Wealth Advisors (India) 
      Privacy Policy

WAI Insurance Broking Services (WAI IBS) will use your personal information to manage your account(s), give you statements and provide our services, for assessment and analysis (including credit and/or behaviour scoring, market and product analysis), and to develop and improve our services to you, for example by informing you about products and services which may be of interest to you. If you do not want to receive information about our products and services, please visit or write to us.

We will not disclose any such information outside of the WAI IBS offices except:

  • to credit reference and fraud prevention agencies and other organisations who may record, use and give out information to other lenders and insurers. The information may be used to make assessments for credit and all types of insurance, for debt tracing and to prevent fraud and money laundering;
  • to persons acting as our agents under a strict code of confidentiality;
  • to anyone to whom we transfer or may transfer our rights and duties under your Customer Agreement;
  • as required by law or regulation.

Otherwise we will keep information about you confidential.

If we transfer your information to a service provider or agent in another country, we will make sure that the service provider or agent agrees to apply the same levels of protection as we are required to apply to information held in India and to use your information only for the purpose of providing the service to us.

Safeguarding Personal Information
Security safeguards are in place to protect personal information against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification regardless of the format in which it is held. WAI IBS' safeguards vary depending on the sensitivity of the personal information. The highest level of protection is given to the most sensitive personal information.