個人資料收集聲明- 安柏合作

Bowtie就是次分享部分保單資料予安柏僅作儲存紀錄、業務及合規目的之用,並受Bowtie的私隱政策安柏環球財富管理的私隱政策約束。下列為是次分享資料詳情。

  1. 分享的個人資料種類
    • 保單持有人中文及英文姓氏;
    • 已去識別化的保單持有人身份證號碼起首字母及頭4位數字;
    • 保單號碼、保單產品名稱、保單保額、保單生效日及保單狀況
  2. 是次分享閣下個人資料給安柏的主要目的為﹕
    • 僅嚴格用於安柏業務及合規目的,包括追蹤轉介個案、核實成功轉介、計算及核對轉介費用,以及符合相關法律及監管要求。
    • 是次收集的個人資料,安柏不會將您的個人資料用於直接促銷活動。為免存疑,本聲明並不會影響閣下現時就接收安柏(AMG)直接促銷資訊所作出的選擇。
  3. 安全措施
    • 上述保單資料以電子方式被保存在AMG獨立的伺服器上,並受密碼保護 (或在相等的保護下),你的個人資料將只會由獲得授權的安柏環球財富管理的員工查閱。

Personal Information Collection Statement – AMG partnership

Bowtie’s sharing of specific policy information with AMG is solely for record-keeping, business and compliance purposes, and is subject to the Privacy Policies of Bowtie and the Privacy Policies of AMG Wealth Management Ltd.

  1. Types of Personal Data Shared
    • Policyholder’s surname in Chinese and English;
    • "Masked ID Number": The initial letter and the first 4 digits of the Policyholder’s identity card number;
    • Policy number, product name, sum assured, policy effective date, and policy status.
  2. Primary Purposes of Sharing Personal Data with AMG
    • The policy data is shared strictly for AMG business and compliance purposes, including tracking referred cases, validating successful referrals, calculating and reconciling referral fees, and meeting applicable legal and regulatory requirements.
    • Personal data collected pursuant to this purpose will not be used for direct marketing purposes.For the avoidance of doubt, this declaration does not change your current preferences for receiving direct marketing from AMG.
  3. Security Measures
    • The aforementioned policy data is stored electronically on AMG’s separate servers and is password-protected (or under equivalent protection); your personal data will only be accessed by authorized employees of AMG Wealth Management Ltd.