Privacy Policy and Data Protection

Information We Collect

We collect information necessary to provide effective financial planning guidance and maintain our subscription service

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to planning discussions and service delivery
• Communication preferences, service usage patterns, and feedback responses
• Technical data including IP address, browser type, and device information for security

How We Use Your Information

Your personal data helps us deliver personalised financial planning services and maintain our subscription platform

• Providing personalised financial planning guidance and consultation services
• Processing subscription payments, managing accounts, and delivering customer support
• Improving our services through analysis of usage patterns and customer feedback
• Complying with legal obligations and protecting against fraud or security threats

Legal Basis for Processing

We process your personal data based on several legal grounds under UK GDPR

Data Sharing and Third Parties

We limit data sharing to essential service providers and legal requirements

• Trusted service providers who help deliver our platform functionality and payment processing
• Professional advisors, auditors, and regulatory authorities when legally required
• Business successors in the event of merger, acquisition, or company restructuring

Protecting Your Information

We implement industry-standard security measures including encryption, secure servers, access controls, and regular security audits to protect your personal and financial information from unauthorised access.

Your Data Protection Rights

Under UK data protection law, you have comprehensive rights regarding your personal data

• Access — request copies of your personal data and information about how we use it
• Rectification — request correction of inaccurate or incomplete personal information
• Erasure — request deletion of your personal data in certain circumstances
• Restriction — request limits on how we process your personal data
• Portability — receive your data in a structured format or request transfer to another provider

Cookies and Tracking Technologies

We use cookies and similar technologies to improve your experience, remember preferences, and analyse platform performance.

For detailed information, please review our separate Cookie Policy

How Long We Keep Your Data

We retain personal data only as long as necessary for service delivery, legal compliance, and legitimate business purposes — typically 7 years after account closure for financial records, shorter periods for other data types.

Children's Privacy Protection

Our financial planning services are designed for adults aged 18 and over. We do not knowingly collect personal information from children under 18 years of age.

Privacy Policy Updates

We may update this privacy policy to reflect changes in our practices, technology, or legal requirements. Significant changes will be communicated via email or platform notifications.

Contact Information

For questions about this privacy policy or to exercise your data protection rights, contact our Data Protection Officer at info@velarionexiq.com or +44 7700 4253 7023.