Introduction

Welcome to the Privacy Statement (“Privacy Statement”) for Valuefy Advisors FZE and its subsidiaries and affiliates (“Valuefy Advisors”, “we”, “us”, or “our”). This Privacy Statement was last updated in June 2024. For more information about Valuefy Advisors’ global operations, please visit our website at www.valuefyadvisors.com.

At Valuefy Advisors, we understand the importance of your privacy. We are committed to protecting the personal information you provide to us as you access and use materials on valuefyadvisors.com or other Valuefy Advisors websites and apps (collectively, the “Site”). Information you submit to Valuefy Advisors in response to an email request or other outreach will also be handled according to this Privacy Statement. For residents of California, please see the California Addendum at the end of this Privacy Statement for further details on how we handle your information and your rights.

This Privacy Statement does not cover the personal information of job applicants, potential employment candidates, participants in our recruiting programs, or information collected via our recruitment websites. For details on our privacy practices in these areas, please see our Recruitment Privacy Policy.

We may update this Privacy Statement periodically. Material changes will be posted here to ensure you remain informed about the information we collect and how we use it.

Personal information we collect and how we use it

What information do we collect?

Account, Subscription, and Marketing

We collect personal information when you create an account, request publications, subscribe to newsletters, or seek additional information about our services. This includes names, addresses, email addresses, phone numbers, IP addresses, geolocation data, and areas of interest.

If you do not provide this information, you may be unable to create an account, request publications, subscribe to newsletters, or seek additional information.

Surveys and Events

We collect personal information when you register for conferences, events, or participate in surveys. This includes names, email addresses, IP addresses, unique personal identifiers, and areas of interest. We may also aggregate demographic data and information about users’ systems and browsers. We use technologies to gather information on user identity, viewing habits, and relevance of Site content.

How do we use personal information?

We use your personal information for various legitimate business purposes, including:

  • Communicating with you and managing your requests related to accounts, subscriptions, events, and surveys.
  • Tailoring your experience on our Site.
  • Understanding our user population and improving Site content and navigation.
  • Measuring and enhancing the effectiveness of our marketing programs.
  • Informing you about updates, products, and services that may interest you.


We may also process your personal information based on your consent for specific purposes, compliance with legal obligations, and for anti-fraud and anti-money laundering measures.

How we disclose your personal information

We may disclose your personal information to:

  • Our subsidiaries or affiliates.
  • Our advisors.
  • Third-party service providers for business operations, including email distribution, IT services, Site security, marketing, and event services.
  • Business partners for co-organized publications and events.
  • Law enforcement bodies to comply with legal obligations.
  • In response to inquiries by bona fide rights owners regarding alleged infringements of proprietary rights.


As a global organization, we may transfer personal information across the Valuefy Advisors group and to third parties in different countries, ensuring adequate levels of protection are in place.

Retention of your personal information

We retain personal information for as long as necessary to fulfill the purpose for which it was collected, considering:

  • The duration of our relationship with you and the period thereafter for legitimate business needs.
  • Legal obligations requiring record retention.
  • Legal positions, such as statutes of limitations, litigation, or regulatory investigations.

Marketing

You can unsubscribe from marketing communications at any time via a link provided in our emails. You can also select your preferences when subscribing to our newsletters.

Cookies and other tracking technologies

We use cookies and tracking technologies to monitor your activity on our Site. You can manage cookies through your browser settings. Please note that certain Site functionalities may be unavailable if cookies are blocked. For more information on cookies, visit www.aboutcookies.org.

Security processes

We employ appropriate technological and operational security processes to protect personal information. Only authorized employees and contractors have access to personal information, limited by need. Despite our efforts, we cannot guarantee complete security of personal information supplied over the internet.

Links to other websites

Our Site may contain links to other websites not operated by Valuefy Advisors. We are not responsible for the privacy practices or content of these websites.

Compliance with law

We may be required to disclose personal information to legal authorities if presented with a subpoena or similar legal order. In case of a violation of our Site’s terms, we may disclose personal information to affected business partners or legal authorities.

Your rights

Depending on your location, you may have rights under applicable data privacy laws, including the GDPR and CPRA. These rights may include accessing, correcting, deleting, restricting, or transferring your personal information. You may also withdraw consent for processing where applicable. To exercise your rights, please contact us.

Children

We prioritize children’s privacy. Our Site is not designed for or intentionally targets children under 18 years of age.

Contact us

For further questions, please contact us:

Data Protection Office
Valuefy Advisors FZE
9th floor, Rolex Tower,
Sheikh Zayed Rd, Dubai, United Arab Emirates

California Residents: Collection, Disclosure, Selling, and Sharing of Personal Information

We collect, process, disclose, “sell,” and “share” personal information as detailed in the categories below, for advertising, internal research, analytics, and development purposes. We do not sell personal information for monetary consideration but may allow third parties to collect information for advertising purposes.

Categories of personal information we collect, disclose, "sell," and "share":

  • Identifiers (name, IP address, online identifiers)
  • Geolocation data
  • Internet or network activity information
  • Inferences drawn from the above information


We do not knowingly “sell” or “share” personal information of minors under 16 years of age.

Sources of Personal Information

We collect personal information directly from you, your devices, and third-party sources such as public databases and social media platforms.

Purposes for Collection

We collect personal information to operate our business, provide products and services, and achieve business objectives, including:

  • Developing and maintaining our products and services
  • Providing support and responding to information requests
  • Advertising and marketing
  • Conducting research and analytics
  • Ensuring quality and safety
  • Detecting and preventing fraud
  • Facilitating business transactions

Retention of Personal Information

The criteria for retaining personal information are outlined in the “Retention of Your Personal Information” section.

Use or Disclosure of Sensitive Personal Information

We use or disclose sensitive personal information for specific purposes, such as providing services, ensuring security, and maintaining quality.

Authorized Agents

If an agent submits a request on your behalf, we may request proof of their authorization and may verify your identity or confirm your permission for the request.

For further details, please refer to our full Privacy Statement.