Privacy Policy

This Privacy Policy describes how we collect, use, and protect the personal data of users who visit this website or complete the registration form. Protecting your privacy is a top priority for us.

1. Data controller

The data controller responsible for personal data is:

2. Data collected

We collect the following categories of personal data:

• Identity data: first name, last name.
• Contact data: email address, phone number.
• Usage data: IP address, browser type, pages visited, date and time of access, technical and analytics cookies.

3. Purposes and legal basis for processing

Personal data is processed for the following purposes:

• Registration and contact management: to allow you to register on the platform and receive a call from an advisor (legal basis: performance of a contract or pre-contractual measures).
• Legal compliance: to comply with applicable financial and tax regulations (legal basis: legal obligation).
• Marketing and commercial communications: with your express consent, to send you information about our services (legal basis: consent).
• Site analysis and improvement: to improve service quality through anonymized browsing statistics (legal basis: legitimate interest).

4. Data retention

Personal data is retained only for as long as necessary to fulfil the purposes for which it was collected, and in any case:

• For registration and contractual relationship data: for the duration of the relationship and for 10 years after it ends, in compliance with legal obligations.
• For marketing data: until consent is withdrawn or, in any case, no longer than 24 months from the last interaction.
• For browsing data: no longer than 13 months from collection.

5. Data recipients

Your personal data may be shared with:

• Partner advisors and brokers who will contact you to support your registration.
• Technical and IT service providers (hosting, CRM, communication platforms) appointed as data processors.
• Competent authorities, where required by law.

Data is not sold or transferred to third parties for their own purposes.

6. Cross-border data transfers

Some technical service providers may be located outside the United Kingdom. In such cases, we ensure that transfers are carried out in accordance with applicable privacy legislation, including UK GDPR, and appropriate safeguards such as Standard Contractual Clauses where required.

7. Cookies

This site uses technical cookies necessary for operation and analytics cookies to collect anonymized usage statistics. You can manage cookie preferences through your browser settings. For more information, please contact us using the details on our Contact page.

8. Your rights

Under applicable UK privacy legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, you have the right to:

• Access your personal data and obtain a copy.
• Request correction of inaccurate or incomplete data.
• Request deletion of data, where permitted by law.
• Object to processing based on legitimate interest or for direct marketing purposes.
• Request restriction of processing.
• Request data portability in a structured, machine-readable format.
• Withdraw consent at any time, without affecting the lawfulness of processing carried out before withdrawal.

To exercise your rights, you may contact us by phone at +372 5678 3421 or by mail at the address listed above.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO).

9. Changes to this policy

We reserve the right to modify this Privacy Policy at any time. Changes will be published on this page with an updated date. We encourage you to review this page periodically to stay informed.