Privacy policy

Who we are

This website is run by Astute Expat LLC ("Astute Expat", "we", "us"). We are responsible for the personal information collected through it. If you have any question about this policy or your information, email contact@astuteexpat.com.

What we collect

When you subscribe to our newsletter: your email address, and the page you subscribed from.

When you contact us by email, WhatsApp or a call: your name, contact details and whatever you choose to tell us about your situation, such as your nationality, family, plans and budget.

When you book a call: your name, email, phone, citizenship, preferred language and what you tell us about your goals, and for the strategy session your payment.

When you use a form on the site: your name, email, optional phone, your interests and your message.

When you use the chat assistant: your questions and the answers, the page you were on, your site language and your country. We keep them to improve our answers and our website. Please do not share passport numbers, bank details or other sensitive information in the chat.

When you create a client dashboard account: your name, email, phone and the details you or we add, such as passports and residencies held, travel days, documents and family members. The dashboard has no analytics or tracking.

When you become a client: the documents and details needed for your application, such as passports, certificates and proof of funds. How we handle these is also set out in your engagement agreement.

When you browse the site: anonymous visit statistics that work without cookies (the page you viewed, the site that sent you, your country, your type of device and your screen size) so we can see which pages are useful. We also use Google Analytics to understand how visitors move through the site, and Microsoft Clarity to see where people click and scroll so we can fix anything confusing, with your consent where the law requires it. Clarity hides what you type into forms. Our hosting provider also keeps short technical logs, including IP addresses, to keep the site secure and running.

We do not sell your information, and we do not use it for anything other than the purposes below.

Why we use it

• To send the newsletter you asked for. We rely on your consent, and you can withdraw it at any time by clicking unsubscribe.
• To answer your enquiry and, if you go ahead, to deliver our services. We rely on the steps needed to enter into and carry out our agreement with you.
• To understand how the site is used and keep it secure. We rely on our legitimate interest in running a useful, safe website, and, where the law requires it, on your consent for analytics cookies.
• To meet our legal obligations, such as record keeping and anti money laundering checks where they apply.

Who we share it with

We use a small number of trusted providers who handle information on our behalf and only as we instruct:

• HubSpot, for our contact records and newsletter.
• Google Workspace, for email and document storage.
• Vercel, which hosts this website and provides cookieless visit statistics.
• Metricool, for anonymous visit statistics.
• Google Analytics and Microsoft Clarity, for visit statistics, with your consent where the law requires it.
• Cal.com, for call bookings and the strategy session payment, which is processed by its payment provider. We never see your full card details.
• Supabase, which hosts the client dashboard and stores chat conversations.
• Anthropic, which provides the AI model that writes the chat assistant's answers. It processes your chat messages only to answer them.
• WhatsApp and Telegram, if you choose to message us there.

When you become a client, we share the details needed for your application with the government authorities concerned and with the licensed lawyers, agents and accountants in our local team working on your case. We tell you who they are before we share anything.

International transfers

Our providers are based mainly in the United States, and the programs we offer involve authorities in several countries. When your information leaves your country, we use providers that protect it with recognised safeguards, such as standard contractual clauses or the EU and US Data Privacy Framework, and we only send authorities what your application requires.

How long we keep it

Newsletter details are kept until you unsubscribe. Enquiries that do not lead to an engagement are deleted within two years. Client files are kept for as long as the law requires after our work ends, then securely deleted.

Cookies

We never use advertising cookies. If you visit from the European Union, the United Kingdom, Switzerland, Brazil or Canada, analytics cookies from Google Analytics and Microsoft Clarity are only set if you click Accept on the cookie banner. Elsewhere they are on by default. If you decline or switch them off, we still count visits with statistics that work without cookies and cannot identify you. You can change your choice at any time with the Cookie settings link at the bottom of every page. The client dashboard uses no analytics at all.

Your rights

Wherever you live, you can ask us to show you the information we hold about you, correct it, delete it, or stop using it, and you can ask for a copy to take elsewhere. Email contact@astuteexpat.com and we will reply within 30 days. If you are in the European Union, the United Kingdom or another country with a data protection authority, you also have the right to complain to that authority.

Children

This website is meant for adults. We do not knowingly collect information from anyone under 18, except a client's children named in a family application, with the parent's permission.

Changes

We may update this policy as our services change. The current version is always on this page.