Privacy Policy
How we handle and protect your personal information
Last updated: January 2024
brisk-fund Ltd ("we", "our", "us") is committed to protecting and respecting your privacy. This policy explains how we collect, use, and safeguard personal information when you use our website or services.
Who We Are
brisk-fund Ltd is a company registered in England and Wales (Company Number: 08472916) with our registered office at 47 Clerkenwell Road, London, EC1M 5RS. We are the data controller for the personal information we process.
For any questions about this policy or our data practices, contact our Data Protection Officer at [email protected].
Information We Collect
We collect information in several ways depending on how you interact with us:
Information You Provide Directly
When you enquire about or use our services, we may collect:
- Your name and contact details (email address, postal address)
- Financial information you share during consultations
- Notes and records from our sessions together
- Correspondence between us
- Payment information when you purchase services
Information Collected Automatically
When you visit our website, we may automatically collect:
- Technical information including IP address, browser type, and operating system
- Information about your visit including pages viewed and time spent
- Cookie data as described in our Cookies Policy
How We Use Your Information
We use the information we collect for the following purposes:
- To provide our financial guidance services
- To communicate with you about your enquiries and bookings
- To process payments for our services
- To maintain records as required for professional and legal purposes
- To improve our website and services
- To comply with legal obligations
Legal Basis for Processing
We process your personal information under the following legal bases:
- Contract: Where processing is necessary to perform our services or take steps at your request before entering a contract
- Legitimate interests: Where we have a legitimate business interest that does not override your rights, such as improving our services or maintaining security
- Legal obligation: Where we must process data to comply with law
- Consent: Where you have given specific consent for particular processing activities
Data Sharing
We do not sell your personal information. We may share data with:
- Service providers who assist our operations (such as payment processors, hosting providers)
- Professional advisors including lawyers and accountants
- Regulatory bodies or law enforcement when legally required
All third parties are required to handle your data securely and in accordance with applicable law.
Data Retention
We retain personal information only as long as necessary for the purposes described in this policy. Typically:
- Client records are kept for seven years after our last interaction, as required for professional standards
- Financial records are kept for six years to comply with tax requirements
- Marketing preferences are retained until you withdraw consent
- Website analytics data is retained for twenty-six months
Data Security
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include encryption, secure servers, and restricted access to personal data.
Your Rights
Under data protection law, you have rights including:
- Access: Request a copy of the personal information we hold about you
- Rectification: Ask us to correct inaccurate or incomplete information
- Erasure: Request deletion of your personal information in certain circumstances
- Restriction: Ask us to limit how we use your data
- Portability: Request transfer of your data to another organisation
- Objection: Object to processing based on legitimate interests
To exercise any of these rights, contact us at [email protected]. We will respond within one month.
International Transfers
We primarily store and process data within the United Kingdom and European Economic Area. If we transfer data outside these regions, we ensure appropriate safeguards are in place, such as standard contractual clauses approved by relevant authorities.
Changes to This Policy
We may update this policy from time to time. Significant changes will be communicated via our website. We encourage you to review this policy periodically.
Complaints
If you have concerns about how we handle your data, please contact us first so we can try to resolve the issue. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection issues.
Contact Us
For questions about this privacy policy or our data practices:
Data Protection Officer
brisk-fund Ltd
47 Clerkenwell Road
London EC1M 5RS
Email: [email protected]