Winson Capital is the trading name of Winson Insurance Consultants Limited, a licensed insurance intermediary regulated by the Hong Kong Insurance Authority (Licence Number: FB1040).
Winson Capital provides international financial planning and advisory services to clients based on their individual circumstances and applicable regulatory requirements.
We are committed to protecting the privacy and confidentiality of the personal information entrusted to us by our clients, prospective clients and visitors to our website.
This Privacy Policy explains how we collect, use, store and protect personal information, the circumstances in which we may share information with others, and the rights individuals may have in relation to their personal information.
We do not sell personal information or share personal information with third parties for their own marketing purposes. We only use personal information where there is an appropriate legal basis or legitimate business reason for doing so, including providing our services, maintaining our relationship with clients, improving our services and meeting our legal and regulatory obligations.
The type of personal information we collect depends on how you interact with Winson Capital and the services you require.
This may include:
We may also collect technical information when you visit our website, including your IP address, browser type, device information, pages visited and how you interact with our website. This information helps us maintain website security, improve performance and understand how visitors use our website.
We collect personal information through direct interactions with you, including enquiries, meetings, applications, forms, correspondence and our ongoing relationship with you.
We use personal information for purposes including:
Where you have provided consent, we may also use your information to provide relevant updates, market commentary, newsletters or other communications that may be of interest.
You can withdraw your consent for marketing communications at any time. You can also unsubscribe from marketing communications by contacting us or using any unsubscribe option provided within the communication.
We process personal information where there is an appropriate legal basis or legitimate business reason for doing so.
This may include:
As a financial services firm, we are required to collect and retain certain information to meet regulatory responsibilities, including requirements relating to client identification, anti-money laundering, record keeping and regulatory reporting.
We may share personal information where necessary with trusted third parties, including:
Where we use third-party service providers, we take reasonable steps to ensure that appropriate confidentiality and security measures are in place.
We do not sell your personal information or share it with third parties for their own marketing purposes.
As an international financial planning firm, Winson Capital works with clients who may reside in different jurisdictions and may need to transfer or access information internationally where necessary to provide services, meet regulatory obligations or manage our business operations.
Where personal information is transferred between jurisdictions, we take reasonable steps to ensure appropriate safeguards are in place.
We take the security of personal information seriously and maintain appropriate technical and organisational measures designed to protect information against unauthorised access, loss, misuse, alteration or disclosure.
Access to personal information is limited to individuals who require it for legitimate business purposes and who are subject to confidentiality obligations.
While we take reasonable steps to protect information, no method of electronic transmission or storage can be guaranteed to be completely secure.
We retain personal information for as long as necessary to provide services, maintain accurate records, comply with legal and regulatory obligations and protect our legitimate interests.
The retention period depends on the nature of the information and the reason it was collected. Certain records may need to be retained for extended periods due to regulatory and legal requirements.
Where information is no longer required, we will securely delete or anonymise it where appropriate.
Our website uses cookies and similar technologies to improve website functionality, understand visitor usage and support website performance.
Information collected through cookies may include technical information such as browser type, device information and website usage data.
Further information about the cookies we use and how you can manage your preferences is available in our Cookie Policy.
Depending on your location and the privacy laws applicable to you, you may have certain rights relating to your personal information.
The rights available to you may vary depending on your location and the privacy laws applicable to your circumstances.
These rights may include:
To exercise any of these rights, please contact us using the details below. We will consider and respond to requests in accordance with applicable privacy laws.
We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements or how we process personal information.
The latest version will always be available on our website.
If you have any questions about this Privacy Policy, how we handle personal information or how to exercise your privacy rights, please contact us:
Winson Insurance Consultants Limited
Trading as Winson Capital
Address
3rd Floor
8 Hysan Avenue
Causeway Bay
Hong Kong
Telephone
+852 3101 7710
Tell us a little about yourself and one of our advisers will be in touch to arrange a convenient time to speak.
