True View Advisory
Bringing the view into focus
True View Advisory
Bringing the view into focus
A plain-English view of the information collected through this website and how it is intended to be used.
This notice explains how True View Advisory handles personal information collected through this website, particularly when someone sends an enquiry. Engagement-specific privacy information may also apply once work is agreed.
Questions about this notice can be sent to info@trueviewadvisory.com. The final published notice should also identify the applicable legal entity and registration details.
The enquiry form asks for contact and organisational details so the requirement can be reviewed and answered. Please do not submit bank credentials, tax references, identity documents or confidential financial records through the general form.
Information is used to review and respond to an enquiry, decide whether the requested work appears to fit, arrange a conversation, protect the website from misuse and keep a proportionate record of business communications.
The lawful basis depends on the circumstances and may include taking steps requested before a contract, legitimate interests in responding to business enquiries and maintaining service security, or consent where it is specifically requested. The final notice should be checked against the organisation’s actual processing record.
Access should be limited to people who need the information to handle the enquiry and to service providers used for website hosting, security and email delivery. Information should not be sold. If work requires another professional or local specialist, information should be shared only under an agreed basis and with appropriate notice.
Website and email providers may process information in more than one country. Before launch, the final controller should document the providers, locations and safeguards that actually apply.
Enquiry information should be retained only for as long as needed for the purpose, legal obligations and proportionate business records. A specific retention period should be inserted after the operational policy is confirmed.
Depending on the law that applies, you may have rights to access, correct, erase, restrict or object to the use of personal information, and in some cases to receive a portable copy or withdraw consent. Contact info@trueviewadvisory.com to make a request. You may also have the right to complain to the relevant data-protection authority.
This notice may be updated when the website, service providers or processing activities change. The date above shows when this version was last reviewed.