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TERMS AND CONDITIONS


The Bureau of the Treasury (BTr) is committed in making every effort to fully
observe existing laws and regulations relating to data privacy. As such, and in
compliance with the Data Privacy Act (DPA) of 2012, and its Implementing Rules
and Regulations (IRR), and other issuances of the National Privacy Commission
(NPC), BTr is issuing the following privacy notice:

In accordance with its mandate, BTr may collect information from data subjects
when transacting with the BTr. In collecting and processing data, BTr adheres to
the general privacy principles of transparency, legitimacy of purpose, and
proportionality.


Information Collected

The Personal Information collected will depend on the services a data subject
receives from BTr. Generally, this may include the data inputted by the end-user
in the risk tolerance calculator, cash flow tracker, portfolio recommender, and
portfolio simulator. This information will not be stored nor used for other
purposes.


Purpose of Information Processing

Personal Information and other data obtained may be processed to monitor,
analyze, communicate, provide services, carry out transactions, verify identity,
and perform other acts as permitted by law.


Security

BTr maintains technical, administrative, and physical security measures to
protect information or data obtained. BTr uses a variety of IT security
technologies and carefully crafted procedures to better protect the personal
information of a data subject from unauthorized access, use, or disclosure.
Moreover, BTr has included provision of contingency plans and disaster recovery
sites for its critical applications.


Website

This website is created to provide an investment tool for retail investors who
are interested in financial planning. The services offered on the website
include a risk tolerance calculator, cash flow tracker, portfolio recommender,
portfolio simulator, and investor education. The website does not use cookies or
other similar technologies and does not obtain web-traffic data such as the data
subject's IP address, operating system, browser type, date and time of visit, or
geolocation. However, as a means of communication, the website incorporates a
contact form that allows visitors to send feedback to BTr. The type of data
obtained therein only includes the data subject's name and email address.


Note: The disclaimer is as follows:

The values as shown in the Portfolio Recommender and Portfolio Simulator are not
guaranteed. These values change depending on the market performance selected by
the end user.


Links to External Websites

This website contains links to other websites. BTr is not responsible for the
privacy practices of such other sites. Visitors are encouraged to be aware of
respective privacy policy of these sites.


Changes to this Policy

BTr reserves its right to alter, modify, substitute or delete this Privacy
Notice, or any part hereof.


Rights of a Data Subject

Data subjects have the right to ask for a copy of any Personal Information held
by BTr about them, as well as to ask for those information to be corrected or
deleted. The exercise of the rights mentioned may be subject to limitations as
may be provided by law.


Data Protection Officer

For questions, comments, or suggestions, the designated Data Privacy Officer may
be contacted through dpo@treasury.gov.ph.




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