Tri Everest Wealth Management Limited is committed to respecting and protecting your privacy and would like you to feel safe when giving us your details. To provide you with relevant information, respond to your requests we sometimes request that you provide us with information about yourself. Tri Everest Wealth Management Limited will identify itself on Web pages and in correspondence.
This Privacy Notice will inform you of the information we gather and how it is used. Tri Everest Wealth Management Limited maintains the same privacy practices with respect to data that is collected off-line and this notice also covers those methods of data collection and use. Tri Everest Wealth Management Limited complies with EU General Data Protection Directive – GDPR for the collection, use, and retention of personal information from European Union member countries.
What information we gather
In general, you may visit this website without identifying yourself or revealing any personal information. Tri Everest Wealth Management Limited collects domain information from your visit to customise and improve your experience on our website.
This website may collect certain information from your visit, including the date and time of your access, the pages you have accessed, the name of the Internet Service Provider and the Internet Protocol (IP) address by which you are accessing the Internet, and the Internet address from which you linked to our site, if applicable. We use this information to better understand how our website is being used so that we can improve its performance.
Use of the information we gather
When we collect information about you, we intend to tell you why we are asking for the information and what we intend to do with it. You will have the option of not providing the information, in which case you may still be able to access other parts of this website, although you may not be able to access certain services. In certain areas of our website, we may, where appropriate, enable you to ‘opt in’ to certain uses of your information e.g. personal data and direct marketing. Data will not be held for longer than is necessary and general client details will be held while you are a customer.
Sharing information with third parties
In certain instances, we may make your information available to third parties with whom we have a relationship where that third party is providing services on our behalf. We will only provide those third parties with information that is necessary for them to perform the services and we take measures to protect your information.
The information we collect may be used, stored and processed in the EU, UK, United States, Switzerland or in any other country in which Tri Everest Wealth Management Limited does business.
Tri Everest Wealth Management Limited intent is to strictly protect the security of your personal information; honour your choice for its intended use; and carefully protect your data from loss, misuse, unauthorised access or disclosure, alteration or destruction. We have taken appropriate steps to safeguard and secure information we collect online.
However, you should always take into consideration that the internet is an open forum and that data may flow across networks with little or no security measures, and therefore such information may be accessed by people other than those you intended to access it.
How to update and/or amend the personal information you have provided
You are entitled to know whether we hold information about you and, if we do (subject to certain limitations), to have access to that information and have it corrected if it is inaccurate or out of date. To exercise your Right of Access or to update your details under your Right of Rectification or Erasure please email your request to the contact address below with proof of identity.
This website contains links to other websites. Tri Everest Wealth Management Limited is not responsible for the privacy practices or the content of such websites. Tri Everest Wealth Management Limited uses pixels, transparent GIF files and other methods to help manage online advertising.
If you have any questions or comments about our privacy notice or practices, please contact us. Tri Everest Wealth Management Limited may modify or update this privacy notice from time to time at any time without prior notice. You can check the “Last Updated” date below to see when the notice was last changed. We encourage you to check this notice often so that you can continue to be aware of how we are protecting your personal information. Your continued use of the website constitutes your consent to the contents of this privacy notice, as it may be modified from time to time.
Last updated : 11th May 2018