Privacy Policy

ifa.ae is operated by Sean Mason Kiani (ICO registration Z2367786).

We provide a private office and introduction service for individuals and families whose financial affairs cross borders. We do not provide regulated financial advice ourselves. Where regulated advice or services are needed, we introduce you to appropriately authorised professionals.

Privacy enquiries: Privateoffice@ifa.ae.

We collect information you choose to give us through our enquiry and consultation booking forms. This may include:

• your name, email address and telephone number;
• your country of residence or domicile, and preferred method and time of contact;
• any note or message you include with your enquiry;
• financial information you share during an initial consultation or through our Financial Position Review, such as details of your pensions, investments, property, liabilities and objectives;
• your address and date of birth, where you complete client onboarding;
• identity documents you upload during onboarding; and
• the name and date you type as a signature on onboarding and authority forms.

We do not ask for, and you should not submit, information about health, religion, political opinions or other special category data.

We use your personal data to:

• respond to your enquiry and arrange a private consultation;
• prepare for our conversation so we can discuss your position efficiently;
• deliver any document or checklist you have asked us to send you;
• carry out onboarding and identity verification where you proceed with our service; and
• progress the agreed scope of work, including introductions to regulated professionals where relevant.

We process your personal data on the following legal bases:

• Legitimate interests — responding to people who contact us, verifying identity, and managing our relationship with you.
• Consent — where you submit a Financial Position Review or request a document from us, you consent to us using the information for that purpose. You may withdraw consent at any time by emailing Privateoffice@ifa.ae.
• Performance of a contract — where you enter into an agreement with us, we process your data to perform our side of that agreement.
• Legal obligation — where we are required to keep records or disclose information by law.

Withdrawing consent does not affect processing that has already taken place.

Form submissions are stored in a managed database, and uploaded documents are held in a private storage bucket, both provided by the cloud platform that hosts this website. Access is restricted so that submissions can be written through the website but are read only by our internal service account and the members of our team who need them for your matter.

When you submit a form, a notification is emailed to our internal address, Privateoffice@ifa.ae, through the hosting platform's managed email service. Where you request a document, a copy is also emailed to the address you gave us.

Information is transmitted over encrypted connections. Identity documents are held in a private bucket that is closed to public and anonymous reads.

We do not sell personal information and we do not share it for marketing purposes. We may share it with:

• the cloud platform that hosts our website, database, document storage and email delivery, acting as a processor on our instructions;
• regulated professionals or firms we introduce you to, where you have asked us to make the introduction or agreed the scope of work;
• third parties you have specifically identified on an Authority Form, and only within the scope you set out; and
• anyone we are required to disclose information to by law or regulation.

Our hosting, database, storage and email services are supplied by a single managed cloud platform. Where any processing under that platform takes place outside the United Kingdom, it is carried out under the platform's own contractual data protection terms. If you need the specific processing location for your matter, email Privateoffice@ifa.ae and we will confirm it in writing.

We keep enquiry and consultation records for as long as is necessary to respond to you, carry out agreed work, and meet our legal and professional record-keeping obligations. As a general guide:

• enquiry and callback records are kept for two years from the date of last contact unless you ask us to delete them earlier;
• client onboarding and authority records are kept for six years after the end of our engagement, or longer where required by law or professional rules; and
• identity documents are kept only for as long as needed for verification and ongoing anti-money-laundering obligations.

You may ask us to delete information we no longer need by emailing Privateoffice@ifa.ae, and we will do so unless we are required to retain it.

Under UK data protection law you have the right to:

• ask for a copy of the information we hold about you;
• have inaccurate information corrected;
• ask for your information to be deleted;
• ask us to restrict or object to processing;
• receive your information in a portable form; and
• withdraw consent where consent is the basis for processing.

To exercise any of these rights, email Privateoffice@ifa.ae. We will respond within one month.

If you are unhappy with how we have handled your information, please contact us first so we can try to put it right. You also have the right to complain to the Information Commissioner's Office, the UK supervisory authority for data protection, at ico.org.uk.

For data protection queries, email Privateoffice@ifa.ae or write to:

IFA Private Office
c/o Finest Planner LLP
Harbro House, Crown Lane, Denbigh, Denbighshire LL16 3SY

We update this policy when our processing changes. The date at the top of the page shows when it was last revised.