Privacy Policy | Verto Finance

1. Who we are

Verto Finance is a remote corporate finance consultancy serving SMEs across the UAE, KSA and the wider GCC. We act as a data processor and controller in line with the scope of services we deliver to each client.

2. What information we collect

We collect business and contact information necessary to deliver our services: company names, contact details, accounting platform access (through secure, controlled integrations), financial data, and correspondence such as emails or video briefings.

3. How we use your information

• Prepare monthly management reports, cash forecasts and margin analysis.
• Communicate deliverables, scheduling and service updates.
• Improve our models, templates and client experience.
• Comply with legal, regulatory and professional obligations.

4. Legal basis for processing

We process data to perform our engagement contract with you, to meet our legitimate interest in operating and improving the service, and where you have given consent (for example, marketing emails).

5. How we store and protect data

Client data is held in access-controlled systems with encryption in transit and at rest. Access is limited to the named engagement team. Portal documents sit in a private storage layer and are served only through short-lived, signed links.

6. Sharing your information

We never sell your data. We share it only with vetted service providers who help us deliver the engagement, and only where they are bound by written confidentiality and data-protection obligations.

7. Retention

We retain engagement records for as long as the relationship continues and for the period required to satisfy legal and professional obligations afterwards.

8. Your rights

You may request access to, correction of, or deletion of your personal data, and you may withdraw consent for marketing at any time. Contact us and we will respond promptly.

9. Contact

For any privacy question, contact your Verto Finance engagement lead or write to us through the contact page.