Fundwise Wealth Management Consultants collects information that visitors voluntarily submit through enquiry forms, eligibility tools, phone calls or other contact methods. This may include name, phone number, email, location, financial requirement and information needed to respond.
How information is used
- To understand and respond to your request
- To arrange a consultation or follow-up
- To improve website performance and service communication
- To meet legal or compliance obligations where applicable
We do not publish personal enquiry information. Information may be shared with relevant service providers or institutions only as needed for an authorised request and subject to applicable requirements.
You may request correction or deletion of information, subject to legal and operational retention needs, by contacting the public email shown on this website.