Regent Advisory

Regent Advisory respects your privacy and is committed to protecting the personal data you share with us.

This Privacy Policy explains how Regent Advisory collects, uses, stores, shares, and protects personal data when you visit our website, submit an enquiry, communicate with us, attend our webinars or events, or engage us for professional services.

This Privacy Policy applies to personal data processed by Regent Advisory in connection with its tax, accounting, bookkeeping, audit support, CFO, compliance, advisory, and business consulting services.

1. About Regent Advisory

Regent Advisory is a UAE-based professional advisory firm providing tax, accounting, bookkeeping, audit support, CFO, compliance, and business advisory services.

For privacy-related questions, you may contact us at:

Regent Advisory
Email: info@regent-advisory.com
Phone / WhatsApp: +971 56 205 4004
Website: www.regent-advisory.com

2. Personal Data We Collect

We may collect and process the following categories of personal data:

Contact and identity information: This may include your name, email address, phone number, company name, job title, country, and any other contact details you provide.
Business and professional information: This may include company activity, trade licence information, tax registration status, VAT registration details, Corporate Tax information, accounting or finance-related information, and information about the services you request from us.
Client service information: Where you engage us for professional services, we may collect documents and information required to perform our work, including financial statements, accounting records, invoices, tax returns, tax registration documents, audit information, contracts, corporate documents, correspondence, and other business records.
Website and technical information: When you visit our website, we may collect limited technical information, such as IP address, browser type, device information, pages visited, date and time of visit, and information collected through cookies or similar technologies.
Marketing and event information: If you register for a webinar, download a resource, subscribe to updates, respond to a campaign, or request a consultation, we may collect your name, contact details, company details, attendance information, communication preferences, and interaction history.
Communication records: We may keep records of communications through email, phone, WhatsApp, forms, social media, meetings, and other communication channels.

3. How We Collect Personal Data

We may collect personal data directly from you when you: Submit a form on our website; contact us by email, phone, WhatsApp, or social media; request a consultation; register for a webinar, event, or newsletter; download a guide, checklist, or resource; provide documents for professional services; enter into an engagement with us; or communicate with our team.

We may also receive personal data from your company, your representatives, your advisers, publicly available sources, government portals, professional databases, or third-party service providers where this is relevant to our services.

4. How We Use Personal Data

We may use your personal data for the following purposes:

To respond to enquiries and consultation requests.
To assess your service requirements and prepare proposals, quotations, engagement letters, and related communications.
To provide tax, accounting, bookkeeping, audit support, CFO, compliance, and advisory services.
To review documents, prepare reports, perform compliance checks, and deliver agreed services.
To manage client onboarding, client acceptance, conflict checks, risk assessment, and administrative processes.
To communicate with you about your matter, project, service request, or engagement.
To send updates, newsletters, invitations, webinar announcements, compliance alerts, service information, and marketing communications where permitted.
To manage webinars, events, meetings, and training sessions.
To improve our website, services, client experience, internal processes, and marketing activities.
To maintain internal records, accounting records, invoices, contracts, and business documentation.
To comply with legal, regulatory, tax, accounting, professional, or government requirements.
To protect our rights, prevent fraud, manage disputes, enforce agreements, and maintain the security of our systems.

5. Legal Basis for Processing Personal Data

We process personal data where we have a lawful basis to do so. This may include:

Your consent: For example when you submit a form, subscribe to updates, or agree to receive marketing communications.
Performance of a contract: Or pre-contract steps, for example when we prepare a proposal or deliver professional services.
Compliance: With legal or regulatory obligations.
Legitimate business interests: Such as managing client relationships, responding to enquiries, improving our services, maintaining business records, and protecting our rights.

Where we rely on consent, you may withdraw your consent at any time by contacting us.

6. Client Documents and Confidential Business Information

As a professional advisory firm, we may receive sensitive business, financial, tax, accounting, or commercial information from clients. We treat client information as confidential and restrict access to authorised personnel and service providers who need access for legitimate business or service delivery purposes. Clients should only provide personal data that is necessary for the agreed services and should ensure that they have the right to share such information with us.

7. Marketing Communications

We may contact you with relevant business, tax, finance, compliance, webinar, event, or service updates. You may opt out of marketing communications at any time by using the unsubscribe link in our emails, replying with an opt-out request, or contacting us directly.

If you ask us to stop sending marketing messages, we may still contact you for non-marketing purposes, such as service delivery, invoices, legal notices, or ongoing client matters.

8. Cookies and Website Tracking

Our website may use cookies and similar technologies to improve user experience, analyse website traffic, remember preferences, support website functionality, and measure marketing performance. You can manage or disable cookies through your browser settings. Some website features may not function properly if cookies are disabled. Where required, we may request your consent before using certain non-essential cookies.

9. Sharing Personal Data

We do not sell personal data. We may share personal data where reasonably necessary with:

Our employees, consultants, contractors, and authorised team members.
Professional advisers, subcontractors, or specialists assisting us with service delivery.
IT service providers, hosting providers, CRM providers, email marketing platforms, cloud storage providers, webinar platforms, analytics providers, and communication tools.
Banks, auditors, lawyers, tax advisers, regulatory consultants, or other professional service providers where relevant.
Government authorities, regulators, courts, tax authorities, law enforcement bodies, or public authorities where required by law or necessary to protect our rights.
Third parties where you instruct us or give us permission to do so.

We limit sharing to what is necessary for the relevant purpose and expect our service providers to protect personal data appropriately.

10. International Data Transfers

Some of our systems, service providers, cloud platforms, or professional support providers may be located outside the UAE. Where personal data is transferred or accessed outside the UAE, we take reasonable steps to ensure that appropriate safeguards are in place, such as confidentiality obligations, contractual protections, access controls, and security measures.

11. Data Security

We apply reasonable technical, organisational, and administrative measures to protect personal data against unauthorised access, misuse, loss, disclosure, alteration, or destruction. These measures may include access controls, password protection, restricted access on a need-to-know basis, secure cloud storage, confidentiality obligations, system monitoring, staff awareness, and internal procedures for handling client information.

However, no method of transmission over the internet or electronic storage is completely secure. While we take reasonable steps to protect your personal data, we cannot guarantee absolute security.

12. Data Retention

We retain personal data for as long as necessary for the purposes for which it was collected, including service delivery, client relationship management, legal compliance, regulatory requirements, accounting records, tax records, dispute management, and protection of our rights.

Where we provide professional services, we may retain engagement records, deliverables, correspondence, and supporting documents for a period required by applicable law, regulation, professional standards, contractual obligations, or legitimate business needs. When personal data is no longer required, we will delete, anonymise, or securely archive it where appropriate.

13. Your Rights

Subject to applicable UAE laws and any legal limitations, you may have the right to request access to, correction of, or deletion of your personal data. You may also object to or restrict processing, withdraw consent, or stop direct marketing. To exercise any of these rights, please contact us at: info@regent-advisory.com. We may need to verify your identity before responding to your request.

14. Third-Party Websites and Links

Our website may contain links to third-party websites, social media platforms, event registration pages, payment links, government portals, or external resources. We are not responsible for the privacy practices, content, or security of third-party websites. You should review the privacy policies of those websites before submitting personal data to them.

15. Children’s Privacy

Our website and services are intended for businesses and professionals. They are not directed at children, and we do not knowingly collect personal data from children. If we become aware that we have collected personal data from a child without appropriate consent or legal basis, we will take reasonable steps to delete it.

16. Accuracy of Information

You are responsible for ensuring that the personal data you provide to us is accurate, complete, and up to date. Please inform us if your contact details or other information changes.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, technology, or business practices. The updated version will be published on this page with a revised “Last updated” date.

18. Contact Us

For any questions, requests, or concerns regarding this Privacy Policy or how we handle personal data, please contact:

Regent Advisory
Email: info@regent-advisory.com
Phone / WhatsApp: +971 56 205 4004
Website: www.regent-advisory.com