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Privacy Policy

Advocate Investment Solutions is committed to safeguarding the privacy of our clients and users, while providing exceptional investment and legal services. This Privacy Policy outlines how we collect, use, and protect your personal information in accordance with applicable laws, including the General Data Protection Regulation (GDPR) applicable in England.

  1. Information Collection We collect personal information necessary to provide our services, which may include:

    • Contact details (name, email address, phone number)
    • Identification documents for compliance with legal requirements
    • Financial details involving your investments and transactions
    • Correspondence and communication records
  2. Use of Information Your personal information is used to:

    • Deliver and improve our investment and legal services
    • Ensure compliance with legal obligations, including corporate and family law
    • Facilitate company registration and legal representation
    • Assist with real estate transactions and inheritance disputes
    • Provide effective tax consultations and contract preparations
  3. Legal Basis for Processing We process personal data only when we have a legal basis to do so, including:

    • Your consent
    • Performance of a contract
    • Compliance with legal obligations
    • Legitimate interests pursued by our firm
  4. Data Sharing and Transfers Personal information may be shared with:

    • Legal service suppliers and affiliates, under confidentiality agreements
    • Regulatory bodies or law enforcement agencies, as required by laws
    • Third-party processing services contracted for administrative purposes
  5. Data Security We implement robust security measures to protect your data against unauthorized access, alteration, or destruction. Our staff is trained to handle personal information securely, aligning with GDPR requirements.

  6. Your Rights Subject to certain exceptions, you have rights concerning your personal data, including:

    • The right to access your information
    • The right to rectify inaccuracies
    • The right to request data erasure or restrict processing
    • The right to data portability
    • The right to object to data processing
  7. Cookies Our website may use cookies to enhance user experience and analyze website traffic. You can manage cookies through your browser settings.

  8. Data Retention We retain personal data as long as necessary to fulfill the purpose it was collected for, or as legally required.

  9. Changes to this Policy This policy may be updated periodically to reflect changes in legal requirements or our privacy practices. We encourage you to review it regularly.

  10. Contact Us For any questions regarding this Privacy Policy or to exercise your rights, please contact Advocate Investment Solutions at [contact email] or [contact phone number].

By engaging with Advocate Investment Solutions, you acknowledge and agree to this Privacy Policy.

Privacy Policy Agreement

By continuing to use our services, you acknowledge our privacy policy and agree to the collection and use of data in accordance with our terms. Read our privacy policy