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Privacy Policy

Last updated: August 2026

Elitelia respects your privacy and is committed to handling personal information responsibly, transparently and in accordance with applicable data protection laws.

This Privacy Policy explains how personal information may be collected, used, shared, stored and protected when you:

This Policy should be read together with our Cookie Policy and Important Legal Notice & Risk Disclosure.

1. Who is responsible for your personal information?

Elitelia is a commercial brand under which different legal entities may provide, coordinate, contract or invoice services depending on the engagement, client, jurisdiction and transaction.

Entities operating in connection with the Elitelia brand may include:

For personal information collected directly through www.elitelia.com, the principal data controller is:

Elitelia LLC
30 N Gould St, Sheridan, WY 82801, USA

Email: privacy@elitelia.com

Where you enter into a specific engagement with another Elitelia entity, the entity identified in the relevant proposal, mandate, engagement letter, agreement or other contractual documentation will generally be responsible for the personal information it processes in connection with that engagement.

More than one Elitelia entity may process information relating to the same person where this is necessary for different legitimate purposes. This does not automatically mean that those entities act as joint controllers.

Where an external lawyer, tax adviser, lender, investment provider, platform, project company or other professional processes personal information for its own purposes, that organisation may act as a separate data controller and its own privacy terms may apply.

2. Personal information we may collect

The information we collect depends on how you interact with Elitelia.

Identity and contact information

This may include:

Business and professional information

Where you contact us in connection with a company or professional matter, we may process:

Enquiry and mandate information

Depending on the service, this may include information relating to:

Financial and transaction information

Where necessary for a mandate, opportunity or compliance process, we may process information such as:

Identification and compliance information

Depending on the engagement and applicable requirements, Elitelia or a relevant third party may request:

Not every Elitelia engagement requires this information.

Where another provider, lender, bank, investment platform, lawyer or transaction counterparty conducts its own compliance process, it may collect information directly from you under its own privacy policy.

Communications and relationship information

We may maintain records of:

Marketing information

Where applicable, we may process:

Website analytics, conversion measurement and advertising

We use website analytics and advertising technologies to understand how visitors use Elitelia’s website and to measure the effectiveness of our communications and advertising.

Depending on your consent choices and applicable law, this may include processing information for:

Where applicable law requires consent, analytics and advertising technologies are used in accordance with the choices made through our cookie-preference system.

Users can change their preferences at any time through Cookie Settings.

The technologies actually used on the website are described in greater detail in our Cookie Policy and cookie-preference interface.

3. Information we generally do not ask you to provide

Elitelia does not ask users to provide highly sensitive information through the initial website contact form.

Please do not send copies of identity documents, detailed financial statements, bank credentials, passwords, confidential transaction documents or other particularly sensitive information through the initial enquiry form unless specifically requested.

If additional documentation is required, we will explain what information is needed and, where appropriate, how it should be provided.

We do not generally seek special-category personal information such as information revealing racial or ethnic origin, religious beliefs, political opinions, trade-union membership, health information, genetic or biometric information or information concerning a person’s sex life or sexual orientation.

Where such information is exceptionally relevant and lawfully required, it will only be processed where an appropriate legal basis exists.

4. How we obtain personal information

We may obtain personal information:

Directly from you

For example, when you:

From companies or people connected to you

Information may be provided by:

If you provide Elitelia with personal information about another person, you should ensure that you are entitled to do so and, where appropriate, inform that person that their information has been provided to us.

From professional and public sources

Where permitted by law, we may obtain professional or corporate information from sources such as:

From professional providers and counterparties

Information may also be received from:

Automatically through our website

Technical information may be collected through cookies, server logs and similar technologies.

See our Cookie Policy for further details.

5. Why we use personal information

We process personal information only where we have a legitimate purpose and an appropriate legal basis under applicable law.

To respond to enquiries

We use information to:

Depending on the circumstances, the legal basis may be taking steps at your request before entering into a contract or our legitimate interest in managing professional and commercial enquiries.

To provide and coordinate services

Where you become a client or participate in an engagement, we may use information to:

The legal basis may include performance of a contract, steps taken before entering into a contract, compliance with legal obligations and our legitimate interests in properly operating and administering our business.

To support corporate finance mandates

Depending on the engagement, information may be processed for purposes including:

Relevant information may need to be shared with selected counterparties where appropriate to the mandate.

To facilitate private investment opportunities

Where you express interest in private investments, we may use information to:

The presentation of an opportunity does not itself create an advisory relationship or guarantee suitability.

To coordinate tax, ownership and international structuring matters

We may process information about your companies, ownership, residence and relevant jurisdictions in order to:

Formal tax and legal services may be provided by separate qualified professionals who act under their own professional and privacy obligations.

KYC, AML, sanctions and compliance

Where applicable, information may be processed to:

Depending on the circumstances, the legal basis may be compliance with a legal obligation, performance of a contract or legitimate interests in protecting Elitelia, its clients and transaction participants against fraud, financial crime and other unlawful activity.

Business administration

We may process information for:

Legal claims and regulatory matters

Information may be retained or used where necessary to:

Website operation, security and analytics

We may process technical information to:

Where applicable law requires consent for analytics, advertising or other non-essential technologies, these technologies will be subject to the choices made through our cookie-preference system.

6. Marketing, Elitelia Insights and advertising

You may choose to subscribe to Elitelia Insights or other communications.

Where required by applicable law, we rely on your consent to send electronic marketing communications.

In other situations, we may contact existing clients or professional business contacts where permitted on the basis of legitimate interests and applicable direct-marketing rules.

We may also use advertising platforms such as Google Ads, Meta and LinkedIn to promote Elitelia to relevant audiences.

Subject to applicable law and your consent choices, advertising activities may include:

We do not provide advertisers with confidential client files, financial statements, transaction documents or sensitive information submitted in connection with an Elitelia mandate merely for advertising purposes.

You can stop receiving direct marketing communications at any time by:

You can manage website analytics and advertising preferences through Cookie Settings.

Withdrawing consent or unsubscribing from marketing does not prevent Elitelia from sending communications necessary to administer an existing enquiry, engagement or transaction.

We may retain limited information on a suppression list so that we can respect an opt-out request in the future.

7. Analytics, advertising, cookies and similar technologies

Elitelia uses cookies, pixels, tags and similar technologies for purposes including website operation, analytics, conversion measurement and advertising.

The principal analytics and advertising services we expect to use include the following.

Google Analytics 4

We use Google Analytics 4, provided by Google, to understand how visitors use our website.

Depending on your consent choices and configuration, Google Analytics may process information such as:

We use this information to understand website performance, improve content and measure how visitors interact with Elitelia.

Google Analytics may use cookies such as _ga and related identifiers where the relevant consent has been provided.

Google Ads

We use Google Ads to advertise Elitelia and measure the effectiveness of advertising campaigns.

Depending on your consent choices and applicable law, Google Ads technologies may be used for:

Advertising identifiers and information contained in advertising URLs, such as campaign or click identifiers, may be processed for these purposes.

Where implemented, Google Consent Mode is used to communicate users’ consent choices to Google so that Google tags can adjust their behaviour according to those choices.

Meta Pixel

We use the Meta Pixel, provided by Meta Platforms, to understand the effectiveness of advertising delivered through Meta services such as Facebook and Instagram.

Depending on your consent choices and applicable law, the Meta Pixel may process information relating to:

We may use this information to:

Meta may combine information received through its business tools with other information it holds in accordance with its own privacy terms.

Elitelia does not receive a list identifying the individual Meta users who form advertising audiences.

LinkedIn Insight Tag

We use the LinkedIn Insight Tag, provided by LinkedIn, to measure advertising performance and understand how professional audiences interact with the Elitelia website.

Depending on your consent choices and applicable law, the LinkedIn Insight Tag may process information including:

LinkedIn may use this information to provide:

Reports provided to Elitelia by LinkedIn are generally aggregated and are not intended to identify individual LinkedIn members.

Consent and cookie preferences

Where applicable law requires consent before analytics or advertising cookies, pixels or similar technologies are used, Elitelia requests that consent through the website’s cookie-preference interface.

Depending on the relevant technology and configuration, users may be able to separately control categories such as:

You may withdraw or change your choices at any time through Cookie Settings.

Withdrawal of consent does not affect processing lawfully carried out before the preference was changed.

Further information about the specific cookies, technologies, providers, purposes and retention periods used on the website is provided in our Cookie Policy.

8. Who we may share personal information with

We do not disclose personal information indiscriminately.

Information may be shared where necessary with the following categories of recipients.

Other Elitelia entities

Relevant information may be shared between entities operating under the Elitelia brand where necessary to:

Professional advisers

Depending on the engagement, information may be shared with:

Transaction and investment counterparties

Where necessary for an engagement, information may be disclosed to selected:

The amount of information disclosed should be appropriate to the relevant stage and purpose of the process.

Technology and business-service providers

We may use providers that support areas such as:

Where these providers process personal information on our behalf, we seek to put appropriate contractual and security arrangements in place.

Compliance and verification providers

Where necessary, information may be shared with providers supporting:

Authorities and legal recipients

We may disclose information where required or permitted by law to:

Analytics and advertising providers

Where enabled and subject to applicable consent requirements, we may disclose or make available website and advertising information to providers including:

These providers may process information for purposes including analytics, conversion attribution, advertising measurement, audience creation, remarketing or retargeting and, where enabled and permitted, advertising personalisation.

These providers may also process information independently under their own privacy policies and terms.

Users should review the privacy information provided by the relevant provider for further details regarding its independent processing activities.

Corporate transactions

If an Elitelia entity is involved in a merger, acquisition, reorganisation, financing, sale of assets or similar corporate transaction, relevant information may be disclosed to prospective counterparties and their advisers subject to appropriate confidentiality arrangements where applicable.

9. Service providers and independent controllers

Not every organisation receiving personal information acts on behalf of Elitelia.

Some parties process information solely as our processors or service providers.

Others, such as lawyers, tax advisers, banks, lenders, investment providers, buyers, project companies or regulated financial institutions, may determine independently why and how they process your personal information.

In those circumstances, they may be independent data controllers and their own privacy policies will apply.

Elitelia is not responsible for the independent processing activities of another controller.

10. International transfers of personal information

Elitelia operates internationally and works with entities, clients, advisers and service providers in different countries.

Personal information may therefore be accessed from or transferred to countries outside the country in which it was originally collected.

Where personal information subject to the GDPR is transferred outside the European Economic Area, we use an appropriate legal transfer mechanism where required, such as:

Where UK data protection law applies, appropriate UK transfer mechanisms will be used where required.

Other jurisdictions may impose their own requirements for international data transfers, which will be followed where applicable.

You may contact us if you would like further information regarding the safeguards relevant to a particular transfer.

11. How long we retain personal information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected and to comply with applicable legal, contractual, tax, accounting, compliance and dispute-resolution requirements.

Retention periods may vary between Elitelia entities and jurisdictions.

As a general approach:

Initial enquiries that do not become engagements

Information will normally be retained for up to 24 months after the last meaningful interaction, unless there is a legitimate reason to retain it longer or you have requested its deletion and no overriding retention requirement applies.

Client and mandate records

Relevant client, contractual, transaction and professional records may generally be retained for approximately 7 years following the end of the relationship, or longer where required by applicable law, regulatory requirements, limitation periods or the nature of the transaction.

KYC, AML and compliance records

These may be retained for the period required by applicable law, which can commonly extend for 5 to 10 years after the relevant relationship or transaction depending on the jurisdiction.

Accounting and tax records

These are retained for the statutory period applicable to the relevant Elitelia entity.

Marketing information

Marketing information is generally retained until:

Limited suppression information may be retained after an opt-out so that we can ensure you are not contacted again contrary to your request.

Website and security information

Technical and security logs may generally be retained for up to 12 months, unless a longer period is reasonably required for security, fraud prevention or investigation purposes.

Cookies

Cookie retention periods are described in the Cookie Policy.

Legal claims

Information relevant to a dispute or potential legal claim may be retained until the applicable limitation period and related proceedings have expired.

At the end of the relevant retention period, information will be deleted, anonymised or otherwise securely disposed of where reasonably practicable.

12. Data security

Elitelia takes reasonable technical and organisational measures designed to protect personal information against:

Depending on the information and system involved, measures may include:

No method of transmission or storage is completely secure, and Elitelia cannot guarantee absolute security.

13. Your privacy rights

Your rights depend on where you live, the relevant Elitelia entity and the law applicable to the processing.

Where the GDPR, UK GDPR or similar legislation applies, you may have the right to:

Access

Ask whether we process your personal information and obtain a copy of relevant information.

Rectification

Ask us to correct inaccurate or incomplete personal information.

Erasure

Ask us to delete personal information in circumstances where we are not legally entitled or required to retain it.

Restriction

Ask us to restrict certain processing in circumstances provided by applicable law.

Objection

Object to processing based on legitimate interests in certain circumstances.

You also have the right to object to direct marketing at any time.

Data portability

Receive certain personal information you provided to us in a structured, commonly used and machine-readable format, where the statutory requirements are met.

Withdraw consent

Where processing is based on consent, you may withdraw that consent at any time.

Withdrawal does not affect the lawfulness of processing that occurred before consent was withdrawn.

Lodge a complaint

You may have the right to complain to the data-protection supervisory authority responsible for your country or for the relevant processing.

Individuals in the United Kingdom may complain to the Information Commissioner’s Office (ICO).

Individuals in the European Economic Area may contact the relevant national data-protection authority.

We would appreciate the opportunity to address your concern directly before a complaint is made, although you are not required to contact us first.

14. How to exercise your rights

To make a privacy request, contact:

Elitelia
Email: privacy@elitelia.com

Subject: Privacy Request

Please describe the request clearly enough for us to identify the relevant information and processing.

We may request reasonable information to verify your identity before completing a request.

This is intended to prevent personal information from being disclosed, altered or deleted in response to an unauthorised request.

We will respond within the timeframe required by applicable law.

Certain rights are subject to legal limitations and exceptions. Where we are unable to comply with all or part of a request, we will explain the reason where required.

15. California privacy rights

This section applies only where the California Consumer Privacy Act, as amended (“CCPA”), applies to the relevant Elitelia entity and processing activity.

Eligible California residents may have rights including:

Elitelia does not sell lists of client or enquiry information to third parties in exchange for monetary payment.

However, our use of advertising technologies such as Google Ads, Meta Pixel and LinkedIn Insight Tag may involve disclosures of online identifiers and website activity that can be treated as “sale”, “sharing” or “targeted advertising” under the broad definitions used by certain U.S. state privacy laws.

Where those laws apply, eligible users may have the right to opt out of such processing.

Applicable opt-out choices may be exercised through:

Elitelia will honour legally valid opt-out preference signals where required by applicable law.

However, where advertising, analytics or similar online technologies are enabled, certain disclosures may potentially constitute “sharing” or “sale” under the broad definitions used by California law.

Where applicable, eligible users may exercise an opt-out through our Cookie Settings, a legally recognised opt-out preference signal such as the Global Privacy Control, or another method made available on the website.

Where the CCPA applies, Elitelia will honour legally valid opt-out preference signals as required.

Requests may also be submitted to:

privacy@elitelia.com

We may need to verify your identity before processing certain requests.

An authorised agent may submit a request where permitted by California law and appropriate authorisation can be verified.

16. Other United States privacy rights

Residents of certain other U.S. states may have additional rights under applicable state privacy laws.

Depending on the law and whether it applies to the relevant Elitelia entity, these may include rights to:

Where such rights apply, requests can be submitted to privacy@elitelia.com

17. Automated decision-making and profiling

Elitelia may use technology to organise, categorise or analyse information, improve website performance, support compliance processes or assist internal workflows.

Elitelia does not generally intend to make decisions that produce legal or similarly significant effects on clients solely through automated processing without meaningful human involvement.

Where automated decision-making or profiling is used in a manner that creates specific statutory rights or disclosure obligations, the relevant individuals will receive additional information as required by applicable law.

18. Social media

Elitelia may maintain profiles on social-media and professional-networking platforms.

When you interact with an Elitelia profile, we may receive information such as:

The relevant social-media platform also processes your information independently under its own privacy policy.

Elitelia does not control the privacy practices of those platforms.

19. Children

Elitelia’s website and services are intended for adults and professional users.

We do not knowingly seek to collect personal information from children through this website.

If you believe that a child has provided personal information to Elitelia without appropriate authorisation, please contact us so that the situation can be reviewed.

20. Third-party websites and services

Our website may contain links to external websites, platforms or professional providers.

Elitelia is not responsible for the privacy practices of third-party websites or services that operate independently from us.

We recommend reviewing the privacy information provided by those organisations before submitting personal information to them.

21. Changes to this Privacy Policy

We may update this Privacy Policy to reflect changes in:

The current version will be published on this page together with the date of the latest update.

Where a change materially affects how existing personal information is used, additional notice will be provided where required by applicable law.

22. Contact

If you have questions about this Privacy Policy, would like further information about how Elitelia processes personal information or wish to exercise an applicable privacy right, please contact:

Elitelia

Email: privacy@elitelia.com

For matters relating to a specific client engagement, you may also contact the Elitelia entity identified in the relevant contractual documentation.

For general commercial enquiries, please use info@elitelia.com or the contact form available on our website.