Privacy

Controller and scope

Plan B Residency operates planbresidency.com and related advisor-facing distribution lists. This notice covers personal data processed when you request information, subscribe to research, or correspond with our advisor-relations and research teams.

Categories of data

We process professional contact data (name, firm, title, work email, phone), the content of your inquiry, and technical metadata necessary to deliver email and secure the site (IP address, user agent, timestamps). We do not solicit retail investor data through this property.

Purposes and legal bases

Data is used to respond to requests, perform contracts with institutional clients, send publications you opt into, and maintain network security. Where EU or UK GDPR applies, bases include contract, legitimate interest in B2B communications with financial professionals, and consent for marketing email where required.

Retention

Inquiry records and correspondence are retained for the period needed to fulfill the request and manage ongoing relationships, then archived or deleted according to our records-management policy and applicable law.

Processors and transfers

We use vetted subprocessors (e.g., email delivery, hosting, CRM) under written agreements with appropriate safeguards for international transfers where relevant.

Cookies and similar technologies

Essential cookies may be used for security and session integrity. Any performance, analytics, or advertising tags added to this site must be listed here with opt-out or consent controls consistent with ePrivacy, GDPR where applicable, and U.S. state privacy law.

Rights

Depending on jurisdiction, you may have rights to access, rectify, delete, restrict, or port personal data, and to object to certain processing. Submit requests through Contact; we verify professional identity before disclosure.