Privacy Policy

1. Information We Collect

We may collect information that you provide directly to us, such as your name, email address, telephone number, and details submitted through assessment forms or account registration. We may also collect financial-profile information voluntarily submitted for the purpose of generating platform recommendations, including but not limited to income ranges, liquidity preferences, and stated investment objectives.

In addition, we may automatically collect certain technical information when you interact with our website, such as IP address, browser type, device identifiers, pages visited, and timestamps, typically through cookies or similar tracking technologies.

2. How We Use Information

We use the information we collect to operate, maintain, and improve our platform; to generate predictive and decision-optimisation outputs requested by users; to respond to enquiries submitted through the site; to communicate updates regarding our services; and to monitor, detect, and prevent misuse, fraud, or security incidents affecting our systems.

Where information is used to train, refine, or validate the models underlying our AI-driven recommendations, we take steps intended to limit the use of personally identifiable data for that purpose to what is reasonably necessary.

3. Legal Basis for Processing

Depending on applicable law, we process personal information on one or more of the following bases: your consent, the necessity of processing to perform a service you have requested, our legitimate interests in operating and securing our platform, and compliance with applicable legal or regulatory obligations.

4. Sharing of Information

We do not sell personal information. We may share information with service providers who support our technical infrastructure, hosting, analytics, or communications functions, subject to confidentiality obligations. We may also disclose information where required by law, regulation, or valid legal process, or where necessary to protect the rights, property, or safety of Firm Holdaventry, our users, or others.

Any third-party service providers engaged to process information on our behalf are expected to apply appropriate safeguards consistent with this Policy.

5. Data Retention

We retain personal information for as long as reasonably necessary to fulfil the purposes described in this Policy, including to satisfy legal, accounting, or reporting obligations, resolve disputes, and enforce our agreements. Retention periods may vary depending on the type of information and the context in which it was collected.

6. Data Security

We implement technical and organisational measures intended to protect personal information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security of information submitted to us.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to support core functionality, remember preferences, and analyse aggregate usage patterns. You may configure your browser to refuse cookies or alert you when cookies are being set; however, some parts of the site may not function properly if cookies are disabled.

8. Your Rights and Choices

Depending on your jurisdiction, you may have rights to request access to, correction of, deletion of, or restriction on the processing of your personal information, and to object to certain processing activities or request a copy of your data in a portable format. Requests can be submitted through the contact channels referenced on our website, and we will respond in accordance with applicable law.

9. Children's Privacy

Our platform is not directed to individuals under the age of majority in their jurisdiction, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take reasonable steps to delete it.

10. International Data Transfers

Where information is transferred, stored, or processed in a country other than your own, we aim to ensure that appropriate safeguards are applied consistent with this Policy and applicable data protection requirements.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of such third parties, and we encourage you to review their respective privacy policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. Any updates will be posted on this page, and material changes may be communicated through additional notice where appropriate. Continued use of our platform after such changes constitutes acceptance of the revised Policy.

13. Contact

If you have questions or requests regarding this Privacy Policy or our data-handling practices, please use the contact details provided elsewhere on our website.