Privacy policy

Your Privacy Matters to Us

At Moai Wealth, we take your privacy seriously. This policy explains what information we collect, why we collect it, and how we use it to serve you better.

What Information Do We Collect?

We collect information that helps us provide our wealth management services effectively. This includes personal and financial details, and in some cases, sensitive data such as health information. We also gather feedback you provide and use cookies to enhance your experience on our website.

Why Do We Collect Your Data?

The information we collect is essential to fulfilling our commitment to you. Our legal basis for processing your data is the performance of our contract with you. Without it, we wouldn’t be able to provide our services or meet our legal and regulatory responsibilities. If we need to collect sensitive data, we’ll ask for your explicit consent.

Information About Your Family and Connections

Sometimes, we may need details about your family members or dependents to provide a comprehensive service. If you share their information with us, it’s your responsibility to ensure they’ve consented to this.

How Do We Use Your Information?

We use your information to deliver the services you expect from us and to personalise your experience.

Who Do We Share Your Information With?

To serve you effectively, we may share your details with trusted third parties, such as compliance, accountancy, legal professionals, or custodian platforms. These parties are bound by strict confidentiality agreements and data protection laws equivalent to UK standards. When we share your information, we take appropriate security measures, including encryption and password protection, where necessary.

To comply with legal obligations, including anti-money laundering laws, we may also share your information with identity verification agencies.

How Long Do We Keep Your Information?

We only keep your personal data for as long as necessary to fulfill our contract and regulatory obligations. Typically, this means up to five years after you cease to be a client, except in cases such as trust-related data, which we retain indefinitely.

You have the right to request the deletion of your data, subject to our legal and regulatory obligations.

How Can You Access Your Information?

You can request a copy of the personal data we hold about you. If you believe any information is incorrect, you have the right to ask us to update or remove it.

Marketing Preferences

We’d love to keep you informed about our services and events. If you’ve opted in to receive marketing communications, you can opt out at any time by contacting us.

Cookies

Our website uses cookies to enhance your browsing experience and to help us analyse website activity. You can manage your cookie preferences in your browser settings. Note that disabling cookies may affect some website features. Learn more at www.allaboutcookies.org.

External Websites

Our website may link to third-party sites. This policy applies only to Moai Wealth’s website, so we encourage you to review the privacy policies of any external sites you visit.

Policy Updates

We review our Privacy Policy regularly. Any updates will be posted on our website.

Last updated: 1 February 2025

Contact Us

If you have any questions about this policy or your data, please contact us. We’re here to help.