Privacy Policy

1. Data We Collect

We collect only what is needed to provide our services and communicate with you. This includes:

• Contact form submissions

  Name, email address, and any message content you voluntarily submit via our contact form. This is used solely to respond to your enquiry.

• Usage and analytics data

  If analytics cookies are accepted, we collect anonymised data on page visits, session duration, and navigation patterns to understand how this website is being used.

• Cookie preferences

  Your consent choices are stored locally in your browser and are not transmitted to our servers.

• Client engagement data

  For fund administration clients, we process data as required to deliver contracted services. This is governed by separate engagement agreements.

2. Legal Basis for Processing

• Consent: Analytics and advertising cookies are processed only after you have given consent via our cookie banner.

• Legitimate interest: Contact form data is processed to respond to your message, which we consider a legitimate interest in maintaining appropriate communication.

• Contractual obligation: Client data is processed as required under engagement agreements for the delivery of fund administration services.

3. How We Use Your Data

• Responding to enquiries submitted through the contact form

• Understanding how visitors navigate this website so we can improve its usefulness

• Delivering contracted fund administration services to clients

• We do not sell or rent personal data to third parties, and we do not use it for unsolicited marketing

4. Third-Party Data Sharing

We may share anonymised usage data with analytics providers if you have consented to analytics cookies. We do not share personally identifiable information with third parties except where:

• Required by law or a competent authority

• Necessary to deliver contracted services (e.g. regulated reporting partners)

• You have given explicit consent to do so

5. Data Retention

Contact form data is retained for up to 12 months from the date of submission unless a client relationship develops, at which point engagement agreements govern retention. Analytics data is retained in aggregated, anonymised form. Cookie consent preferences are stored in your browser until cleared by you.

6. Data Protection Measures

• All website traffic is encrypted via HTTPS/TLS

• Access to personal data is restricted to authorised personnel only

• Internal systems used to handle client data are subject to access controls and monitoring

• In the event of a data breach affecting personal data, we will notify affected parties as required under applicable law

7. Your Rights

Depending on your location, you may have the following rights with regard to personal data we hold about you:

• Right of access: Request a copy of personal data we hold about you

• Right to rectification: Request that inaccurate or incomplete data is corrected

• Right to erasure: Request deletion of data we no longer have a lawful basis to retain

• Right to data portability: Request a structured copy of data you have provided

• Right to object: Object to processing carried out on the basis of legitimate interest

• Right to withdraw consent: Withdraw cookie consent at any time via the Cookie Preferences page

To exercise any of these rights, please use the contact form at contact page.