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Legal

Privacy Policy

We take your privacy seriously. This policy explains how we handle your data with care and transparency.

Last Updated: January 15, 2025

Introduction

Adviso Consulting Group ('Adviso', 'we', 'us', or 'our') is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, and safeguard your information when you engage with our website, services, or communications. By using our services, you agree to the practices described in this policy.

Information We Collect

We collect information you voluntarily provide and data generated through your use of our services:

  • check_circleContact information: name, email address, phone number, company name
  • check_circleEngagement data: service inquiries, form submissions, consultation requests
  • check_circleTechnical data: IP address, browser type, referring URLs, pages visited
  • check_circleCommunication records: emails, meeting notes, and correspondence with our team
  • check_circleFinancial information: billing details when applicable (processed via secure third-party providers)

How We Use Your Data

  1. 1To respond to inquiries and manage client relationships
  2. 2To deliver consulting services and fulfil contractual obligations
  3. 3To send relevant updates, insights, and service communications
  4. 4To improve our website experience and optimize performance
  5. 5To comply with legal and regulatory requirements
  6. 6To protect against fraud, unauthorized access, and security threats

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to improve functionality and analyze usage patterns. You can control cookie preferences through your browser settings. We use strictly necessary cookies for site operation, and optional analytics cookies to understand how visitors interact with our content. We do not sell cookie data to third parties.

Your Legal Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data: the right to access your personal information, the right to correct inaccurate data, the right to request deletion of your data, the right to restrict or object to certain processing, and the right to data portability. To exercise any of these rights, contact our Data Protection Officer at privacy@adviso.com. We will respond within 30 days.

Data Retention

We retain personal data for as long as necessary to fulfil the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Client engagement data is typically retained for 7 years following the conclusion of an engagement in line with financial services standards.

Contact Us

If you have questions or concerns about this Privacy Policy or your personal data, contact our Data Protection Officer at privacy@adviso.com or by post at One Liberty Plaza, Suite 3200, New York, NY 10006.