Privacy Policy

Introduction

QuidbridgeTechAI is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your data.

We understand that financial information is particularly sensitive, and we treat all data with the highest level of care and confidentiality.

Information We Collect

Information You Provide to Us

When you engage with our services, we collect information that you voluntarily provide, including:

• Contact details such as name and email address
• Financial information including income, expenses, debts, and assets
• Employment and career information
• Personal goals and objectives related to financial planning
• Any other information you choose to share during consultations

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including:

• Browser type and version
• Operating system
• Pages visited and time spent on each page
• Referring website addresses
• IP address for security and analytics purposes

How We Use Your Information

We use the information we collect for the following purposes:

• Providing financial planning and advisory services
• Communicating with you about your account and services
• Developing personalised financial strategies and recommendations
• Improving our services based on feedback and usage patterns
• Ensuring the security and integrity of our systems
• Complying with legal and regulatory obligations

Legal Basis for Processing

We process your personal information based on the following legal grounds:

• Contract performance: to deliver the services you've requested
• Legitimate interests: to improve our services and communicate relevant information
• Legal compliance: to meet our regulatory and legal obligations
• Consent: where you have explicitly agreed to specific processing activities

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• With service providers who assist us in operating our business, subject to strict confidentiality agreements
• When required by law or to respond to legal processes
• To protect our rights, property, or safety, or that of our clients or others
• With your explicit consent for specific purposes

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data during transmission and storage
• Secure access controls and authentication procedures
• Regular security assessments and updates
• Staff training on data protection and confidentiality

However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Financial records are typically retained for a minimum of six years in accordance with UK regulatory requirements.

When information is no longer needed, we securely delete or anonymise it to prevent unauthorised access or use.

Your Rights

Under UK data protection law, you have the following rights regarding your personal information:

• The right to access your personal data
• The right to rectify inaccurate information
• The right to erasure in certain circumstances
• The right to restrict processing
• The right to data portability
• The right to object to processing based on legitimate interests
• The right to withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at [email protected]. We will respond to your request within one month.

Cookies and Tracking Technologies

Our website uses cookies to enhance your browsing experience. For detailed information about the cookies we use and how to manage them, please see our Cookies Policy.

Third-Party Links

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

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take steps to delete it promptly.

International Data Transfers

We primarily process data within the United Kingdom. If we transfer data outside the UK, we ensure appropriate safeguards are in place to protect your information in accordance with UK data protection standards.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make significant changes, we will notify you by email or through a prominent notice on our website. The "Last updated" date at the top of this policy indicates when it was most recently revised.

Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact us:

Email: [email protected]
Address: 47 Victoria Street, Birmingham, B1 3SL, United Kingdom

Supervisory Authority

If you believe we have not handled your personal information appropriately, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's supervisory authority for data protection issues.