PRIVACY & POLICY

Privacy Policy

This Privacy Policy explains how we collect, use, disclose, and protect information you provide through the use of this website.

1) Information we collect

We may collect the following categories of information:

A. Information you provide

  • Contact details (name, email, phone)

  • Business or entity details (entity name, jurisdiction, role/title)

  • Mandate details you submit (transaction narrative, counterparties, jurisdictions, timeline)

  • Files you upload (if enabled)

B. Information collected automatically

  • Device and browser information

  • IP address, approximate location, and access times

  • Website usage data (pages visited, referring source)

  • Cookies and similar technologies (see Cookie Notice)

2) How we use information

We use information to:

  • Respond to inquiries and administer communications

  • Evaluate eligibility and fit (screening)

  • Prepare or administer an engagement (if accepted)

  • Maintain internal records and operational integrity

  • Protect against fraud, misuse, and security threats

  • Improve website performance and user experience

  • Comply with legal obligations (where applicable)

3) Legal bases and consent (general)

Where applicable, we process information based on one or more of the following: your consent, our legitimate interests in operating a secure and disciplined advisory platform, and/or performance of a contract (once engaged).

4) How we share information

We do not sell your personal information. We may share information:

  • With service providers who support website operations (hosting, analytics, forms)

  • With professional advisors (legal, accounting, tax, compliance, etc.) as appropriate

  • With counterparties or institutions, but only at your direction and subject to engagement terms

  • If required to comply with law, regulation, or lawful requests

  • To protect our rights, safety, or the integrity of our operations

5) Data retention

We retain information for as long as reasonably necessary to:

  • Address your inquiry,

  • Administer screening,

  • Perform an engagement (if accepted), and

  • Maintain defensible records and operational continuity.

  • Retention periods may vary based on mandate type, legal requirements, and risk considerations.

6) Data security

We implement reasonable administrative, technical, and organizational measures to protect information. However, no method of transmission or storage is 100% secure. You should not transmit passwords, one-time codes, or highly sensitive banking credentials through website forms.

7) Your choices and rights

Depending on your location, you may have rights to request access, correction, deletion, or restriction of certain personal information. You may also withdraw consent where processing is based on consent.

8) International transfers

Information may be processed in jurisdictions different from where you reside, including by service providers. We take reasonable steps to ensure appropriate safeguards where required.

9) Children

This website is not intended for use by children (under 18 years of age).

10) Updates

We may update this Privacy Policy periodically. The “Last updated” date should reflect the most recent revision.