Privacy Policy

1. Information We May Collect

Depending on your enquiry or the service you request, we may collect:

• Your name, phone number, email address and contact details.
• Information about your income, expenses, assets, liabilities and financial goals.
• Investment, insurance and tax-related information.
• Supporting documents needed for the agreed service.
• Website usage information, such as your IP address, browser details and pages visited, where collected.

You may share information through website forms, email, WhatsApp, documents or consultations. We request information relevant to the purpose explained to you.

2. How We Use Your Information

We may use your information to:

• Respond to enquiries and arrange consultations.
• Understand your financial circumstances and requirements.
• Provide the services agreed with you.
• Prepare relevant assessments, reports or recommendations within the agreed scope.
• Communicate about appointments, documents and ongoing services.
• Meet applicable legal or regulatory requirements.

3. Consent

We explain why your information is needed and obtain your consent where required.

You may choose not to provide information or withdraw consent by emailing hello@wetacc.com. This may affect services that depend on that information.

Withdrawal does not affect earlier lawful processing or information we must retain under applicable law.

4. Sharing of Information

We.TAcc does not sell your personal information.

Where necessary, relevant information may be shared with:

• Professionals involved in the service agreed with you.
• Financial institutions, insurers, intermediaries or platforms involved in a service you request.
• Technology providers supporting our website, communications or document handling.
• Authorities where disclosure is legally required.

We limit sharing to the relevant purpose and obtain your permission where required.

5. Third-Party Platforms

Independent third-party websites, platforms and service providers may have their own privacy policies and information-handling practices.

Please review their policies before submitting information directly to them.

6. Protection of Your Information

We.TAcc takes reasonable organisational and technical steps to protect your information from unauthorised access, misuse, loss or disclosure.

Access is restricted to authorised people who need the information for their work. However, no digital system or method of transmission can be guaranteed to be completely secure.

7. How Long We Keep Information

We retain information only for as long as needed for the purposes described in this policy or to meet applicable legal or regulatory requirements.

When information is no longer required, we delete it or make it anonymous, as appropriate.

8. Your Information and Your Requests

You may contact us to:

• Request access to information you have provided.
• Correct or update inaccurate information.
• Withdraw consent for processing based on consent.
• Request deletion, subject to applicable retention requirements.
• Raise a privacy question or complaint.

We may need to verify your identity before acting on a request. If we cannot fulfil your request, we will explain the reason.

9. Communication

We may contact you about your enquiry, consultation or ongoing services.

For promotional communications, we obtain consent where required. You may stop receiving these messages through the available unsubscribe option or by emailing us.

Essential communications about ongoing services may continue.

10. Changes to This Privacy Policy

We.TAcc may update this policy to reflect changes in our services, information practices or legal requirements.

The latest version will be available on this page with its updated date. Where required, we will notify you of material changes and obtain fresh consent.

11. Contact and Privacy Complaints

For privacy-related questions, requests or complaints, contact:

We will address privacy complaints promptly and within one month of receipt, or any shorter period required by applicable law.