Privacy Policy
How we handle fit reviews, Decision Memo engagements, and related confidential information.
Privacy Commitment
We understand the sensitivity of cross-border structuring and family office information. Privacy, discretion, and controlled access sit at the center of the service.
1. Information We Collect
Account Information
- • Name and professional title
- • Email address for communications
- • Professional or firm details required for verification
- • Corridor, jurisdiction, or case context you choose to share
Usage Analytics
- • Content engagement patterns
- • Page visits and time spent
- • Form submissions and navigation paths
- • Device and browser information
Payment Information
If a paid engagement begins, payment processing is handled by third-party providers. We do not store full payment card details on our servers. We retain only the references needed for invoicing, reconciliation, and engagement administration.
2. How We Use Your Information
We use your information exclusively to enhance your experience with HNWI Chronicles:
- • Reviewing whether a live case fits a Decision Memo
- • Delivering agreed work, updates, and supporting materials
- • Protecting access to confidential documents and submissions
- • Managing billing, account administration, and support
- • Improving the clarity, security, and usefulness of the service
3. Data Security & Protection
Given the sensitivity of this work, we use confidentiality-first handling and access controls:
- • Encrypted transport where supported by the service surface in use
- • Restricted access to submissions, documents, and client materials
- • Separation of public content from confidential case handling
- • Controlled use of service providers for hosting, payments, and delivery
- • Ongoing review of access paths and retention practices
4. Information Sharing
We do NOT sell, trade, or rent your personal information to third parties.
Limited sharing occurs only in these specific circumstances:
- • With payment or infrastructure providers needed to operate the service
- • With security or compliance partners where necessary to protect the platform
- • When required by law or valid legal process
- • With your explicit consent for a specific case-related introduction or workflow
5. Your Privacy Rights
You have comprehensive control over your personal information:
Access Rights
- • Request copies of all data we hold
- • Review data processing activities
- • Understand data retention periods
Control Rights
- • Correct inaccurate information
- • Delete your account and data
- • Opt-out of communications
6. Cookies & Tracking
We use cookies and similar technologies to provide a seamless experience:
- • Essential cookies for platform functionality and security
- • Analytics cookies to understand site usage in aggregate
- • Preference cookies to preserve chosen settings where relevant
You can manage cookies through your browser settings. Disabling certain cookies may limit site functionality.
7. Data Retention
We retain your information only as long as necessary:
- • Fit review submissions: retained for up to 12 months unless an engagement begins sooner
- • Engagement records and invoices: retained as required for business, legal, and tax purposes
- • Analytics data: retained in aggregate or anonymized form where possible
- • Support and case communications: retained while relevant to the relationship or open matter
8. International Transfers
HNWI Chronicles operates globally with servers in multiple jurisdictions. When transferring data internationally, we ensure:
- • Compliance with applicable data protection laws
- • Adequate protection measures in destination countries
- • Standard contractual clauses for international partners
- • Regular review of global privacy regulations
9. Changes to Privacy Policy
We may update this privacy policy to reflect changes in our practices or legal requirements. Material changes will be communicated through:
- • Email notification to active participants where appropriate
- • Prominent notice on our platform for 30 days
- • Updated version date and change summary
Contact Information
For privacy inquiries, data requests, or concerns:
Privacy and data requests are routed through verified channels. Urgent security or privacy matters are triaged first once identity and relationship are confirmed.