Privacy Policy
1. Introduction and scope
This Privacy Policy explains how Safekeep Global ("we", "us" or "our"), of 1309 Coffeen Ave STE 18895, Sheridan, Wyoming 82801, United States, collects, uses, discloses and protects personal information.
It applies to the safekeepglobal.com website (the "Site") and to our asset protection advisory, corporate structuring and bookkeeping services, including enquiries, calls and consultations arranged through the Site. It should be read together with our Website Terms of Use, which incorporate this Policy.
This Policy does not replace any privacy or confidentiality terms in a Master Services Agreement or Letter of Engagement you sign with us. If there is any conflict for signed clients, the Master Services Agreement prevails.
2. Information we collect
- Contact and lead data: name, email address, phone number, country of residence and anything you include in an enquiry, form submission or booking (including information about your assets, entities, structures or tax position that you choose to share)
- Client engagement data: if you become a client, financial, tax, accounting, identification and entity information needed to deliver our services, as described in your engagement documents
- Call and video data: recordings, transcripts and notes of phone and video calls, as described in section 5
- Technical data: IP address, device identifiers, browser type, pages visited, and cookies and similar technologies used for Site operation and analytics
We do not intentionally collect data from children: the Site is intended for users aged 18 and over.
If you give us personal information about another person (for example a spouse, family member, beneficiary, trustee or beneficial owner), you confirm that you are authorised to provide it and that you have made this Policy known to them.
Some of the information we collect is sensitive, such as financial, tax and identification information. We collect and use it only for the purposes described in this Policy and as needed to provide our services, and we protect it accordingly.
3. How we use your information
- Enquiries: to respond to enquiries, assess whether and how we can help you, and schedule and conduct calls and consultations
- Service delivery: to deliver our services, prepare documents and coordinate with the licensed professionals (such as tax agents, auditors, accountants and lawyers) who carry out regulated work
- Processing and AI: to process your information through our software, technology and artificial intelligence tools, as described in section 4
- Compliance: to meet our legal and regulatory obligations, including identity verification, anti-money-laundering, source-of-funds and sanctions checks where applicable
- Marketing: to send you information about our services where permitted; you can opt out at any time using the unsubscribe link or by emailing us
- Operations: to operate, secure and improve the Site and our services, including using de-identified or aggregated data
We may create de-identified or aggregated information from personal information and use it for any lawful purpose. We keep it in de-identified form and do not attempt to re-identify it.
4. Artificial intelligence and automated processing
We use artificial intelligence and automated data-processing tools to help operate our business, including to review and organise enquiries, process documents and financial data, prepare drafts and summaries, and transcribe and analyse calls.
This means personal information you provide, including lead data and, for clients, financial and tax information, may be processed by our AI tools and by the third-party AI and software providers that power them. We take reasonable steps to keep this processing secure and to ensure your information is not used to train third-party public AI models.
AI outputs may contain errors. A suitably skilled person reviews material AI-assisted output before we rely on it, and automated tools do not make significant decisions about you without human involvement. Where required by law, you may request information about, or human review of, automated processing.
When you submit an enquiry, book a call or otherwise provide personal information, you will be asked to agree to this processing, and by doing so you consent to it. Where your consent is not required, we process your personal information to respond to your request, to provide our services, to meet our legal obligations, and for the legitimate business purposes described in this Policy. You may withdraw consent by written notice, in which case we will tell you whether and how this affects the services we can provide.
5. Calls, recordings and monitoring
Phone calls and video calls with us may be recorded, monitored, transcribed and analysed, including by AI tools, for quality assurance, training, verification, service delivery, compliance and dispute-resolution purposes.
We process voice audio to understand what is said. We do not create or store voiceprints or other biometric identifiers to identify you without your separate, explicit consent.
You will be notified at or before the start of a recorded call. By continuing with a call after a recording disclosure, you consent to the recording and monitoring described in this section. If you do not consent, tell us at the start of the call or end the call.
Recordings and transcripts are retained for up to 12 months and then securely deleted, unless a longer period is required for legal, regulatory, billing, dispute-resolution or legitimate business-record purposes.
6. How we share your information
- Licensed partners: the licensed professionals and service providers engaged in delivering our services, to the extent needed for your matter
- Service providers: software, hosting, communications, analytics, AI and payment providers that process data on our behalf under confidentiality and security obligations
- Our group and personnel: our related entities and staff, wherever located, for the purposes described in this Policy
- Legal: courts, regulators and authorities where required by law, or where reasonably necessary to establish or defend legal claims or prevent fraud
We do not sell your personal information. Some analytics and advertising cookies and similar technologies may share limited information (such as device or usage data) with third-party providers; you can control these as described in section 11.
7. Cross-border transfers
Our operations are cross-border. Personal information may be transferred to, stored in and processed in countries other than your country of residence, including the United States and the countries where our staff, service providers and licensed partners operate, and those countries may have different privacy laws than yours.
Where we transfer personal information across borders, we take reasonable steps to ensure an appropriate level of protection, including contractual safeguards with the parties that process it (such as standard contractual clauses where applicable).
When you provide personal information, you will be asked to agree to these cross-border transfers, and by doing so you consent to them. Where your consent is not required, we rely on the contractual safeguards described above. If you do not agree to these transfers, do not submit personal information through the Site.
8. Data retention
- Enquiry and lead data: retained while we assess or respond to your enquiry and for up to 24 months after our last contact, then deleted or de-identified
- Client and business records: retained for up to 7 years after the engagement ends, or longer where required for tax, legal, accounting or compliance purposes
- Call recordings: retained as described in section 5
9. Your privacy rights
Depending on where you live, you may have rights to access, correct, delete or receive a copy of your personal information, to object to or restrict certain processing, to withdraw consent, and to opt out of marketing. We honour Global Privacy Control signals where required by law.
To exercise a right, email [email protected]. We may need to verify your identity before acting on a request. We respond within the timeframe required by applicable law (typically within 45 days). If you are not satisfied, you may complain to the privacy regulator in your jurisdiction.
If you are in Australia, we handle personal information in accordance with the Australian Privacy Principles. You may complain to us first, and then to the Office of the Australian Information Commissioner (oaic.gov.au).
If you are in the EEA or the UK, we process personal information on the legal bases of your consent, the performance of a contract or steps taken at your request, compliance with a legal obligation, or our legitimate interests. You may lodge a complaint with your local supervisory authority.
If you are a California resident, you have rights under the California Consumer Privacy Act (as amended) to know, access, delete and correct your personal information, to opt out of any sale or sharing of personal information, and to limit the use of sensitive personal information. We do not sell your personal information for money, and we do not use or disclose sensitive personal information except to provide our services and for purposes permitted by law. We will not discriminate against you for exercising your rights. To make a request, email [email protected]; you may use an authorised agent, and we treat recognised opt-out signals such as Global Privacy Control as opt-out requests.
10. Security
We use administrative, technical and physical safeguards appropriate to the sensitivity of the information we hold, including encryption in transit, access controls and measures such as multi-factor authentication on internal systems. Our service providers are required to maintain comparable protections. No system is completely secure, and we cannot guarantee absolute security; if a data breach affecting your personal information occurs, we will notify you and the relevant regulator where required by law.
11. Cookies
The Site uses cookies and similar technologies for essential operation, performance and analytics, and may use them for advertising if we enable it. These fall into categories: strictly necessary; analytics and performance; and advertising. You can control non-essential cookies through your browser settings or any cookie banner or preferences tool we provide; disabling them may affect how the Site works. Where advertising or analytics cookies share information with third parties, you can opt out as described here, or through recognised opt-out signals such as Global Privacy Control where required by law.
12. Changes to this Policy
We may update this Policy from time to time by posting the updated version on the Site and updating the "Last updated" date. Material changes will be highlighted on the Site or notified to you where we hold your contact details.
13. Governing law
This Policy is governed by the laws of the State of Wyoming, United States, to the maximum extent permitted by the laws that apply to you. The dispute-resolution provisions of our Website Terms of Use apply to disputes about this Policy. Nothing in this Policy limits any right you have under a privacy law that applies to you and cannot be excluded.
14. Contact
Privacy enquiries and requests: Safekeep Global (Privacy Officer), 1309 Coffeen Ave STE 18895, Sheridan, Wyoming 82801, United States.
Email: [email protected]