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Privacy Policy

Introduction

What Personal Data We Collect

• Identity Data: This may include your name, contact details (such as email address and phone number), and date of birth.
• Financial Data: This may include information about your income, expenditure, and financial situation provided through fact finds.
• Technical Data: This may include your IP address, browser type, device type, operating system, and referring URL.
• Usage Data: This may include information about how you use our website and services, such as the pages you visit, the searches you perform, and the products you view.

How We Use Your Personal Data

• To provide you with our services, including helping you search for and submit fact finds for suitable financial products.
• To verify your identity and prevent fraud.
• To improve our website and services.
• To send you marketing communications (only with your consent).
• To comply with legal and regulatory requirements.

Legal Basis for Processing

• Contract: The processing is necessary to perform our obligations under a contract with you, such as providing you with our services.
• Legitimate Interests: The processing is necessary for our legitimate interests, such as improving our website and services, finding new customers, and preventing fraud. We will always balance our legitimate interests against your data protection rights.
• Consent: The processing is based on your explicit consent, such as when you consent to receive marketing communications from us.

Data Sharing ('EEA' is European Economic Area, 'USA' is United States of America)

• Outgrow LLC (USA - Outside the EEA): We use Outgrow to manage our fact find process (ReleaseOnline) and lead submission, which provides interactive and easy to use software. You can learn more about their Privacy Policy by clicking here
• Google/Alphabet: LLC (Republic of Ireland - Inside the EEA): We use Google Analytics to track website usage and Google Ads to help customers find our website. You can learn more about their Privacy Policy by clicking here
• HubSpot (Republic of Ireland - Inside the EEA): We use HubSpot for marketing automation and CRM. You can learn more about their Privacy Policy by clicking here
• X (USA, Outside of the EEA): We use X to help customers find our website. You can learn more about their Privacy Policy by clicking here
• Facebook/Meta LLC (Ireland - Inside the EEA): We use Facebook to help customers find our websites, we sometimes share email addresses and other such personal identifiable data in order to help other customers with a similar Facebook profile find our website, this data is not stored or used by Meta for any other purposes. You can learn more about their Privacy Policy by clicking here
• Tawk.to (USA - Outside the EEA): We use Tawk.to for live chat support and which collects basic information about customer requirements and any other data submitted into the chat screen by the customer. You can learn more about their Privacy Policy by clicking here
• Hotjar (USA - Outside the EEA): We use Hotjar to monitor how website visitors use our website, by obtaining screen recordings of site sessions. This data is not directly linked to anything which is personally identifiable. You can learn more about their Privacy Policy by clicking here

International Transfers

• Standard Contractual Clauses (SCCs) approved by the Information Commissioner's Office (ICO).
• Data Retention
• We will retain your personal data for as long as it is necessary for the purposes for which it was collected, and then we will delete it securely.

Your Rights

• The right to access your personal data
• The right to rectification of inaccurate personal data
• The right to erasure of your personal data
• The right to restrict processing of your personal data
• The right to data portability
• The right to object to processing of your personal data

Contact Us

Changes to this Privacy Policy