Introduction to Our Privacy Policy

Welcome to BOT APT Global Tax Consultants LLC’s Privacy Policy. We are dedicated to protecting and maintaining the confidentiality, integrity, and security of personal and business information received from and about clients in connection with outbound tax consultancy services, both in the United States and abroad. BOT APT Global Tax Consultants is a joint venture between BOT Advisory and APT AND CO LLP. BOT APT Global Tax Consultants provides professional services from highly experienced professionals drawing from decades of experience in US and global tax, accounting, and business advisory, which is delivered confidentially and with uncompromising integrity and transparency.

This Privacy Policy describes in detail the ways we collect, use, retain, disclose, transfer, and protect sufficiently secure data. This Privacy Policy covers the collection, use and disclosure of information that we receive from clients, website visitors, or any person or entity providing professional services or otherwise transacting with us. By using this website or visiting any of our offices or otherwise using any of our services, you agree to the information collection and use practices described in this policy. We invite you to read this Privacy Policy carefully. If you have any questions or concerns about our use of your personal data or would like a copy of our rules and procedures with respect to safeguarding our client data, please do not hesitate to contact us.

Who We Are

BOT APT Global Tax Consultants LLC is a leading provider of US corporate tax, accounting and business advisory services. BOT APT is a joint venture firm between BOT Advisory and APT AND CO LLP leveraging a combination of local US knowledge coupled with global advisory excellence. Headquartered at 2100 Clarendon Blvd Ste 63 Arlington, VA 22201 United States, the firm serves businesses locally and globally through its membership in the APT Network.

Our leadership team consists of Abdulla Al Otaiba (Chairman), Dr Girish Ahuja (Mentor & Chief Advisor), Avinash Gupta, Anu Thomas, Monish Mohan and Uttam Patel (Founding Partners). Focusing on client-centric value created solutions & professional integrity, we ensure superior service and confidentiality standards.

Scope of This Privacy Policy

This Privacy Policy governs all Personal and Business Information (as defined in Section 2 of this Policy) on record at BOT APT Global Tax Consultants LLC through our website (https://bot-apt.com/), email, telephone, in person, or otherwise obtained through our provision of Service to Users and to the extent practical. This Privacy Policy applies to:

• Users of our website (https://bot-apt.com/)
• Clients and prospective clients
• Business partners and vendors
• Job applicants
• Any other person whose information is collected by us in the ordinary course of business

This Privacy Policy does not cover third party websites, platforms, and services that may be linked to from our website. We encourage you to please read the privacy policies of any such third parties separately.

Information We Collect

We collect information in order to provide, improve and personalize our services, communicate with you and carry out our contractual and legal obligations. The information we collect includes:

• Account Information: Name, telephone number, email address, postal address, job title, organisation name and other identifiers.
• Business Information: Organisation number, financial records, tax identifiers, regulatory or other compliance documents and information we need to provide advisory, assurance and accounting services to you.
• Technical Information and Usage Information: Internet protocol address, browser type, device type, times of access, referring website URL and website activity.
• Communications: Information collected through emails, telephone calls and our web site forms available at www.astbury-marcus.co.uk.
• Marketing Information: Information regarding your requests for communications from us about our services, events or newsletters.
• Recruitment Information: Information provided to us either by applicants for jobs with Astbury Managing 1688 LLP (astbury) or sent to us unsolicited.

We collect information only in relation to what is relevant and necessary to the purposes for which the data is being processed.

How We Collect Information

BOT APT Global Tax Consultants collect information from various sources, including:

• Direct Contact: When you call or contact us by email or the contact form on our website, or when you retain our services.
• Automated Technologies: Where you interact with our business through our website, we may automatically receive technical information about your device and activity online – via cookies, web beacons and other similar technologies.
• Third Parties: We may also receive information about you from publicly available information sources, business contacts or service providers, in each case provided such collection is lawful and within the scope of services we provide.
• Events & Networking: Information collected when you interact with us at events, seminars and other networking opportunities that we organise and/or collaborate with third parties to deliver.

We will endeavour to be transparent about any collection of your personal data and provide you with appropriate notice or obtain your consent as required by law.

Use of Cookies and Tracking Technologies

Our site employs cookies and other tracking tools to facilitate a streamlined experience and evaluate site performance for marketing purposes. Cookies are data files that are placed on your device when you visit our website. They enable us to uniquely identify and remember you.

We utilize:

• Strictly Necessary Cookies: Required for website functionality and security.
• Analytical/Performance Cookies: Enable us to understand how visitors use our website so we can improve its appearance and content.
• Marketing Cookies: Enable us to customize content or communications based on what you’ve expressed interest in.

You can disable cookies or adjust their settings via your Internet browser. Turning off certain cookies may alter the usability of our website. For more details, please refer to our Cookie Policy.

Why We Collect and Process Your Data

We use and collect personal and business data for a variety of purposes while providing our services, including to:

• Provide and deliver professional services such as our tax, accounting, assurance, and business advisory services.
• Manage and facilitate proper client relationships.
• Comply with legal and regulatory obligations such as anti-money laundering (AML) and know-your-customer (KYC) identity verification programs.
• Address inquiries, support requests, process transactions and make or receive payments.
• Improve the way our website and services work, including the client experience.
• Inform you about new products, services and news via marketing communications, promotional material and newsletters where you have given your consent and/or subject to applicable law in your country.
• To recruit and screen candidates for employment with us.

We strive to ensure our data processing activities are transparent, proportionate and fully compliant with applicable law.

Legal Basis for Data Processing

Our continuous or regular processing of personal data is based on one or more of the privacy bases, as prescribed by applicable data protection laws:

• Contract Performance: Where processing personal data is necessary for the performance of a contract to which you or your organization is a party.
• Legal Requirement: Where we have a legal, regulatory or governmental obligation – for example, to comply with a court order or our financial reporting obligations.
• Legitimate Interests: Where necessary for our legitimate interests or the legitimate interests of others provided that it’s not overridden by your fundamental rights and freedoms.
• Valid Consent: Where we have obtained your valid consent to process your personal data for specific purposes which will be specified, such as to send you marketing communications or information.
• Vital Interests: In exceptional circumstances where it is necessary to protect the vital interests of you or another natural person.

We only carry out processing in accordance with the principles of necessity, fairness and transparency.

How We Use Your Information

Your personal or business information may be used for the following but only for the purpose for which it was provided: (i) to provide, administer and service our tax, accounting, assurance and business advisory services; (ii) to communicate with you regarding your account, your inquiry or engagement of our services; (iii) to process payments, statements, receivables and payables and other billing matters; (iv) to maintain compliance with our legal and other regulatory obligations such as regulatory reporting and audits; (v) to customize our level, frequency and nature of services and communications with respect to you based on your specific needs; (vi) to send notices, newsletters and invitations to events (only to the extent you choose to opt in); and (vii) to track website use, our online service experience and enhance functionality of our website. We will not use or disclose your personal or business information to any third party for purposes of that third party’s marketing.

Data Sharing and Disclosure

We respect the confidentiality of your information. However, there are limited circumstances in which we may disclose your information, subject to appropriate controls:

• Between Members, Committee and Council Representatives of the BOT APT Network: Your information may be shared with affiliates and other authorized personnel within the BOT APT Network in order to provide you with our services and utilize global expertise and resources in accordance with these privacy principles.
• Service Providers: We may use other approved third party service providers who assist us within the areas of IT, cloud storage, payment processing and other operational requirements. These service providers contractually agree to safeguard your data and only use it for these purposes.
• Legal and Regulatory Authorities: Where disclosure of your information is required by law or regulation or under legal process (including by court order), or is otherwise necessary to enforce our contractual rights.
• Business Transfers: If there is a business re-organization, merger, acquisition or asset sale, we may also be required to transfer your information to relevant successor organizations subject to appropriate security safeguards.

We do not allow our service providers to use your information for their own purposes and we require them to meet our privacy standards.

International Data Transfers

Given the global presence of BOT APT Global Tax Consultants, such information may be transferred to, and processed in, countries other than your home country. Such other countries may not have the same level of data protection as certain jurisdictions within your home country. When we transfer your information outside your jurisdiction, BOT APT Global Tax Consultants shall take all reasonable measures to ensure that your data is treated securely and in accordance with this Privacy Policy.

BOT APT Global Tax Consultants implements appropriate safeguards, which include contractual clauses, data transfer agreements and security protocols for your information that may be shared during these activities across border. Please contact us at [email protected] if you have specific requirements on international data transfers.

How We Protect Your Data

MIST APT Global Tax Consultants (“we”, “our”, or “us”) is committed to protecting the security and confidentiality of your information. We use a variety of measures, which may include technical, administrative, and physical safeguards such as:

• Data encryption (both in transit and at rest)
• Authentication and secured access controls
• Regular security audits and vulnerability testing
• Secure storage and data back-up solutions
• Policies in place and staff training on data privacy and security

We regularly review and update our security practices to respond to new risks as they emerge. While we attempt to use commercially reasonable and practicable security measures to protect your information, you should be aware that no system of electronic transmission via the Internet or of data storage is ever 100% secure. In the event of a data breach, if one occurs, we will use commercially reasonable efforts to respond quickly and notify individuals in compliance with applicable law.

Data Retention Policy

We only retain your personal and business information for as long as is necessary to achieve the purposes for which it was collected, or as otherwise required by law or regulation. The period of retention depends on the type of information and the purpose(s) for which we process that information, as well as any applicable contractual or legal requirements.

Upon termination of the longer of (a) the relevant retention period, or (b) upon your request (in applicable instances), we will permanently delete, anonymize, or erase your information, as the case may be. Please contact us at [email protected] if you have further questions about our data retention policies.

Your Rights and Choices

Depending on the applicable law in your jurisdiction, you may have some or all of the following rights with respect to your personal data, as applicable:

• The right of access and the right to obtain a copy of your data
• The right to rectification of inaccurate or incomplete data
• The right to request erasure/deletion, subject to applicable legal conditions
• The right to restriction of processing
• The right to data portability, as applicable
• The right to withdraw your consent(s) at any time (for processing based on consent)
• The right to lodge a complaint with a supervisory authority, as applicable

When you inquire about exercising one of the above-listed rights, we will respond no later than required by applicable law.

Children’s Privacy

This website and our service are not intended for minors under the age of 18. We do not intentionally collect personal information from those persons. Should we later obtain confirmation that data was collected despite this prohibition, we will act without delay to delete such data. If you have any suspicion that we may have obtained information from a minor, please so inform us at [email protected].

Marketing Communications

We may use your contact details for marketing purposes, such as sending you information on our products and services, information in relation to our industries, newsletters and invites to events that you may find interesting. We will do so only according to relevant marketing laws and the preferences that you have expressed.

You have the right to opt out of marketing messages at any time by following the instructions provided in any email message or contacting us at [email protected]. Opting out from marketing messages will not impact receipt of transactional or services related communications.

Third-Party Links and Services

Our website may contain links to third party websites, plug-ins and applications. Clicking those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third party sites and are not responsible for their privacy statements. We encourage you to read the privacy policy of any third-party site you visit.

Automated Decision-Making and Profiling

BOT APT Global Tax Consultants does not use automated decision-making or profiling that have a legal or similarly significant effect on people. If we do use such processes in the future, we will update our Privacy Policy and make sure that you are informed and given suitable safeguards and rights.

BOT APT Global Tax Consultants does not use automated decision making or profiling which have a legal or similarly significant effect on individuals. If we do undertake such processes in the future we will update our Privacy Policy and ensure you are informed and provided with suitable safeguards and rights.

Data Accuracy and Updates

The information you provide is necessary and required in order to keep our records accurate and current. Please inform us as soon as possible of any changes, for example, change of contact information, closure of a business association or change of services required. In order to update your information, please notify us at [email protected] or 817.665.9716.

Changes to This Privacy Policy

We may amend this privacy policy from time to time in order to reflect changes to our practices, legal or regulatory requirements, or the way we conduct our business. Such changes will be posted on this site at https://bot-apt.com/ and the changed policy will state the date of the last change.

We recommend that you periodically check this page to review our current policy with respect to your information. Material changes will be notified directly to you where required by law.

How to Contact Us

If you have questions, comments or requests concerning the Privacy Policy, or our data handling practices, please contact us:

• 2100 Clarendon Blvd Ste 63, Arlington VA 22201, United States
• (817) 665-9716
• [email protected]
• https://bot-apt.com/

Or you may contact us via the contact form on the website. We will endeavor to respond promptly and transparently to your concerns. We are committed to protecting your privacy and generally will communicate with you in a manner consistent with your expectations. For more details, please visit our Contact BOT APT Global Tax Consultants page.

Commitment to Privacy and the Legal Profession

BOT APT Global Tax Consultants LLC. (“BOT APT”) considers privacy to be a matter of professional ethics, and we approach our clients’ information with the highest levels of trust and responsibility.

Our team consists of highly skilled advisor and chartered accountants who have been trained on the handling of confidential and sensitive data with an emphasis on discretion and responsibility.

We are committed to advising our clients and working with our partners about issues related to privacy and data protection, and accordingly, as new legal requirements emerge, so too do our policies and practices in fulfilling our commitments to you.

If you still have questions about any part of this Privacy Policy, or in case you would like to discuss any data issues pertaining to your engagement with us, please get in touch with us by email ([email protected]) or telephone (817-665-9716).