Privacy policy

This draft is intended to describe, in outline, how personal information may be collected and used when someone visits the NeoFin Advisors website or submits a consultation enquiry.

It does not create rights beyond those required by applicable law once a final, reviewed policy is published. Until then, treat this page as a working template only.

NeoFin Advisors provides accounting, financial reporting, tax support and financial advisory services for businesses that want dependable finance expertise without a large internal team.

Controller identity, registered details and a dedicated privacy contact address are to be confirmed in the final policy. Do not rely on placeholders as official contact information.

Depending on how you use the site, we may process information such as:

• Identity and contact details you submit through forms (for example name, company name, work email and optional phone number).
• Enquiry content, including the service requested, market or country indicated, and any message you choose to send.
• Optional business context you provide (for example business size, accounting system or preferred start timing).
• Technical and usage data that may be collected through cookies or similar technologies, subject to the cookie policy and any consent mechanism once implemented.

Draft purposes under consideration include responding to enquiries, assessing whether NeoFin Advisors can support a request, improving the website, and meeting legal or regulatory obligations where they apply.

Lawful bases, marketing preferences and any automated decision-making statements must be settled in the reviewed policy. This draft does not assert a final legal basis for any processing activity.

Personal information may be shared with trusted service providers who help operate the website, host infrastructure or support communications, only as needed for those purposes and under appropriate arrangements.

The final policy should name categories of recipients and any international transfer safeguards. Those details are intentionally left open in this draft.

Retention periods will depend on the purpose of processing, the nature of the relationship and applicable legal requirements. Exact periods are to be confirmed and must not be inferred from this template.

Depending on your location, you may have rights to access, correct, delete or restrict certain personal information, or to object to certain processing. How to exercise those rights, response timelines and any identity checks will be set out in the reviewed policy.

This draft does not guarantee a specific response time or statutory process.

NeoFin Advisors intends to apply appropriate technical and organisational measures to protect personal information. No method of transmission or storage is completely secure, and this draft does not claim absolute security.

When a final privacy policy is published, NeoFin Advisors may update it from time to time. Material changes should be reflected with a clear last-updated date once that date is confirmed.

Privacy contact details will appear here after professional review. Until then, use the consultation enquiry form on the Contact page only for general business enquiries, not as a formal data-rights channel.