Last Updated: March 28th, 2025
Contact Details
Reach us at: contact@vmlegacyestates.com
Type of personal information we collect
We collect the following types of data:
- Personal identifiers: Name, contact details (email, phone) , nationality, date of birth,
- Legal and compliance data: KYC/AML documents (e.g., utility bills, source-of-funds proof), signatures, wills, inheritance details.
- Engagement data: Communication history, service preferences, event/webinar attendance records.
How We Collect Your Information
The data is collected in the following 2 ways
From You:
- When you submit inquiry forms, subscribe to newsletters, or engage our services.
- Via emails, phone calls, or in person meetings.
Indirectly:
- From referrals
- Through cookies on our website (if applicable) to improve user experience.
How We Use Your Information
Your data is used to:
- Provide information regarding investment options that might suit you, and general advisory services.
- Marketing communications, newsletter communication
- Communicate updates, event invitations, or service changes.
We do not share your information with third parties without your prior consent.
Cookies
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
Data Retention
We retain your data as long as necessary to fulfill the purpose for which it was collected
Who we share your data with
Suggested text: If you request a password reset, your IP address will be included in the reset email.
Your Data Protection Rights
Under data protection law you have the following rightsÑ
Access or request copies of your data.
Correct inaccurate or incomplete information.
Delete data no longer necessary.
Restrict or object to processing (e.g., opt out of marketing).
Port your data to another provider.
You can submit any requests to contact@vmlegacyestates.com, we will respond within 30 working days, free of charge
Complaints
If you have any concerns, inquires or complaints, you can contact us at contact@vmlegacyestates.com
Policy Updates
We update this policy periodically. Changes will be posted on our website.