Privacy Policy

Last updated: August 2026

Information We Collect

When you contact us or book a consultation, we collect the information you provide directly — your name, phone number, email address, and any financial details you share with us during a consultation, such as income range, existing policies, or investment goals.

How We Use It

We use this information to respond to your enquiry, deliver a consultation, prepare quotes, and — once our client portal is live — to give you access to your own policy and investment records. We do not use your information for unrelated marketing without your consent.

Data Sharing

We share your information with insurers or asset management companies (AMCs) only where necessary to issue or service a product you've chosen to proceed with. We do not sell your information to third parties.

Retention

We retain client information for as long as needed to service your policies or investments, and as required by applicable regulatory record-keeping rules.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us at the details below. We will respond to reasonable requests as required under applicable data protection law.

Cookies & Analytics

This website may use basic analytics cookies to understand how visitors use the site. These do not identify you personally and can be controlled through your browser settings.

Contact

Questions about this policy can be sent to support@devinvestmentconsultants.com.