Effective Date: 05 March 2021

Introduction

Advisor's Gateway (Co-Entry Solutions Ltd) ("Company," "we," "our," or "us") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you visit our website and engage with our services. We comply with the UK General Data Protection Regulation (UK GDPR) and other applicable data protection laws.

Data Controller

Co-Entry Solutions Ltd is the data controller responsible for your personal data. If you have any questions about this Privacy Policy or how we handle your personal data, please contact us at:
Advisor's Gateway
Coventry Technology Park,
Puma Way,
Coventry,
CV1 2TT.
Email: [email protected]

Personal Data We Collect

We may collect and process the following categories of personal data:

• Identity Data: Name, title, company, and job title.
• Contact Data: Email address, telephone number, and mailing address.
• Technical Data: IP address, browser type, device information, and usage data collected through cookies.
• Marketing and Communications Data: Your preferences for receiving newsletters, updates, and marketing materials.
• Subscription Data: Information related to your subscription to our newsletters or financial insights.
• Correspondence Data: Information you provide when you contact us for support or inquiries.

How We Collect Personal Data

We collect personal data in the following ways:

• Direct interactions: When you subscribe to our newsletters, contact us via email, phone, or forms on our website.
• Automated technologies: Cookies and tracking technologies collect data on website usage and interactions.
• Third parties: We may receive personal data from analytics providers, advertising networks, and publicly available sources.

Legal Basis for Processing

We process your personal data based on the following legal grounds:

• Consent: When you subscribe to our newsletters or opt into marketing communications.
• Contractual necessity: When processing is required to fulfill our contractual obligations to you.
• Legitimate interests: To improve our website, monitor analytics, and ensure cybersecurity.
• Legal compliance: When processing is necessary to comply with legal obligations.

How We Use Your Data

We use your personal data for the following purposes:

• To provide financial insights, news, and regulatory updates.
• To manage your subscription and deliver newsletters.
• To respond to inquiries and provide customer support.
• To improve our website and user experience.
• To send marketing communications where permitted.
• To comply with legal requirements and enforce policies.

Data Sharing and Transfers

We do not sell your personal data. However, we may share your data with:

• Service Providers: Third-party vendors who assist in website hosting, email delivery, analytics, and marketing.
• Legal Authorities: When required by law, regulation, or legal proceedings.
• Business Transfers: In the event of a merger, sale, or acquisition, your data may be transferred as part of the transaction.

If data is transferred outside the UK or EEA, we ensure adequate safeguards such as Standard Contractual Clauses (SCCs) or other legal mechanisms.

Data Retention

We retain personal data only as long as necessary for the purposes outlined in this policy or as required by law. Once data is no longer needed, we securely delete or anonymize it.

Your Rights Under GDPR

Under GDPR, you have the following rights regarding your personal data:

• Access: Request a copy of your data.
• Rectification: Correct inaccurate or incomplete data.
• Erasure: Request deletion of your data under certain conditions.
• Restriction: Request limited processing of your data.
• Objection: Object to processing based on legitimate interests.
• Data Portability: Request transfer of your data in a structured format.
• Withdraw Consent: Opt out of marketing communications at any time.

To exercise your rights, please contact us at [email protected]. We will respond within one month as required by law.

Cookies and Tracking Technologies

We use cookies to improve website functionality and analyse user behaviour. You can manage cookie preferences through your browser settings. For details, see our Cookie Policy.

Security Measures

We implement industry-standard security measures to protect personal data from unauthorized access, alteration, or loss. However, no online transmission is entirely secure, so users should take precautions when sharing personal data.

Updates to This Policy

We may update this Privacy Policy periodically. We encourage users to review it regularly. The latest version will always be available on our website.

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This Privacy Policy was last updated on 4 October 2024.