Privacy Policy – How OCTA Protects Your Data
OCTA's privacy policy details how we collect, use, store, and protect your data. GDPR and PDPL compliant with enterprise-grade data security.
Requests from ads and lead forms
When you answer one of our ads, Beyond Borders Octa Limited (OCTA) collects the details you give us on the form. This applies whether the ad shows OCTA’s name or the name of an accounting or bookkeeping firm we work with. Some of these ads run on Facebook and Instagram, and the form is hosted by Meta.
What we collect. Your name, email address and phone number, plus your answers to the form’s questions: for example your type of business, annual revenue, the services you need, your current situation, when you want to start and your state. Meta passes these details to us when you submit the form.
Why we use it. We use your details to respond to your request. That means contacting you by phone, email or WhatsApp to understand what you need, then introducing you to an accounting or bookkeeping firm in our network that fits it, and helping you book a call with that firm. We use your details only for that purpose, because you asked us to when you submitted the form.
Who we share it with. We share your details with the firm named in the ad you answered. If that firm is not the right fit for your needs, we may share them instead with another firm in our network that is. We tell you which firm before the introduction. Each firm uses your details only to respond to your request, and once you deal with it directly, its own privacy policy applies. We also use service providers that store and process data for us, such as our CRM and email tools, under contracts that protect it.
What we never do. We do not sell your details. We do not share them with anyone for their own marketing. Your mobile number is shared only with the firm we introduce you to, so it can reply to your request. Your SMS opt-in and consent are never shared.
How long we keep it. We keep form details for up to 24 months from your last contact with us, then delete them, unless you become a client or ask us to delete them sooner.
Your choices. You can ask us at any time to stop contacting you, to tell you which firm received your details, or to correct or delete them. Email social@weareocta.com, or reply STOP to any text message.
SMS/Text Messaging
SMS/Text Messaging: If you provide your mobile number and opt in, Beyond Borders Octa Limited (OCTA) will send you text messages about meetings you have booked with us. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. Reply STOP to opt out or HELP for help. Msg & data rates may apply.
Data we collect and how we use it
The policy defines the personal data OCTA collects and the purposes for which it is processed, as well as how personal data is shared.
Storage, transfers, and security
It explains international transfers, how long personal data is retained, and the security measures that protect it.
Your rights and cookies
The policy sets out your rights over your data, the cookie policy (essential and analytics/advertising cookies), privacy of children, contact information, and how changes to the policy are communicated.