Privacy Policy

Effective: March 1, 2026 · Last reviewed: March 12, 2026

Leo Fintech Advisors ("we", "our", or "us") respects your privacy. This Privacy Policy explains what information we collect from visitors to https://leofintechdubai.com (the "Site") and clients of our advisory practice, how we use that information, and the choices you have. By using the Site, you agree to the practices described below.

1. Information we collect

1.1 Information you provide

• Contact details — name, email, phone, and message content when you submit the contact form or email us at info@leofintechdubai.com.
• Engagement information — for clients who hire us, we collect the financial information required to deliver the agreed services (e.g. tax documents, account statements).
• Newsletter sign-ups — your email address if you subscribe to the monthly note.

1.2 Information collected automatically

When you visit the Site we automatically collect limited technical information through standard server logs and (with your consent) cookies: IP address, browser type, device type, referring URL, pages viewed, and approximate location derived from IP. We use this data to operate and improve the Site, secure it against abuse, and understand traffic patterns.

2. How we use information

• To respond to your inquiries and deliver the advisory services you request.
• To send transactional messages (appointment confirmations, document requests).
• To send the monthly newsletter, if you have opted in. You can unsubscribe at any time using the link in every email.
• To operate, secure, and improve the Site.
• To comply with legal, tax, and regulatory obligations applicable to a US-based advisory firm.

3. Legal basis & client confidentiality

Where required by law (including U.S. state privacy laws such as the Arizona Consumer Data Protection framework, the California Consumer Privacy Act, and the EU GDPR for visitors from the European Economic Area), we rely on the following bases: your consent (newsletter, optional cookies); the performance of a contract (delivery of advisory services); compliance with a legal obligation; and our legitimate interest in operating and securing the Site.

Client information you share in the course of an engagement is held in confidence and used only for the purpose of that engagement, except where disclosure is required by law.

4. Sharing of information

We do not sell or rent your personal information. We share it only with:

• Service providers we use to run the firm — for example, our secure document-storage provider, email host, payment processor, and tax-filing software vendor. These vendors are contractually required to protect your information and use it only on our instructions.
• Government authorities or other parties when required by law, court order, or a legitimate regulatory request.
• Professional collaborators (your CPA, attorney, or lender) only with your written consent.

5. Cookies & analytics

Our Site uses a small number of cookies. Essential cookies are required for the Site to function. Optional analytics cookies (e.g. Microsoft Clarity, Bing UET, Google Analytics) are only set after you click "Accept all" on the cookie banner. For details and opt-out instructions, see our Cookie Policy.

6. Data retention

Inquiry messages are retained for 24 months. Client files are retained for the period required by applicable IRS and Arizona regulatory rules (typically 7 years after the engagement ends) and then securely destroyed.

7. Security

We protect your information using administrative, technical, and physical safeguards proportionate to its sensitivity, including TLS encryption in transit, encrypted storage for client documents, role-based access controls, and multi-factor authentication on all staff accounts. No system is perfectly secure; we encourage you not to send sensitive financial data over unencrypted email.

8. Your choices & rights

Depending on where you live, you may have the right to access, correct, delete, or receive a copy of the personal information we hold about you, to object to certain processing, or to withdraw consent. To exercise any of these rights, email info@leofintechdubai.com. We will respond within 30 days.

9. Children's privacy

The Site is not directed to children under 13, and we do not knowingly collect personal information from them.

10. Changes to this policy

We may update this Privacy Policy from time to time. The "Last reviewed" date at the top of the page reflects the most recent change. Material changes will be announced on the Site.

11. Contact

Leo Fintech Advisors
203 E Julie Dr, Tempe, AZ 85283, USA
Phone: +1 (223) 234-8836
Email: info@leofintechdubai.com
Owner / Data Controller: Karen Jean Derusha