https://careysuen.com

Privacy Policy

Last updated: 12/08/2026

Carey, Suen Group (Holdings) Limited ("Carey Suen", "we", "us", "our") is committed to protecting your privacy. This policy explains how we collect, use, store, and protect your personal data when you visit careysuen.com (the "Site") or otherwise interact with us, including as a prospective or existing client.

If you have questions about this policy or how we handle your data, contact us at info@careysuen.com.

1. Who We Are

Carey Suen is a private wealth advisory firm serving UK expats and internationally mobile clients across Hong Kong, Singapore, and the UAE.

  • Legal entity: Carey, Suen Group (Holdings) Limited
  • Business Registration Number (BRN): 59801946
  • Company Registration Number (CRN): 1744641
  • Registered address: 28 Queen's Rd E, Wan Chai, Hong Kong
  • Data protection contact: info@careysuen.com

2. What Data We Collect

We collect the following categories of personal data:

Information you give us directly

  • Name, email address, phone number, and country of residence (via contact forms, enquiry forms, or booking a call)
  • Details you share during consultations, including financial circumstances relevant to advisory services
  • Correspondence you send us by email, form, or social media

Information collected automatically

  • IP address, browser type, device information, and pages visited (via Google Analytics)
  • Cookie data (see Section 7)
  • Form submission metadata via Contact Form 7, protected by Google reCAPTCHA

Information from third parties

  • Data added to our CRM (HubSpot) when you interact with our marketing, book a consultation, or are added as a lead through professional outreach (e.g. LinkedIn)

3. How We Use Your Data

We use your data to:

  • Respond to enquiries and schedule consultations
  • Provide wealth advisory services to clients
  • Send relevant marketing content, where you have consented or where permitted by legitimate interest (e.g. existing client relationships)
  • Improve the Site through aggregated, anonymised analytics
  • Meet our applicable legal and regulatory obligations

4. Legal Basis for Processing

Where UK GDPR or equivalent data protection law applies, we rely on:

  • Consent - for marketing communications and non-essential cookies
  • Contract - to provide advisory services you have engaged us for
  • Legitimate interests - for site analytics, security (reCAPTCHA), and maintaining client relationships
  • Legal obligation - for regulatory record-keeping and compliance checks

5. Who We Share Your Data With

We share data with the following service providers, who process it on our behalf:

  • HubSpot (CRM, email marketing, contact management)
  • Google (Analytics, reCAPTCHA)
  • [EMAIL PROVIDER, e.g. Google Workspace/Gmail] (correspondence and outreach)
  • [WEBSITE HOST, e.g. WordPress hosting provider]

We do not sell your personal data. We may disclose data where required by law, regulation, or to protect our legal rights.

6. International Data Transfers

As we serve clients across the UK, Hong Kong, Singapore, and the UAE, your data may be transferred to and processed in countries outside your own, including the United States (via our service providers). Where this occurs, we rely on appropriate safeguards such as Standard Contractual Clauses or equivalent mechanisms recognised under applicable law.

7. Cookies

Our Site uses cookies to:

  • Enable core site functionality
  • Measure site usage via Google Analytics
  • Protect forms from spam via reCAPTCHA

You can control cookies through your browser settings. Disabling cookies may affect Site functionality.

8. Data Retention

We retain personal data only as long as necessary for the purposes set out in this policy, or as required by applicable law. [CONFIRM: suggested approach - client records retained for the duration of the relationship plus 6 years after it ends; enquiry and marketing data retained for 2 years of inactivity or until consent is withdrawn. Confirm with your accountant/legal adviser before publishing.]

9. Your Rights

Depending on your location, you may have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data, subject to our legal retention obligations
  • Object to or restrict certain processing
  • Withdraw consent to marketing at any time
  • Lodge a complaint with your local data protection authority (e.g. the UK Information Commissioner's Office)

To exercise these rights, contact us at info@careysuen.com.

10. Security

We take reasonable technical and organisational measures to protect your data, including secure form submission (reCAPTCHA), access controls on our CRM, and encrypted communications where appropriate. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

11. Children's Privacy

Our services are intended for adults. We do not knowingly collect data from anyone under 18.

12. Changes to This Policy

We may update this policy from time to time. The "Last updated" date at the top reflects the most recent revision. Material changes will be notified where appropriate.

13. Contact Us

For any privacy-related questions or to exercise your rights:

Carey, Suen Group (Holdings) Limited
28 Queen's Rd E, Wan Chai, Hong Kong
info@careysuen.com