Personal Information Collection Statement for Customers (the “PICS”)
- Statement relating to the Personal Data (Privacy) Ordinance (“PDPO”)
有关客户个人资料(私隐)收集声明书 – 根据 香港《个人资料 ( 私隐 ) 条例》

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finexis advisory (HK) Ltd., its affiliates, its related companies and finexis Group (Collectively known as "finexis") recognizes its responsibilities in relation to the collection, holding, processing or use of personal data of our customers.

汇信顾问香港有限公司、其附属公司、联系公司及汇信集团(统称为“汇信”),深明有关收集、持有、处理、转移或使用客户个人资料的责任。

This statement provides you with notice as to the purpose of collecting your data, the use of such data and to whom your personal data may be provided and how to access and amend your personal data.

本声明旨在向阁下阐释收集阁下个人资料的原因、资料的拟定用途、可能获提供阁下资料的有关方,以及有关查阅、检视及更正阁下个人资料的方法。

The collection of personal data is fundamental to the administration of your application, the evaluation of your product and financial need and the provision of better services to you.

我们收集阁下的个人资料对于处理阁下的申请、评估阁下的产品和财务需求和为阁下提供更好的服务都十分重要。

You may choose not to provide us with the requested data, but failure to do so may inhibit our ability to do business with you.

阁下可选择不向我们提供我们所需的个人资料,但这样可能导致我们无法处理阁下的申请或要求。


1. PURPOSE FOR COLLECTING PERSONAL DATA

收集个人资料目的

Personal data is collected for the following purposes:

收集阁下个人资料目的如下:

a. processing, assessing and determining applications or requests made by you;

处理、评估及确定阁下的申请或要求;

b. administering, maintaining, managing and operating your application, your products and/or services provided to you;

执行、维持、管理,及处理阁下的申请, 阁下的产品及/或服务;

c. promotional offers of new or additional products and/or services;

有关新或附加产品及/或服务的推广优惠;

d. to communicate with you including to send you administrative communications about any account you may have with us;

与阁下保持联系,包括向阁下寄发关于阁下在汇信的任何账户的行政管理通讯;

e. evaluating your financial needs and on-going needs ;

为评估阁下的财务需要和持续需要;

f. researching and/or designing products and/or services for you, and improving and furthering the provision of products and/or services;

为阁下研究及/或设计产品及/或服务和改善产品及/或服务;

g. conducting market research for statistical, actuarial or other purposes;

为统计、精算或其他目的进行市场调查;

h. to assist in law enforcement purpose, investigations by police or other government or regulatory authorities and to meet requirements imposed by law or agreed with government or regulatory authorities; and/or

协助执行法例、警方或其他政府或监管机构调查,以及符合法例规定,或以符合与政府或监管机构之协定;及/或

i. fulfilling any other purposes relating to any of the above

满足与上述任何目相关的其他用途。


2. ACCURACY OF PERSONAL DATA

In order to process your application or to understand your product and/or service needs, you must provide us with accurate and up-to-date personal data. Your failure to do so will inhibit or prevent us from properly processing your request.

为处理阁下的申请或理解阁下对有关产品和/或服务的需要,阁下必须向我们提供准确和最新的个人资料。如阁下不提供,会抑制或阻止我们为阁下处理有关申请及/或为阁下提供最合适的产品和/或服务。

You must immediately inform finexis of any new or changed information, whether of you or your family members (if provided).

如阁下或有关成员(如适用)的个人资料有任何改变化,请阁下立即通知汇信。


3. USE - How Your Data May Be Used

个人资料的用途

Personal data relating to you held by finexis will be kept confidential but, subject to any applicable law, such data may be provided to the following parties for the purpose set out in this Statement ( for our policy on sharing of your personal data for promotional and marketing purposes, please see the section entitled “Use of Personal Data for Direct Marketing Purposes”):

阁下的个人资料将保密处理,惟倘就符合收集个人资料用途或相关用途而必须披露时,汇信则可向以下各方提供有关个人资料(有关我们分发阁下个人资料作宣传或市场推广用途的政策,请参阅「使用个人资料作直接促销用途」一节。):

a. any member of finexis, including parent companies, subsidiaries, affiliates and related companies;

汇信集团的任何成员,包括母公司、子公司、附属公司和联系公司;

b. any agent, contractor, product distributor, insurance company, intermediaries or third party service provider who provides administrative, telecommunications, computer, information technology, payment, data processing or storage, marketing, mailing, printing, telemarketing, customer satisfaction analysis or any other services to finexis or any member of finexis Group in connection with the operation of business;

就汇信或汇信集团营运,以及向阁下提供有关的行政管理、电信通讯、电脑、资讯技术、付款、资料处理或储存、市场推广、邮寄、打印、电话行销、客户满意度分析或其他服务的代理、承办商、产品分销商、保险公司、中介人或第三方服务供应商;

c. any party which has undertaken to finexis to keep such data confidential;

已向汇信承诺将对该等资料保密的任何方;

d. any person to whom we are under an obligation under law or agreement to make disclosure; and/or;

与汇信有披露协议或对汇信具有法律及/或监管责任的任何人士;及/或;

e. any other parties as notified to you at the time of collection.

收集资料时,会通知阁下的任何其他人士。

Your personal data may be provided to any of the above parties who may be located in Hong Kong or outside of Hong Kong.

阁下的个人资料可提供予上述在香港境内或香港境外的任何有关方。

4. USE OF PERSONAL DATA IN DIRECT MARKETING

使用个人资料作直接促销用途

In addition to the above uses, finexis intends to use, from time to time, your personal data in promotional or marketing purposes including direct marketing. These include, but not limiting to:

除了上述用途, 汇信拟使用阁下的个人资料用来宣传或市场推广用途, 包括直接促销。这些包括, 但不限于:

a. the name, contact details, products and services portfolio information, transaction pattern and behavior, financial background and demographic data of you held by finexis from time to time may be used by finexis in direct marketing;

汇信可能将阁下的姓名、联络资料、产品及服务组合资料、交易模式及行为、财务背景及人口统计数据用于直接促销;

b. the following services, products and programs may be marketed:

就下列服务、产品及活动进行促销:

i. insurance, financial, banking and related services and products;

保险、金融、银行和相关服务及产品;

ii. reward, loyalty or privileges programs and related services and products; and

有关服务及/或产品的奖赏、客户或会员或优惠计划和相关活动;和

c. any other services, products and promotional offers which may be provided by finexis and/or its co-branding partners and/or third party.

由汇信成员和/或品牌合作夥伴和/或第三方服务供应商提供的产品、服务和宣传推广;

We may provide your personal data to provider (whether within or outside finexis) for gain.

我们或会将阁下的个人资料提供予任何以上描述的提供商(无论在汇信范围内或外)而获得利益。

Before using or providing your personal data for the purpose and to the transferees set out above, we must obtain your written consent and only after having obtained your written consent, we may use and provide your personal data for any promotional or marketing purpose.

就上述用途或向上述受让方提供阁下的个人资料前,我们必先取得阁下的书面同意,并会在取得有关书面同意后,才会在宣传或市场推广用途使用或提供阁下的个人资料。

You may in future withdraw your consent to the use and provision of your personal data for direct marketing. If you wish to withdraw your consent, please inform finexis in writing to our Data Privacy Officer in this Statement or e-mail us. finexis shall, without charge to you, cease in future direct marketing activities.

阁下可以拒绝或终止汇信有阁下的个人资料作直接促销用途。 阁下如不欲收到有关直接促销的资料,请发信或电邮到本声明的个人资料 ( 私隐 ) 专员处理。汇信不会收取任何费用和确保阁下日后将不会纳入的直接促销活动中。


5. RETENTION OF PERSONAL DATA

个人资料的保留

We will keep your personal data for a reasonable time to fulfill the purpose for which the data was collected or comply with the relevant rules, regulations and laws of Hong Kong. Personal data which is no longer required will be destroyed.

我们会将阁下的个人资料保存一段合理时间,以达到收集该等资料的目的或遵守香港的相关规则、规例及法律。不再需要使用的个人资料将被销毁。


6. ACCESS AND CORRECTION OF PERSONAL DATA:

查阅/修订资料的要求

Under the PDPO, you have the right to request access to, and to request correction of, the Data in relation to your application. Any enquiry about and request for the correction of or access to your Data should be addressed in writing to, and will be handled by, our Data Protection Officer at the following address:

根据《个人资料( 私隐 )条例》, 阁下有权查阅和更正有关申请的个人资料。阁下如有更正、查阅资料或其他有关查询, 应以书面方式, 联络我们的个人资料 ( 私隐 ) 专员处理:

Data Privacy Officer

finexis advisory (HK) Ltd.

801 Ocean Centre, 5 Canton Road, Tsim Sha Tsui, Kowloon, Hong Kong

香港尖沙咀广东道5号海洋中心8楼801室

汇信顾问(香港)有限公司

个人资料保障主任


Or by e-mail: personaldataprivacy@finexis.com.hk

或通过电子邮件: personaldataprivacy@finexis.com.hk


We reserve the right to charge a fee which is not excessive for the processing of any such access request.

为了处理阁下有关查阅要求, 我们保留收取阁下合理费用的权利。


7. ADDITIONAL INFORMATION

其他资料

Should you have any questions on any part of this PIC statement or would like additional information regarding the finexis data privacy practices, please do not hesitate to contact us.

如阁下对本个人资料收集声明有任何疑问或想知悉这声明的更多资料,请随时与我们联系。


8. Language Versions

语言版本

In case of discrepancies between the English and Chinese versions of this Statement, the English version shall apply and prevail.

本声明的中英文版本倘有差异,概以英文版本为准。 


finexis retains the right to change this Statement.

汇信保留更改本个人收集资料声明内容的权利。


© 2020 汇信顾问 (香港) 有限公司
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