Privacy Policy

1. Introduction

At CoreInsightPath, the protection of your personal data and privacy is our highest priority. This privacy policy transparently informs you about what data we collect, how we process it, and what control you have over your information, particularly in connection with our accounting services in Singapore.

Our data processing practices are compliant with applicable Singapore data protection laws and the General Data Protection Regulation (GDPR), as they apply to our activities in providing professional accounting services to our valued clients.

2. Collection and Processing of Personal Data

The collection and processing of your data is strictly limited to providing, executing, and personalizing our accounting services. This includes:

2.1. Data you actively provide to us:

  • Registration information, such as name, email address, phone number, and relevant business preferences
  • Payment information when booking our accounting services
  • Business preferences, requirements, and specific accounting needs for tailored recommendations
  • Documents and information necessary for accounting consulting and compliance

2.2. Automatically collected data:

  • Technical information, such as IP address, device type, and browser version when using our website
  • History of accounting consultations and session records for accounting services and VIP support
  • Communication preferences for optimizing our accounting services and discrete support

2.3. Cookies and tracking technologies: We use necessary cookies and, with your consent, analytical cookies for continuous improvement of our services. You can adjust cookie settings at any time in your browser or use our website without optional cookies.

3. Purpose of Data Processing

We process your personal data for the following purposes:

  • Accounting Consulting – For organizing and providing personalized accounting services, VIP consultations, and exclusive business solutions
  • Client Management – For managing meetings, reservations, payments, and sending relevant accounting information
  • Accounting Assessment – For helping with the suitability of proposed accounting practices and creating tailored recommendations
  • Quality Assurance – For continuous improvement of our accounting services and VIP experiences

4. Legal Basis for Processing

Our data processing is based on the following legal grounds:

  • Contractual fulfillment in providing accounting services and managing client data (Article 6(1)(b) GDPR)
  • Legitimate interest in improving our accounting offerings and optimizing our services (Article 6(1)(f) GDPR)
  • Compliance with legal obligations, particularly in documenting accounting sessions and preventing data protection violations (Article 6(1)(c) GDPR)
  • Your explicit consent for collecting certain preference data and for marketing measures (Article 6(1)(a) GDPR)

5. Sharing Data with Third Parties

Your data will be shared with third parties only in the following cases:

  • Payment Service Providers – For secure processing of payments for accounting services
  • IT Service Providers – For operating our accounting software and website in accordance with data processing agreements
  • Accounting Partners and Consultants – When necessary for obtaining specialized accounting expertise while maintaining strict confidentiality
  • Accounting Consultants – For complex accounting sessions to help with business security of our clients

We will never share your data with unrelated third parties for advertising purposes and always maintain the highest level of discretion.

6. Data Security

To protect your data, we implement advanced security measures, including encrypted data transmission, secure storage, and strict access controls for our employees. We pay special attention to protecting sensitive business preferences and personal information that requires the highest discretion.

Physical documents containing personal data are stored in secure safes and securely destroyed after the expiration of accounting document retention periods. Our offices are equipped with the most modern security systems.

7. Data Retention Period and Deletion

Your data is stored only as long as necessary for the stated purposes:

  • Contact and contractual data is stored for the duration of the client relationship plus legally prescribed retention periods.
  • Business preferences and search criteria are retained for up to 5 years after the last activity to facilitate future services.
  • Documents related to sessions are stored for up to 10 years after the conclusion of the accounting session in accordance with Singapore laws.

You have the right to request early deletion of your data, except when prevented by legal retention obligations.

8. Your Rights

As a client, you have the following rights:

  • Information about your stored personal data
  • Correction of incorrect or incomplete data
  • Deletion of your data under legally defined conditions
  • Restriction of processing under certain circumstances
  • Data portability in a structured, commonly used format
  • Objection to processing based on legitimate interest

To exercise these rights, contact us by email at privacy@coreinsightpath.com or in person at our office.

9. GDPR-Specific Provisions

As a Singapore company with EU clients, we follow the principles of the General Data Protection Regulation (GDPR) and ensure the following rights:

  • Cross-border data transfers – When transferring data to countries outside the EU/EEA, we ensure appropriate protective measures, such as standard contractual clauses or adequacy decisions.
  • Data Protection Officer – Our Data Protection Officer is available for inquiries regarding the processing of your personal data and can be reached at privacy@coreinsightpath.com.
  • Right to complain – You have the right to lodge a complaint with the supervisory authority for data protection, particularly in the EU member state of your residence, workplace, or place of the alleged violation.
  • Data minimization – We collect only data necessary for the stated purposes and store it only as long as necessary and legally prescribed.

For EU citizens using our accounting services, additional specific protective measures apply in accordance with GDPR, including extended information obligations and stricter consent requirements.

10. Privacy Policy Changes

We reserve the right to update this privacy policy as needed to comply with legal requirements or organizational changes. The current version will always be published on our website and displayed in our premises.

In case of significant changes, we will notify our clients by email or through notifications in our offices.

If you have any questions about data protection, we are always available to you in person, by phone, or by email. Protecting your data is not just a legal obligation for us, but an essential part of our professionalism and respect for our clients, especially in the discrete field of accounting services.