Privacy Policy

Introduction

Aldocrest Advisory ("we", "us", "our") is committed to protecting the privacy and security of your personal data. This policy describes how we collect and use personal data during and after your relationship with us, in accordance with the UK General Data Protection Regulation (UK GDPR).

What we collect

We may collect personal information including names, contact details, financial background, and family details necessary for the provision of wealth advisory services. This data is collected directly from you or from your authorized representatives (such as lawyers or accountants).

How we use it

We use your data exclusively to provide the services requested, to comply with legal and regulatory obligations (including Anti-Money Laundering checks), and to manage our professional relationship with you. We do not use your data for marketing purposes without your explicit consent.

Retention

We retain your personal data only for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. Typically, this is for a period of seven years following the conclusion of our engagement.

Your rights

Under certain circumstances, you have the right to request access to your personal data, request correction or erasure, object to processing, and request the transfer of your data to another party.

Contact

If you have any questions about this privacy policy or how we handle your data, please contact our data lead at [email protected].