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Last updated: October 23, 2026

Privacy Notice

Your privacy is important to us. This notice explains how Bluebird Advisory collects, uses and protects personal data.

Our commitment

Bluebird Advisory is committed to respecting the privacy of all individuals. This privacy notice explains our personal data processing practices in accordance with applicable data privacy and protection laws and regulations. As needed, Bluebird Advisory may provide additional notices. Any questions or other inquiries can be directed to the contact information listed below.

Contact details

Bluebird Advisory is the Data Controller for all purposes discussed within this notice. Communications, questions, or concerns about this privacy notice should be addressed to Bluebird Advisory at:

info@bluebird-advisory.com

If you feel any of your rights related to the collection or use of your personal data have been violated, please contact us using the contact information provided. We will investigate and attempt to resolve reasonable complaints and disputes. You also have the right to lodge a complaint with your local data protection authority if you have concerns about how we are processing your Personal Data.

Definitions

The following definitions apply to terms used throughout this notice:

Personal Data
Any information relating to an identified or identifiable natural person ('data subject'); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.
Controller
The natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data; where the purposes and means of such processing are determined by Union or Member State law, the controller or the specific criteria for its nomination may be provided for by Union or Member State law.

Overview of personal data processing

The types of Personal Data we process, how we collect it, and our uses vary depending on your relationship to our company. Refer to the Appendix of this Privacy Notice for more details related to our personal data processing activities, purposes for processing, categories of personal data processed, our legal bases for processing, the sources of data, and categories of third parties involved in processing personal data.

This Privacy Notice applies to you if you interact with Bluebird Advisory in one or more of the following ways:

  • Website Visitors: This applies to you if you visit our website.
  • Clients: This applies to you if you submit your information through our contact form, otherwise communicate with us, or are a current or former client.

Data security

Bluebird Advisory maintains a high standard for information security, including in relation to Personal Data. Computer equipment, networks, systems and data are monitored and maintained to a high standard, and access to data and equipment is restricted to appropriate staff.

Individual rights

Depending on where you're located, privacy laws and regulations may allow you to exercise certain rights regarding the processing of your personal data, such as those listed in the table below. If you wish to exercise any of your rights, please contact us at info@bluebird-advisory.com.

Requests are typically addressed within 30 days, and we will notify you if we need additional time to process your request. Bluebird Advisory will not discriminate against individuals for exercising their rights under applicable data privacy laws.

Not all these rights are absolute. Certain requests may be declined depending on the applicable privacy law(s), our legal basis for data processing, and whether a request is manifestly unfounded or excessive, or requires disproportionate effort to fulfill.

Absent statutory or contractual requirements, individuals are not strictly obligated to provide us with their personal data. However, if you prefer not to provide your data for certain purposes, please understand that such a refusal may compromise Bluebird Advisory's ability to deliver for you upon the purpose(s) or function(s) for which that personal data is intended.

Data subject right Description
Right to be InformedThis privacy notice provides the awareness you are entitled to.
Right of AccessThe right to confirm if we process your personal data, to view what Personal Data is processed, request a copy or additional details.
Right to RectificationThe right to have your Personal Data rectified if it is inaccurate.
Right to ErasureThe right to have your Personal Data deleted.
Right to Restrict or Limit ProcessingThe right to limit the way we use your Personal Data, including sensitive personal data.
Right to Data PortabilityThe right to have your Personal Data transferred to oneself or to another controller, in a machine-readable electronic format.
Right to ObjectThe right to object to certain data processing such as that based on legitimate interests or the public interest, for direct marketing, or scientific/historical research and statistical purposes.
Right in Relation to Automated Decision MakingThe right not to be subject to a decision based solely on automated processing, including profiling, which produces legal or other significant effects.
'Do Not Sell My Data'Right to request that we do not "sell" your personal data.
Right to Withdraw ConsentIn situations where you have consented to us processing your personal data, you have the right to withdraw that consent at any time.

Third parties involved in processing personal data

Bluebird Advisory may share your Personal Data with third parties that process information in connection with the data processing purposes described in this notice. Bluebird Advisory requires third parties receiving personal data to be bound to confidentiality requirements and agree to handle all personal data in accordance with applicable laws. Additionally, Bluebird Advisory requires that third parties involved in the processing of Personal Data maintain appropriate technical and organizational measures for safeguarding the data relative to its risk.

In the Appendix of this Privacy Notice, we have identified the categories of third parties that may receive personal data in connection with our different purposes for processing data. Please refer to the appendix for more details. Additionally, we may disclose or share your personal data if compelled under a duty to comply with any legal obligation.

International transfers of personal data

When collecting Personal Data or sharing it with third parties, data may cross international borders. That may include data originating from the European Economic Area (EEA) or United Kingdom (UK) and transferring to third countries outside of those regions. Where EU and UK personal data is concerned, Bluebird Advisory utilizes standard data protection clauses (GDPR 46(2)(c)), other applicable safeguards and laws for the protection of your personal data. Bluebird Advisory takes steps to protect this information by implementing appropriate safeguards relative to the risk and sensitivity of the information processed.

If you have questions regarding the safeguards used to protect your data when it is transferred to countries outside of the EU or UK, please contact us using the contact information at the top of this notice. This may take the form of a copy or a reference to where such information is available.

Data retention

Bluebird Advisory will retain Personal Data only for as long as is necessary for the purpose(s) for which it was collected, based on internally defined business rules and in accordance with any applicable laws. Data may be removed upon request by a data subject (when applicable), or when the data is no longer needed for the purpose(s) it was collected for.

Automated decision making

Bluebird Advisory does not use your Personal Data to make automated decisions without human intervention that have legal or similarly significant impacts upon you.

Minors

Bluebird Advisory's services are not intended for those 17 years of age or younger.

Cookies and similar technologies

Cookies are small text files that are placed on your computer by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site. When you use our website ('Website Visitor') certain cookies or similar technologies may be used, including those described below.

  • Necessary/Essential Cookies: these cookies are essential for the basic functionality of website features, such as accessing secure areas of the site.

Most web browsers offer settings that permit the user to manage cookies. You can set your browser to refuse cookies or to alert you when websites set or access cookies. Please be advised that if you opt out of certain cookies, you may not be able to use the full functionality of the Website.

Do Not Track disclosures

Our website does not respond to Do Not Track (DNT) signals but does respond to Global Privacy Control (GPC) requests.

Privacy notice changes

This privacy notice will be reviewed at least annually and updated as needed. For instance, this privacy notice may need to change as new legislation is introduced or as it is amended.

Appendix

Personal data processing details

Depending on your relationship to Bluebird Advisory, we may process your personal data as indicated below. Please note it is likely not all these scenarios apply to you individually. Please contact us if you have any questions regarding the uses described in this notice.

Client Engagements

Our purpose(s)
To coordinate and conduct client engagements.
Types of personal data
Name, Contact Info, Company/Role Details.
Legal basis
Performance of a Contract
Data sources
We receive this data from you.
Third-party recipients
Cloud hosted software providers.

Sales

Our purpose(s)
To coordinate pre-engagement discussions and related activities.
Types of personal data
Name, Contact Info, Company/Role Details.
Legal basis
Performance of a Contract
Data sources
We receive this data from you.
Third-party recipients
Cloud hosted software providers.

Marketing

Our purpose(s)
To identify prospective clients and otherwise promote our services.
Types of personal data
Name, Contact Info, Company/Role Details.
Legal basis
Consent
Data sources
We receive this data from you.
Third-party recipients
Cloud hosted software providers.