Privacy Notice

1. Scope and purpose

This Privacy Notice explains how G W S Management Consultancies L.L.C S.O.C, operating under the brand GLOBAL WEALTH STRATEGY LLC, collects, uses, discloses, stores, and protects Personal Data when you interact with us, including via our websites/landing pages, forms, events, calls, email, social media, and other business interactions (collectively, the “Services”).

We process Personal Data in accordance with applicable UAE data protection rules, including the UAE’s federal data protection framework (outside certain financial free zones).

2. Who is the data controller?

For the processing described in this Privacy Notice, the data controller is:

Where we use service providers (e.g., hosting, CRM, analytics), they act as processors or independent controllers depending on the context.

3. Personal Data we collect

We may collect the following categories of Personal Data (depending on how you interact with us):

• Identity & contact data: name, email, phone number, address, country of residence, company, role.
• Consultation/intake data: information you submit in questionnaires, discovery calls, strategy calls, and onboarding (e.g., business structure, jurisdictions, high-level goals).
• Communications: emails, messages, call notes, support requests.
• Technical/usage data: IP address, device identifiers, browser type, pages viewed, timestamps, referral URLs, cookie identifiers.
• Marketing preferences: newsletter subscriptions, opt-in/opt-out status, content interactions.
• Event data: registration details, attendance, and (where applicable) dietary/access needs you voluntarily provide.

Website questionnaires and the assessment

When you use the questionnaires on our website (on the home page and on our service pages), we collect:

• your name, email address and phone number;
• your nationality and your country of residence or tax residence;
• your answers about what you are interested in, your goals and concerns, and any program you have in mind;
• any note you choose to add.

When you use our Second Citizenship & Residency Assessment, we also collect your answers about your family, budget, nationality and plans, and the email address to which you ask us to send your report.

We use this information to reply to your enquiry, to prepare for and hold our first conversation with you and, for the assessment, to prepare and send your report.

Webinar notifications

When you ask to be told about our next webinar, we collect your name and email address and, if you give it, your phone number. We use them only to tell you the date and topic of our next webinar. You can ask us to stop at any time.

Sensitive Personal Data

The data we collect may include sensitive Personal Data. If we do (e.g., special requirements for events), we will handle it with heightened care and only where permitted under applicable law.

4. How we collect Personal Data

We collect Personal Data:

1. Directly from you (e.g., forms, emails, phone calls, event registrations, bookings).
2. Automatically through cookies and similar technologies on our websites/landing pages (see Section 8).
3. From third parties such as:
   • event/booking providers you use to interact with us,
   • social platforms where you engage with our content,
   • publicly available sources (e.g., professional profiles),
   • referral partners (only where they are permitted to share your details).

5. Why we use Personal Data and our lawful basis

We use Personal Data for the following purposes, relying on a lawful basis permitted under applicable UAE rules (e.g., to perform a contract, with your consent, to comply with legal obligations, and/or for legitimate interests, depending on context).

Purposes

• Provide and manage Services (e.g., scheduling, delivering consulting services, client onboarding, account/admin).
• Respond to inquiries and provide support.
• Send operational communications (e.g., confirmations, updates).
• Send marketing communications (newsletter, insights, invitations) where permitted and subject to opt-out/consent.
• Improve our Services (analytics, performance, content optimization).
• Security and fraud prevention (abuse detection, access control, incident response).
• Legal and compliance (record keeping, dispute handling, enforcing rights).

6. What we do NOT do

• We do NOT sell your Personal Data as a business model.
• We do NOT knowingly use Personal Data to make solely automated decisions that produce legal or similarly significant effects on you, unless we clearly inform you and a lawful basis applies.
• Where we use analytics/advertising tools, we do not attempt to “re-identify” data that has been de-identified.

7. Who we share Personal Data with

We may share Personal Data with:

• Internal team members who need access to perform their job duties.
• Service providers (processors) such as hosting, email delivery, CRM, scheduling, document signing, analytics, IT support.
• Professional advisors (lawyers, auditors, consultants) under confidentiality obligations.
• Authorities/third parties where required by law, court order, or to protect rights, safety, and security.
• Business transfers: If we undergo a restructuring, merger, or asset transfer, Personal Data may be transferred as part of that transaction.

Booking, calls and messaging

• Our website runs on a server we rent from a hosting provider. What you enter in our webinar form is processed on that server and emailed to our company inbox.
• Calendly (Calendly LLC, USA) provides our booking calendar. The calendar loads automatically when you open the Book a call page or reach the booking step at the end of one of our questionnaires, because it is needed to book the call you ask for. When it loads, Calendly receives your IP address and sets its own cookies, and your data may be processed in the USA. If you prefer not to use Calendly, contact us by WhatsApp, phone or email instead. If you have completed one of our questionnaires, your name, email address and a summary of your answers are passed to Calendly, so that you do not need to enter them again. When you book a call, Calendly processes your booking details on our behalf.
• Zoom (Zoom Communications, Inc., USA) is the platform on which our video calls take place. Zoom processes your name, email address and the connection and usage data needed to hold the call.
• WhatsApp (part of Meta) processes your phone number, profile information and messages if you choose to contact us via WhatsApp. WhatsApp's own privacy policy applies to that processing.

These providers may process your Personal Data in the USA or in other countries outside the UAE (see International transfers below).

International transfers

Your Personal Data may be processed or stored outside the UAE (e.g., depending on where our vendors’ servers are located). Where cross-border transfers occur, we implement appropriate safeguards and contractual protections consistent with applicable requirements.

8. Cookies, pixels, and similar technologies

Our websites/landing pages may use cookies and similar technologies for:

• Essential functionality (security, load balancing, form submissions),
• Booking (the Calendly calendar, which loads when you reach a booking step and sets its own cookies; see Booking, calls and messaging above),
• Analytics (understanding website usage),
• Marketing/remarketing (showing relevant ads to prior visitors).

We use Google remarketing pixels/cookies to re-engage visitors and place ads on third-party websites; similar tools (e.g., Meta/Facebook pixels) may be used depending on the campaign configuration.

Your choices

• You can manage cookies via your browser settings and, where implemented, via our cookie preferences banner.
• You can opt out of certain advertising personalization via relevant provider settings (e.g., Google/Meta ad settings) and device controls.

9. Data retention

We retain Personal Data only as long as necessary for the purposes described in this Privacy Notice, including legal, accounting, or reporting requirements. Retention periods vary depending on the nature of the data and our relationship (prospect vs. client vs. vendor).

We may retain certain records where needed to:

• comply with legal obligations,
• resolve disputes,
• enforce agreements,
• maintain secure audit trails.

10. Security

We maintain administrative, technical, and physical safeguards designed to protect Personal Data against loss, misuse, unauthorized access, disclosure, alteration, and destruction. No system is 100% secure; however, we apply risk-based controls and vendor due diligence.

11. Children’s data

Our Services are not directed to children, and we do not knowingly collect Personal Data from children. If you believe a child has provided Personal Data to us, contact us and we will take appropriate steps.

12. Your rights and how to exercise them

Subject to applicable law and limited exceptions, you may request:

• Access to Personal Data we hold about you
• Correction/rectification of inaccurate data
• Deletion (where applicable)
• Restriction or objection to certain processing (where applicable)
• Withdrawal of consent (where processing is based on consent)
• Portability (where applicable and technically feasible)

To exercise rights, contact: hello [at] global-wealth.ae (Attn: Privacy).

We may request information to verify your identity before completing a request.

If you are not satisfied with our response, you may have the right to raise a complaint with the competent authority under applicable UAE data protection rules.

13. Marketing communications

If you receive marketing emails from us, you can unsubscribe at any time by:

• using the unsubscribe link in the email, or
• emailing hello [at] global-wealth.ae with the subject line “Unsubscribe”.

We will still send essential service/transactional communications where necessary.

14. Third-party websites and social media

Our Services may link to third-party sites or platforms. Their privacy practices are governed by their own policies. We recommend reviewing those policies before submitting Personal Data to them.

15. Changes to this Privacy Notice

We may update this Privacy Notice from time to time. The “Last updated” date above indicates when it was last revised. Material changes will be communicated where appropriate.

16. Contact

For questions, requests, or complaints regarding privacy: