Privacy policy

Phillips Equities & Trust ("we") operates phillips.holdings. This policy explains what we collect through this website and how we use it.

What we collect

We collect only what you choose to send us through our forms: your name, firm, contact details, details of an investment opportunity, and any documents you upload. Our web server also keeps standard technical logs (such as IP address, browser type and pages requested) for security and reliability.

How we use it

We use submitted information to evaluate opportunities, respond to inquiries and maintain our records of relationships. We do not sell personal information and do not use advertising or tracking cookies.

Sharing

We may share information with our professional advisers and service providers who help us evaluate an opportunity or operate our systems, under obligations of confidentiality, or where required by law.

Confidentiality of submissions

We treat submitted materials with care, but submitting information through this site does not by itself create a confidentiality agreement. Where appropriate, we sign a non-disclosure agreement after an initial conversation.

Retention and your choices

We keep submissions for as long as they are useful to evaluate an opportunity or maintain a relationship. To ask what we hold about you, or to request that we delete it, email hello@phillips.holdings.

Last updated October 2026.