Privacy & Confidentiality

Alaric Advisors is committed to protecting your privacy and handling your personal information with care and respect. This policy outlines how we collect, use, and safeguard information when you interact with our firm.

We collect only the information necessary to provide our services effectively, including contact details, professional information, and any data you choose to share during the course of our engagement.

We may collect and process the following types of information:

• Contact information such as name, email address, telephone number, and business address
• Professional information including company name, role, and industry
• Information provided during consultations, meetings, or correspondence
• Technical data from website visits, including IP addresses and browser information

Your information is used solely for legitimate business purposes:

• To provide advisory services and fulfil our contractual obligations
• To communicate with you regarding our services and your enquiries
• To maintain records as required by law and professional standards
• To improve our services and website experience

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction.

Your data is stored securely and retained only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable law.

Under applicable data protection laws, you have the right to:

• Request access to the personal data we hold about you
• Request correction of inaccurate or incomplete data
• Request deletion of your data where legally permissible
• Object to or restrict certain processing activities
• Withdraw consent where processing is based on consent