PRIVACY & CONFIDENTIAL POLICY

PRIVACY & CONFIDENTIAL POLICY

Privacy Policy

Britannia Global Wealth (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal data of our clients, prospective clients, partners, and website visitors. This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information in accordance with applicable laws, including the Philippine Data Privacy Act of 2012 (Republic Act No. 10173) and its Implementing Rules and Regulations.

By engaging our services or using our website, you agree to the collection and use of information in accordance with this Privacy Policy.

1. About Us

Britannia Global Wealth is a wealth management and second citizenship consulting firm providing advisory and consulting services related to global wealth structuring, investment planning, residency and citizenship-by-investment programs, and related professional services. Our primary market is the Philippines, with international partners and service providers.

2. Information We Collect

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

2.1 Personal Identification Information

• Full name
• Date and place of birth
• Nationality and citizenship(s)
• Civil status
• Government-issued identification details (e.g., passport, ID numbers)

2.2 Contact Information

• Residential and mailing address
• Email address
• Telephone and mobile numbers

2.3 Financial and Professional Information

• Source of funds and wealth
• Employment or business details
• Financial background relevant to wealth management or citizenship applications
• Investment preferences and risk profile

2.4 Compliance and Due Diligence Information

• Know-Your-Customer (KYC) data
• Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) information
• Background verification and compliance-related records

2.5 Website and Technical Information

• IP address
• Browser type and device information
• Website usage data and cookies (if applicable)

3. How We Collect Information

We collect personal data through:

• Direct interactions (consultations, application forms, emails, phone calls)
• Our website and digital platforms
• Third parties such as partners, agents, or government authorities, where permitted by law
• Publicly available and lawful sources for due diligence purposes

4. Purpose of Processing

We process personal data for the following purposes:

• To provide wealth management and second citizenship consulting services
• To assess eligibility for residency or citizenship programs
• To comply with legal, regulatory, and contractual obligations
• To conduct KYC, AML, and due diligence checks
• To communicate with clients regarding services, updates, and inquiries
• To improve our services, website, and client experience
• To protect our legitimate business interests and manage risks

5. Legal Basis for Processing

We process personal data based on one or more of the following legal grounds:

• Consent of the data subject
• Performance of a contract or steps prior to entering into a contract
• Compliance with legal and regulatory obligations
• Legitimate interests of Britannia Global Wealth, provided such interests do not override your rights

6. Data Sharing and Disclosure

We may share personal data with:

• Government authorities and regulatory bodies (local and foreign) as required for citizenship, residency, or compliance purposes
• Professional advisers and service providers (e.g., legal, tax, banking, compliance partners)
• Technology and data processing service providers
• Affiliates or partners involved in delivering our services

All third parties are required to handle personal data securely and only for authorized purposes.

We do not sell personal data.

7. Cross-Border Data Transfers

Due to the international nature of our services, personal data may be transferred to and processed in jurisdictions outside the Philippines. We take reasonable steps to ensure that such transfers are subject to appropriate safeguards and that personal data remains protected in accordance with applicable data protection laws.

8. Data Retention

We retain personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law, regulation, or professional standards. When data is no longer required, it is securely deleted or anonymized.

9. Data Security

We implement appropriate organizational, physical, and technical security measures to protect personal data against unauthorized access, disclosure, alteration, loss, or destruction. These measures include access controls, secure storage, confidentiality obligations, and staff training.

10. Your Rights as a Data Subject

In accordance with the Philippine Data Privacy Act, you have the right to:

• Be informed about the collection and processing of your personal data
• Access your personal data
• Object to processing in certain circumstances
• Correct or rectify inaccurate or incomplete data
• Request erasure or blocking of data, subject to legal limitations
• Data portability, where applicable
• File a complaint with the National Privacy Commission (NPC)

Requests may be subject to identity verification and applicable legal restrictions.

11. Cookies and Website Tracking

Our website may use cookies or similar technologies to enhance user experience and analyze website performance. You may adjust your browser settings to refuse cookies; however, some website features may not function properly.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in laws, regulations, or our practices. Updated versions will be posted on our website and will take effect upon publication.

13. Contact Information

For questions, concerns, or requests regarding this Privacy Policy or your personal data, you may contact:

Britannia Global Wealth

This Privacy Policy is provided for general informational purposes and does not constitute legal advice.