Privacy Policy

Effective Date: April 1, 2026

1. Who We Are

This lead form is independently managed by Maria Jessica Baclayon, a licensed Financial Advisor affiliated with PruLife UK. The information collected through this form is used to provide financial education, consultations, and insurance-related services.

2. Information We Collect

We may collect the following information:

  • Full name

  • Contact number

  • Email address

  • Date of Birth

  • Responses from the financial checkup form

  • Any other information you voluntarily provide

3. How We Use Your Information

We use your personal information for the following purposes:

  • To send your personalized financial checkup results

  • To contact you for consultation or quotation requests

  • To provide information about insurance, savings, and financial planning solutions

  • To follow up on your inquiries and share relevant educational content

  • To improve our services and communication

We do not sell or rent your personal information. We may share your information with PruLife UK or trusted service providers only when necessary to process your requests, provide insurance-related services, comply with legal obligations, or with your consent.

We may use trusted third-party platforms, including customer relationship management (CRM), email, and messaging services, to securely collect, store, and process your personal information solely for the purposes described in this Privacy Policy.

4. Data Protection

We implement reasonable organizational, physical, and technical security measures to help protect your personal information from unauthorized access, disclosure, alteration, or destruction. We process your personal information based on your consent and, where applicable, as necessary to provide the services you request or to comply with legal obligations.

5. Data Retention and Deletion

We retain your personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy or as required by applicable laws and regulations. Once no longer needed, your information will be securely deleted or anonymized where appropriate.

6. Your Rights

In accordance with the Data Privacy Act of 2012, you have the right to:

  • Access your personal data

  • Request correction or deletion

  • Withdraw your consent at any time

  • Object to the processing of your personal data, where applicable

To exercise your rights, you may contact:
📧 [email protected] / [email protected]
📱 Or message our official Facebook page

7. Consent

By submitting this form, you confirm that you have read and understood this Privacy Policy and agree to the collection and use of your personal data for the purposes stated above. If you withdraw your consent, we will stop processing your personal information unless we are required or permitted by law to retain certain records.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. Any updates will be posted on this page with the revised Effective Date. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your personal information.

9. Disclaimer

Completing this financial checkup is intended for informational and educational purposes only and does not constitute financial, legal, tax, or investment advice. Any insurance recommendations will be based on the information you voluntarily provide, your financial objectives, needs, and eligibility, and may be subject to underwriting and approval by PruLife UK.