Privacy Policy
How we collect, use, store and protect the information you give us through this site.
Placeholder — copy pending sign-off
This page is a structural placeholder. The wording must be supplied and approved by the client and their legal counsel before launch. Nothing here has been drafted as legal text.
Sections to be supplied
- Who the data controller is (legal entity name, registered address, contact email)
- What we collect from the forms on this site: work email, name, firm name, years in the industry, approximate AUM, phone and message
- What we collect automatically: analytics and session-recording data, UTM parameters, referrer and landing page
- The legal basis and purpose for each use, including marketing follow-up
- Who the data is shared with (analytics, session recording, email delivery, internal notification tools) and where it is stored
- How long records are retained and how they are deleted
- Visitor rights and how to exercise them (access, correction, deletion, opt-out), including the jurisdictions covered
- Cookie and tracking-technology disclosure, and how consent is captured