Privacy Policy

We collect the information you provide through our intake forms, including your name, contact details, nationality, and information relating to your proposed investment and source of funds.

We use your information to assess your circumstances, prepare for an advisory consultation, and deliver the services described in your engagement agreement.

Information is transmitted securely and access is restricted to authorized personnel. We retain information only as long as necessary for the purposes described in this Policy or as required by law.

[PLACEHOLDER — to be confirmed with counsel.] Where the UK GDPR or EU GDPR applies, we expect to rely on: performance of a contract (delivering the services you request), legitimate interests (operating and improving the service, and contacting you about an enquiry you started), consent (optional communications), and legal obligation (retaining transaction records).

[PLACEHOLDER — retention periods are being set with counsel and are not yet fixed. This section must state a period for each category of data before publication.]

Subject to applicable law you may request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it. You may also object to or restrict certain processing, and withdraw consent where processing relies on it.

To make a request, contact us at [PLACEHOLDER — data protection contact email] or write to [PLACEHOLDER — registered address]. We will ask for information sufficient to identify your records and will respond within the period required by applicable law.

If you used the site without signing in, your records are linked to an anonymous identifier stored in your browser rather than to your name. In that case we may be unable to locate your data unless you provide the email address you gave us, a payment reference, or the business name you searched. If you cannot supply any of these, we may not be able to identify your records.

Where we retain transaction records to meet tax or accounting obligations, we remove the personal details and keep only the payment reference, amount and date.

If you are not satisfied with our response you may complain to your supervisory authority — in the UK, the Information Commissioner's Office. [PLACEHOLDER — confirm the relevant authority for the client's jurisdiction.]