Privacy Policy

1. Information We Collect

We collect information you provide directly to us and information generated through your use of our website. This may include:

• Contact information — name, email address, phone number, and company name submitted through our contact forms.
• Professional details — your role, industry, and the nature of the advisory services you enquire about.
• Usage data — pages visited, time spent, referring URLs, and browser/device information collected automatically.
• Communications — any messages, documents, or other content you share with us during an engagement.

2. How We Use Your Information

We use the information we collect for the following purposes:

• Responding to your enquiries and delivering our advisory services.
• Sending you relevant insights, newsletters, and event invitations (with your consent).
• Improving our website functionality and user experience.
• Complying with legal and regulatory obligations applicable to a professional services firm.
• Detecting and preventing fraud or unauthorised access.

3. Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information in the following limited circumstances:

• Service providers — trusted vendors who assist us with IT infrastructure, analytics, and communication tools, bound by confidentiality agreements.
• Legal requirements — when disclosure is required by applicable law, regulation, or court order.
• Business transfers — in connection with a merger, acquisition, or sale of assets, subject to appropriate confidentiality obligations.

4. Data Retention

We retain personal information for as long as necessary to fulfil the purposes outlined in this policy, or as required by law. Client engagement records are retained in accordance with professional standards applicable to advisory and accounting firms. When data is no longer needed, we securely delete or anonymise it.

5. Cookies and Tracking

Our website uses cookies and similar tracking technologies to enhance your browsing experience and gather analytics. You can manage your cookie preferences at any time. For more details, please read our Cookie Policy.

6. Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to:

• Access the personal data we hold about you.
• Request correction of inaccurate or incomplete data.
• Request deletion of your personal data, subject to legal obligations.
• Withdraw consent to marketing communications at any time.
• Lodge a complaint with your local data protection authority.

To exercise any of these rights, please contact us at advisory@concernity.com.

7. Security

We implement industry-standard technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

8. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

9. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact our privacy team at advisory@concernity.com or write to us at Concernity Advisors, [Registered Address].