1. Introduction
Finada Ltd (“we”, “us”, “our”) is committed to protecting the privacy and security of your personal data. This Privacy Policy explains how we collect, use, store, and protect information in accordance with UK data protection law, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Data Controller
Finada Ltd is the data controller responsible for your personal data. Our contact details are:
- Email: Support@finada.co.uk
3. Information We Collect
We may collect and process the following categories of personal data:
- Identity Data: Name, title, date of birth, and identification documents.
- Contact Data: Email address, telephone number, and postal address.
- Financial Data: Information regarding your alternative asset holdings, investment history, and financial circumstances relevant to private asset management.
- Communication Data: Records of correspondence, enquiries, and consultation notes.
- Technical Data: IP address, browser type, and website usage data (via cookies).
4. How We Use Your Information
We use your personal data for the following purposes:
- To provide private asset management services and respond to your enquiries.
- To maintain client records and manage our business relationship with you.
- To comply with legal and regulatory obligations.
- To improve our services and website functionality.
- To communicate important updates regarding our services or your engagement.
Our legal basis for processing your data includes: performance of a contract, legitimate business interests, compliance with legal obligations, and your consent where applicable.
5. Data Sharing and Disclosure
We maintain strict confidentiality and do not sell or rent your personal data. We may share your information only in the following circumstances:
- With professional advisers (legal, financial, or tax advisers) where necessary for service provision.
- With third-party service providers who support our business operations (subject to strict confidentiality agreements).
- Where required by law, regulation, or court order.
- With your explicit consent.
6. Data Security
We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse. These measures include encryption, secure servers, access controls, and regular security assessments. However, no data transmission over the internet can be guaranteed as completely secure.
7. Data Retention
We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including legal, regulatory, or reporting requirements. Client records are typically retained for a minimum of 7 years following the conclusion of our engagement, in accordance with UK tax and business record-keeping obligations.
8. Your Rights
Under UK data protection law, you have the following rights:
- Right of access: Request a copy of your personal data.
- Right to rectification: Request correction of inaccurate or incomplete data.
- Right to erasure: Request deletion of your personal data in certain circumstances.
- Right to restriction: Request limitation of processing in certain circumstances.
- Right to data portability: Receive your data in a structured, commonly used format.
- Right to object: Object to processing based on legitimate interests.
- Right to withdraw consent: Where processing is based on consent.
To exercise any of these rights, please contact us at privacy@finada.co.uk.
9. Cookies
Our website may use cookies to improve user experience and analyse website traffic. Cookies are small text files stored on your device. You can control cookie preferences through your browser settings. Disabling cookies may affect website functionality.
10. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on our website with a revised effective date. We encourage you to review this policy periodically