AdvisorIndex
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§ 1

Data Controller

Advisor Index — HappyInvest
SIRET: 918 662 305 00013 — RCS Nanterre (France)
Singapore directory: sg.advisor-index.com
Data Protection Contact: contact@advisor-index.com

Advisor Index (HappyInvest) is the organisation responsible for personal data collected through its Singapore platforms, in compliance with the Personal Data Protection Act 2012 (PDPA) and its subsidiary regulations.

§ 2

Personal Data Collected

2.1 Individuals (enquiry forms)

  • First name, last name, email address, phone number (optional)
  • Nature of enquiry, declared wealth situation, free-text message
  • Date/time of submission, consent record

2.2 Financial Professionals (registration)

  • Company name, MAS licence or registration number
  • Professional contact details (email, phone, address)
  • Specialisations and client profiles

2.3 Navigation data

Anonymised technical data for statistical purposes only. No cross-site profiling or advertising cookies are used.

§ 3

Purposes and Legal Bases

PurposeBasis under PDPA
Connecting individuals with MAS-licensed advisersConsent (s. 13 PDPA)
Account management and billingContractual necessity
Technical support and service improvementLegitimate interests
Legal and accounting obligationsLegal obligation
§ 4

Disclosure to Third Parties

Individual enquiry data is disclosed only to the selected MAS-licensed financial adviser. That professional is independently responsible for PDPA compliance in respect of the data they receive.

Advisor Index does not sell personal data. Technical sub-processors are contractually bound.

Overseas transfers: Some data may be transferred to servers outside Singapore (e.g. France, EU). Such transfers comply with the PDPA Transfer Limitation Obligation (s. 26), using contractual arrangements that ensure comparable standards of protection.
§ 5

Retention Periods

CategoryRetention period
Individual enquiry data12 months from submission
Professional account dataDuration of contract + 3 years after termination
Billing records7 years (Singapore Companies Act, s. 199)
Access logs12 months
§ 6

Your Rights under the PDPA

Right of Access (s. 21)Request information about and copies of your personal data held by us
Right of Correction (s. 22)Request correction of inaccurate or incomplete personal data
Right to Withdraw Consent (s. 16)Withdraw consent at any time (may affect service delivery)
Right to Data Portability (s. 26H)Request transmission of data in a machine-readable format
Right to ErasureRequest deletion of data no longer necessary for its original purpose
To exercise your rights: contact@advisor-index.com
We will respond within 30 calendar days.
§ 7

Supervisory Authority — PDPC

If you believe your personal data has been handled in breach of the PDPA, you may lodge a complaint with the Personal Data Protection Commission (PDPC):

Website: www.pdpc.gov.sg
Address: 10 Pasir Panjang Road, #03-01 Mapletree Business City — Singapore 117438
Hotline: 1800-CALL-PDPC (1800-2255-7372)
§ 8

Cookies and Trackers

We use only technically necessary cookies required for the operation of the site. No advertising or cross-site tracking cookies are deployed. Any analytics cookies would require your explicit consent.

§ 9

Security

Advisor Index implements appropriate technical and organisational security measures: TLS encryption, restricted access to production data, certified hosting infrastructure. In the event of a data breach, we will notify the PDPC and affected individuals in accordance with the PDPA Mandatory Data Breach Notification obligations (s. 26D).

§ 10

Updates to this Policy

Advisor Index reserves the right to update this Privacy Policy at any time. Material changes will be published on this page with an updated date and notified to registered professionals by email.