Privacy Policy
This policy explains what personal information we collect when you use our website or get in touch with us, why we collect it, how we look after it and what choices you have. We’ve tried to keep it readable. If anything is unclear, please contact us through our contact page.
Who This Policy Applies To
This policy covers personal information we collect through our website, contact forms, emails, calls and business conversations with prospective and existing clients.
We provide technology services to brokerages and financial businesses. When we build or manage systems for a client, we may process personal data about that client’s own customers, such as traders using a CRM or client portal we’ve set up. In those cases, the brokerage decides how that data is used, and our handling of it is governed by our agreement with them. Those customers should refer to the privacy policy of the brokerage they deal with.
Information We Collect
Information You Give Us
When you fill in a form, request a consultation or contact us, we may collect:
- Your name
- Your business or company name
- Your business email address
- Your phone or WhatsApp number, if you choose to share it
- Your country or target market
- Your business stage and the services you’re interested in
- Anything you include in your message
We don’t need sensitive personal information, passwords or financial account details to respond to an enquiry. Please don’t send them through our forms.
Information Collected Automatically
When you visit our website, some technical information is collected automatically, including:
- Your IP address and approximate location
- Browser type and device information
- Pages you visit and how long you spend on them
- How you arrived at our site, such as a search engine or a link
- Interactions such as button clicks and form submissions
Much of this is collected through cookies and similar technologies, explained further below.
Information From Business Relationships
If you become a client, we’ll also hold information needed to manage the relationship, such as contact details for your team, project communications, contracts and billing information.
How We Use Your Information
We use personal information to:
- Respond to your enquiries and arrange consultations
- Understand your requirements and prepare proposals
- Deliver, support and improve the services we provide
- Manage our business relationship with you, including contracts and invoicing
- Send you relevant updates, where you’ve agreed to receive them or where the law allows
- Understand how visitors use our website so we can improve it
- Keep our website and systems secure
- Meet legal, regulatory and accounting obligations
We don’t sell your personal information.
Our Reasons for Using Your Information
Depending on where you are, data protection laws may require us to have a valid reason for using your personal information. Ours usually fall into these categories:
- Taking steps at your request, such as responding to an enquiry or preparing a proposal
- Performing a contract with you or your business
- Legitimate business interests, such as improving our website, understanding demand for our services and keeping our systems secure, balanced against your rights
- Consent, for example for certain cookies or marketing emails, which you can withdraw at any time
- Legal obligations, such as keeping financial records
Who We Share Information With
We only share personal information when we need to, and only with parties who are expected to protect it properly. This may include:
- Service providers who help us run our business, such as website hosting, email, analytics, CRM and communication tools
- Professional advisors such as lawyers and accountants, where needed
- Authorities or regulators, where we’re legally required to share information
- A buyer or successor, if our business is ever reorganised, merged or sold, subject to equivalent protections
International Transfers
Some of the tools and service providers we use may store or process information in other countries. Where that happens, we take reasonable steps to make sure your information is protected to an appropriate standard, in line with applicable data protection laws.
How Long We Keep Your Information
We keep personal information only as long as we need it for the purposes described here. Enquiries that don’t lead to a working relationship are kept for a reasonable period in case you get back in touch, then deleted. Client records are kept for the duration of the relationship and afterwards for as long as legal, tax or accounting rules require.
How We Protect Your Information
We use reasonable technical and organisational measures to protect personal information. These include access controls, secured connections and limiting access to people who need it for their work. No system can be completely secure, but we take protecting your information seriously and review our measures over time.
Cookies and Similar Technologies
Our website uses cookies to make it work properly, remember your preferences and understand how visitors use it. Some cookies are essential. Others, such as analytics cookies, are used only where permitted or where you’ve agreed. You can manage cookies through your browser settings or our cookie banner. Our Cookie Policy has more detail.
Your Rights
Depending on where you live, you may have the right to:
- Ask for a copy of the personal information we hold about you
- Ask us to correct information that’s inaccurate or incomplete
- Ask us to delete your information
- Object to or restrict certain uses of your information
- Withdraw consent where we rely on it
- Ask us to transfer your information to another organisation
- Complain to a data protection authority
To exercise any of these rights, contact us through our contact page. We may need to confirm your identity before acting on a request.
Marketing Communications
If you receive marketing emails from us, you can unsubscribe at any time using the link in the email or by contacting us. We’ll still send messages that relate directly to services you’re using.
Links to Other Websites
Our website may link to other sites. We aren’t responsible for how those sites handle personal information, so please read their privacy policies.
Children’s Privacy
Our website and services are intended for businesses and aren’t directed at children. We don’t knowingly collect personal information from anyone under 18.
Changes to This Policy
We may update this policy from time to time to reflect changes in our services, technology or legal requirements. The date at the top shows when it was last revised. Significant changes will be highlighted on our website.
Contact Us
If you have questions about this policy or how we handle your personal information, please reach out through our contact page and we’ll respond as soon as we can.
