How we handle your data

We may collect basic identity and contact details that you submit through enquiry, appointment, newsletter, and WhatsApp interactions.

If you choose to open an account or request a service, we may also collect documents or details required for onboarding, compliance, or verification.

We may automatically collect limited technical information such as browser type, device type, and pages visited to help us improve the site and understand usage patterns.

To respond to your questions, provide requested services, and maintain our client relationship.

To improve our website, communications, calculators, and support process.

To meet applicable legal, regulatory, and record-keeping obligations, including fraud prevention, risk monitoring, and compliance checks.

We do not sell your personal information. We only share data when it is necessary to operate the site, deliver services, or meet legal and regulatory requirements.

We may share information with service providers who help us host the website, deliver emails, manage forms, or store records under appropriate confidentiality obligations.

We may also disclose information to regulators, law-enforcement bodies, courts, or other authorities when required by law.

We use minimal, privacy-friendly analytics and cookies to make the site work properly and to understand how people use it.

You can control cookies through your browser settings, but some site features may not function as intended if you disable them.

We use reasonable technical and organisational safeguards to protect the information we hold.

No online system is completely secure, so we cannot guarantee absolute security.

We keep information only for as long as needed for the purpose it was collected for, or for as long as the law requires us to retain it.

Our website may link to external websites. Once you leave our site, the privacy practices of those third parties will apply.

We encourage you to review the privacy statements of any third-party service before sharing personal information there.

You may request access, correction, or deletion of certain personal information where the law allows it, subject to any regulatory or record-retention duties we must follow.

If you have questions about this policy or how your information is handled, please reach out through our contact page or email us atadvisor@oceanvedacapital.com.