Privacy Policy

1. Introduction

Resolute Oak is committed to protecting your privacy and handling your personal data with care and transparency. This Privacy Policy explains how we collect, use, store, and protect information when you engage with our Taiwan investment consulting services.

We operate in accordance with Taiwan's Personal Data Protection Act and applicable international privacy regulations. This policy applies to all personal data we collect through our website, consultations, and advisory services.

For privacy-related questions or concerns, please contact us at [email protected].

2. Data Collection

2.1 Information We Collect

We collect the following types of personal data:

• Contact Information: Name, email address, phone number, mailing address
• Professional Information: Business details, investment interests, financial parameters relevant to consultations
• Communication Records: Correspondence, consultation notes, meeting summaries
• Technical Data: IP address, browser type, device information when accessing our website
• Cookie Data: Information collected through cookies and similar technologies (see our Cookie Policy)

2.2 How We Collect Data

• Directly from you when you contact us, complete forms, or engage our services
• During consultations and advisory engagements
• Through our website using cookies and analytics tools
• From third parties when you authorize us to receive information on your behalf

2.3 Legal Basis for Processing

We process your personal data based on:

• Consent: You have given explicit consent for specific processing purposes
• Contract: Processing is necessary to fulfill consulting agreements
• Legitimate Interest: Processing serves our legitimate business interests while respecting your rights
• Legal Obligation: Compliance with Taiwan regulations and financial service requirements

3. Data Usage

We use your personal data for the following purposes:

• Service Delivery: Providing investment consulting services, conducting assessments, coordinating with professional networks
• Communication: Responding to inquiries, scheduling consultations, providing updates on engagements
• Documentation: Maintaining records of consultations and recommendations for reference and continuity
• Legal Compliance: Meeting Taiwan regulatory requirements for financial services
• Improvement: Analyzing service effectiveness and client satisfaction
• Marketing: Sending relevant updates about our services (with your consent, and you may opt out at any time)

4. Data Sharing

We do not sell your personal data. We may share information with:

• Professional Partners: Legal advisors, financial institutions, government offices when necessary for service delivery (with your authorization)
• Service Providers: Technology vendors, cloud storage providers who assist our operations under strict confidentiality agreements
• Legal Requirements: Government authorities when required by law or court order
• Business Transfers: In the event of merger, acquisition, or asset sale (subject to continued privacy protection)

All third parties processing your data on our behalf are bound by confidentiality obligations and may only use your data for specified purposes.

5. Data Protection

We implement comprehensive security measures to protect your personal data:

• Encryption: Data transmitted through our website uses SSL/TLS encryption
• Access Controls: Limited access to personal data based on role requirements
• Secure Storage: Personal data stored on secured servers with regular security updates
• Employee Training: Staff trained on data protection protocols and confidentiality requirements
• Regular Audits: Periodic security assessments and vulnerability testing
• Breach Procedures: Established protocols for detecting, investigating, and responding to data breaches

6. Data Retention

We retain personal data for different periods depending on purpose and legal requirements:

• Active Engagements: Duration of consulting relationship plus 7 years for professional liability purposes
• Completed Engagements: 10 years from engagement completion to support potential future needs and continuity
• Marketing Consent: Until you withdraw consent or request deletion
• Website Analytics: 24 months from collection date

After retention periods expire, we securely delete or anonymize personal data unless longer retention is required by law.

7. Cookies

Our website uses cookies and similar technologies to enhance functionality and analyze usage. We use:

• Essential Cookies: Required for website operation and security
• Analytics Cookies: Help us understand website usage patterns
• Preference Cookies: Remember your settings and choices

For detailed information about our cookie usage and how to manage preferences, please see our Cookie Policy.

8. Your Rights

Under Taiwan's Personal Data Protection Act and applicable regulations, you have the following rights:

• Right to Access: Request copies of personal data we hold about you
• Right to Rectification: Request correction of inaccurate or incomplete data
• Right to Erasure: Request deletion of your personal data (subject to legal retention requirements)
• Right to Restriction: Request limitation of data processing in certain circumstances
• Right to Data Portability: Receive your data in structured, commonly used format
• Right to Object: Object to processing based on legitimate interests or for marketing purposes
• Right to Withdraw Consent: Withdraw previously given consent at any time
• Right to Lodge Complaint: File complaint with Taiwan's National Development Council or relevant supervisory authority

To exercise these rights, please contact [email protected] with your specific request. We will respond within 30 days.

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

10. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal data from minors. If we become aware that we have collected data from someone under 18, we will delete it promptly.

11. International Data Transfers

While we primarily operate in Taiwan, we may transfer personal data to other jurisdictions when necessary for service delivery. When we do, we ensure appropriate safeguards are in place:

• Transfers only to jurisdictions with adequate data protection
• Use of standard contractual clauses approved by Taiwan authorities
• Compliance with cross-border transfer requirements

12. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. When we make material changes, we will:

• Update the "Last Updated" date at the top of this policy
• Notify active clients via email
• Post notice on our website for 30 days

Your continued use of our services after policy updates constitutes acceptance of the revised policy.

13. Contact Information

For questions, concerns, or requests regarding this Privacy Policy or our data practices: