1. Introduction

BDM Wealth Management ("we", "our", "us") is committed to protecting the privacy of all individuals whose personal data we process. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website or engage our services.

2. Information We Collect

We may collect the following types of personal information:

• Full name and contact details (email address, phone number)
• Business name, role, and company details
• Information about your investor status, investment experience, income, and net assets (for investor qualification purposes under the Financial Promotion Order 2005)
• Information submitted through our website contact forms, enquiry forms, and investor questionnaire
• Technical data such as IP address, browser type, and usage data collected automatically

3. How We Use Your Information

We use your personal data to:

• Respond to your inquiries and provide requested introduction and capital-raising structuring support
• Assess your eligibility as a High Net Worth or Sophisticated Investor under the Financial Promotion Order 2005
• Communicate with you regarding your service engagement or investment interest
• Comply with legal and regulatory obligations, including anti-money laundering requirements
• Improve our website and services

4. Data Sharing

We do not sell or rent your personal data to third parties. We may share your information with regulatory or government authorities where required by law or for anti-money laundering compliance purposes. We may also share data with professional advisors, legal counsel, and service providers who assist us in operating our business, subject to appropriate confidentiality obligations.

5. Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable UAE law. When your data is no longer needed, it will be securely deleted or anonymised.

7. Your Rights

Subject to applicable law, you have the right to:

• Access the personal data we hold about you
• Request correction of inaccurate data
• Request deletion of your data where there is no compelling reason for continued processing
• Object to or restrict processing in certain circumstances

To exercise any of these rights, please contact us at mark.johnson@bdm.llc.

8. Cookies

Our website may use cookies and similar technologies to enhance your browsing experience. These are small files stored on your device that help us understand how you interact with our site. You can manage cookie preferences through your browser settings.

9. Contact

If you have any questions about this Privacy Policy, please contact us at: