Wealth Management Institute


Privacy Statement

WMI is committed to protecting and respecting your personal data.

This Privacy Statement sets out the basis on which we will process any personal data we collect from you, or that you provide to us. Please read the following carefully to understand our view and practices regarding your personal data and how we will treat it.

Collection, Processing and Disclosure of Personal Data

We collect Personal Data only when you or your authorised representatives provide it to us, or from publicly available sources.

By providing us with your Personal Data, you consent to WMI’s collection, processing, transfer, use, disclosure and sharing of your Personal Data for the purposes explained in this Privacy Statement. We will retain control of, and responsibility for, the use of any Personal Data you disclose to us. Such data shall remain in our possession, or that of data intermediaries acting on our behalf. WMI will take all steps reasonably necessary to ensure that your data is treated securely and in accordance to with this Privacy Statement.

To respond to or process your requests, we may have to disclose your Personal Data to any member of our group or to third parties (such as our services providers and professional advisors). Your Personal Data will not be disclosed to any further parties unless we have obtained your consent or are legally required to do so.

You acknowledge that there are inherent risks in the transmission of data over the internet.

Purposes of Use

Your Personal Data and other information collected may be used by WMI and may be combined with other information for the following purposes:

  • Processing your registration for the courses/programmes offered by the WMI, including its partners;
  • Providing the services and/or products requested by you;
  • Sending you general business/commercial communications;
  • Responding to your enquiries or requests pursuant to your emails, telephone calls, faxes and/or submission of form(s);
  • Seeking your feedback and responding to and taking follow-up actions;
  • Submission of the relevant information to the relevant agencies including the Institute of Banking and Finance, Workforce Development Agency, etc;
  • Generating financial management or other reports for the purpose of reporting and performance of analytics;
  • Administering our website;
  • For other purposes as reasonably required to provide services to you.

As part of our provision of personalised services to you, we may use your information to update you with the latest information relating to the WMI's programmes and services, as well as those of third-party organisations or partners, as selected and approved by the WMI. Notwithstanding this, if you decide that you do not wish to receive such information from us, you can opt out by selecting the "unsubscribe" button in any of the WMI's electronic mailers, or write to us accordingly.

IP Addresses/Cookies

When you use our website, we may collect and store information about your computer (including your IP address, operating system and browser type) for system administration. This is statistical data about browsing actions and patterns of users of our website. This data could possibly lead to your identification, but we, and our data intermediaries, do not use it to do so. Our website uses cookies to distinguish you from other users of our website. This assists to increase efficiency when you browse our website and also allows us to improve our website.

Third Party Websites

Our website may, from time to time, contain links to and from third party websites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

Where we store your personal data

The data that we collect from you may be transferred to, and stored at, locations outside of Singapore. It may also be processed by staff operating outside Singapore who work for us or for one of our service providers.


We use reasonable security precautions, including that of our data intermediaries, to protect your Personal Data from unauthorised access, collection, use, disclosure, copying, modification, disposal or similar risk.

Data Retention

We retain Personal Data for as long as necessary for the fulfilment of the purposes for which it was collected or to which you have given your consent, except where otherwise provided by applicable law.

Access/Correction of Personal Data or Withdrawal of Consent

You have the right to request access to or correct your Personal Data, or to withdraw consent to WMI’s use of your Personal Data in accordance with applicable laws.

For such requests and/or questions regarding this Privacy Statement, please write to us at the following address:

Wealth Management Institute Pte Ltd
60B Orchard Road
#06-18 Tower 2
The Atrium@Orchard
Singapore 238891
Attention: Data Protection Officer
Or you can send us an email at: connect@wmi.com.sg

Changes to the Privacy Statement

We may update this Privacy Statement from time to time by posting the updated version on our website(s).