A.D. Evoque Financial A.D. Evoque Financial
  • Home
  • Who We Are
  • What We Do
  • Case Studies
  • FAQ
Book a Consultation

Privacy Policy

Last Updated: May 2026

1. Introduction

A.D. Evoque Financial Sdn. Bhd. ("we," "our," or "us") is committed to protecting the privacy and security of your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website adfinancial-af.it.com or engage our family office advisory services.

This policy is issued in compliance with the Personal Data Protection Act 2010 (PDPA) of Malaysia and applies to all personal data processed by us. We do not sell, rent, or trade your personal data to third parties for their marketing purposes. By using our website or services, you acknowledge that you have read and understood this Privacy Policy.

2. Information We Collect

2.1 Information You Provide

We collect information that you voluntarily provide to us when you:

  • Personal identification data: Full name, nationality, date of birth, NRIC or passport number, as required for Know Your Customer (KYC) verification.
  • Contact data: Email address, telephone number, residential and business address.
  • Financial data: Information about your assets, income, investment objectives, risk tolerance, and financial circumstances.
  • Account data: Usernames, passwords, and security questions for any client portal access.
  • Transaction data: Records of services provided, fees charged, and payments processed.
  • Communication data: Records of correspondence, meeting notes, and consultation summaries.
  • Marketing preferences: Your preferences regarding receiving marketing communications from us.

2.2 Automatically Collected Information

When you visit our website, we automatically collect:

  • Device information: IP address, browser type, operating system, and device identifiers.
  • Usage data: Pages visited, time spent on pages, referring URLs, and clickstream data.
  • Location data: Approximate geographic location derived from your IP address.
  • Cookie data: Information collected through cookies and similar technologies (see our Cookie Privacy Policy).
  • Metadata: Technical information about how you interact with our emails and website.

2.3 Information from Third Parties

We may receive information about you from:

  • Credit reference agencies and anti-fraud databases for KYC and due diligence.
  • Financial institutions with whom you have existing relationships.
  • Payment processors and banking service providers.
  • Government authorities and regulatory bodies as required by law.
  • Professional advisors (lawyers, accountants, trustees) with your consent.
  • Business partners and service providers who assist in delivering our services.

3. How We Use Your Data

3.1 Financial Services Delivery

We use your personal data to: establish and manage your family office account; assess your financial situation and investment suitability; design and implement wealth preservation and succession strategies; execute investment management and asset allocation decisions; process payments and manage billing; and provide ongoing client service and support.

3.2 Legal and Regulatory Compliance

As a regulated entity, we are required to: conduct Know Your Customer (KYC) and customer due diligence; comply with Anti-Money Laundering (AML) and Counter Financing of Terrorism (CFT) obligations under the Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA); fulfill tax reporting requirements to the Inland Revenue Board of Malaysia; respond to lawful requests from regulatory authorities including Bank Negara Malaysia and the Securities Commission Malaysia; and maintain records as required by applicable laws.

3.3 Communication and Customer Service

We use your contact information to respond to your enquiries, provide service updates, send administrative notifications, and inform you about changes to our policies or terms.

3.4 Marketing

With your explicit consent, we may send you information about our services, market insights, and event invitations. You may withdraw your marketing consent at any time.

4. Information Sharing and Disclosure

4.1 Service Providers

We share data with trusted third-party service providers who assist us in operating our business: legal advisors, auditors, tax consultants, IT and cloud service providers, banking and payment processing partners, and insurance providers. All service providers are contractually bound to protect your data and use it only for the specified purposes.

4.2 Legal and Regulatory Requirements

We may disclose your data where required by law, court order, or governmental regulation, including to Bank Negara Malaysia, the Securities Commission Malaysia, the Inland Revenue Board, the Malaysian Anti-Corruption Commission, and other competent authorities.

4.3 Corporate Transactions

In the event of a merger, acquisition, or sale of all or part of our business, your data may be transferred as part of that transaction, subject to appropriate confidentiality arrangements.

4.4 With Your Consent

We may share your data with other parties where you have given us explicit consent to do so.

5. Data Security and Protection Measures

5.1 Technical Measures

We employ: AES-256 encryption for data at rest and TLS 1.3 for data in transit; multi-factor authentication for all system access; network segmentation and intrusion detection systems; role-based access controls with comprehensive audit logging; encrypted backups stored in geographically redundant facilities; and continuous security monitoring and vulnerability assessment.

5.2 Organizational Measures

All employees undergo mandatory data protection training; background checks are conducted on all personnel; strict confidentiality obligations are included in employment contracts; a designated Data Protection Officer oversees compliance; regular third-party security audits are conducted; and an incident response plan is maintained and tested annually.

5.3 Your Security Responsibility

You are responsible for maintaining the confidentiality of any login credentials and for ensuring that your devices and network connections are secure when accessing our services.

5.4 Data Breach Notification

In the event of a data breach that poses a risk to your rights and freedoms, we will notify the Personal Data Protection Commissioner and affected individuals without undue delay and, where feasible, within 72 hours of becoming aware of the breach.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies on our website. A detailed description of the cookies we use, their purposes, and how you can manage them is provided in our Cookie Privacy Policy. Below is a summary:

Cookie TypePurposeDuration
Strictly NecessaryEssential website functionality and securitySession to 365 days
Performance/AnalyticsAnonymous usage analysis and improvement1 minute to 2 years
FunctionalRemember user preferences and settingsSession to 30 days
MarketingCampaign measurement and ad relevance30 to 90 days

In addition to cookies, we may use web beacons, pixel tags, and similar technologies. For detailed information and management options, please refer to our Cookie Privacy Policy.

7. Your Rights Under the PDPA

Under Malaysia's Personal Data Protection Act 2010, you have the following rights:

7.1 Right of Access

You may request a copy of the personal data we hold about you and information about how it is processed.

7.2 Right to Rectification

You may request that we correct any inaccurate or incomplete personal data we hold about you.

7.3 Right to Withdraw Consent

You may withdraw your consent for the processing of your personal data at any time, subject to legal or contractual restrictions.

7.4 Right to Prevent Processing

You may request that we stop processing your personal data for direct marketing purposes.

7.5 Right to Data Portability

Where technically feasible, you may request that we transfer your personal data to another data controller in a commonly used format.

7.6 How to Exercise Your Rights

To exercise any of these rights, please contact our Data Protection Officer at info@adfinancial-af.it.com. We will respond to your request within 21 days. We may require proof of identity before processing your request.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal data from minors. If we become aware that we have inadvertently collected personal data from a child under 18, we will take steps to delete such information promptly. If you believe a minor has provided us with personal data, please contact us immediately.

9. International Data Transfers

9.1 Safeguards

As a multi-family office serving families across Asia-Pacific, your data may be transferred to, stored, and processed in jurisdictions outside Malaysia — including Singapore, Indonesia, and Hong Kong. We ensure that any such transfers are protected by: contractual clauses that impose equivalent data protection obligations; an assessment that the recipient jurisdiction provides an adequate level of protection; and compliance with any cross-border transfer requirements under the PDPA.

9.2 Transfer Destinations

Your data may be processed in: Malaysia (primary), Singapore, Hong Kong, Indonesia, and European Union member states (for certain cloud services).

10. Data Retention Periods

Information TypeRetention PeriodReason
Client account and identification records10 years after account closureRegulatory requirement under AMLA and Labuan FSA guidelines
Transaction and investment records10 yearsTax and regulatory compliance
KYC and due diligence documents7 years after relationship endsAML/CFT compliance
Marketing consent records3 years after consent withdrawalProof of consent
Website server logs2 yearsSecurity monitoring and troubleshooting
Client support and correspondence5 yearsQuality assurance and dispute resolution

Upon expiry of the applicable retention period, data is securely deleted or anonymized using industry-standard methods including cryptographic erasure and secure physical destruction where applicable.

11. Third-Party Links and Services

Our website may contain links to third-party websites and services that are not owned or controlled by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party services before providing your personal data. This Privacy Policy applies solely to information collected by A.D. Evoque Financial Sdn. Bhd.

12. Policy Changes and Updates

12.1 Amendment Notification

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will notify you by: posting a prominent notice on our website; updating the "Last Updated" date; sending an email to registered clients; and requesting renewed consent where required by law.

12.2 Staying Informed

We encourage you to periodically review this Privacy Policy. Your continued use of our website and services after any changes constitutes your acceptance of the updated policy.

13. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact our Data Protection Officer:

A.D. Evoque Financial Sdn. Bhd.
Attn: Data Protection Officer
No. 3, Jalan Dato Abdul Aziz, Section 14
46100 Petaling Jaya, Selangor Darul Ehsan, Malaysia
Phone: +603 7956 8833
Email: info@adfinancial-af.it.com
Business Hours: Monday to Friday, 9:00 AM – 6:00 PM (MYT)
Response Commitment: Within 3 business days

13.1 Submitting Complaints

If you believe that we have not adequately addressed your concerns, you have the right to lodge a complaint with the Personal Data Protection Commissioner of Malaysia:

Jabatan Perlindungan Data Peribadi (JPDP)
Aras 6, Kompleks Kementerian Komunikasi dan Multimedia
Lot 4G9, Persiaran Perdana, Presint 4
62100 Putrajaya, Malaysia
Phone: +603 8911 5000
Website: https://www.pdp.gov.my

14. Withdrawal of Consent

14.1 Marketing Consent Withdrawal

You may withdraw your consent to receive marketing communications at any time by: clicking the "unsubscribe" link in any marketing email; updating your preferences in your client portal; contacting our customer service team; or sending a written request to our Data Protection Officer.

14.2 Account Deletion Process

If you wish to close your account and have your data deleted (subject to legal retention requirements): (1) Submit a written request to our Data Protection Officer. (2) We will verify your identity and authority to make the request. (3) We will identify and settle any outstanding obligations. (4) We will confirm which data must be retained for regulatory purposes and the retention period. (5) All other personal data will be securely deleted, and we will confirm completion within 30 days.

15. Conclusion

At A.D. Evoque Financial, the trust our clients place in us is the foundation of our practice. We are committed to maintaining the highest standards of data protection and privacy. If you have any concerns about how we handle your personal data, we encourage you to contact us — we take every enquiry seriously and will work diligently to address your concerns.

Cookie Privacy  |  Privacy Policy  |  Terms of Service  |  Refund Policy
info@adfinancial-af.it.com
No. 3, Jalan Dato Abdul Aziz, Section 14, 46100 Petaling Jaya, Selangor Darul Ehsan, Malaysia
+603 7956 8833
Company Registration: 0603062-M / 200301000642
© 2026 A.D. Evoque Financial Sdn. Bhd. All Rights Reserved.