PRIVACY POLICY

Last updated: 22 April 2026

This Privacy Policy explains how [NOEMA ADVISORY, INC.] (“Noema”, “we”, “us”) collects, uses, discloses, and protects personal information through www.noema-advisory.com (the “Site”).

Controller / Business contact
[NOEMA ADVISORY, INC.]
Email: info@noema-advisory.com

1) Scope

This Policy applies to personal information collected through the Site, including via our contact form and any direct communications with us. It does not apply to third-party websites or services that may be linked from the Site.

2) Important notice about confidential information

The Site is intended for general informational purposes and initial contact only. Please do not submit confidential deal materials, highly sensitive personal information, or privileged information via the Site contact form unless and until we have agreed confidentiality terms and appropriate secure channels.

Submitting an enquiry does not create an advisory, fiduciary, or client relationship.

3) Personal information we collect

We collect information in two ways: (i) information you provide, and (ii) information collected automatically when you use the Site.

A. Information you provide

• Contact details: name, email address, and any phone number you choose to provide

• Professional details: company, role/title (if provided)

• Enquiry content: the message you send, and any information you choose to include in it

B. Information collected automatically (technical and usage information)

• IP address, device type, browser type/version, operating system

• Date/time of visits, pages viewed, referral source

• Basic security and diagnostic logs

4) How we use personal information

We use personal information for the following purposes:

• To respond to enquiries and communicate with you (including scheduling and follow-ups)

• To evaluate potential mandates (including internal screening and, where relevant, preliminary conflicts checks)

• To operate and secure the Site, prevent abuse, and maintain service reliability

• To keep appropriate records and protect our rights (e.g., to establish, exercise, or defend legal claims)

• To comply with legal obligations if and when they apply to a specific matter

We do not use the Site contact form to add you to marketing lists at launch. If we introduce marketing communications later, we will provide an opt-out (and an opt-in where required).

5) How we disclose personal information

We may disclose personal information to:

• Squarespace (our website platform/host) and its infrastructure providers, to operate the Site and deliver contact form submissions

• Service providers that support our operations (e.g., email, IT security, document management), acting under appropriate contractual obligations

• Professional advisers (lawyers, accountants, insurers) where necessary

• Authorities or counterparties where required by law, or where necessary in connection with a mandate (typically subject to confidentiality arrangements)

We do not sell personal information and we do not disclose personal information for cross-context behavioral advertising.

6) Data retention

We retain personal information only as long as reasonably necessary for the purposes described above, unless a longer retention period is required or permitted by law.

Indicative retention periods (you can amend these):

• General enquiries that do not progress: up to 24 months from last interaction

• Engagement-related records (if you become a client): up to 7 years after the end of the engagement

• Security logs: retained for a limited period appropriate to security monitoring and incident investigation

We may retain limited information where necessary to comply with legal obligations, resolve disputes, enforce agreements, or protect our legal rights.

7) Data security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure. Please avoid sending highly sensitive or confidential information through the Site contact form.

8) International visitors and cross-border transfers

Noema is a U.S. company. Your information may be processed and stored in the United States and other jurisdictions where we and our service providers operate. Those jurisdictions may have different privacy laws than your place of residence.

9) Children

The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information through the Site, contact us and we will take appropriate steps.

10) Your privacy rights and choices

A. General choices

• You may choose not to submit information via the contact form.

• You may request access, correction, or deletion of your personal information by contacting us at [privacy@…].

B. U.S. state privacy rights
Depending on your state of residence and whether a state privacy law applies to our processing, you may have rights such as:

• to confirm whether we process your personal information and access it;

• to correct inaccuracies;

• to delete personal information;

• to obtain a portable copy (in certain circumstances);

• to opt out of certain processing (e.g., targeted advertising, sale of personal information, or profiling in furtherance of decisions with legal or similarly significant effects).

How to submit a request: email info@noema-advisory.com with “Privacy Request” in the subject line.
Verification: we may need to verify your identity and/or authority (including for authorized agents) before responding.
Appeals: if we deny a request, you may ask us to reconsider by replying to our response and stating the basis for your appeal.

California note: we do not sell or share personal information as defined under California law; therefore, we do not provide a “Do Not Sell or Share” link at launch. If our practices change, we will update this Policy and implement required mechanisms (including recognition of opt-out preference signals where applicable).

11) Changes to this Policy

We may update this Policy periodically. The “Last updated” date at the top indicates when it was most recently revised.