Privacy Policy

Effective Date: 24th May, 2025

 

At DIA Advisory, your privacy is of paramount importance to us. This Privacy Policy explains how we collect, use, share, and protect your personal information when you interact with us through our website, services, or consultations.

By accessing or using our Services, you agree to the practices described in this Privacy Policy.

01.

Who We Are

DIA Advisory is a private financial advisory firm providing clarity-driven strategy, wealth planning, and long-term financial confidence for individuals and institutions. Our Services are tailored for professionals, executives, and wealth-minded individuals.

02.

Information We Collect

We may collect the following types of information:

a. Personal Information

  • Full name, email address, phone number

  • Billing and payment details

  • Identification documents (when required)

  • Financial status, income range, or portfolio details (only when voluntarily submitted)

b. Technical Data

  • IP address, browser type, device data

  • Cookies and usage tracking (for website improvement and user experience)

c. Client Communications

  • Emails, messages, call records, or feedback provided

  • Any materials you upload for advisory purposes

03.

How We Use Your Information

We use your information to:

  • Provide financial advisory services tailored to your needs

  • Communicate with you regarding sessions, updates, and promotions

  • Process payments and manage billing

  • Maintain compliance with legal and financial regulations

  • Improve our services, website experience, and customer support

04.

Legal Basis for Processing (Under GDPR)

We rely on the following lawful bases:

 

  • Consent: When you opt-in to receive updates or request services

  • Contract: To fulfill our obligations in providing paid or free services

  • Legal Obligation: When required for regulatory compliance

  • Legitimate Interest: To improve service delivery and customer experience

05.

How We Share Your Data

We do not sell your personal data.

 

We may share limited information with:

  • Trusted third-party service providers (e.g., secure payment processors, CRM platforms)

  • Legal or regulatory authorities when required by law

  • Internal advisors or team members bound by confidentiality

06.

Data Retention

We retain your data for as long as necessary:

 

  • To fulfill the purpose for which it was collected

  • To comply with legal, tax, or regulatory obligations

  • Or until you request its deletion (where applicable)

07.

Your Rights

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

  • Access the personal data we hold about you

  • Request correction or deletion of your data

  • Object to or restrict processing

  • Withdraw consent at any time

  • Lodge a complaint with a data protection authority

To exercise your rights, contact us at privacy@diaadvisory.com.

08.

Cookies & Tracking

We use cookies and tracking tools to improve your browsing experience and analytics. You can modify your cookie preferences in your browser settings or via our cookie banner.

09.

Data Security

We implement industry-standard security measures to protect your personal information. These include:

  • Encrypted data storage

  • Secure client portals

  • Restricted access by authorized personnel only

However, no system is 100% secure. Please notify us immediately of any suspected breach.

10.

Third-Party Links

Our website may contain links to external sites. We are not responsible for the privacy practices or content of those third-party websites.

11.

Children’s Privacy

Our Services are not intended for individuals under the age of 18. We do not knowingly collect personal data from minors.

12.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of the Services constitutes acceptance of the revised policy.

13.

Contact Us

If you have questions or concerns about this Privacy Policy, please contact:

Email: privacy@diaadvisory.com
Website: www.diaadvisory.com
Office Address: Lagos, Nigeria