PRIVACY POLICY

Last updated March 26, 2025

This Privacy Notice for Advisory Ltd (doing business as Advisory) ("we", "us", or "our"), describes how and why we might access, collect, store, use, and/or share ("process") your personal information when you use our services ("Services"), including when you:

  • Visit our website at http://www.advisory.uk, or any website of ours that links to this Privacy Notice
  • Use Advisory – a technology company that provides business management solutions to financial advisors and institutions through our cloud-based platform and services.
  • Engage with us in other related ways, including any sales, marketing, or events.

Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, contact us at [email protected].

1. WHAT INFORMATION DO WE COLLECT?

In Short: We collect personal information that you provide to us.

We collect personal information you voluntarily provide when you:

  • Register on the Services
  • Express an interest in obtaining information about us or our products and Services
  • Participate in activities on the Services
  • Otherwise contact us

Personal Information Provided by You: This may include:

  • Names
  • Phone numbers
  • Email addresses
  • Passwords
  • Debit/credit card numbers
  • Usernames
  • Authentication data
  • Billing addresses
  • Company names
  • Numbers of clients
  • Sizes of employees

Sensitive Information: We do not process sensitive information.

Payment Information: We do not currently process payments or collect payment data. If this changes, we will update this notice accordingly.

2. HOW DO WE PROCESS YOUR INFORMATION?

In Short: To provide, improve, and administer our Services, communicate, and comply with law.

We may process your personal information to:

  • Facilitate account creation and authentication
  • Deliver requested services
  • Respond to inquiries and support
  • Send administrative messages
  • Fulfil and manage orders
  • Request feedback
  • Send marketing and promotional communications
  • Protect our Services
  • Identify usage trends
  • Save or protect vital interests

3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?

In Short: We only process your personal information with a valid legal basis under applicable law.

These include:

  • Consent
  • Performance of a contract
  • Legitimate interests
  • Legal obligations
  • Vital interests

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

In Short: With selected third parties in specific situations.

These may include:

  • Vendors, service providers, agents
  • Partners integrating with our platform
  • Auditors, advisors, authorities
  • In connection with business transfers

5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

In Short: Yes, for security, preferences, analytics, and advertising purposes. See our Cookie Notice.

6. DO WE OFFER ARTIFICIAL INTELLIGENCE-BASED PRODUCTS?

In Short: Yes, and your data is processed in accordance with this Privacy Notice and any third-party agreements.

7. HOW LONG DO WE KEEP YOUR INFORMATION?

In Short: As long as needed for legitimate business purposes or as required by law.

8. HOW DO WE KEEP YOUR INFORMATION SAFE?

In Short: Through technical and organizational security measures, but no method is 100% secure.

9. DO WE COLLECT INFORMATION FROM MINORS?

In Short: No, we do not knowingly collect data from children under 18.

10. WHAT ARE YOUR PRIVACY RIGHTS?

You may have rights to access, correct, delete, or object to our use of your data depending on your location (e.g. EEA, UK, Switzerland).

11. CONTROLS FOR DO-NOT-TRACK FEATURES

We do not currently respond to DNT browser signals.

12. DO WE MAKE UPDATES TO THIS NOTICE?

Yes, as necessary to stay compliant with relevant laws. Check the "Last updated" date for changes.

13. DO WE HAVE A DATA PROTECTION OFFICER (DPO)?

No formal DPO required, but you can contact our data protection lead at [email protected].

14. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

Advisory Ltd
C/O Harrison North Adam House
7-10 Adam Street
London WC2N 6AA
England

15. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

You can exercise your rights by contacting us at [email protected].