Privacy Policy

Last Updated: 09 September 2026

At Pivot Assets, we respect your privacy and are committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, store, protect and disclose personal information when you visit our website, engage with our services, register for our programmes or events, download our resources, submit an enquiry, or otherwise interact with us online.

By using our website, you acknowledge that you have read and understood this Privacy Policy.

1. WHO WE ARE

Pivot Assets is an advisory and institutional development firm providing services across pension governance, investment advisory, consultancy and advisory, training and capacity building, financial wellness and executive learning through PivotED.

For the purposes of this Privacy Policy, “Pivot Assets,” “we,” “our,” or “us” refers to Pivot Assets.

Our website provides information about our services, insights, research, events, training programmes, resources and ways to engage with our team.

2. INFORMATION WE COLLECT

We may collect personal information that you voluntarily provide when using our website or engaging with our services.

This may include:

Information you provide directly

Depending on how you interact with us, this may include:

  • Full name

  • Organization or institution

  • Job title or professional role

  • Email address

  • Telephone number

  • Postal or physical address

  • Information contained in your enquiry or consultation request

  • Training or event registration information

  • Areas of interest

  • Information provided when requesting a proposal

  • Information provided when downloading or requesting resources

  • Any other information you voluntarily provide to us

Please do not submit confidential, sensitive or unnecessary personal information through general website forms.

Information collected automatically

When you visit our website, certain technical information may be collected automatically, including:

  • IP address

  • Browser type and version

  • Device type

  • Operating system

  • Pages visited

  • Website interactions

  • Approximate location derived from technical information

  • Referring website

  • Date and time of visits

  • Website usage and performance information

This information may be collected through cookies, analytics tools and similar technologies.

3. HOW WE COLLECT YOUR INFORMATION

We may collect information when you:

  • Submit a contact or enquiry form

  • Request a consultation

  • Request a proposal

  • Register for an event or training programme

  • Subscribe to communications or updates

  • Download or request a report, publication or other resource

  • Participate in a PivotED programme

  • Submit a testimonial or other content

  • Communicate with our team by email, telephone or other channels

  • Browse or interact with our website

4. HOW WE USE YOUR INFORMATION

We may use personal information for legitimate business and operational purposes, including to:

  • Respond to enquiries and requests

  • Schedule consultations or meetings

  • Prepare and respond to proposal requests

  • Register participants for events and training programmes

  • Deliver training and advisory services

  • Communicate with clients, participants and prospective clients

  • Provide requested reports, publications and resources

  • Share relevant information about our services and programmes

  • Improve our website and digital experience

  • Understand how visitors use our website

  • Conduct research and analyse website performance

  • Maintain website security and prevent misuse

  • Manage our business and client relationships

  • Meet applicable legal, regulatory and contractual obligations

Where we send marketing or promotional communications, we will provide appropriate options for you to manage your communication preferences.

5. CONSULTATIONS, PROPOSALS AND BUSINESS ENQUIRIES

If you request a consultation, proposal or information about our services, the information you provide may be used to understand your requirements and determine how Pivot Assets can assist you.

This may include information relating to:

  • Pension governance

  • Investment advisory

  • Consultancy and advisory

  • Training and capacity building

  • Financial wellness

  • PivotED and executive learning

  • Institutional development

  • Research or other professional services

Information submitted through these channels may be accessed by members of the Pivot Assets team who need it to respond to your request.

6. EVENTS, TRAINING AND PIVOTED PROGRAMMES

When you register for an event, workshop, training programme, masterclass, study tour or PivotED programme, we may collect information necessary to administer your participation.

This may include your name, organization, professional role, contact details and programme-related information.

We may use this information to:

  • Confirm registration

  • Communicate event or programme details

  • Manage attendance

  • Provide programme materials

  • Communicate schedule changes

  • Follow up after the programme

  • Improve future programmes

Where event or programme registration is managed through a third-party platform, that platform may process your information in accordance with its own privacy policy.

7. RESEARCH, INSIGHTS AND RESOURCES

Our website may provide access to articles, research, reports, regulatory briefs, market commentaries, publications, toolkits and other resources.

Where access to certain resources requires you to provide contact information, we may use that information to:

  • Deliver the requested resource

  • Understand areas of interest

  • Provide relevant updates

  • Improve our research and content offering

  • Communicate information about related Pivot Assets services or programmes, where permitted

You may unsubscribe from non-essential marketing communications at any time.

8. COOKIES AND SIMILAR TECHNOLOGIES

Our website may use cookies and similar technologies to improve functionality, understand website usage and enhance your experience.

Cookies may help us:

  • Remember website preferences

  • Understand how visitors navigate the website

  • Measure website performance

  • Improve content and usability

  • Support website security

  • Analyse marketing or communication effectiveness

Some cookies may be placed by third-party services used on our website.

You can adjust your browser settings to manage or block cookies. However, disabling certain cookies may affect some website functionality.

Where required, we will provide appropriate cookie controls or notices.

9. ANALYTICS AND THIRD-PARTY SERVICES

We may use third-party technologies and service providers to support website analytics, communications, hosting, forms, event registration, security and other website functions.

These providers may process information on our behalf and may have access only to information necessary to perform their services.

Where third-party services are used, their processing of personal information may also be governed by their respective privacy policies and terms.

We will take reasonable steps to ensure that third-party service providers handling personal information are appropriately selected and managed.

10. HOW WE PROTECT YOUR INFORMATION

We take reasonable technical and organizational measures to protect personal information against:

  • Unauthorized access

  • Loss

  • Misuse

  • Alteration

  • Disclosure

  • Destruction

However, no internet transmission, website or electronic storage system can be guaranteed to be completely secure.

You should therefore avoid submitting confidential information through general website forms unless specifically requested through an appropriate secure channel.

11. HOW LONG WE KEEP YOUR INFORMATION

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

  • Provide requested services

  • Maintain client and business records

  • Manage event and training participation

  • Meet legal or regulatory requirements

  • Resolve disputes

  • Enforce agreements

  • Maintain appropriate business records

The retention period may vary depending on the type of information and the purpose for which it was collected.

When information is no longer required, we will take reasonable steps to securely delete, anonymize or otherwise dispose of it.

12. SHARING YOUR INFORMATION

We do not sell personal information to third parties.

We may share personal information where reasonably necessary with:

  • Authorized Pivot Assets personnel

  • Service providers supporting our website or business operations

  • Event, training or programme partners where necessary to administer a programme

  • Professional advisers where necessary

  • Regulatory or government authorities where legally required

  • Other parties where you have provided appropriate authorization or where permitted by law

We will seek to limit information shared to what is reasonably necessary for the relevant purpose.

13. INTERNATIONAL DATA TRANSFERS

Some technology and service providers we use may store or process information outside Kenya.

Where personal information is transferred or processed outside Kenya, we will take reasonable steps to ensure that appropriate safeguards are applied in accordance with applicable data protection requirements.

14. YOUR PRIVACY RIGHTS

Subject to applicable law, you may have rights regarding your personal information, including the right to:

  • Request access to personal information we hold about you

  • Request correction of inaccurate or incomplete information

  • Request deletion of personal information in appropriate circumstances

  • Object to or request restriction of certain processing

  • Withdraw consent where processing is based on consent

  • Request information about how your personal information is being processed

  • Opt out of certain marketing communications

To exercise a privacy right, please contact us using the details provided below.

We may need to verify your request before taking action to protect the security and privacy of personal information.

15. MARKETING COMMUNICATIONS

Where you have subscribed to receive communications from us, we may send information about:

  • PivotED programmes

  • Training and capacity-building opportunities

  • Events and masterclasses

  • Research and publications

  • Insights and articles

  • Relevant Pivot Assets services

  • Institutional developments and announcements

You may unsubscribe from marketing communications at any time by following the unsubscribe instructions provided in the communication or by contacting us directly.

16. CHILDREN’S PRIVACY

Our website and professional services are primarily intended for organizations, institutions, professionals, trustees, executives, employees and other adult users.

We do not knowingly collect personal information from children through general website forms.

If you believe that a child has provided personal information to us without appropriate authorization, please contact us so that we can assess and take appropriate action.

17. LINKS TO OTHER WEBSITES

Our website may contain links to third-party websites, platforms or resources.

These websites operate independently from Pivot Assets and may have their own privacy policies and terms.

We are not responsible for the privacy practices, content or security of third-party websites.

We encourage you to review the privacy policy of any external website before providing personal information.

18. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our services, website functionality, technology, legal requirements or data-processing practices.

When we make changes, we will update the “Last Updated” date at the beginning of this policy.

We encourage you to periodically review this page to remain informed about how we protect your information.

19. CONTACT US

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have concerns about how your personal information is handled, please contact us.

Pivot Assets

Address: Watermark Business Park, Karen, Nairobi, Kenya

Telephone: +254 740 021 377

Email: info@pivotassets.co.ke

For privacy-related enquiries, please use the subject line:

“Privacy Enquiry”

We will make reasonable efforts to respond to privacy requests within the applicable legal timeframe.

20. ACCEPTANCE

By using this website and voluntarily providing personal information through our forms, registrations or other channels, you acknowledge that you have read this Privacy Policy and understand how Pivot Assets may collect and use your personal information as described above.