Terms & Disclaimers

Website Terms of Use

Effective date: 19 October 2026

Operator: Robert Franz Limited, trading as Robert Franz Advisory (“Robert Franz”, “we”, “us” or “our”).

Acceptance

By accessing or using this website (the “Website”), you agree to these Website Terms of Use. If you do not agree, please do not use the Website.

Information only

The Website is provided for general information about Robert Franz and its services. It does not constitute legal, tax, accounting, financial, investment, fiduciary, employment, recruitment, immigration or other professional advice, and should not be relied on as a substitute for advice tailored to your circumstances.

Use of the Website, submitting an enquiry, or communicating with us does not create a client, fiduciary, employment agency, adviser-client, trustee-beneficiary or other professional relationship. Any engagement is subject to our acceptance, applicable client-onboarding requirements and separately agreed written terms.

Services and eligibility

Our services may be subject to legal, regulatory, licensing, conflict, capacity, suitability, customer due diligence, sanctions-screening, anti-money-laundering and counter-terrorist-financing requirements. We may decline, suspend or terminate an enquiry or proposed engagement where required or appropriate.

Services may not be available in all jurisdictions. You are responsible for ensuring that accessing the Website and requesting our services is lawful in your jurisdiction.

Intellectual property

Unless otherwise stated, all content on the Website, including its text, design, logos, graphics, documents and other materials, is owned by or licensed to Robert Franz and is protected by applicable intellectual-property laws.

You may view, download and print Website content for personal, non-commercial reference only. You must not reproduce, modify, distribute, publish, create derivative works from, or commercially exploit Website content without our prior written consent.

Third-party links

The Website may include links to third-party websites for convenience. We do not control, endorse or accept responsibility for their content, availability, security or privacy practices. Your use of third-party websites is at your own risk and subject to their applicable terms.

No warranty

The Website is provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we make no representation or warranty, express or implied, concerning the Website’s accuracy, completeness, availability, security, suitability or fitness for a particular purpose.

Liability

To the fullest extent permitted by law, Robert Franz and its directors, officers, employees, consultants and agents will not be liable for any loss or damage arising from or connected with use of, or reliance on, the Website or its content, including indirect, consequential, special or loss-of-profit damages.

Nothing in these Terms excludes or limits liability that cannot lawfully be excluded or limited.

Changes and governing law

We may amend these Terms from time to time by posting the updated version on the Website. Your continued use of the Website after publication constitutes acceptance of the updated Terms.

These Terms are governed by the laws of Hong Kong. The courts of Hong Kong have exclusive jurisdiction over disputes arising from or connected with these Terms or the Website.

Questions about these Terms

If you have any questions about these Website Terms of Use, please submit them through our Contact Us page and enter “Website Terms and Disclaimers” as the enquiry type.

Privacy Policy

Effective date: 19 October 2026

Robert Franz Limited, trading as Robert Franz Advisory, is committed to handling personal data responsibly and in accordance with the Personal Data (Privacy) Ordinance (Cap. 486) of Hong Kong (“PDPO”).

Personal data collected

We may collect personal data that you provide directly to us, including:

• Name, title, employer, role, contact details and correspondence.

• Information submitted through enquiries, forms, applications or client-onboarding processes.

• CVs, employment history, qualifications, compensation expectations, references and other recruitment-related information.

• Identity, beneficial-ownership, source-of-funds, source-of-wealth, tax-residency and due-diligence documentation where relevant to a proposed or active engagement.

• Information relating to succession planning, estate planning, trusts or other private-client matters where you choose to provide it.

• Technical data, including IP address, browser type, device information, website usage and cookie-related information.

Please do not submit sensitive personal data through the Website unless we specifically request it or you are satisfied that it is necessary for your enquiry.

Purposes of use

We may use personal data to:

• Respond to enquiries and communicate with you.

• Assess, establish, administer and deliver our services.

• Conduct client acceptance, customer due diligence, identity verification, conflict checks, sanctions screening and risk assessments.

• Provide corporate, trust, company-secretarial, private-client, advisory and executive-search services.

• Assess candidate suitability, introduce candidates to prospective employers and administer recruitment processes.

• Meet legal, regulatory, audit, record-keeping and compliance obligations.

• Protect our rights, property, systems, personnel and clients.

• Improve the Website, our services and client experience.

• Send direct-marketing communications only where permitted by law and, where required, with your consent.

Hong Kong’s PDPO requires informed consent before personal data is used or transferred for direct marketing, and silence is not consent.

Recruitment information

Where you submit a CV or other candidate information, you authorise us to use that information to assess your suitability for relevant opportunities and, subject to applicable law and any required consent, disclose it to prospective employers or other relevant parties in connection with recruitment services.

We will not publicly post, display or disclose a job seeker’s personal information without the required express written consent. Hong Kong employment-agency guidance specifically addresses consent, intended data use and restrictions on public disclosure of job-seeker information.

Disclosure and transfers

We may disclose personal data, where necessary and lawful, to:

• Our affiliates, employees, professional advisers, auditors, insurers and service providers.

• Clients, prospective clients, employers and prospective employers.

• Banks, payment providers, corporate-service providers and trust-related counterparties.

• Governmental, regulatory, law-enforcement, tax, court or other authorities.

• Other parties where disclosure is required or permitted by law, regulation, court order or a contractual obligation.

Your personal data may be transferred outside Hong Kong where necessary for the purposes described in this Privacy Policy. We will take reasonable steps to ensure that recipients handle personal data in a manner consistent with applicable law.

Retention and security

We retain personal data only for as long as reasonably necessary for the purposes for which it was collected, including legal, regulatory, accounting, audit, dispute-resolution and record-keeping requirements.

We use reasonable administrative, technical and organisational safeguards to protect personal data. However, no transmission or storage system is completely secure, and we cannot guarantee absolute security.

Cookies

The Website may use cookies and similar technologies to operate properly, understand website usage and improve functionality. You may adjust your browser settings to reject or manage cookies, although some Website functions may be affected.

Access and correction

You may request access to, or correction of, personal data held by us by submitting a written request through our Contact Us page. Please input “Privacy / Personal Data Request” as the enquiry type and provide sufficient information for us to identify you and process your request.

Do not include sensitive personal information in this initial request. We will contact you through an appropriate channel to verify your identity and obtain any information required to process the request.

We may charge a fee permitted by applicable law for processing a data-access request.

Updates

We may update this Privacy Policy from time to time. The current version will be posted on the Website with its effective date.

Personal Information Collection Statement

Robert Franz Limited, trading as Robert Franz Advisory (“we”, “us” or “our”), collects and uses the personal data you provide through this form for the purpose of responding to your enquiry, assessing and providing requested services, communicating with you, and administering our business relationship.

Where your enquiry relates to executive-search or recruitment services, we may use your information to assess your suitability for relevant roles and, where appropriate and lawful, disclose it to prospective employers, clients and their authorised representatives in connection with a specific recruitment process.

Where your enquiry relates to corporate, trust, company-secretarial, private-client or advisory services, we may use your information for client acceptance, conflict checks, regulatory compliance, customer due diligence, identity verification, and to assess, establish, administer or provide the services requested.

Provision of personal data is voluntary. However, if you do not provide information marked as mandatory, we may be unable to respond to your enquiry, assess your request or provide the relevant services.

We may disclose your personal data, where necessary and lawful, to our employees, affiliates, professional advisers, service providers, prospective or actual clients, prospective employers, regulatory or governmental authorities, and other parties involved in providing or supporting the requested services. Personal data may be transferred outside Hong Kong where necessary for these purposes.

We do not use personal data collected through this form for direct marketing.

You may request access to, or correction of, personal data held by us by submitting a written request through our Contact Us page. Please input “Privacy / Personal Data Request” as the enquiry type and provide sufficient information for us to identify you and process your request.

Do not include sensitive personal information in this initial request. We will contact you through an appropriate channel to verify your identity and obtain any information required to process the request.

For a data-access request, we may require you to complete the prescribed Personal Data (Privacy) Ordinance Data Access Request Form and provide appropriate proof of identity. We may charge a fee permitted by applicable law for complying with a data-access request. Please refer to our Privacy Policy for further information about how we handle personal data.

General Disclaimers

No professional advice

Website content is general information only. It is not legal, tax, financial, investment, accounting, fiduciary, immigration, employment or other professional advice. You should obtain independent advice appropriate to your circumstances before taking or refraining from any action.

No offer or solicitation

Nothing on the Website constitutes an offer, solicitation, recommendation or invitation to buy, sell, subscribe for or deal in any investment, financial product, security or service in any jurisdiction.

No investment advice

Robert Franz does not provide investment advice through this Website. Nothing on the Website is intended to be, or should be treated as, a recommendation regarding any investment, transaction, product, strategy or asset.

TCSP regulatory disclaimer

Robert Franz is licensed in Hong Kong as a Trust or Company Service Provider, subject to applicable licensing and anti-money-laundering/counter-terrorist-financing requirements. The Companies Registry regulates TCSPs, and the AMLO imposes customer due-diligence and record-keeping duties on TCSP licensees.

We may require identity, beneficial-ownership, source-of-funds, source-of-wealth and other supporting information before accepting or continuing an engagement. We may decline to act, suspend services or end a relationship where required by law, regulation, our policies or risk-assessment procedures.

Employment-agency disclaimer

Robert Franz provides employment-agency and executive-search services only in accordance with applicable Hong Kong laws, regulations and licence conditions. We do not guarantee that a candidate will obtain employment or that an employer will hire a candidate.

Any recruitment service is subject to separate engagement terms, applicable law and the respective employer’s and candidate’s independent decisions. The Labour Department regulates employment agencies through licensing and a Code of Practice.

No guarantee of outcome

Outcomes may depend on factors outside our control, including the decisions of clients, candidates, counterparties, regulators, courts, financial institutions and third parties. We make no guarantee as to any outcome, timetable, approval, appointment, transaction, incorporation, trust arrangement, tax treatment or regulatory result.

External content

Links or references to third-party resources are provided for convenience only. We do not endorse or accept responsibility for third-party content, products, services or security practices.