Privacy Policy

1. Introduction

This Privacy Policy explains how personal information may be collected, used, stored, and handled when you interact with our website or financial services. It is intended to provide general information about our privacy practices.

2. Information We Collect

We may collect information such as your name, contact details, enquiry information, communication preferences, and website usage data. Information collected will depend on how you interact with our website and the services requested.

3. Financial Information

Where relevant to a financial services engagement, information concerning financial objectives, planning requirements, resources, or other provided details may be collected. Such information is handled according to the applicable scope and requirements.

4. Use of Information

Information may be used to respond to enquiries, provide requested financial services, communicate about engagements, maintain records, improve website functionality, and meet applicable administrative, legal, or regulatory requirements.

5. Information Sharing

Personal information may be shared where necessary with service providers, professional advisers, technology providers, or other relevant parties supporting our operations. Information will be shared according to applicable requirements and the circumstances of the engagement.

6. Cookies and Website Data

Our website may use cookies and similar technologies to support essential functionality, understand website usage, maintain performance, and improve user experience. Browser settings may provide options for managing certain cookie preferences and related technologies.

7. Data Security

Reasonable administrative, technical, and organizational measures may be used to protect personal information from unauthorized access, alteration, disclosure, or loss. No method of electronic storage or transmission can be guaranteed completely secure.

8. Data Retention

Personal information may be retained for as long as reasonably necessary to support the purposes for which it was collected, maintain appropriate records, resolve matters, and satisfy applicable legal, regulatory, or business requirements.

9. Privacy Rights

Depending on applicable law, individuals may have rights concerning access, correction, restriction, deletion, or other handling of their personal information. Requests can be reviewed according to applicable legal requirements and relevant circumstances.

10. Policy Updates and Contact

This Privacy Policy may be updated periodically to reflect changes in services, practices, technology, or applicable requirements. Questions concerning privacy practices or personal information may be directed through the available contact channels.