Privacy Policy
This policy explains how Swifvex collects, uses, stores and protects information when you use our website and portfolio intelligence tools. This is a general draft for informational purposes and should be reviewed and adapted to your specific circumstances before use.
1. Who We Are
Swifvex ("we", "us", "our") provides data-driven portfolio intelligence tools and related informational services to users in the UK. This policy applies to all personal data processed through our website, forms, and associated services.
2. Information We Collect
We collect information in the following ways:
- Information you provide directly — such as your name, email address, phone number, and any financial or investment preferences you submit through our lead forms, onboarding flows, or correspondence with us.
- Information collected automatically — such as IP address, browser type, device information, pages visited, and referral source, gathered through cookies and similar technologies when you browse our website.
- Information from third parties — where applicable, we may receive limited information from analytics providers, advertising partners, or publicly available sources to help us understand and improve our services.
3. How We Use Your Information
We use the information we collect to:
- Respond to enquiries and provide the services you request;
- Personalise and improve our website, tools, and communications;
- Send relevant updates, insights, or marketing communications, where you have consented to receive them;
- Monitor and analyse usage trends to improve performance and security;
- Comply with applicable legal and regulatory obligations.
4. Legal Basis for Processing
Where UK data protection law applies, we rely on one or more of the following legal bases to process your personal data: your consent, the necessity of processing to perform a contract with you, our legitimate interests in operating and improving our services, and compliance with legal obligations.
5. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to operate correctly, remember preferences, and gather analytics about how visitors use our site. You can control or disable cookies through your browser settings; however, doing so may affect certain features of the website.
6. How We Share Information
We do not sell personal data. We may share information with:
- Service providers who help us operate our website, communications, and analytics, under appropriate confidentiality and data protection terms;
- Professional advisers, where necessary for legal, accounting, or compliance purposes;
- Regulatory or governmental authorities, where required by law.
7. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy, including satisfying any legal, accounting, or reporting requirements. When data is no longer needed, we take reasonable steps to securely delete or anonymise it.
8. Data Security
We implement reasonable technical and organisational measures designed to protect personal data against unauthorised access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
9. Your Rights
Depending on applicable law, you may have the right to:
- Access the personal data we hold about you;
- Request correction of inaccurate or incomplete data;
- Request deletion of your personal data;
- Object to or restrict certain types of processing;
- Withdraw consent at any time where processing is based on consent;
- Request a copy of your data in a portable format.
To exercise any of these rights, please contact us using the details provided in the footer of this website.
10. International Transfers
Where personal data is transferred outside the UK, we aim to ensure appropriate safeguards are in place consistent with applicable data protection requirements.
11. Children's Privacy
Our services are not directed at individuals under the age of 18, and we do not knowingly collect personal data from children.
12. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites, and we encourage you to review their respective privacy policies.
13. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal and regulatory reasons. Any updates will be posted on this page, and we encourage you to review it periodically.
14. Contact Us
If you have questions about this Privacy Policy or how we handle your personal data, please contact us using the details listed in the footer of this website.