Privacy Policy

1. Who We Are

Kingsman Associate ("we", "us", "our") is a financial consultancy specialising in Inheritance Tax planning, business continuity, will writing, and retirement planning for high-net-worth individuals worldwide.

We are committed to protecting your personal data and handling it responsibly in accordance with applicable data protection laws, including the UAE Federal Decree-Law No. 45 of 2021 on the Protection of Personal Data (PDPL) and, where applicable to UK-based clients, the UK General Data Protection Regulation (UK GDPR).

2. Data We Collect

We may collect and process the following categories of personal data:

Contact and identity information: your name, email address, telephone number, company name, and country of residence, provided when you contact us via our website or engage our services.

Financial and planning information: details relevant to the financial planning services you engage us for, including estate details, business interests, and retirement goals.

Technical data: IP address, browser type, and usage data collected automatically when you visit our website, used solely for security and analytics purposes.

3. How We Use Your Data

We use your personal data for the following purposes:

To respond to enquiries submitted through our contact form or by email.

To provide and administer the financial consultancy services you have engaged us for.

To comply with our legal and regulatory obligations.

To improve our website and services through anonymised analytics.

We will not use your data for unsolicited marketing without your explicit consent.

4. Legal Basis for Processing

We process your personal data on the following legal bases: performance of a contract (where we are providing services to you); compliance with a legal obligation; our legitimate interests in operating and improving our business; and, where required, your consent.

5. Data Sharing

We do not sell your personal data to third parties. We may share your data with trusted third-party service providers who assist us in delivering our services (such as IT and communications providers), subject to appropriate data protection agreements.

Where required by law or regulation, we may disclose your data to relevant authorities or regulators.

For international clients, including those based in the UAE, data may be transferred across borders in accordance with applicable data protection law and with appropriate safeguards in place.

6. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including satisfying any legal, regulatory, or reporting requirements. Typically, client data is retained for a minimum of six years following the conclusion of an engagement.

7. Your Rights

Depending on your jurisdiction, you may have the following rights in relation to your personal data: the right to access the data we hold about you; the right to request correction of inaccurate data; the right to request deletion of your data; the right to object to or restrict processing; and the right to data portability.

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within the timeframe required by applicable law.

8. Cookies

Our website uses cookies to improve your browsing experience and to collect anonymised usage data. You can control cookie settings through your browser. Disabling cookies may affect the functionality of certain parts of the website.

9. Security

We take appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or disclosure. However, no method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.