1. Introduction
WealthEra ("WealthEra", "we", "us", or "our") is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and protect personal information when you visit our website or engage with our advisory services.
By using this website or contacting us, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with any part of it, please refrain from using our services or website.
2. Information We Collect
We may collect personal information in the following ways:
- Information you provide directly — When you complete our contact form, request a consultation, subscribe to our newsletter, or correspond with us by phone or email, we collect your name, email address, phone number, country of residence, and any additional details you choose to share about your financial situation or enquiry.
- Automatically collected information — When you visit our website, we may automatically collect technical data including your IP address, browser type, device type, pages visited, time spent on pages, and referring website. This is collected through cookies and similar technologies (see our Cookie Policy).
- Information from third parties — We may receive information about you from referral partners, with your consent, or from publicly available sources for identity verification purposes.
3. How We Use Your Information
WealthEra uses personal information for the following purposes:
- To respond to enquiries and schedule consultations
- To provide financial advisory services and maintain our client relationship
- To send newsletters, market commentary, or service updates — only where you have opted in
- To improve our website and understand how visitors use it
- To comply with applicable UAE laws, regulations, and anti-money laundering (AML) obligations
- To protect WealthEra's legal rights and interests
We will never sell, rent, or trade your personal data to third parties for marketing purposes.
4. Legal Basis for Processing
We process personal data on the following legal bases: your explicit consent (for newsletters and marketing); our legitimate interests in providing advisory services and operating our business; and compliance with legal obligations applicable in the United Arab Emirates and, where relevant, under applicable international frameworks.
5. Data Security
We take appropriate technical and organisational measures to protect personal information against unauthorised access, disclosure, alteration, or destruction. All client-related communications are treated with strict confidentiality. Where sensitive financial information is shared, we operate under client confidentiality principles consistent with professional advisory standards.
Despite our efforts, no method of transmission over the internet is completely secure. We cannot guarantee absolute security but are committed to maintaining the highest practical standards.
6. Data Retention
We retain personal information only for as long as necessary to fulfil the purposes described in this policy, or as required by UAE law. Client records are typically retained for a minimum period consistent with regulatory and professional obligations. Where no engagement results from an initial enquiry, contact data is held for a reasonable period and then securely deleted.
7. Third-Party Services
Our website may use third-party services including web hosting, analytics providers, and email services. These parties process data only as instructed by us and are contractually bound to maintain confidentiality. We do not authorise them to use your personal data for their own purposes.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.
8. Your Rights
Depending on your country of residence, you may have rights to: access the personal data we hold about you; request correction of inaccurate data; request deletion of your data (subject to legal retention obligations); withdraw consent for marketing communications at any time; and lodge a complaint with a relevant supervisory authority.
To exercise any of these rights, please contact us using the details below.
9. Children's Privacy
Our services are not directed to children under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.
10. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The revised policy will be posted on this page with an updated revision date. We encourage you to review this policy periodically.
11. Contact Us
For any questions, requests, or concerns relating to this Privacy Policy or our handling of your personal data, please contact:
WealthEra
Dubai South Business Hub, Dubai, United Arab Emirates
Email: info@wealtheraadvisory.com