Privacy Policy

1. What Data We Collect

We may collect the following types of personal data:

1.1. Information You Provide to Us

• Contact information (first name, last name, email, phone number, postal address)
• Information necessary for investment processing (passport details, date of birth, tax identification number)
• Financial information (income sources, bank account details)
• Investment preferences information
• Correspondence with us

1.2. Information We Collect Automatically

• Device information (IP address, browser type, operating system)
• Website usage information (pages visited, time of visit, activity on the site)
• Cookies and similar tracking technologies
• Location data

1.3. Information from Third-Party Sources

• Information from public sources
• Information from partners and service providers
• Information from financial institutions

2. How We Use Your Data

We use your personal data for the following purposes:

2.1. Providing Services

• Processing investment applications
• Managing your investment portfolio
• Providing information about your investments
• Customer service and technical support

2.2. Improving Services

• Analyzing the use of our website and services
• Market research and analytics
• Development of new products and services
• Improving user experience

2.3. Marketing and Communications

• Sending informational materials and news
• Sending marketing messages about our products and services
• Personalizing content and advertising

2.4. Regulatory Compliance

• Meeting anti-money laundering requirements
• Customer identity verification (KYC)
• Compliance with tax obligations
• Responding to law enforcement requests

3. Legal Basis for Data Processing

We process your personal data on the following legal grounds:

• Performance of a contract: processing is necessary to fulfill a contract with you or to take steps at your request before entering into a contract.
• Legitimate interest: processing is necessary for our legitimate interests or the legitimate interests of a third party, unless your interests or fundamental rights and freedoms override these interests.
• Consent: you have given consent to the processing of your personal data for one or more specific purposes.
• Legal obligation: processing is necessary for compliance with a legal obligation to which we are subject.

4. Your Rights

Under applicable data protection law, you have the following rights:

4.1. Right of Access

You have the right to request a copy of your personal data that we process.

4.2. Right to Rectification

You have the right to request correction of inaccurate or incomplete personal data that we hold about you.

4.3. Right to Erasure

In certain circumstances, you have the right to request the deletion of your personal data from our systems.

4.4. Right to Restriction of Processing

In certain circumstances, you have the right to request the restriction of processing of your personal data.

4.5. Right to Data Portability

You have the right to receive your personal data in a structured, commonly used, and machine-readable format and to transfer this data to another controller.

4.6. Right to Object

You have the right to object to the processing of your personal data in certain circumstances.

4.7. Right to Withdraw Consent

If the processing of your personal data is based on consent, you have the right to withdraw that consent at any time.

To exercise any of these rights, please contact us at privacy@investuk.com.

5. Cookie Policy

5.1. What Are Cookies

Cookies are small text files that are placed on your device when you visit our website. They help us improve the operation of our site, personalize your experience, and deliver relevant advertising.

5.2. Types of Cookies We Use

We use the following types of cookies:

• Necessary cookies: these cookies are essential for the functioning of our website and cannot be disabled in our systems.
• Analytical cookies: these cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site.
• Functional cookies: these cookies enable the website to provide enhanced functionality and personalization.
• Targeting cookies: these cookies may be set through our site by our advertising partners to build a profile of your interests and display relevant ads on other sites.

5.3. Managing Cookies

You can manage cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.

6. Data Storage and Security

6.1. Retention Period

We store your personal data only for as long as necessary to fulfill the purposes for which it was collected or to comply with legal requirements. Specific retention periods depend on the type of data and the purposes of its use.

6.2. Security Measures

We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, loss, alteration, or destruction. These measures include:

• Data encryption during transmission and storage
• Strict access protocols and authentication
• Regular testing and updating of security systems
• Staff training on data protection

7. Data Sharing with Third Parties

7.1. Categories of Recipients

We may share your personal data with the following categories of third parties:

• Service providers (hosting, payment processing, customer service)
• Professional advisers (lawyers, accountants, auditors)
• Investment partners and financial institutions
• Regulatory bodies and law enforcement agencies

7.2. International Data Transfers

We may transfer your personal data outside the European Economic Area (EEA). In such cases, we ensure an adequate level of data protection by:

• Transferring data to countries that have been recognized by the European Commission as providing an adequate level of protection
• Using standard contractual clauses approved by the European Commission
• Implementing binding corporate rules

8. Changes to the Privacy Policy

We may update our Privacy Policy from time to time. Any changes will be posted on this page with the date of the last update. We recommend that you periodically check this page to stay informed of any changes.

Substantial changes to this Privacy Policy will be communicated to you via email or notification on our website.

9. Contact Information

If you have questions, comments, or requests related to the processing of your personal data or this Privacy Policy, please contact us:

If you believe that we are violating data protection legislation, you have the right to file a complaint with your local data protection authority. However, we would appreciate if you contact us first so we can address your concern directly.