Information we collect
Personal information is collected during our online financial needs analysis and account opening process. SWIP may collect additional information over time to better understand our client’s personal needs. SWIP collects traffic pattern information in an aggregate form relating to the visitors to our website. Additional data may be requested from time to time through surveys or other mechanisms.
Use of the information collected
The information we collect is used to effectively and efficiently deliver the products and services for which our clients have signed up. The delivery of such products and services will be within the legal and regulatory framework we operate in. Information is further used to continuously improve the products and services made available by SWIP to prospective as well as existing clients. Contact details are used to keep clients informed via newsletters and other mechanisms. Clients may unsubscribe from any such content.
Disclosure of your information
SWIP will disclose your personal information if required to do so by law or a court order. Where applicable, SWIP may provide information to 3rd parties in the delivery of its products and services. These are entities SWIP has agreements with to provide the platforms necessary in providing our products and services. These include but are not limited to, custody and trading providers, required as a platform on which to manage client assets. Life Insurance companies required for wrapping retirement products in policies. SWIP does not sell any personal information to third parties.
You agree that we shall be entitled to send "cookies" from this website to your computer. Cookies are information sent from this website to your hard drive, where it is saved and contains information to personalise your experience on this website. In this way, the next time you use this website we will know who you are and that you have visited this website before.
Accuracy of information