Privacy Policy
At Ownerinsight, we are committed to protecting your privacy and ensuring
the security of your
personal
information. This Privacy Policy outlines how we collect, use, store, and protect the data provided by
users of our
investment consultancy services. By engaging with Ownerinsight, you agree to the terms described
below.
1.
Information We Collect
We collect personal data in order to provide our consultancy services. The
types of
information we may collect include:
Personal Identification Information: Name, email address,
phone number,
and other contact details.
Financial Information: Investment preferences, portfolio data, and related
financial
information to offer personalized guidance.
Communication Data: Information from emails, forms, and
consultations
with our team.
Usage Information: Data on how you interact with our website and services, such as IP
addresses,
browser types, and cookie data.
2. How We Use Your Information
Ownerinsight uses your personal
information
to deliver and enhance our services. Specifically, your information may be used for the following
purposes:
Providing Investment Consultancy: To tailor our investment advice and services to your
specific
financial needs.
Client Communication: To respond to inquiries, provide updates, and keep you
informed of changes
to our services.
Compliance: Ensuring compliance with financial regulations and legal obligations,
including
fraud prevention and risk management.
Improving Our Services: Analyzing trends, usage data, and
feedback to
improve our service offerings.
Marketing and Promotion: With your consent, we may use your
information to send
you relevant marketing material related to investment opportunities.
3. Sharing of Your
Information
We
take your privacy seriously and do not share your personal information with third parties, except under
the
following circumstances:
With Service Providers: Trusted third-party vendors who assist in
providing our
services (e.g., payment processors, IT service providers) may access your data, but only under strict
confidentiality agreements.
Legal Compliance: When required by law or in response to valid requests
by public
authorities (such as court orders or government regulations).
Business Transfers: In the event of a
merger,
acquisition, or sale of assets, your information may be transferred as part of the business
transition.
4.
Data Security
We use industry-standard security measures to protect your data from unauthorized
access,
alteration, disclosure, or destruction. These measures include encryption, secure data storage, and
restricted
access to personal information.
However, while we strive to protect your data, no security system
is
impenetrable. We encourage you to also take steps to protect your information by using strong passwords
and
safeguarding your personal devices.
5. Retention of Information
Ownerinsight retains personal
data for as
long as necessary to provide our services or comply with legal obligations. When no longer required, we
securely
delete or anonymize your information.
6. Your Rights
You have the right to:
Access:
Request a copy
of the personal data we hold about you.
Rectification: Ask for corrections to any inaccurate or
incomplete
information.
Deletion: Request the deletion of your personal data when it is no longer necessary for
the purposes
for which it was collected.
Restriction: Limit the processing of your personal data under certain
conditions.
Data Portability: Receive a copy of your data in a structured, machine-readable
format.
7.
Cookies
Our website uses cookies to enhance user experience and gather usage data. You can choose to
accept or
decline cookies. However, declining cookies may limit your access to certain features of the
website.
8.
Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our
practices or
regulatory requirements. All updates will be posted on our website, and we encourage you to review this
page
periodically.
By using our services, you agree to the terms of this Privacy Policy.
