Privacy Policy

1. Information We Collect

We may collect the following categories of information:

Account information: name, email address, phone number, and login credentials when you register for an account or request access to our services.

Financial and investment preferences: information you choose to provide about your investment goals, risk tolerance, and dollar-cost averaging preferences, which is used solely to configure the tools you request.

Usage data: pages visited, features used, time spent on the site, referring URLs, and other analytics-style information collected automatically through cookies and similar technologies.

Device and technical data: IP address, browser type, operating system, and device identifiers.

Communications: records of correspondence when you contact us via email, contact forms, or other channels.

2. How We Use Information

Information we collect may be used to:

Provide, operate, and maintain our website and analytics tools; process and manage account registrations and service requests; respond to inquiries and provide customer support; send administrative communications such as updates to policies or service notices; monitor and analyse usage trends to improve functionality and user experience; detect, prevent, and address technical issues, fraud, or unauthorised access; and comply with applicable legal obligations.

We do not use the information you provide to make investment decisions on your behalf without your explicit instruction through the relevant service features.

3. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing, we rely on one or more of the following: your consent; the necessity of processing to perform a contract with you (such as providing access to our tools); our legitimate interests in operating and improving our services, provided those interests are not overridden by your data protection rights; and compliance with legal obligations to which we are subject.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate the website, remember preferences, and analyse traffic. Cookies are small text files stored on your device. You can configure your browser to refuse cookies or alert you when cookies are being sent, though some parts of the website may not function properly without them.

We may also use third-party analytics tools that collect information about your use of the website over time. These third parties may use cookies and similar technologies to collect this information in accordance with their own privacy policies.

6. Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer required for these purposes, we take reasonable steps to delete or anonymise it.

7. Data Security

We implement reasonable technical and organisational measures designed to protect information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. International Transfers

Information we collect may be processed, stored, or transferred to countries other than your own, which may have different data protection laws. Where such transfers occur, we aim to ensure appropriate safeguards are in place consistent with applicable law.

9. Your Rights

Depending on your location, you may have rights to access, correct, delete, restrict, or object to the processing of your personal information, and to request portability of your data. You may also have the right to withdraw consent at any time where processing is based on consent, and to lodge a complaint with a supervisory authority.

To exercise any of these rights, please contact us using the details on our Contact page. We will respond in accordance with applicable law.

10. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any external sites you visit.