Privacy Policy

Who We Are

This Privacy Policy applies to the following entities operating under The Compass Group:

We are committed to protecting your personal data and complying with applicable data protection laws, including the UK GDPR, EU GDPR, and equivalent legislation in Mauritius and Malaysia.

Data We Collect

We may collect the following when you interact with our website or communicate with us:

• Identity data: full name, date of birth, nationality
• Contact data: email address, phone number, country of residence
• Financial data: investable assets, pension and investment details from fact find submissions
• Technical data: IP address, browser type, pages visited
• Communications data: records of correspondence and enquiries

Why We Collect It

• To respond to enquiries (legitimate interest)
• To provide financial advice and wealth management services (contract performance)
• To comply with legal and regulatory obligations in our licensed jurisdictions
• To send relevant communications where you have consented

We do not sell your personal data to third parties.

How We Store It

Your data is stored securely on servers with industry-standard encryption and access controls. Where data is transferred to our Mauritius or Malaysia offices, appropriate safeguards are in place under applicable data protection legislation.

Retention Periods

• Client relationship records: 7 years from end of relationship
• Enquiry data (no engagement): 2 years from date of enquiry
• Marketing consent records: until consent is withdrawn
• Website analytics: 26 months

Your Rights

Under applicable data protection law you have the right to: access, rectify, erase, restrict, port, object to processing of your personal data, and to withdraw consent at any time. To exercise these rights, contact admin@tcg-ltd.com. We respond within 30 days.

Cookies

We use essential cookies (site functionality), analytics cookies (anonymised traffic data), and third-party cookies from embedded services including Chatbase (chatbot) and Jotform (forms). You can control cookies through your browser settings.

Contact for Data Queries

Email: admin@tcg-ltd.com
Post: Compliance Team, The Compass Group, 25 Cabot Square, London E14 4QZ