At StratFinance Solutions (stratfinancesolutions.co.uk), we value the trust our clients place in us to manage their wealth and financial assets. We are committed to protecting your privacy and ensuring that your personal and financial information is secure. This Privacy Policy outlines how we collect, use, and protect the personal data you provide to us when using our wealth management services.
1. Information We Collect
To offer personalized wealth management services, we may collect and process the following information:
- Personal details: Name, address, date of birth, email address, and phone number.
- Financial information: Bank account details, investment portfolios, tax information, income data, and financial goals.
- Identification information: Copies of identification documents, such as a passport or driver’s license, as required by regulatory authorities.
- Transaction details: Records of your financial transactions, investment history, and communications related to your wealth management activities.
- Usage data: Information about how you interact with our website or online services, such as IP address, browser type, and time spent on our site.
2. How We Use Your Information
We use the personal and financial data collected from you for the following purposes:
- To provide tailored wealth management services, including investment advice and financial planning.
- To process financial transactions and manage your investment accounts.
- To communicate with you about your portfolio, provide updates, and respond to your inquiries.
- To assess your financial needs and risk appetite in order to design a suitable wealth management strategy.
- To comply with legal obligations, including anti-money laundering regulations and tax reporting requirements.
3. Sharing Your Information
We take the privacy of your information seriously and will only share your data in the following circumstances:
- With service providers: We may share information with trusted third-party service providers, such as custodians, investment platforms, or auditors, who assist us in managing your wealth.
- With regulators: We may share data with regulators or law enforcement agencies when required to comply with legal and regulatory obligations.
- In the event of business transfers: If we are involved in a merger, acquisition, or sale, your information may be transferred to the new entity as part of the transaction.
We will never sell or rent your personal information to third parties for marketing purposes.
4. Data Security
We prioritize the security of your personal and financial information. We have implemented technical and organizational measures designed to protect your data from unauthorized access, disclosure, alteration, or destruction. Despite these measures, we cannot guarantee complete security of data transmitted over the internet or stored electronically.
5. Data Retention
We retain your personal and financial information for as long as necessary to manage your investments and comply with legal, regulatory, and accounting obligations. If you wish to request the deletion of your personal data, please contact us using the details provided below.
6. Your Rights
You have certain rights in relation to the personal information we hold about you, including:
- Access: Requesting access to the data we hold about you.
- Correction: Requesting that we correct any inaccurate or incomplete data.
- Deletion: Requesting the deletion of your personal data, subject to legal requirements.
- Data portability: Requesting a copy of your data in a structured, machine-readable format.
To exercise any of these rights, please contact us using the information provided at the end of this policy.
7. Cookies and Website Usage
We may use cookies to collect usage data when you visit our website. This helps us to improve your experience and understand how you interact with our online services. You can adjust your browser settings to block or delete cookies, but this may affect your ability to use certain features of our website.
8. Third-Party Links
Our website may include links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing any personal information.
9. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our services or legal requirements. Any updates will be posted on this page, and we encourage you to review it periodically.
10. Contact Us
If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at:
Strat Finance Solutions
Email:
Phone: 0044 01733639133
Website: stratfinancesolutions.co.uk
