Scope
This Privacy Policy applies to information collected through this website and related communication channels. It does not cover information collected offline or through third-party platforms not controlled by WealthPath Group.
Information We Collect
- Contact details you voluntarily submit through forms or email.
- Basic usage analytics such as IP address, browser type, and referral pages.
- Communication details when you request advisory or support.
Cookies & Similar Technologies
We may use cookies or similar technologies to improve site performance, remember preferences, and understand usage. You can manage cookies through your browser settings; disabling cookies may affect site functionality.
How We Use Information
- To respond to enquiries and deliver requested advisory communication.
- To improve website experience and content quality.
- To monitor misuse, fraud, or security incidents.
Advisory Engagement Data
If you engage us for tax, regulatory, transaction, or cross-border advisory, we may collect additional information necessary to deliver services, such as corporate details, financial data, regulatory filings, and transaction documents. Such data is handled with confidentiality and used only for the agreed scope.
Legal Basis & Compliance
We process personal data based on consent, contractual necessity, or legitimate interest. We comply with applicable data protection and professional confidentiality obligations.
International Transfers
If information is processed or stored in locations outside your jurisdiction, we take reasonable steps to ensure appropriate safeguards consistent with applicable law.
Data Sharing
- With trusted service providers for hosting, security, and analytics under confidentiality obligations.
- With regulators or authorities where required by law.
- With professional partners only when required for an engagement and with appropriate safeguards.
Data Retention
We retain personal data only as long as necessary for the purposes described, to comply with legal obligations, or to resolve disputes. Engagement documents may be retained longer based on regulatory requirements.
Security
We use reasonable administrative, technical, and physical safeguards to protect data. However, no system can be guaranteed as fully secure.
Marketing & Communications
We may send service updates or professional insights relevant to your interests. You can opt out of non-essential communications at any time by following the unsubscribe instructions or contacting us directly.
External Links
Our site may include links to third-party websites. We are not responsible for the privacy practices or content on those sites. Please review their policies before sharing personal data.
Your Rights
- You may request access, correction, or deletion of your personal data, subject to legal limits.
- You may withdraw consent where processing is based on consent.
- You may opt out of non-essential communications at any time.
Children’s Privacy
This website is not intended for children under 18. We do not knowingly collect personal information from minors. If you believe a child has provided data, please contact us so we can remove it.
Changes to This Policy
We may update this Privacy Policy to reflect changes in practices or legal requirements. The updated version will be posted on this page with the revised date.
Consent
By using this website, you consent to this Privacy Policy and its terms.