Privacy Notice

This privacy notice for Montfort Advisory, Inc. (“Montfort Advisory,” “we,” “us,” or “our”) describes how and why we collect, store, use, and share personal information when you visit our website at montfortltd.com, attend a Montfort Advisory event, or otherwise engage with us. Montfort Advisory, Inc. is the data controller for personal information processed in connection with this website and our services.

If you have questions or concerns about this notice or our data practices, please contact us at privacy@montfortltd.com.

What Information Do We Collect?

We collect personal information that you provide directly to us, including your name, job title, organization, email address, phone number, and any information you include in a contact form or event registration. We may also collect information from publicly available sources such as professional directories, LinkedIn, and regulatory registries, as well as from third-party service providers who assist us in operating our business. When you visit our website, we automatically collect certain technical data, including your IP address, browser type, device identifiers, and pages visited.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies, including web beacons and log files, to support website functionality and to understand how visitors use the site. We use Google Analytics to collect aggregated, anonymized data about site usage; Google Analytics places cookies that remain active for up to two years. You may disable cookies through your browser settings, though doing so may affect the functionality of certain parts of the site. We do not honor “Do Not Track” signals transmitted by browsers, as no industry standard for responding to such signals has been established.

How Do We Use Your Information?

Montfort Advisory, Inc. uses personal information to:

– Respond to inquiries and communicate with prospective and current clients, event attendees, and business contacts
– Administer and improve our website and digital services
– Organize and manage Montfort Advisory events and convenings
– Market our services, including by sending event invitations, firm announcements, and publications where you have consented or where we have a legitimate interest in doing so
– Meet our legal, regulatory, and compliance obligations, including anti-money laundering and conflicts screening
– Protect the security of our systems, premises, and personnel

Legal Bases for Processing (GDPR)

If you are located in the European Economic Area or the United Kingdom, Montfort Advisory, Inc. processes your personal information on the following legal bases under the EU General Data Protection Regulation (GDPR) and UK GDPR:

– Legitimate interests: We process personal information where it is reasonably necessary to pursue our legitimate business interests, including managing client and business relationships, operating and improving our website, and marketing our services, provided those interests are not overridden by your rights.
– Consent: Where required by applicable law, we will ask for your consent before processing your personal information, such as for certain marketing communications or event photography. You may withdraw consent at any time by contacting us at privacy@montfortltd.com.
– Contract performance: We may process personal information where necessary to enter into or perform a contract with you or your organization.
– Legal obligation: We may process personal information where required to comply with applicable laws and regulations.

Will Your Information Be Shared?

Montfort Advisory, Inc. may share personal information with:

– Other offices and affiliates of Montfort Advisory, Inc. in connection with providing services
– Third-party service providers who assist us in operating our website, managing events, processing payments, and conducting compliance screening, under written agreements requiring them to protect personal information
– Professional advisors, including legal counsel, accountants, and auditors, where necessary
– Regulatory authorities and law enforcement agencies where required by law

Montfort Advisory, Inc. does not sell personal information to third parties, and does not share personal information for cross-contextual behavioral advertising purposes.

International Data Transfers

Montfort Advisory, Inc. is headquartered in the United States and may transfer personal information to, and process it in, countries other than the country in which you are located. If you are based in the European Economic Area or the United Kingdom, such transfers may be to jurisdictions that do not provide a level of data protection equivalent to that in your home jurisdiction. Where we transfer personal information internationally, we implement appropriate safeguards, including standard contractual clauses approved by the European Commission or the UK Information Commissioner’s Office. You may request further information about the safeguards we use by contacting us at privacy@montfortltd.com.

How Long Do We Keep Your Information?

Montfort Advisory, Inc. retains personal information for as long as necessary to fulfill the purposes described in this notice, or as required or permitted by applicable law. Retention periods vary depending on the type of information and the nature of our relationship with you. Information related to business development and client relationships may be retained for the duration of that relationship and for a reasonable period thereafter. Information may be retained for longer periods where necessary to establish, exercise, or defend legal claims, to comply with regulatory obligations, or for legitimate archiving and historical purposes. When personal information is no longer needed, we delete it or anonymize it.

How Do We Keep Your Information Safe?

Montfort Advisory, Inc. implements technical and organizational security measures designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction. These measures include access controls limiting personal information to staff and authorized service providers on a need-to-know basis, encrypted transmission of data where applicable, and periodic review of our security practices. No method of transmitting or storing data over the internet is completely secure, however, and we cannot guarantee the absolute security of your personal information. Electronic communications you send to us may not be secure; we recommend that you do not send sensitive or confidential information by email.

Marketing Communications and Opt-Out

Montfort Advisory, Inc. may send you event invitations, firm announcements, and other communications about our services where we have your consent or a legitimate interest in doing so. You may opt out of receiving marketing communications from us at any time by clicking the unsubscribe link in any such communication or by contacting us at privacy@montfortltd.com. Opting out of marketing communications will not affect communications related to an existing engagement or event registration.

Photography and Video at Montfort Advisory Events

Montfort Advisory, Inc. may take photographs or record video at firm events and convenings. Such images and recordings may be used for internal purposes and, where appropriate, in marketing and communications materials including our website and publications. Where required by applicable law, we will obtain your consent before using individually identifiable images of you. If you object to being photographed or recorded at a Montfort Advisory event, please notify the event organizer upon arrival and we will make reasonable efforts to accommodate your request.

Children’s Privacy

Our website is not directed at children under the age of 13, and Montfort Advisory, Inc. does not knowingly collect personal information from children under 13. If you believe we have inadvertently collected personal information from a child under 13, please contact us at privacy@montfortltd.com and we will promptly delete such information.

Your Privacy Rights

Depending on where you are located, you may have the following rights with respect to your personal information held by Montfort Advisory, Inc.:

– Access: Request a copy of the personal information we hold about you
– Rectification: Request correction of inaccurate or incomplete information
– Erasure: Request deletion of your personal information in certain circumstances
– Restriction: Request that we restrict processing of your personal information
– Portability: Receive your personal information in a structured, machine-readable format
– Objection: Object to processing based on our legitimate interests or for direct marketing purposes
– Withdrawal of consent: Withdraw consent where processing is based on consent

EEA and UK residents may also lodge a complaint with their local data protection supervisory authority. In the UK, this is the Information Commissioner’s Office (ICO), reachable at www.ico.org.uk or by telephone at 0303 123 1113.

California residents have additional rights under the California Consumer Privacy Act (CCPA/CPRA), including the right to know the categories and specific pieces of personal information Montfort Advisory, Inc. has collected about them in the preceding 12 months, the right to request deletion of their personal information, the right to correct inaccurate personal information, and the right to be free from discrimination for exercising these rights. Montfort Advisory, Inc. does not sell personal information as defined under the CCPA. To submit a CCPA request, please contact us at privacy@montfortltd.com.

California residents may also request information under the California “Shine the Light” law (Cal. Civ. Code §1798.83) regarding personal information shared with third parties for their direct marketing purposes. To make such a request, please contact us at privacy@montfortltd.com.

To exercise any of the rights above, please contact us at privacy@montfortltd.com. We may need to verify your identity before processing your request.

Contact / Data Protection Inquiries

For questions, concerns, or requests related to this Privacy Notice or the handling of your personal information by Montfort Advisory, Inc., please contact us at:

Montfort Advisory, Inc.
400 Royal Palm Way
Palm Beach, FL 33480
privacy@montfortltd.com

Legal Notices and Terms of Use

Welcome to the website of Montfort Advisory, Inc. By accessing or using this site, you agree to the following Legal Notices and Terms of Use. These terms apply to all users of the site. Montfort Advisory, Inc. reserves the right to update these terms at any time; your continued use of the site following any update constitutes your acceptance of the revised terms. If you do not agree with these terms, please do not use the site.

No Advisory Engagement

The content on this site is provided for general informational purposes only. Nothing on this site constitutes an offer to provide advisory, consulting, or strategic services, or a solicitation of business from any person or entity. Accessing this site or submitting an inquiry through it does not create an advisory engagement, consulting relationship, or any duty of care between you and Montfort Advisory, Inc. No confidential information should be submitted through this site. Specific advisory or consulting services are provided only pursuant to a written engagement agreement executed by Montfort Advisory, Inc.

For matters requiring professional judgment, please consult your own qualified advisors.

Prior Results

Prior results described or referenced on this site do not guarantee a similar outcome. Past performance is not indicative of future results.

Fraud Alert

Montfort Advisory, Inc. is aware that fraudulent actors may impersonate our firm or personnel by email or other means in order to solicit payments or sensitive information. Montfort Advisory, Inc. will never request payment through messaging applications or personal email accounts (such as Gmail, Yahoo, or Hotmail), and will never ask you to transfer funds to a personal account. If you receive a suspicious communication purporting to be from Montfort Advisory, Inc. and you are uncertain of its authenticity, please contact us directly at admin@montfortltd.com before taking any action. If you believe you have been the victim of fraud, please contact the relevant law enforcement authorities.

No Warranties

The content of this site is provided on an “as is” and “as available” basis without warranties of any kind, express or implied. Montfort Advisory, Inc. does not warrant the accuracy, completeness, reliability, or timeliness of any information on this site. We do not guarantee that the site will be uninterrupted, error-free, or free from viruses or other harmful components. Use of this site is at your own risk.

Limitation of Liability

To the fullest extent permitted by applicable law, Montfort Advisory, Inc. shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of or related to your use of or inability to use this site or its content. This limitation applies regardless of the legal theory on which a claim is based and even if Montfort Advisory, Inc. has been advised of the possibility of such damages.

Intellectual Property

All content on this site, including text, graphics, logos, photographs, and other materials, is the property of Montfort Advisory, Inc. or its licensors and is protected by applicable copyright, trademark, and other intellectual property laws. No content may be reproduced, distributed, transmitted, displayed, or otherwise used without the prior written consent of Montfort Advisory, Inc. To request permission to use site content, please contact admin@montfortltd.com.

Restrictions on Use

You may not use this site for any unlawful purpose or in violation of any applicable laws, including securities and financial regulations. Commercial use of site materials, excessive copying, or automated data collection (including scraping) is prohibited without the prior written consent of Montfort Advisory, Inc. Montfort Advisory, Inc. reserves the right to terminate access to the site for users who violate these terms.

Third-Party Links

This site may contain links to third-party websites not operated or controlled by Montfort Advisory, Inc. We do not endorse, monitor, or take responsibility for the content, privacy practices, or terms of use of any linked third-party site. Access to third-party sites is entirely at your own risk.

Modifications to Site and Content

Montfort Advisory, Inc. reserves the right to modify, suspend, or discontinue any part of this site or its content at any time, with or without notice, and without liability to you.

International Use

This site is controlled and operated by Montfort Advisory, Inc. from its offices at 400 Royal Palm Way, Palm Beach, FL 33480. If you access this site from outside the United States, you do so on your own initiative and are responsible for compliance with local laws. Use of this site in any jurisdiction where it is prohibited is not authorized.

No Unsolicited Submissions

Montfort Advisory, Inc. does not accept or consider unsolicited ideas, proposals, or submissions through this site. Any unsolicited submission will not be treated as confidential or proprietary and may be used or disclosed by Montfort Advisory, Inc. for any purpose without compensation or attribution to you.

Governing Law and Dispute Resolution

These terms and your use of this site are governed by the laws of the State of Delaware, without regard to conflict of laws principles. Any dispute arising from or related to these terms or your use of this site shall be resolved exclusively in the state or federal courts located in Delaware, and you consent to the personal jurisdiction of such courts.

Contact Information

For questions about this site or these Legal Notices and Terms of Use, please contact Montfort Advisory, Inc. at:

Montfort Advisory, Inc.
400 Royal Palm Way
Palm Beach, FL 33480
admin@montfortltd.com

Please note that electronic communications are not fully secure, and Montfort Advisory, Inc. does not guarantee the confidentiality of communications sent by email.