Financial Planning

Free! New Clients Only

2-Hour Initial Consultation

To help us prepare for your consultation,

please help us understand your needs and goals

as a reference for our professional guidance.

Please take a moment to complete the form below.

On this financial journey, we all learn as we grow.

But you don’t have to do it alone.

Let's Begin!

    What financial concerns are on your mind? (Select all that apply)
    What financial instruments do you currently hold? (Select all that apply)
    Full Name
    How old are you?
    Mobile number (for contact purposes only)
    Email Address
    Marital status
    City of residence
    Current liquid assets range
    Preferred time slot for a call (within the next 3 days)
    What would you like to resolve through this consultation?

    Azimut Sinopro Securities Investment Consulting Co., Ltd.

    the Personal Data Protection Notice

    In accordance with the Personal Data Protection Act, we are required to inform you of the following. Please read carefully:

     1. Purpose of collection: 
     Book an Appointment 
    2. Categories of personal data collected: 
     Including name, date of birth, ID number, passport number, photo, gender, marital status, address, email, phone, fax, family, education, employment, financial status, and other personally identifiable information. 
    3. Period, Region, Parties, and Methods of Use:
     1. Duration:The retention period for the specific purpose of personal data collection, the retention period prescribed by relevant laws or contractual agreements (e.g., the Business Accounting Act), or the retention period necessary for the Company to conduct its business operations.
     2. Region:Taiwan, locations of international data transfer recipients, and business premises of affiliated institutions.
     3. Parties:The Company, JCIC, outsourced service providers, international data recipients, affiliated institutions, and competent regulatory authorities.
     4. Methods:Email Address
    4. Under Article 3 of the PDPA, you may exercise the following rights regarding your personal data held by us: 
     

    1. Request to inquire, review, or obtain a copy from the Company; reasonable cost may apply per applicable law.

    2. Request supplementation or correction with appropriate explanation.

    3. You may request that we cease collection, processing, or use of your data, and request deletion; however, we may decline where required by law for business operations.

     
      
      
      
    5. You may freely choose whether to provide personal data: 
      台端得自由選擇是否提供相關個人資料,惟台端若拒絕提供相關個人資料,本公司將無法進行必要之審核及處理作業,致無法提供台端相關服務。