Privacy Policy
Effective Date: [1st January, 2026]
At The FB Transitions (FBT), we understand that family business data is more than just information—it is your legacy. We are committed to maintaining the highest standards of confidentiality and data protection for all our clients in Pakistan and internationally.
1. Information We Collect
To provide effective “Sustainability Audits” and succession frameworks, we collect the following types of information:
- Personal Identification: Names, contact details, and professional roles of family members and key stakeholders.
- Business & Financial Data: Shareholding structures, financial statements, and organizational charts.
- Psychometric & Evaluative Data: Responses from our web-based evaluations regarding family dynamics, leadership styles, and potential conflict areas.
- Legal Documents: Existing wills, trusts, or articles of association shared for “Legal & Structural Support.”
2. How We Use Your Information
Your data is used strictly for the purpose of helping your business transition between generations:
- To generate Sustainability Audits and risk assessments.
- To design personalized Succession Plans and governance structures.
- To provide tailored mentoring for the next generation.
- To communicate important updates regarding your consultancy project.
3. Data Confidentiality & Non-Disclosure
We do not sell, trade, or rent your personal or business data to third parties. Access to your sensitive information is strictly limited to the FBT professional team (Chartered Accountants and Legal Advisors) who are directly involved in your case. All staff members are bound by rigorous non-disclosure agreements (NDAs).
4. Security of Web-Based Evaluations
Our “Assessment & Diagnostics” tools use industry-standard encryption to protect your data during transmission and storage. While no digital platform is 100% secure, we implement robust firewalls and access controls to shield your family’s private information from unauthorized access.
5. Third-Party Disclosure
We only share information with third parties in the following limited circumstances:
- Legal Necessity: If required by the laws of the Islamic Republic of Pakistan or other relevant jurisdictions.
- Requested Referrals: If you explicitly ask us to coordinate with your external bankers, auditors, or lawyers.
6. Data Retention
We retain your information for as long as necessary to fulfill our service obligations to your family. If you wish for your data to be deleted from our digital diagnostic platforms after a project is completed, you may submit a formal request to our Data Officer.
7. Your Rights
Depending on your location, you may have the right to:
- Request a copy of the personal data we hold about you.
- Request corrections to any inaccurate information.
- Opt-out of any marketing communications (FBT newsletters or insights).
8. Changes to This Policy
FBT reserves the right to update this Privacy Policy to reflect changes in legal requirements or our service delivery. We will notify you of any significant updates via our website or email.
9. Contact Our Data Officer
For any questions regarding your billing or the scope of your services, please contact our accounts department at:
- Phone: +92 31 33 24 555 1