Last updated: September 10, 2025
1. Information We Collect
Personal Information
We may collect personal information that you provide directly to us, including:
- Name and contact information (email address, phone number, postal address)
- Financial information (investment goals, risk tolerance, investment amount)
- Identification information as required by financial regulations
- Communication preferences and marketing consent
Automatically Collected Information
When you visit our website, we may automatically collect:
- IP address and browser information
- Device information and operating system
- Website usage data and analytics
- Cookies and similar technologies data
2. How We Use Your Information
We use your information for the following purposes:
- Providing investment services and financial advice
- Communicating with you about our services
- Complying with legal and regulatory requirements
- Improving our website and services
- Marketing communications (with your consent)
- Fraud prevention and security
3. Information Sharing
We may share your information in the following circumstances:
- Service Providers: With trusted third-party service providers who assist us in operating our business
- Legal Requirements: When required by law, regulation, or legal process
- Business Transfers: In connection with a merger, acquisition, or sale of assets
- Consent: With your explicit consent for specific purposes
We do not sell your personal information to third parties.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
- Encryption of sensitive data
- Regular security assessments
- Access controls and authentication
- Employee training on data protection
5. Cookies and Tracking
We use cookies and similar technologies to:
- Remember your preferences and settings
- Analyze website traffic and usage patterns
- Provide personalized content and advertisements
- Improve website functionality and user experience
You can manage your cookie preferences through our cookie banner or your browser settings.
6. Your Rights
Under applicable data protection laws, you may have the following rights:
- Access: Request access to your personal information
- Correction: Request correction of inaccurate information
- Deletion: Request deletion of your personal information
- Portability: Request transfer of your information
- Objection: Object to processing of your information
- Withdrawal: Withdraw consent for processing
7. Data Retention
We retain your personal information for as long as necessary to:
- Provide our services to you
- Comply with legal and regulatory requirements
- Resolve disputes and enforce agreements
Financial records may be retained for up to 7 years as required by FCA regulations.
8. International Transfers
Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for such transfers in accordance with applicable data protection laws.
9. Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website and updating the "Last updated" date.
11. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:
- Email: [email protected]
- Phone: +44(0)3226 79810
- Address: 74 Grace Inlet, Lake Grahamhaven, CH63 4JT, United Kingdom