Taking Security Seriously

Securing your personal information is a priority.

How you’re protected

This Privacy Policy relates to personal data about visitors collected on our website. This Privacy Policy specifies the categories of personal data we collect from you, the manner in which we collect it, what we use the information for and with whom we share it in keeping with the stipulations set out in the General Data Protection Regulation (EU) 2016/679 (“GDPR”). For the purposes of this Privacy Policy, “CW Holt Advisory”, “we”, “us”, and “our” refer to CW Holt Advisory.

For the purposes of this Privacy Policy, “personal data” pertains to any information that could be used to identify you such as your name, your contact details, taxpayer identification number, your account number, account balance and/or online identifiers such as your IP (Internet Protocol) address. Personal data excludes data with which it is impossible to identify you such as anonymized aggregate data.

CW Holt Advisory is what is called a “data controller”. Essentially, this means that we are responsible for determining the manner in which we retain, store and utilize your personal data. Should you have any questions about this Privacy Policy or how it governs the handling of your personal data, please contact us at info@cwholtadvisory.com.

This Privacy Policy applies to personal data we collect, use and process in connection with the ongoing conduct of our professional relationship with you and as a user of this Website.

What we collect; how we use it

When you initiate contact with us using the Website, you will need to furnish us with your name, your email address and your telephone number. We use this information to register your interest in our systems and also to provide you with the information you have asked for.

This basic information is not passed on to any third party but it may be disseminated to other departments within CW Holt Advisory’s practice so that a request that falls outside the purview of our initial response team can be dealt with by the appropriate department with the required expertise.

Protecting your data

CW Holt Advisory acknowledges that the internet is not a fully secure medium. Nevertheless, we are committed to taking all measures necessary to ensure that any and all information you provide us with is protected by comprehensive security protocols, both human and artificial.

We ensure that only personnel with a specific need for access to information are cleared to do so. We only store data on databases with military grade encryption and firewall all external access.

Your approval

When you provide CW Holt Advisory with your personal information, you consent to its use and storage in accordance with the measures set down within this Privacy Policy. This Privacy Policy is subject to amendment at any time and without notice.

Sharing your information

As a matter of company policy, we do not share your personal information with any third parties. However, there are instances in which we can do so. These include but are not limited to instances where we must provide your information to product providers in order to gain access to their products. We may also do so in order to comply with a request or court order from a law enforcement body recognized by the Republic of Korea.