agencies in connection with investigations, court orders, subpoenas, or other legal processes, and other governmental or regulatory bodies as required by Malaysian law.
Where permitted by law, we will notify you before disclosing your information in response to a legal demand, unless such notification is prohibited by law or would compromise a legitimate law enforcement investigation. We review all requests for information carefully to ensure they are valid, lawful, and within the scope of the requesting authority's powers.
In the event of a corporate transaction such as a merger, acquisition, restructuring, sale of assets, or consolidation involving Adwise Capital Sdn. Bhd., your personal information may be transferred to the acquiring or merging entity as part of the transaction. We will take reasonable steps to ensure that your information continues to be protected in accordance with this Privacy Policy.
If a corporate transaction results in your personal information being subject to a different privacy policy or data protection framework, we will provide you with prior notice and, where required by law, seek your consent before the transfer takes effect. You will be informed of any material changes to how your data will be handled as a result of the transaction.
In circumstances not covered by the above categories, we will seek your explicit consent before sharing your personal information with any third party. When requesting your consent, we will clearly inform you about the specific information to be shared, the identity of the recipient, the purpose of the sharing, and any potential consequences of providing or withholding your consent.
You have the right to withdraw your consent at any time, subject to legal and contractual restrictions. Please note that withdrawing consent may affect our ability to provide certain services to you. We will explain the implications of withdrawing consent before processing your request.
We implement comprehensive security measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction. Our security framework is designed to address both technical and organisational aspects of data protection and is regularly reviewed and updated to address emerging threats.
We employ industry-standard encryption technologies to protect your data both in transit and at rest. All data transmitted between your browser and our servers is encrypted using Transport Layer Security (TLS 1.3) protocol, ensuring that your information cannot be intercepted or read by unauthorised parties during transmission. Sensitive data stored on our systems is encrypted using Advanced Encryption Standard (AES-256), one of the strongest encryption algorithms available.
We implement multi-factor authentication (MFA) for all administrative and client portal access to provide an additional layer of security beyond passwords. Our network infrastructure is protected by enterprise-grade firewalls, intrusion detection and prevention systems (IDS/IPS), and regular vulnerability scanning to identify and mitigate potential security weaknesses.
Access to client data is controlled through a role-based access control (RBAC) system, ensuring that personnel can only access information necessary for their specific job functions. All access to systems containing personal data is logged and audited regularly. We maintain comprehensive backup and disaster recovery procedures to ensure the continuity and availability of your information in the event of a system failure or other incident.
Our security systems are monitored 24/7 for potential threats and anomalous activity. We conduct regular penetration testing and security assessments, both internally and through independent third-party security firms, to identify and address vulnerabilities in our systems and processes.
Beyond technical safeguards, we implement robust organisational measures to ensure that data protection is embedded in our culture and operations. All employees and contractors undergo mandatory data protection training upon joining and receive regular refresher training on privacy obligations, security best practices, and incident reporting procedures.
We conduct background checks on all employees and contractors who may have access to personal data. All personnel are required to sign confidentiality agreements that remain in effect during and after their engagement with Adwise Capital. Our policies and procedures, including our Data Protection Policy, Information Security Policy, and Incident Response Plan, are documented, regularly reviewed, and enforced across the organisation.
We conduct periodic internal and external audits to verify compliance with our data protection policies and applicable laws. Our compliance team monitors regulatory developments and updates our practices accordingly. We maintain an Incident Response Team that is trained to respond promptly and effectively in the event of a data security incident.
Our data protection practices are reviewed by our Board of Directors and senior management on a regular basis. We engage external data protection consultants and legal advisors to ensure our practices remain aligned with evolving regulatory requirements and industry best practices.
While we take extensive measures to protect your data, you also have a role to play in maintaining security. We recommend that you use strong, unique passwords for your client portal account and any other accounts you maintain with us. Your password should be at least 12 characters long and include a combination of uppercase and lowercase letters, numbers, and special characters.
You should never share your login credentials or security codes with anyone. Adwise Capital employees will never ask for your password or one-time passcode through email, phone calls, or text messages. If you receive such a request, please report it to us immediately. We also recommend keeping your devices and software updated with the latest security patches and using reputable antivirus and anti-malware software.
Be vigilant about phishing attempts and suspicious communications that may appear to be from Adwise Capital. We will never send emails asking you to click a link to verify your account details, provide your password, or transfer funds. If you receive a suspicious communication that appears to be from us, please contact us directly at info@adwise-aw.it.com before taking any action.
In the unlikely event of a data breach involving your personal information, we have established procedures to respond promptly and transparently. Under the Personal Data Protection Act 2010 and related regulations, we are required to notify the Personal Data Protection Commissioner (PDPA Commissioner) within seventy-two (72) hours of becoming aware of a data breach that poses a risk to the rights and freedoms of individuals.
We will also notify affected individuals without undue delay if the breach is likely to result in significant harm, such as identity theft, financial loss, or damage to reputation. Our notification will include a description of the nature of the breach, the categories and approximate number of individuals concerned, the name and contact details of our data protection officer, a description of the likely consequences, and a description of the measures we have taken or propose to take to address the breach and mitigate its potential adverse effects.
We use cookies and similar tracking technologies on our website to enhance user experience, analyse site performance, and support our marketing efforts. Cookies are small text files stored on your device that allow us to recognise your browser and remember certain information about your visit.
The table below provides a summary of the types of cookies we use. For detailed information about each specific cookie, its purpose, duration, and how to manage your preferences, please see our Cookie Privacy Policy.
When you first visit our website, you will be presented with a cookie banner that allows you to accept or reject non-essential cookies. You can change your preferences at any time by clearing your browser cookies and reloading the page, or by adjusting your browser settings as described in our Cookie Privacy Policy.
For comprehensive information about the specific cookies we use, their purposes, durations, and how to manage your cookie preferences across different browsers and devices, please refer to our Cookie Privacy Policy.
As a data subject under the Personal Data Protection Act 2010 (PDPA) of Malaysia, you have specific rights regarding your personal information. These rights are designed to give you control over your data and ensure that it is processed fairly and transparently. If you are located in the European Union or other jurisdictions with similar data protection laws, you may also benefit from additional rights under the General Data Protection Regulation (GDPR).
To exercise any of these rights, please contact us at info@adwise-aw.it.com. We will respond to your request within thirty (30) days of receipt, as required under the PDPA, and may require identity verification before processing your request to ensure that your data is not disclosed to unauthorised individuals.
You have the right to request confirmation of whether we hold personal information about you and, if so, to access that information. Your right of access includes the right to obtain a copy of the personal data we hold, information about the purposes for which we process your data, the categories of personal data involved, the recipients or categories of recipients to whom your data has been disclosed, and the period for which your data will be stored. We will provide the first copy of your data free of charge, but may charge a reasonable fee for any additional copies requested.
You have the right to request that we correct any inaccurate or incomplete personal information we hold about you. If you believe that any of the information we hold is incorrect or out of date, please contact us immediately so that we can update our records. We will take reasonable steps to verify the accuracy of the corrected information and will notify any third parties with whom we have shared your data of the rectification, where required by law.
You have the right to request the deletion of your personal information in certain circumstances, including where the data is no longer necessary for the purposes for which it was collected, you withdraw your consent and there is no other legal basis for processing, or the data has been unlawfully processed. However, this right is not absolute and may be limited where we are required to retain the data for legal or regulatory compliance purposes, such as our obligations under the Financial Services Act 2013 and the Anti-Money Laundering and Anti-Terrorism Financing Act 2001.
You have the right to request that we restrict the processing of your personal information in certain circumstances, such as when you contest the accuracy of the data (for a period enabling us to verify the accuracy), the processing is unlawful and you oppose erasure and request restriction instead, or we no longer need the data but you require it for the establishment, exercise, or defence of legal claims. Where processing has been restricted, we may continue to store your data but will only process it with your consent or for legal purposes.
You have the right to receive your personal information, which you have provided to us, in a structured, commonly used, and machine-readable format, and to transmit that data to another data controller without hindrance, where the processing is based on your consent or is necessary for the performance of a contract, and the processing is carried out by automated means. This right applies to data you have actively provided to us and data generated through your use of our services.
You have the right to object to the processing of your personal information for direct marketing purposes at any time, including profiling related to such marketing. Where we process your data based on our legitimate interests, you also have the right to object on grounds relating to your particular situation. We will comply with your objection unless we can demonstrate compelling legitimate grounds for processing that override your interests, rights, and freedoms, or for the establishment, exercise, or defence of legal claims.
You have the right not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning you or similarly significantly affects you. In the context of our financial advisory services, we may use automated systems for risk profiling and portfolio recommendations, but final decisions regarding advice provided to you involve human review and professional judgment by our qualified financial advisers.
Our services are not directed at individuals under the age of eighteen (18). We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe that your child has provided us with personal information without your consent, please contact us immediately at info@adwise-aw.it.com so that we can take appropriate action.
If we become aware that a child under 18 has provided us with personal information without verifiable parental consent, we will take steps to delete such information from our records as soon as reasonably practicable. We may require verification of your identity and relationship to the child before processing any such request.
We encourage parents and guardians to monitor their children's online activities and to instruct them never to provide personal information through our website without parental supervision. Our website is designed for use by adults seeking financial advisory services and is not intended to appeal to children.
As part of our operations, we may need to transfer your personal information to countries outside of Malaysia. When we do so, we ensure that appropriate safeguards are in place to protect your data in accordance with the Personal Data Protection Act 2010 and other applicable laws.
Before transferring personal data across borders, we assess the data protection framework of the recipient country to determine whether it provides an adequate level of protection for your data. Where the recipient country does not have an adequacy decision from the relevant authorities, we implement standard contractual clauses (SCCs) approved by data protection authorities to govern the transfer and ensure that your data receives protection equivalent to that provided under Malaysian law.
We enter into comprehensive data processing agreements with all third-party data processors that include provisions for data security, confidentiality, breach notification, sub-processing restrictions, and data subject rights. We conduct regular compliance audits of our data processors to verify that they maintain the required level of data protection. Our data protection team monitors all cross-border data flows and maintains a register of international data transfers for regulatory reporting purposes.
In all cases of international data transfer, we ensure that the purpose of the transfer is legitimate and directly related to the provision of our financial advisory services to you. We will inform you if your data is to be transferred internationally and, where required by law, seek your explicit consent before proceeding with the transfer.
Your personal information is primarily stored and processed within Malaysia, where our principal place of business is located. As a financial advisory firm that may engage international financial product providers and use global technology platforms, your data may be transferred to Singapore, which serves as our regional hub for certain fund management and investment services, with data protection standards comparable to those in Malaysia.
We use cloud infrastructure services, primarily Amazon Web Services (AWS) in the Asia Pacific (Singapore) region, for data storage and processing. AWS maintains comprehensive security certifications, including ISO 27001, SOC 2, and PCI DSS, and provides robust data protection safeguards through their shared responsibility model. In limited circumstances, data may be transferred to other jurisdictions where our financial product providers are based, such as the United States or the United Kingdom, subject to the safeguards described in section 9.1 above.
We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, accounting, or reporting requirements. The retention periods applicable to different categories of information are set out in the table below.
Upon expiry of the applicable retention period, your personal information will be securely destroyed or permanently anonymised so that it can no longer be associated with you. We use secure disposal methods including cross-cut shredding for physical documents, degaussing and certified deletion for electronic media, and secure erasure protocols for data stored on cloud servers. Certificates of destruction are maintained for audit purposes.
In some circumstances, we may retain your personal information for longer periods where required by a legal hold, ongoing legal proceedings, or regulatory investigation. Where data is retained beyond its scheduled retention period due to such circumstances, access to the data is restricted, and the retention is documented with a clear justification.
Our website may contain links to third-party websites, including those of financial product providers, regulatory bodies, professional organisations, and social media platforms. These third-party websites have their own privacy policies and practices, and we encourage you to review them before providing any personal information on those sites.
We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. The inclusion of a link on our website does not imply endorsement of the linked site or any association with its operators. You access third-party websites at your own risk.
We may use third-party service providers for specific functions, such as email marketing platforms, analytics services, live chat software, and customer relationship management systems. These providers have access to personal information only to the extent necessary to perform their functions and are contractually obligated to protect your data in accordance with this Privacy Policy and applicable laws.
We may update this Privacy Policy from time to time to reflect changes in our practices, legal or regulatory requirements, or industry standards. We encourage you to review this policy periodically to stay informed about how we are protecting your personal information.
When we make changes to this Privacy Policy, we will update the "Last Updated" date at the top of this page. For material changes that affect your rights or how we use your personal information, we will provide additional notification through one or more of the following methods: posting a prominent notice on our website home page, sending an email notification to the address associated with your account or client profile, displaying a notification in your client portal dashboard, or, where required by law, seeking your explicit consent before implementing the changes.
Changes that we consider material include, but are not limited to, changes in the purposes for which we use your data, new categories of third parties with whom we share your data, changes in our data retention practices, and any change that reduces your rights under this policy. Where we seek your consent for material changes, your data will continue to be handled in accordance with the previous policy until you provide your consent to the updated terms.
We encourage you to check this page regularly for any updates to our Privacy Policy. Your continued use of our website or services after any changes to this policy take effect constitutes your acceptance of the updated terms, provided that such changes are within the scope of your previously expressed consent or, where material changes are made, your explicit consent has been obtained. If you do not agree with any changes to this policy, you should discontinue use of our website and contact us regarding your account.
If you have any questions, concerns, complaints, or requests regarding this Privacy Policy or our data protection practices, please do not hesitate to contact us. We are committed to addressing your concerns promptly and transparently.
Adwise Capital Sdn. Bhd.
BI: 201801004709 (1266723-D)
B-05-22A, Block B, Sunway Geo Avenue,
Jalan Lagoon Selatan, Bandar Sunway,
47500 Subang Jaya, Selangor, Malaysia
Phone: +6019-638 9095
Email: info@adwise-aw.it.com
Website: www.adwise.com.my
Official Email: enquire@adwise.com.my
Business Hours: Monday to Friday, 9:00 AM to 6:00 PM (Malaysia Time, UTC+8). We will respond to your enquiry within three (3) business days of receipt.
If you are not satisfied with our response to your privacy concern, you have the right to lodge a complaint with the relevant supervisory authority. In Malaysia, the authority responsible for data protection is:
Jabatan Perlindungan Data Peribadi (JPDP)
Personal Data Protection Commissioner
Level 6, Complex E, Federal Government Administrative Centre,
62520 Putrajaya, Malaysia
Phone: +603-8000 8000
Website: www.pdp.gov.my
For complaints relating to financial services, you may also contact Bank Negara Malaysia at www.bnm.gov.my. We encourage you to first raise any concerns with us directly so that we have the opportunity to address them before escalating to a supervisory authority.
You have the right to withdraw your consent to our processing of your personal information at any time, subject to legal and contractual restrictions. The process for withdrawing consent depends on the type of processing to which you originally consented.
You may withdraw your consent to receiving marketing communications from us at any time by clicking the "unsubscribe" link included in any marketing email you receive from us, logging into your client portal and adjusting your communication preferences under the "Privacy Settings" section, sending an email to info@adwise-aw.it.com with the subject line "Marketing Opt-Out" specifying which marketing channels you wish to opt out of, or submitting a written request to our registered address marked for the attention of the Data Protection Officer.
We will process your opt-out request within five (5) business days of receipt. Please note that after opting out of marketing communications, you may still receive service-related messages that are necessary for the management of your account and our ongoing relationship, such as statements, transaction confirmations, and regulatory notifications.
You may request the deletion of your personal information and closure of your client account by following the process outlined below. Please note that account deletion is subject to our legal and regulatory record-keeping obligations, which may require us to retain certain information after your account is closed.
Step 1: Submit a written request for account deletion to info@adwise-aw.it.com, including your full name, NRIC/passport number, and registered email address. Your request must be signed (electronic signature accepted) to verify your identity.
Step 2: We will acknowledge receipt of your request within two (2) business days and may request additional identity verification documents before processing. Acceptable verification documents include a copy of your NRIC (front and back) or passport bio-data page.
Step 3: We will settle any outstanding financial matters, including finalising pending transactions, settling fees or charges due, and returning any funds or assets held on your behalf, before proceeding with account closure.
Step 4: We will notify you of any information that we are legally required to retain beyond the closure of your account, the applicable retention period, and the purposes for which it will be retained. This typically includes KYC/AML records, transaction records, and regulatory reports.
Step 5: Upon completion of the deletion process, we will provide you with written confirmation that your personal information has been deleted or anonymised, except for information retained for legal or regulatory purposes, and details of any third parties with whom your data was shared and who have been notified of the deletion request.
At Adwise Capital Sdn. Bhd., we are deeply committed to protecting your privacy and safeguarding your personal information. We believe that trust is the foundation of a successful financial advisory relationship, and we work diligently to earn and maintain that trust through transparent and responsible data handling practices.
This Privacy Policy reflects our dedication to upholding the highest standards of data protection in compliance with the Personal Data Protection Act 2010, the Financial Services Act 2013, and all other applicable laws and regulations in Malaysia. We will continue to review and enhance our privacy practices to ensure they remain effective and aligned with evolving legal requirements and industry best practices.
We thank you for entrusting us with your personal information and for giving us the opportunity to serve your financial advisory needs. If you have any questions, concerns, or feedback about this Privacy Policy or our data protection practices, please do not hesitate to contact us using the details provided in section 13 above.