Privacy Policy

UHNWI Engagement Strategy

Effective Date: June 1, 2024
Last Updated: June 1, 2024

1. Introduction

Welcome to UHNWI data ("we", "our", or "us"). We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of your personal information when you access our website, engage our UHNWI Engagement Strategy services ("Services"), or interact with us in any other way.

By using our Services or interacting with us, you agree to the collection and use of information in accordance with this Privacy Policy.

2. Information We Collect

2.1 Personal Information

We collect various types of personal information from you, which may include, but is not limited to:

  • Contact Information: Name, email address, phone number, and postal address.

  • Payment Information: Credit card details, billing address, and other financial information necessary to process payments.

  • Business Information: Information about your company, role, and specific business needs.

  • Communication Data: Any data provided during communications with us, including emails, phone calls, and other interactions.

2.2 Usage Data

We may also collect information on how our website and Services are accessed and used. This usage data may include your IP address, browser type, browser version, pages of our website you visit, the time and date of your visit, and other diagnostic data.

2.3 Sensitive Information

In the course of providing our Services, we may collect sensitive information related to the business strategies, financial status, or other confidential data of UHNWI. We treat all such information with the highest level of confidentiality and security.

3. How We Use Your Information

3.1 Provision of Services

We use your personal and business information to provide the Services as outlined in our Terms of Service and Statement of Work. This includes:

  • Customizing and tailoring our UHNWI Engagement Strategy services to your specific needs.

  • Assigning and communicating with the designated Project Officer.

  • Managing and executing paid time effectively and productively.

  • Generating and delivering the final report and other deliverables.

3.2 Communication

We use your contact information to:

  • Communicate with you regarding the status of your project, Service updates, and other important information.

  • Respond to your inquiries, requests, or any issues that may arise during the course of our Services.

  • Send you newsletters, marketing or promotional materials, and other information that may be of interest to you, unless you opt out of such communications.

3.3 Payment Processing

We use your payment information to process transactions related to the Services you have ordered. All payment transactions are encrypted and processed through secure payment gateways.

3.4 Legal Compliance

We may use and disclose your personal information to comply with applicable legal obligations, court orders, or government regulations.

3.5 Data Analytics

We may analyze usage data to improve the functionality and performance of our website and Services, and to better understand our clients' needs.

4. Disclosure of Your Information

4.1 With Your Consent

We will share your personal information with third parties when you have given us explicit consent to do so.

4.2 Service Providers

We may disclose your personal information to trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential.

4.3 Business Transfers

If we are involved in a merger, acquisition, or asset sale, your personal information may be transferred. We will provide notice before your personal information is transferred and becomes subject to a different Privacy Policy.

4.4 Legal Requirements

We may disclose your personal information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

4.5 Protection of UHNWI data

We may disclose your personal information when we believe in good faith that such action is necessary to:

  • Protect and defend the rights or property of UHNWI data.

  • Prevent or investigate possible wrongdoing in connection with the Services.

  • Protect the personal safety of users of the Services or the public.

  • Protect against legal liability.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

  • Encryption of sensitive data during transmission.

  • Secure storage of payment and business-related information.

  • Regular security audits and assessments of our systems and processes.

Despite these precautions, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Retention of Your Information

We will retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy and to comply with our legal obligations, resolve disputes, and enforce our agreements.

6.1 Client Data

Information related to the Services provided to you will be retained for as long as you are a client and for a reasonable period thereafter to fulfill legal and reporting obligations.

6.2 Archived Reports

Final reports and deliverables will be archived and stored securely for a period of 10 years, after which they will be permanently deleted unless otherwise requested by the Client.

7. Your Data Protection Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • Access: You have the right to request copies of your personal information.

  • Correction: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

  • Deletion: You have the right to request that we erase your personal information, under certain conditions.

  • Restriction of Processing: You have the right to request that we restrict the processing of your personal information, under certain conditions.

  • Objection to Processing: You have the right to object to our processing of your personal information, under certain conditions.

  • Data Portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

To exercise any of these rights, please contact us using the information provided in the "Contact Information" section below.

8. Children's Privacy

Our Services are not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under the age of 18, we will take steps to remove that information from our servers.

9. Changes to This Privacy Policy

We may update our Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by posting the new Privacy Policy on our website and updating the "Last Updated" date at the top of this page. You are advised to review this Privacy Policy periodically for any changes.

10. Contact Information

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

UHNWI data

privacy@uhnwidata.com