Website enquiries
Information submitted through the contact form is used to assess and respond to the enquiry, arrange an initial discussion and keep an appropriate record of business correspondence.
Information to avoid
Do not submit passwords, bank or brokerage account details, identification documents, investor files or other highly sensitive information through the public website. Secure exchange can be arranged after appropriate onboarding.
Service providers
Website hosting, security and enquiry delivery providers may process limited information for the purposes of operating the site and responding to enquiries. The production integration should be configured to retain only what is necessary.
Updates
This website notice should be reviewed together with the firm’s final data protection procedures and production service-provider arrangements before a public launch.