Privacy Policy

1.1 Information You Provide

When you contact us through our website, submit an enquiry form, or correspond with us by email, we collect the personal information you provide — including your name, organisation, email address, telephone number, and the content of your message.

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including your IP address, browser type and version, operating system, referring URLs, pages visited, and the date and time of your visit. This information is collected through standard server logs and, where applicable, cookies.

1.3 Information from Third Parties

We may receive information about you from third parties in the course of our business activities, including from publicly available sources, business partners, and professional service providers, where permitted by applicable law.

2.1 Responding to Enquiries

We use the information you provide through our contact form to respond to your enquiry, assess whether we are able to assist you, and communicate with you about our services.

2.2 Business Operations

We may use your information to manage our client relationships, comply with our legal and regulatory obligations, conduct due diligence, and maintain records required by applicable financial services regulations.

2.3 Website Improvement

Technical information collected automatically is used to monitor and improve the performance, security, and usability of our website. We do not use this information to identify individual visitors.

2.4 Legal Compliance

We may process your personal information where required to comply with applicable laws and regulations, including anti-money laundering legislation, financial services regulations, and court orders or other legal processes.

Where applicable data protection legislation requires us to identify a legal basis for processing your personal information, we rely on the following: (a) your consent, where you have provided it; (b) the performance of a contract with you or steps taken at your request prior to entering into a contract; (c) compliance with a legal obligation to which we are subject; and (d) our legitimate interests in operating and improving our business, where those interests are not overridden by your rights and interests.

4.1 Service Providers

We may share your information with trusted third-party service providers who assist us in operating our website and conducting our business — including IT service providers, email delivery services, and professional advisers. These parties are contractually required to handle your information securely and only for the purposes we specify.

4.2 Regulatory and Legal Requirements

We may disclose your information to regulators, law enforcement agencies, courts, or other authorities where required or permitted by law, including in connection with our obligations under applicable financial services regulations.

4.3 Business Transfers

In the event of a merger, acquisition, or sale of all or part of our business, your information may be transferred to the relevant third party as part of that transaction, subject to appropriate confidentiality obligations.

4.4 No Sale of Personal Data

We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, accounting, or reporting requirements. For enquiries that do not result in a client relationship, we typically retain contact information for a period of two years. Where a client relationship is established, we retain relevant records for the periods required by applicable financial services regulations, which may be up to seven years or longer in certain circumstances.

Depending on your jurisdiction, you may have certain rights in relation to your personal information, including the right to: access the personal information we hold about you; request correction of inaccurate or incomplete information; request erasure of your information in certain circumstances; object to or restrict our processing of your information; and request portability of your information in a structured, machine-readable format. To exercise any of these rights, please contact us using the details set out in Section 9 below. We will respond to your request within the timeframe required by applicable law.

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyse website traffic. Cookies are small text files placed on your device when you visit our website. You can control the use of cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website. We do not use cookies for advertising or cross-site tracking purposes.

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, disclosure, alteration, or destruction. These measures are reviewed and updated regularly. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

If you have any questions about this Privacy Policy, wish to exercise your data protection rights, or have a concern about how we handle your personal information, please contact us through our website contact form or by writing to us at the address provided on our Contact page. We take privacy concerns seriously and will respond promptly.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. The date of the most recent revision is shown at the top of this page. We encourage you to review this policy periodically. Your continued use of our website following any changes constitutes your acceptance of the updated policy.