PRIVACY POLICY

Privacy Policy for SEA Fractional Finance Solutions

Effective Date:  March 2025

At SEA Fractional Finance Solutions, I am committed to protecting the privacy and confidentiality of my clients' personal and financial information. This Privacy Policy explains how we collect, use, and protect your data in accordance with applicable privacy laws and regulations. By engaging in my services, you agree to the terms outlined in this policy.

1. Information I Collect

I collect and process personal and financial data to provide you with the best possible financial services. The types of information I may collect include:

• Personal Information: Name, contact information (email, phone number), business name, address, and other relevant details to facilitate communication and service delivery.
• Financial Information: Business financial statements, tax documents, financial reports, bank statements, invoices, billing details, and other documents related to your company’s financial operations.
• Payment Information: Credit card numbers, billing information, and payment transaction history required for invoicing and payments related to our services.

2. How I Use Your Information

I use the information collected to provide high-quality financial management and advisory services. Specifically, I may use your information for the following purposes:

• To deliver and manage the fractional finance services you have requested, including budgeting, forecasting, cash flow management, and financial reporting.
• To communicate with you regarding your financial needs, updates, and the status of our services.
• To process payments, send invoices, and manage billing information.
• To comply with legal, tax, and regulatory requirements.

3. Data Security

I take the protection of your personal and financial information seriously. I implement reasonable technical, organizational, and administrative measures to safeguard your data against unauthorized access, loss, alteration, or disclosure. These measures include the use of encrypted communication channels, secure document storage, and other data security protocols.

However, no method of electronic transmission or storage is entirely secure, and while I strive to protect your information, I cannot guarantee absolute security.

4. Sharing Your Information

I will never sell, rent, or trade your personal or financial information to third parties. However, I may share your information with trusted service providers who assist us in delivering our services, such as:

• Third-Party Accounting and Tax Professionals: In cases where additional expertise is needed for tax planning, compliance, or auditing.
• Payment Processors: To process payments securely.
• Legal and Regulatory Authorities: If required by law or regulatory obligations, I may share your information to comply with legal processes, subpoenas, or other lawful requests.

Any third-party service providers are contractually obligated to keep your data confidential and secure.

5. Retention of Your Information

I will retain your personal and financial information for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce agreements. Once your data is no longer needed, we will securely dispose of it or anonymise it in accordance with my data retention policies.

6. Your Rights and Choices

You have the right to:

• Access: You may request access to the personal and financial data I hold about you.
• Correction: You can request to correct any inaccuracies in your personal or financial information.
• Deletion: You can request the deletion of your personal or financial data, subject to legal and contractual obligations.
• Withdrawal of Consent: If I process your data based on your consent, you have the right to withdraw that consent at any time.

To exercise these rights, please contact us using the contact details below.

7. Cookies and Tracking Technologies

We may use cookies or similar technologies to enhance the user experience on our website (if applicable) or while using our online services. These cookies help me analyse website traffic, personalize content, and track the effectiveness of my services. You can choose to disable cookies through your web browser settings, though this may affect some features of my website.

8. Changes to This Privacy Policy

I reserve the right to modify or update this Privacy Policy at any time. Any changes will be communicated to you through appropriate channels, and the updated policy will be effective upon posting on our website or delivery via email. I encourage you to review this Privacy Policy periodically to stay informed of any updates.

9. Contact Me

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact me at:

SEA Fractional Finance Services
suzanne@seafractionalfinance.co.uk
+44(0)757673273