top of page
Bancassurance
WhatsApp Insurance Platform
Image by Piotr Chrobot
Bancassurance Training
Financial Planning Trainin

Unlocking Potential. Delivering Results

Insurance Policy Owner Marketing

Welcome to our Website

About us

Founded in 2009, Shoreline Asia is an international financial services consulting firm headquartered in Hong Kong and comprises a highly experienced and operational team specialising in the insurance and financial services industry. Our consultancy's primary skill sets include: executive management, strategy, distribution, channel development, operations, partnership negotiation, team development and product design.   We have specialists in the fields of: Direct Marketing, Bancassurance, Policy Owner Marketing. Messenger (WhatsApp) based insurance selling and Operations, Training, Sales Management, Product Development and Wealth Management. Our vision is to only work with a small number of clients in each industry sector at any one time which enables the relationship to be more intimate and productive, providing highly effective ‘partner’ level support.   Our philosophy is to focus on providing pragmatic business executional support to our clients - seeing ourselves as a “hands-on” resource extension to management and business execution with the joint goal of participating in our clients’ businesses over the long term. Shoreline Asia enjoys an enviable network of business contacts and specialist talent across the region and globally alike. This allows us to bring both additional short term specialist capability and skill sets to each project. Our core team have a lifetime of experience as financial services executives at the most senior levels, as well as many years of consulting experience at your disposal. Shoreline Asia- Unlocking Potential, Delivering Results.

Bancassurance. Bancassurance Training Financial Services Consulting.  Bancassurance M&A. Direct Response Marketing for Insurance. WhatsApp Insurance. 

  • LinkedIn

Shoreline Asia is committed to providing quality services to you and this policy outlines our ongoing obligations to you in respect of how we manage your Personal Information. What is Personal Information and why do we collect it? Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we collect include: names, addresses, email addresses and phone numbers. This Personal Information is obtained in many ways including interviews, correspondence, by telephone, by email, via our website www.shorelineasia.com.com.au, from your website, from media and publications and from other publicly available sources and from third parties. We don’t guarantee website links or policy of authorised third parties. We collect your Personal Information for the primary purpose of providing our services to you, providing information to our clients and marketing. We may also use your Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing. When we collect Personal Information we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it. Sensitive Information Sensitive information is defined to include information or opinion about such things as an individual's racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information. Sensitive information will be used by us only: •For the primary purpose for which it was obtained •For a secondary purpose that is directly related to the primary purpose •With your consent; or where required or authorised by law. Third Parties Where reasonable and practicable to do so, we will collect your Personal Information only from you. However, in some circumstances we may be provided with information by third parties. In such a case we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party. Disclosure of Personal Information Your Personal Information may be disclosed in a number of circumstances including the following: •Third parties where you consent to the use or disclosure; and •Where required or authorised by law. Security of Personal Information Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorized access, modification or disclosure. When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your Personal Information. However, most of the Personal Information is or will be stored in client files which will be kept by us for a minimum of 7 years. Access to your Personal Information You may access the Personal Information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your Personal Information, please contact us in writing. Shoreline Asia will not charge any fee for your access request, but may charge an administrative fee for providing a copy of your Personal Information. In order to protect your Personal Information we may require identification from you before releasing the requested information. Maintaining the Quality of your Personal Information It is an important to us that your Personal Information is up to date. We will take reasonable steps to make sure that your Personal Information is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you. Policy Updates This Policy may change from time to time and is available on our website. Privacy Policy Complaints and Enquiries If you have any queries or complaints about our Privacy Policy please contact us at: admin@shorelineasia.com

bottom of page