SunLiTe Advisory & Management

Safe document sharing

Verify the request before sharing financial documents.

A practical checklist for verifying a request and protecting financial information before you send it.

Guidance reviewed: 31 July 2026
01

Start from an official channel

Open WhatsApp or email from the Official Contacts page. Ask SunLiTe to confirm the person's name, role and official channel. Do not rely only on a forwarded link or number.

02

Wait for an adviser's explanation

Lumi can handle basic routing on official WhatsApp. Before sending documents, wait for a SunLiTe adviser to explain what is relevant, why it is needed and what happens next.

03

Never share access credentials

  • OTP numbers
  • Passwords, PINs or full account-login credentials
  • Remote access to your phone or computer
  • Security codes intended only for you
04

Share only what is necessary

Ask which pages or details are relevant. Avoid sending unrelated information, public posts, group messages or documents to a personal contact that has not been verified.

Ask whether irrelevant details can be covered or removed while keeping the document useful for its stated purpose.

05

Reverify unexpected changes

Stop if the recipient, contact number, document request or payment instruction changes unexpectedly. Return to this website and start a fresh verification conversation.

06

Report a suspicious request

Do not send the requested information. Preserve the message or contact details if safe, then report the concern through official@sunliteadvisory.com or +60 11-2560 2440.