Search Financial Services (“we,” “our,” or “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information when you engage our services, visit our website, or communicate with us.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, address, phone number, email address, date of birth, and identification documents.

• Financial Information: Banking details, payroll records, tax documents, financial statements, and other accounting or business records necessary to provide our services.

• Business Information: Company details, organizational documents, and transaction history.

• Technical Information: IP address, browser type, and data collected through cookies when using our website.

2. How We Use Your Information

We use the information we collect for purposes including:

• Delivering bookkeeping, payroll, tax, audit, assurance, and advisory services.

• Preparing and maintaining financial statements.

• Assisting with business and technology consulting.

• Providing outsourced CFO services.

• Meeting legal, regulatory, and professional compliance obligations.

• Communicating with you about services, updates, and inquiries.

• Improving our services and website experience.

3. Sharing of Information

We do not sell or rent your personal information. We may share your data with:

• Authorized employees and contractors who require access to perform services.

• Third-party service providers such as payment processors, IT support, and secure cloud hosting providers, subject to confidentiality agreements.

• Regulatory authorities or legal entities when required to comply with applicable laws, regulations, or professional obligations.

4. Data Security

We implement strict security measures to protect your personal and financial information, including encryption, secure servers, restricted access, and staff confidentiality agreements. While we strive to protect your data, no transmission over the internet or electronic storage system can be guaranteed 100% secure.

5. Data Retention

We retain your information only for as long as necessary to:

• Fulfill the purposes outlined in this policy.

• Comply with legal, regulatory, and professional recordkeeping requirements.

6. Your Rights

Depending on applicable laws, you may have the right to:

• Access the information we hold about you.

• Request corrections or updates to your information.

• Request deletion of your data (subject to legal and contractual obligations).

• Opt out of non-essential communications.

7. Cookies & Website Tracking

Our website may use cookies to enhance your browsing experience and analyze site usage. You may adjust your browser settings to refuse cookies; however, this may affect website functionality.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

9. Changes to this Policy

We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.

10. Contact Us

If you have questions or requests regarding this Privacy Policy, please contact us at: