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4. How we use your personal data
We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:
- Performance of Contract: Where we need to perform the contract we are about to enter into or have entered into with you
- Legitimate Interest: Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests
- Legal Compliance: Where we need to comply with a legal obligation
Generally, we do not rely on consent as a legal basis for processing your personal data although we will get your consent before sending third party direct marketing communications to you via email. You have the right to withdraw consent to marketing at any time by contacting us.
Purposes for which we will use your personal data
Primary Business Purposes
- Contact Form Processing: Responding to your specific inquiries and messages
- Business Evaluation: Assessing potential investment opportunities, partnerships, or professional relationships
- Communication Management: Maintaining records of our business communications and follow-up activities
- Due Diligence: Conducting initial screening and evaluation processes for potential business relationships
Legal and Security Purposes
- Fraud Prevention: Using IP addresses and technical data to detect and prevent fraudulent submissions
- Legal Compliance: Maintaining records as required by financial services regulations and data protection laws
- Data Integrity: Ensuring the accuracy and validity of submissions through automated validation
- Consent Management: Tracking your privacy policy consent and version history for compliance purposes
Marketing
We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.
Promotional offers from us
We may use your Identity, Contact, Technical, and Usage Data to form a view on what we think you may want or need, or what may be of interest to you. You will receive marketing communications from us if you have requested information from us and you have not opted out of receiving that marketing.
Third-party marketing
We will get your express opt-in consent before we share your personal data with any third party for marketing purposes.
Opting out
You can ask us or third parties to stop sending you marketing messages at any time by contacting us. Where you opt out of receiving these marketing messages, this will not apply to personal data provided to us as a result of a service inquiry or other transactions.
