Privacy Policy

This policy explains how Benchmark International Tax Partners collects, uses, stores and shares personal information through its website, marketing activity and direct communications.

Benchmark International Tax Partners (“Benchmark Tax Partners”, “we”, “us” or “our”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store and share information when you:

Visit our website or any page that links to this Privacy Policy (our Site);
Submit an enquiry, request a consultation or complete a form;
Subscribe to our communications;
Interact with our advertising or social media content; or
Otherwise communicate or engage with us.

Please read this Privacy Policy carefully. By using our Site or providing personal information to us, you acknowledge the practices described below.

1. Information About Us

The Site is operated on behalf of Benchmark International Tax Partners by:

Benchmark Capital Markets LLC
4030 West Boy Scout Boulevard
Suite 500
Tampa, Florida 33607
United States
Privacy contact: Leo Vanderschuur
Email: Vanderschuur@benchmarkintl.com
Telephone: +1 813 898 6044

For data protection enquiries, you may also contact gdpr@benchmarkintl.com.

For data protection purposes, Benchmark International Tax Partners will generally act as the controller or business responsible for determining how and why the personal information described in this Privacy Policy is processed.

Where we process information on behalf of a client under their instructions, that client may instead be the controller or responsible business.

2. What This Privacy Policy Covers

This Privacy Policy applies to information collected through our Site, marketing activity and direct communications with us.

Our Site may contain links to third-party websites. We do not control how those organisations collect, use or protect information. You should review the privacy policy of any third-party website before submitting personal information to it.

3. Personal Information We May Collect

Information you provide directly

This may include:

Your name;
Email address;
Telephone number;
Business or residential address;
Company name;
Job title or professional role;
The nature of your enquiry;
Information about your business or tax advisory requirements;
Communication and marketing preferences;
Information submitted through forms, questionnaires or consultation requests; and
Records of correspondence, telephone conversations or meetings.

Please do not submit Social Security numbers, tax returns, payment card details or other highly sensitive financial information through a general website contact form or by unsecured email. Where this information is required to provide our services, we will tell you how it should be provided securely.

Information collected automatically

When you visit our Site, we and our technology providers may collect:

IP address;
Browser type and version;
Device type and operating system;
Approximate location;
Cookie and advertising identifiers;
Referring website or campaign;
Pages viewed;
Links, buttons and forms interacted with;
Dates, times and duration of visits;
Form starts and submissions;
Marketing campaign and advertisement interactions; and
Other technical, usage and diagnostic information.

Information obtained from third parties

We may receive professional or business information from:

Publicly available sources;
Business directories;
Social media platforms;
Marketing and referral partners;
Data and research providers;
Our parent company, affiliates and associated businesses;
Event organisers; and
Other third parties where permitted by law.

This may include your name, company, professional position, business contact details, social media profile and information indicating that you may be interested in our services.

4. How We Use Personal Information

We may use personal information to:

Respond to enquiries and consultation requests;
Assess how we may be able to assist you;
Provide and manage our services;
Maintain records of our relationship with you;
Arrange meetings and follow-up communications;
Personalise your experience of our Site;
Send relevant news, insights, invitations and marketing communications;
Manage marketing preferences and unsubscribe requests;
Understand how visitors use our Site;
Measure the effectiveness of campaigns and advertising;
Build marketing audiences and deliver relevant advertising;
Improve our Site, services, content and communications;
Protect our systems and prevent fraud or misuse;
Meet legal, regulatory, tax and accounting requirements;
Establish, exercise or defend legal claims; and
Administer and develop our business.

We will not use personal information for a materially different purpose without providing appropriate notice and, where required, obtaining consent.

5. Legal Bases for Processing

Where UK or European data protection law applies, we process personal data using one or more of the following legal bases:

Consent: Where you have agreed to a particular use, including certain marketing communications and non-essential cookies.
Contract: Where processing is necessary to enter into or perform a contract with you.
Legitimate interests: Where processing is reasonably necessary for our business, including responding to enquiries, improving our services, maintaining business relationships and undertaking proportionate business-to-business marketing.
Legal obligation: Where we must process information to comply with applicable law or regulation.
Legal claims: Where processing is necessary to establish, exercise or defend legal rights.
Vital interests: In exceptional circumstances where processing is necessary to protect someone’s life or safety.

Where we rely on consent, you may withdraw it at any time. Withdrawal will not affect processing that took place before consent was withdrawn.

6. Marketing Communications

We may contact you about services, events, insights or opportunities that we reasonably believe may be relevant to you.

Where required, we will obtain consent before sending marketing communications. In other circumstances, particularly in a business-to-business context, we may rely on our legitimate interests where permitted by law.

You can opt out at any time by:

Using the unsubscribe link in an email;
Updating your communication preferences where that facility is available; or
Contacting us using the details in this Privacy Policy.

Opting out of marketing will not prevent us from sending necessary administrative or service-related communications.

7. Analytics, Advertising and CRM Platforms

We use the following platforms to operate our Site, manage enquiries, understand performance and support our marketing activity.

Google Analytics

We use Google Analytics to understand how visitors find and use our Site. Google Analytics may collect information such as your IP address, device and browser information, approximate location, pages visited, referral source and interactions with our Site.

We use this information to measure traffic, analyse Site performance, understand user journeys and improve our content and services.

Learn more in Google’s Privacy Policy.

HubSpot

We use HubSpot as our customer relationship management and marketing platform. Information submitted through forms, consultation requests, email subscriptions or other interactions may be stored in HubSpot.

HubSpot may help us manage enquiries and contact records; record communication history; send and measure emails; manage marketing preferences; understand website activity; attribute enquiries to marketing campaigns; manage sales and consultation processes; and automate appropriate follow-up communications.

HubSpot may use cookies and similar technologies to associate Site activity with a contact record, including where a visitor has previously submitted a form or interacted with one of our emails.

Learn more in HubSpot’s Privacy Policy.

8. Cookies and Similar Technologies

Our Site uses cookies, pixels, tags and similar technologies. These technologies may be categorised as:

Strictly necessary: Required for the Site to operate or provide a service requested by you.
Analytics: Used to understand Site traffic, performance and visitor behaviour.
Functionality: Used to remember preferences and improve Site features.
Advertising: Used to measure campaigns, create audiences and deliver more relevant advertising.

Non-essential cookies and tracking technologies will be used only where permitted by applicable law and, where required, after you have provided consent through our cookie controls.

You can change your preferences through our cookie-management tool or browser settings. Blocking certain cookies may affect how some parts of the Site function.

9. Sharing Personal Information

We may share personal information where reasonably necessary with:

Benchmark International group companies and affiliates;
HubSpot, Google, Meta and LinkedIn;
Website hosting, security and IT providers;
Marketing, analytics and communications providers;
Professional advisers, including lawyers and accountants;
Contractors and service providers working on our behalf;
Business and referral partners, where appropriate and lawful;
Regulatory authorities, courts or law-enforcement bodies; and
A purchaser, investor or successor organisation in connection with a corporate transaction.

Service providers acting on our behalf are permitted to use information only for the agreed purpose and must protect it appropriately.

We may also disclose information where required by law or where reasonably necessary to protect our rights, property, systems, clients, employees or other individuals.

10. International Data Transfers

We and our service providers operate internationally. Personal information may therefore be transferred to or processed in countries other than the country in which it was collected, including the United States.

Where UK, European or other applicable data protection laws require additional safeguards, we will use appropriate measures such as:

Approved standard contractual clauses;
The UK International Data Transfer Addendum;
Applicable data privacy frameworks;
Contractual protections; and
Appropriate technical and organisational security measures.

You may contact us for further information about safeguards used for a particular transfer.

11. Data Retention

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including to:

Manage our relationship with you;
Provide services;
Maintain appropriate business records;
Meet legal, regulatory, accounting or reporting requirements;
Resolve disputes; and
Establish or defend legal claims.

Retention periods vary depending on the nature of the information and our relationship with you. When information is no longer required, we will delete it, anonymise it or securely isolate it until deletion is possible.

12. Data Security

We use reasonable technical and organisational safeguards designed to protect personal information against accidental or unlawful loss, alteration, disclosure, destruction or unauthorised access. These measures may include:

Encryption in transit;
Access controls;
Authentication requirements;
Restricted employee and contractor access;
Confidentiality obligations;
Security monitoring;
Secure systems and service providers; and
Incident-response procedures.

No internet transmission or storage system is completely secure. You should therefore take care when deciding what information to send electronically.

13. Your Privacy Rights

Depending on where you live, you may have rights to:

Request access to personal information held about you;
Request correction of inaccurate or incomplete information;
Request deletion of personal information;
Restrict or object to certain processing;
Withdraw consent;
Receive certain information in a portable format;
Opt out of marketing communications;
Opt out of certain targeted advertising, sharing or sales of personal information;
Request information about categories of personal information collected, used or disclosed; and
Appeal a decision concerning a privacy request, where applicable.

These rights are not absolute and may be subject to legal exceptions.

We will not unlawfully discriminate against you for exercising an applicable privacy right. We may need to verify your identity before completing a request. An authorised agent may submit a request where permitted by law, although evidence of their authority may be required.

To exercise a right, contact us using the details in Section 18.

14. Automated Processing and Profiling

Our marketing platforms may use automated technologies to:

Attribute enquiries to campaigns;
Categorise contacts and interests;
Create advertising audiences;
Select relevant advertising;
Score engagement; or
Trigger follow-up communications.

We do not intend to make decisions that produce legal or similarly significant effects solely through automated processing of website and marketing information.

Where applicable law provides a right to object to automated processing or request human review, you may contact us using the details below.

15. Children’s Privacy

Our Site and services are intended for businesses and adults. They are not directed at children under 18, and we do not knowingly collect personal information from children through our Site.

If you believe a child has provided personal information to us, please contact us so that we can investigate and, where appropriate, delete it.

16. Controlling Your Information

You may access parts of our Site without actively providing personal information. Certain features, including consultation requests and subscriptions, require you to provide relevant contact information.

You may manage tracking technologies through our cookie controls, browser settings and the privacy controls provided by Google, Meta and LinkedIn.

Global Privacy Control or similar browser-based opt-out signals may also be recognised where required by applicable law and supported by our Site.

17. Complaints

If you have concerns about how we use personal information, please contact us first so that we can investigate.

If UK data protection law applies, you may complain to the Information Commissioner’s Office: www.ico.org.uk

If European data protection law applies, you may contact the supervisory authority in the country where you live or work.

Residents of the United States may also contact their state attorney general or relevant privacy regulator where applicable.

18. Contacting Us

To ask a question, exercise a privacy right or make a complaint about our handling of personal information, please contact:

For the attention of: Leo Vanderschuur
Email: Vanderschuur@benchmarkintl.com
Data protection email: gdpr@benchmarkintl.com
Telephone: +1 813 898 6044
Postal address: 4030 West Boy Scout Boulevard, Suite 500, Tampa, Florida 33607, United States

19. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes to our services, technology, business practices or legal obligations.

The latest version will be published on our Site with its updated effective date. Where changes materially affect how we use personal information, we will provide additional notice where required.