Information you provide
When the introduction form is available, it asks for your name, email address, area of interest, and a brief description of your objectives. You may also choose to include your organization and referring contact. Please share only information relevant to an initial conversation.
Purpose of an inquiry
Information submitted is used to review your request, understand its context, communicate with you, and consider whether an engagement is appropriate. Submitting information does not establish a client relationship or a financing commitment.
Form processing
Website inquiries are routed through FormSubmit to the designated Black Sheep Private Client Group inbox. FormSubmit and the email provider process information to deliver and protect the submission. The submission flow may include a third-party spam-protection check. The website is hosted on Base44, which may process technical and usage information associated with providing and protecting the website.
These services operate under their own policies and practices. Do not assume that a public website inquiry form is an appropriate channel for confidential financial documents.
Sensitive information
Do not submit account numbers, passwords, identity documents, financial statements, or other sensitive material through the website. Where further information is needed, an appropriate exchange method should be agreed with the team directly.
Access and retention
Inquiry correspondence may be held in the receiving inbox and by the providers involved in processing it. Retention and any legal obligations depend on the circumstances of the inquiry and any subsequent engagement. Contact the team to ask about information you have provided, or to request access, correction, or deletion, subject to applicable requirements.
Questions and requests
Use the Contact page to raise a privacy question, or reach out through your referring contact if online inquiries are not available. Avoid including sensitive information in your initial request.
Changes
This policy may be updated as the website and its services change. Review this page before submitting information.