Privacy Policy

Information We Collect

When you interact with our financial analysis services, we collect various types of information to provide you with personalised educational content and platform functionality. This includes both information you provide directly and data we collect automatically during your visits.

How We Use Your Information

Your data serves specific purposes that directly benefit your learning experience and platform functionality. We don't use your information for unrelated marketing activities or share it inappropriately with third parties.

• Delivering personalised financial analysis tools and educational content matched to your skill level
• Processing your uploaded financial statements and providing analysis results within our secure environment
• Communicating important updates about courses, platform changes, or account-related matters
• Improving our educational programmes based on aggregated usage patterns and feedback
• Maintaining platform security and preventing unauthorised access to sensitive financial data
• Providing customer support and resolving technical issues you might encounter

Data Sharing and Third Parties

We work with carefully selected service providers who help us deliver our educational platform, but we maintain strict controls over how your information is handled. We never sell your personal data or share it for marketing purposes without your explicit consent.

We may disclose information when legally required by UK authorities or to protect the rights and safety of our users and platform. Such disclosures are limited to what's necessary and legally permitted under applicable data protection laws.

Your Rights Under UK Data Protection Law

As a user in the United Kingdom, you have comprehensive rights regarding your personal data. We've designed straightforward procedures to help you exercise these rights effectively.

• Access: Request copies of personal data we hold about you, including analysis history and account information
• Rectification: Correct inaccurate information or update your professional details and preferences
• Erasure: Request deletion of your account and associated data, subject to legal retention requirements
• Portability: Receive your data in a structured format for transfer to other educational platforms
• Restriction: Limit how we process your information while disputes or concerns are resolved
• Objection: Opt out of certain data processing activities, particularly for marketing communications

To exercise any of these rights, contact our data protection team using the details provided below. We respond to all valid requests within one month and provide clear explanations of any limitations that might apply.

Data Security and Protection

Given the sensitive nature of financial information processed through our platform, we've implemented comprehensive security measures that exceed standard industry practices. Your data is protected through multiple layers of encryption and access controls.

Our team receives regular security training, and we maintain strict access controls ensuring only authorised personnel can handle your information. We also conduct annual security audits with independent third-party specialists.

Data Retention and Deletion

We retain your information only as long as necessary for providing educational services or as required by UK financial regulations. Different types of data have specific retention periods based on their purpose and legal requirements.

• Account information and learning progress: Retained while your account remains active plus three years
• Uploaded financial statements: Automatically deleted 12 months after analysis completion
• Communication records: Kept for two years to support ongoing educational relationships
• Payment and billing data: Retained for seven years in compliance with UK accounting requirements
• Technical logs and security data: Automatically purged after 90 days unless required for ongoing investigations

When data reaches the end of its retention period, we securely delete it using certified data destruction methods. You can request early deletion of certain information types, subject to legal obligations we must maintain.

International Data Transfers

While we primarily process data within the UK and European Union, some of our educational technology partners operate globally. When we transfer your information internationally, we ensure appropriate safeguards protect your privacy rights.

All international transfers comply with UK GDPR requirements through adequacy decisions, standard contractual clauses, or other approved transfer mechanisms. We regularly review these arrangements to ensure they provide equivalent protection to UK data protection standards.

Cookies and Tracking Technologies

Our platform uses cookies and similar technologies to personalise your learning experience and maintain platform functionality. We've categorised these based on their purpose and provide clear controls over non-essential cookies.

Changes to This Privacy Policy

We review and update this privacy policy annually or when significant changes occur to our data processing activities. When updates affect your rights or how we handle your information, we'll notify you directly through email and platform notifications.

Continued use of our services after policy updates indicates acceptance of the changes. However, for significant modifications that expand our data use, we'll seek your explicit consent before implementing changes.