Privacy Policy

Our Commitment To You

As a Phillip Mutual investor, you’ve entrusted to our care not only your hard-earned money but your personal and financial data as well. We recognize that your relationship with us is based on trust and that you expect us to act responsibly and in your best interests. Because your personal and financial data is your personal information, we hold ourselves to the highest standards in its safekeeping and use.

This means, most importantly, that we do not sell client information-whether it is your personal information or the fact that you are a Phillip Mutual client-to anyone.

Instead, your information is used by us primarily to complete transactions that you request or to make you aware of other financial products and services that we offer or sponsor.

Your Consent

By proceeding to access and use this Site, you are deemed to have consented to the collection and use of your personal information including for the disclosure of such personal information to the relevant entities and/or regulatory bodies.

Our Security Procedures To Protect Your Information

The security of your personal and financial information (if any) is our upmost priority. Keeping your personal and financial information secure is one of our most important responsibilities. We maintain physical, electronic and procedural safeguards to protect customer information that meet applicable law. We endeavor to train our employees in the proper handling of personal and sensitive information. Appropriate employees are authorized to access customer information for business purposes only. Our employees are bound by a code of ethics that requires confidential treatment of customer information.

The information we collect about you

You provide personal information when you complete a Phillip Mutual application forms. (If you enter information in an online application, we may store the information even if you don’t complete or submit the application). You also provide personal information when you register in any event or seminars that Phillip Mutual holds.

In addition to personal information you provide to us, we may receive information about you that you authorize third parties to provide to us. We also may obtain personal information from third parties in order to verify your identity, prevent fraud or to help us identify products and services that may benefit you.

Personal information collected from any source may include your –

From time to time, Phillip Mutual may send newsletter, information on new services, or promotional news to you, via your email. However, you may opt out from our list of clients by clicking “Reply” to our email.

We will not disclose any of your personal information except where required by regulatory bodies, regulation of legal process, judicial order or as required or permitted by law or for lawful purposes only. Further, we may use your personal information within PhillipCapital group, professional advisors, consultants and/or third party’s performing services on our behalf and such confidential information will only be used by the said parties for the purpose for which it is provided whereby the said parties have undertaken to treat such information confidential.

How we protect privacy online

Our concern for the privacy of our shareholders naturally extends to those who use our Site, or

How we safeguard your personal information

We restrict access to information about you to those Phillip Mutual employees who need to know the information in order to perform their jobs, such as servicing your accounts or notifying you of new products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology.

Rights to Modify

We reserve the right to modify this policy at any time without prior notice to you. Any such amendment shall be effective once the revised changes have been posted on the Site. Since we may update the Site from time to time, you should constantly check the contents herein from time to time so that you are aware of any changes or amendments to the policy.

You Need To Update Your Current Information

You should always ensure that you provide us with your most updated and current personal particulars and information in order to ensure that your records with us are kept up to date, complete and accurate. If any information supplied by you changes during the course of your account with us, you should notify us immediately to enable us to update your information.

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