The Money Project - Privacy Policy

This Privacy Policy Statement aims to explain the following:

Your data privacy rights

Your data privacy rights are protected by the Philippine Data Privacy Act of 2012. This law states that you have the right to:

  • Be informed. You must be advised if your personal data will be or has been processed.

  • Access. You have the right to reasonable access, upon written request, to the contents of your personal data that were processed and the manner by which these were processed.

  • Rectify incorrect data. You have the right to correct any error in your personal data and, if warranted, request immediate rectification.

  • Erase or block. You have, based on reasonable grounds, the right to suspend, withdraw or order the blocking, removal or destruction of your personal data from The Money Project's filing system.

  • Secure data portability. Where your personal data is processed by electronic means and in a structured and commonly used format.

  • Be compensated for damages. You shall be compensated for any damage sustained due to inaccurate, incomplete, outdated, false, unlawfully obtained, or unauthorized use of personal data, taking into account any violation of your rights and freedoms.

  • File a complaint. You may file a complaint or exercise your rights above by reaching out to us through our page.

What personal data do we collect

At The Money Project, we ask you for your personal data when you:

  • Apply for an insurance policy

  • Invest in any of our mutual funds

  • Ask for a quotation

  • Join our events

  • Book an appointment

The personal data we collect from you may include the following:

  • Name, age, sex, civil status, date and place of birth, nationality and/or citizenship, address, and contact details

  • Employment or business information, and source of funds/property, wealth, and income

  • Medical information

  • Financial position and objectives, income, and investible assets

  • Payment card number or bank account details

  • Government-issued identification numbers [e.g., Passport, Tax Identification Number (TIN), Social Security System (SSS) or Government Service Insurance System GSIS) Numbers]

  • Beneficiaries’ information

  • Other information that you have directly provided us

It must be noted that this Statement does not apply to third party websites which have links to our sites. The processing of your personal data in a third party site is subject to their own Data Privacy Policy. The Money Project will not be responsible for the information collected from such sources, neither will The Money Project be liable for any loss or damage caused by the use of or reliance on such third party.

Where we use your personal data

We process your personal data based on your consent, legitimate business interest, and lawful processing. We use it only for:

  • Processing applications for financial and insurance products and services;

  • Assessing your suitability for products and services

We may use your information for other purposes necessary to provide insurance, investment, and other incidental services in line with your transactions.

When using your data, we may utilize manual and/or technology-enabled data processing systems to help us serve you, including profiling, insurance application, email and call validation, and other processes.

 

How we protect your personal data

The Money Project keeps your personal data in electronic records. While the processing of your personal data exposes you to financial, legal, regulatory, or reputational risks that may result from its unauthorized processing or disclosure, The Money Project is committed to protecting your privacy by:

  • Using a secured server behind a firewall, encryption, and other secured controls

  • Limiting access on a need-to-know basis.

The Money Project takes responsibility for all your personal data in our possession.

Privacy policy statement terms

The Money Project reserves the right to update or change sections of this Privacy Policy Statement at any time and without prior notice.  We will exert reasonable efforts to reach out to our clients in case there are significant changes, but we highly encourage you to review this Statement every now and then.