Privacy Policy

This policy explains how Expat Wealth Desk collects, uses and protects the personal data you provide through the check-up and related pages.

1. Who we are

2. What we collect

• Contact details: name, email, WhatsApp number, country of residence.
• Questionnaire answers: general information about your financial situation (whether you hold a plan, provider, approximate value band, saving capacity, goals, satisfaction). We do not collect bank details, ID numbers or exact account numbers.
• Technical data: the page you arrived from (to understand which campaign referred you).

3. How we use it

• To send you your check-up result and related educational content.
• To contact you, where your profile falls within the regions we serve, to offer a free consultation.
• To improve our content and understand which topics are most useful.

We do not sell or share your data with third parties for their own marketing.

4. Where your data is held

We use service providers that process data on our behalf: CRM (Airtable), email (Brevo), workflow automation (n8n) and hosting (Cloudflare). Each applies its own security measures.

5. Retention

We keep your data only as long as needed for the purposes above. If you do not become a client and stop engaging with our communications, your data is deleted or anonymised within 24 months of last contact.

6. Your rights

• Request access, correction or deletion of your data.
• Unsubscribe from emails at any time (link in every message, or email us).
• Withdraw consent to processing.

We respond to requests within 30 days.

7. Regions served

Expat Wealth Desk's advisory service is for residents of Asia, the Middle East and Africa, in line with the permissions we operate under. The check-up is an informational tool and does not constitute personal financial advice or an offer of any product.

8. Changes

Any changes will be posted here with an updated date.