Last updated: 1 March 2025
1. Introduction
Jade Private Advisory Office ("Jade", "we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website, mobile application, and client portal (collectively, the "Services").
2. Information We Collect
2.1 Information You Provide
- Contact details (name, email address, telephone number) submitted via our enquiry form
- Account credentials when accessing the client portal
- Messages and documents exchanged through the client portal
- Country of residence and referral source, if voluntarily provided
2.2 Information Collected Automatically
- Device information (browser type, operating system, device identifier)
- IP address for security and rate-limiting purposes
- Usage data through privacy-friendly analytics (Plausible Analytics — no cookies, no personal data tracking)
3. How We Use Your Information
- To respond to your enquiries and provide our advisory services
- To manage your client portal account and facilitate secure communication
- To deliver documents and engagement updates
- To maintain the security and integrity of our Services
- To comply with legal obligations
4. Data Storage & Security
Your data is stored securely using industry-standard encryption and access controls. Documents and messages within the client portal are protected by row-level security policies ensuring that only authorised users may access their own data. We implement audit logging to monitor access to sensitive information.
5. Data Sharing & Disclosure
We do not sell, rent, or trade your personal information. We may share information only in the following circumstances:
- With service providers who assist in operating our platform (hosting, email delivery), bound by confidentiality obligations
- When required by law, regulation, or legal process
- To protect the rights, safety, or property of Jade or our clients
6. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy. Enquiry data is retained for a reasonable period following resolution. Client portal data is retained for the duration of the engagement and a reasonable period thereafter, unless deletion is requested. Audit logs are automatically purged after 90 days.
7. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Object to or restrict certain processing activities
- Request portability of your data
To exercise any of these rights, please contact us using the details below.
8. Cookies
Our website uses Plausible Analytics, which is a privacy-friendly analytics service that does not use cookies and does not collect personal data. Authentication tokens are stored locally on your device solely to maintain your login session.
9. Children's Privacy
Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "Last updated" date. We encourage you to review this policy periodically.
11. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact us at: