Privacy Policy

Current website status

This website is in a private pre-launch stage. Public contact forms, appointment booking and portfolio uploads are not active.

Information we may collect after launch

When contact features are activated, we may collect information you voluntarily provide, such as your name, phone number, email address, preferred language, broad investment needs and message.

Portfolio information

Portfolio statements may contain sensitive financial information. The final review workflow, secure transfer method, retention period and deletion process will be documented before any upload feature is enabled. Do not send portfolio statements through an unverified contact channel.

How information may be used

Information may be used to respond to enquiries, conduct requested portfolio discussions, maintain service records, meet legal or regulatory obligations and improve communication.

Third-party platforms

Client onboarding, transactions, portfolio access and appointment booking may later be facilitated through Wylth or other authorised service providers. Their privacy terms will apply to information processed on their platforms.

Contact

The final privacy contact and business email will be published here before the website is made public.