Legal

Privacy Policy

Last updated: October 2026

Pinnacle Advisors (“Pinnacle Advisors”, “we”, “us”) respects your privacy. This policy explains what personal data we collect when you visit thepinnacleadvisors.com or contact us, why we use it, who we share it with, and the rights you have. We process personal data in line with the EU General Data Protection Regulation (GDPR) and other applicable data protection laws.

1. Who is responsible for your data

Pinnacle Advisors is the controller of the personal data described in this policy. You can reach us using the contact details in section 10.

2. Data we collect

• Contact and enquiry forms: your name, email address, phone or WhatsApp number, the programme you are interested in, your indicative investment budget, and any details you choose to share about your goals and family situation.
• Guide requests: your name and contact details when you request one of our guides.
• WhatsApp, email and calls: your messages, phone number and any information you provide during a conversation or consultation.
• Technical data: basic information such as IP address, browser type and pages visited, collected through our hosting provider and, where you consent, through analytics and advertising cookies or pixels.

Please do not send us identity documents or financial records through the website. If they are needed later in the process, we will agree a secure way to share them.

3. How we use your data

• To respond to your enquiry and arrange your consultation.
• To understand your goals and recommend suitable residency or citizenship-by-investment routes.
• To introduce you, at your request, to trusted legal, immigration and investment partners.
• To send you the guide or information you asked for and, where you have agreed, occasional updates about programmes. You can opt out at any time.
• To keep records, protect our business and comply with legal obligations.
• To measure and improve our website and advertising, where you have consented.

4. Legal basis

• Steps at your request before entering into an engagement (Art. 6(1)(b) GDPR): answering enquiries and preparing consultations.
• Consent (Art. 6(1)(a)): marketing messages, WhatsApp follow-ups where required, and non-essential cookies or pixels. You may withdraw consent at any time.
• Legitimate interests (Art. 6(1)(f)): running and securing our website, keeping business records and improving our service.
• Legal obligation (Art. 6(1)(c)): where we must keep or disclose information by law.

5. Who we share your data with

We never sell your personal data. We share it only where necessary, with:

• Trusted legal, immigration and investment partners (such as lawyers, licensed agents and fund or property professionals) when you ask us to introduce you or to progress your application.
• Service providers that help us operate, such as our CRM and marketing platform, email and messaging tools (including WhatsApp), scheduling tools, website hosting and analytics or advertising platforms. They process data on our behalf and under appropriate contractual safeguards.
• Authorities or advisers where required by law or to protect our legal rights.

6. International transfers

Our clients, partners and service providers are located in several countries. Where personal data is transferred outside the European Economic Area, we rely on appropriate safeguards such as adequacy decisions or the European Commission’s Standard Contractual Clauses.

7. How long we keep your data

We keep enquiry data for up to 24 months after our last contact with you, unless you become a client, in which case we keep records for as long as needed to provide our services and meet legal, tax or regulatory requirements. Marketing data is kept until you unsubscribe or withdraw consent.

8. Your rights

Subject to applicable law, you have the right to access, correct or delete your personal data; to restrict or object to its processing; to data portability; and to withdraw consent at any time without affecting earlier processing. You also have the right to lodge a complaint with your local data protection authority. To exercise any of these rights, contact us as described below.

9. Cookies and security

Our website uses only the cookies needed for it to work, plus analytics or advertising technologies where you have agreed to them. We use appropriate technical and organisational measures to protect your data, although no online transmission is completely secure.

10. Contact us

11. Changes to this policy

We may update this policy from time to time. The latest version will always be available on this page, with the date of the last update shown at the top.