Privacy Policy

Soteria Trusts is a brand operated by Soteria Limited.

Introduction

This Privacy Policy explains how Soteria Limited manages personal information obtained from visitors to its websites. Soteria Trusts is a brand operated by Soteria Limited. References in this Privacy Policy to “Soteria Limited”, “we”, “us” or “our” include the operation of the Soteria Trusts brand and its website, where applicable.

By using the Soteria Limited website, and/or the Soteria Trusts website, you are taken to have read and agreed to the collection, use, disclosure and handling of your personal information in accordance with this Privacy Policy. This Privacy Policy is in addition to any other terms and conditions applicable to the relevant website. Specific privacy terms co ntained in documents made available by us should be read together with this Privacy Policy.

Soteria Limited forms part of a wider group of affiliated businesses ( the Business Class Group) providing estate planning, trust, retirement planning, wealth protection, insurance and financial-planning services. These affiliated businesses may include Platinum Financial Services Limited, Lifestyle Property International, Lifestyle Property Hong Kong, Lifestyle Brokers, Lifestyle Insurance and other affiliated companies and brand from time to time.

By engaging with Soteria Trusts, using our website or providing personal information to us, you acknowledge that your information may be handled in accordance with this Privacy Policy.

We may modify or remove portions of this Privacy Policy from time to time. You should review it periodically for changes. We welcome comments and feedback. We do not make representations about third-party websites linked from our websites.

Respecting Information Privacy

We recognise the importance of protecting information that is capable of identifying an individual (“personal information”). In collecting and handling personal information, Soteria Limited is bound by applicable privacy laws in Hong Kong. This Privacy Policy governs how personal information collected through Soteria Limited websites and the Soteria Trusts brand is handled.

There may be circumstances in which we need to transfer personal information outside Hong Kong. If we do so, we strive to ensure that recipients are subject to appropriate privacy and confidentiality obligations.

For individuals in the European Economic Area or the United Kingdom, any applicable transfer and processing requirements under relevant data-protection law will also be observed. Where personal data is handled by a third party, we require that party to process it only for the authorised purpose and subject to appropriate safeguards.

Problems or Questions

If we become aware of ongoing concerns or problems involving a website, we will take them seriously and work to address them. If you have a question, concern or complaint relating to this Privacy Policy, please contact the Data Privacy Officer using the details below.

Further Data Protection Information

For more information about privacy issues in Hong Kong and protecting your privacy, please visit the website of the Office of the Privacy Commissioner for Personal Data, Hong Kong.

What Personal Information Do We Collect and Why?

To provide services, answer enquiries, deal with requests or improve the services we offer, we may collect and process:

  • Your name, email address, telephone number and other contact details, including information provided through website forms, registrations, subscriptions, service requests or applications.
  • Information you provide when reporting a website problem, together with records of correspondence when you contact us.
  • Information provided through optional surveys used for research purposes.
  • Details of transactions carried out through our websites.
  • Details of website visits, including traffic data, location data, weblogs, device or communications data and the resources accessed.

If we do not collect the personal information requested, we may not be able to provide the services or assistance you have requested.

How Do We Use Your Personal Information?

We may use personal information to:

  • Present website content effectively for you and your device.
  • Provide and improve our services, including pre-populating enquiry forms where appropriate.
  • Provide service information, products or services that you request.
  • Provide information about offers, promotions, goods or services that we believe may be of interest to you, subject to applicable consent requirements and your right to opt out.
  • Share information, where permitted , between Soteria Limited and the Soteria Trusts brand, or with service providers and business partners who support the authorised purpose.
  • Enable interactive website features that you choose to use.
  • Notify you about service changes or account information.
  • Allow contracted third-party data processors to perform services on our behalf.

Direct Marketing

From time to time, Soteria Limited and affiliated companies within our group may wish to provide information about:

  • trust services;
  • estate-planning services;
  • Will-writing services;
  • retirement-planning services;
  • financial-planning services;
  • insurance services;
  • educational events and seminars; and
  • other related professional services.

Where required by law, we will obtain your consent before using personal information for direct-marketing purposes.

You may opt out of marketing communications at any time.

Information Sharing Within Our Group

Soteria Limited operates as part of a wider group of professional-services businesses, the Business Class Group.

Where reasonably necessary to provide services or support client needs, personal information may be shared with affiliated companies within our group, including:

  • Soteria Limited
  • Platinum Financial Services Limited
  • Lifestyle Property International
  • Lifestyle Property Hong Kong
  • Lifestyle Brokers
  • Lifestyle Insurance

Other affiliated companies that become part of the group from time to time

Information may be shared for purposes including:

  • Client servicing and administration;
  • Compliance and regulatory requirements;
  • Referral of enquiries to appropriate specialists;
  • Arranging meetings or introductions;
  • Coordinated client support;
  • Business administration and operational support;
  • Marketing activities where legally permitted; and
  • Purposes directly related to the delivery of professional services.

Any affiliated company receiving personal information must handle it in accordance with applicable privacy laws and appropriate confidentiality obligations.

Storage, Security and Processing

We strive to protect the security, integrity and privacy of personal information submitted to our websites and review our safeguards in light of current technology. No internet transmission can be guaranteed to be completely secure. Once information is received, we use appropriate measures to protect it on our systems. Employees, contractors and service providers with access to personal information are required to respect its confidentiality.

Data may be stored on servers in Hong Kong or in data centres used by Soteria Limited’s contracted service providers. Transfers outside Hong Kong may be made for secure storage, backup, retrieval, communications, administration or other authorised processing. We seek to apply appropriate policies, procedures, security checks and contractual safeguards to such processing.

Correction and Access

We take reasonable steps to keep personal information accurate and up to date. If you believe information held about you is incorrect, you may request correction. You may also request access to personal information held about you, subject to exceptions permitted by law and any reasonable fee allowed under applicable law.

Data Privacy Officer

Requests for access or correction, or questions about our privacy practices and the kinds of data held, should be addressed in writing to:

Data Privacy Officer, Soteria Limited
Suite 1701-02, 17/F, 308 Des Voeux Road Central, Hong Kong
Email: info@soteria.ltd

Cookies

Our websites may use cookies to enhance user experience. Cookies are small files stored on a user’s device that record information about website interactions and usage. They can help a website provide a more tailored experience.

You can adjust your browser settings to block or restrict cookies. Blocking cookies may affect the operation of some website features.

We may use analytics or advertising technologies to understand website usage, measure engagement and support relevant communications. Third-party providers may place cookies or similar technologies in accordance with their own privacy policies and available opt-out mechanisms.

Links to Other Sites

Our websites may link to other Soteria Limited websites and third-party websites. Sites operated by third parties are not under our control, and we are not responsible for their conduct or privacy practices. Before providing personal information to another website, you should review its terms of use and privacy statement.

Brand and Operator

Soteria Trusts is a brand operated by Soteria Limited. Soteria Limited is responsible for the operation of the brand and the handling of personal information described in this Privacy Policy.

Registered contact address: Suite 1701-02, 17/F, 308 Des Voeux Road Central, Hong Kong

Learn more about Soteria Trusts

Please complete the details below or contact us at info@soteriatrusts.com

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