Legal
Privacy
What the enquiry asks and never asks, who reads it, what is kept and for how long, and what this website does in your browser.
What the enquiry asks, and why
Each thing it asks is something the office needs in order to reply about a first meeting, and nothing more.
The enquiry asks for your name, an e-mail address, a telephone number if you would rather be called, a topic, the office or video, and a time of the week that suits you. It has no box for a message, and it never asks about your money, your income, your accounts, your health or your family.
Your name, e-mail address and telephone
So the office can reply to you. The telephone number is optional, and needed only if you would rather be called than written to.
How should we reply?
“by e-mail” or “by telephone”, so the office replies the way you asked it to.
What would you like to talk about?
One of nine choices, from “Retirement” to “Something else”, so whoever meets you knows what the meeting is about before it starts.
Where would you like to meet?
“at the office in Woodside” or “by video”, so the office knows whether to offer a room or a video call.
When suits you?
“a weekday morning”, “a weekday afternoon”, “a weekday early evening” or “a Saturday morning”. A time of the week rather than a date: nothing is arranged until the office has replied and you have agreed a time.
What it never asks
Please don't send account numbers, Social Security numbers, balances or health details through this site or by e-mail.
The form has no box for a message so that nothing private can be typed into it by accident. A first meeting needs none of it either: nobody looks at a figure until a plan has been agreed in writing.
Who reads it
The enquiry form sends your name, your contact details, how you would like a reply, a topic, the office or video and a preferred time by e-mail to the mailbox of the team that built this demonstration. This website keeps no copy.
No planner reads it, because the planners on this site are fictional.
How long it is kept
The e-mail is the only copy of an enquiry. The website keeps no record of it, only a coded entry for each try from a connection, the minute and never the address. Those entries are deleted the first time the form is opened after the day ends, and from then on they cannot be traced back to anyone. The hosting server's own access log, which every website has, records the visit.
After you send it
When an enquiry has been sent, the page shows its reference. No copy is e-mailed to you, so this form can never be used to send a message to anybody else's address.
Too many enquiries from one connection
A connection may send four enquiries an hour and eight in a day, and the form takes sixty a day in all. That is plenty for a person and too few for a robot. If the day's limit is reached, the form says so and asks you to telephone or e-mail instead.
Cookies, scripts and analytics
This site sets no cookies, loads no script from anybody else and uses no analytics.
The rules this page refers to
Each is linked to its source, with what it says in plain words.
- N.Y. General Business Law § 899-aa(1)(b) (opens the source in a new tab) An account number, a Social Security number, medical information and health insurance information are private information.
- 17 CFR 248.3(g)(2)(ii) (opens the source in a new tab) A person who gives only a name, an address and general areas of interest when asking for information is not yet a consumer of the firm.
To ask about anything on this page, write to advisor@bestdealwebdesign.com.