Our Success is helping to achieve your success.
We provide what is needed for you.
Our Success is helping to achieve your success.
We provide what is needed for you.

Preliminary Memorandum of Advice

Experience has shown that many clients like to have an initial understanding of why they need International estate planning and how this can best be achieved. Lea & White has invented the concept of a Preliminary Memorandum of Advice to meet the needs and wishes of clients in these respects.

We collect information about the client’s family members, about the client’s assets and about the client’s objectives. We can then prepare for, provide to and discuss with the client a Preliminary Memorandum of Advice, which sets out the facts, provides a tailor-made solution for the client and explains why the solution meets the clients’ wishes and needs.

We do this at a very reasonable fee, which is deductible from the further fees, if the client wishes to proceed. This method provides a valuable platform for the client’s initial understanding and from which the international estate planning can be carried out.

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GDPR

Lea & White International Advisers Pte Limited is committed to protecting the privacy and security of your personal data. This privacy notice explains how we collect, use, and disclose personal data when you use our services or interact with us, in accordance with the General Data Protection Regulation (GDPR) and the Personal Data Protection Act (PDPA) of Singapore.

What Personal Data We Collect:
We may collect various types of personal data, including but not limited to:

Contact information (such as name, email address, phone number)
Identification information (such as NRIC or passport number)
Demographic information (such as age, gender, nationality)
Financial information (such as bank account or credit card details)
Transactional data (such as purchase history, payment details)
Technical data (such as IP address, device information, cookies)

How We Use Your Personal Data:
We may use your personal data for the following purposes:

To provide and maintain our services to you
To process transactions and fulfill orders
To communicate with you about your account or our services
To personalize your experience and tailor content and offers
To comply with legal obligations and regulatory requirements

Data Sharing and Disclosure:
We may share your personal data with third parties in the following circumstances:

With service providers and partners who assist us in delivering our services
With regulatory authorities or law enforcement agencies as required by law
With third parties in connection with a merger, acquisition, or sale of assets

Data Security:
We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, disclosure, alteration, or destruction.

Your Rights:
Under the GDPR and PDPA, you have the following rights regarding your personal data:

Right to access: You can request access to your personal data and information about how we process it.
Right to rectification: You can request corrections to inaccurate or incomplete personal data.
Right to erasure: You can request deletion of your personal data under certain circumstances.
Right to restrict processing: You can request restrictions on the processing of your personal data in certain situations.
Right to data portability: You can request to receive your personal data in a structured, commonly used format.

Contact Us:
If you have any questions or concerns about our privacy practices or your personal data, please contact us at info@lea-white.com.

Changes to this Privacy Notice:
We may update this privacy notice from time to time to reflect changes in our practices or legal requirements. We encourage you to review this notice periodically for any updates.