Privacy and Cookies

Please take a moment to review this page to understand how we safeguard your data and ensure your online interactions with us are secure and seamless.

Privacy Policy

We are committed to safeguarding your privacy and protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and manage your personal data in accordance with applicable data protection laws in Ireland, including the General Data Protection Regulation (GDPR).

1. Information We Collect

We may collect the following types of personal information from you:

Contact Information: Name, address, email address, phone number, and other relevant contact details.
Financial Information: Investment preferences, financial history, income details, and bank account information.
Identity Information: Passport, driver's license, or other identification documents, as required by law.
Professional Information: Employment history, qualifications, and other professional details.
Website Usage Information: Information about your interactions with our website, including IP address, browser type, and pages visited.

2. How We Use Your Information

We use your personal information for the following purposes:

Investment Services: To provide investment services, manage portfolios, and facilitate transactions.
Client Communication: To communicate with you about your investments, updates, and relevant information.
Legal Obligations: To comply with legal and regulatory requirements, including anti-money laundering and tax regulations.
Improvement: To improve our services, website, and customer experience.
Marketing: With your consent, to send you promotional materials and updates about our services.
Security: To protect against fraudulent or unauthorised activities.

3. Disclosure of Your Information

We may disclose your personal information to:

Service Providers: Third-party service providers who assist us in delivering our services.
Regulatory Authorities: Regulatory bodies, government agencies, and law enforcement as required by law.
Affiliates: Our affiliated companies for internal administrative purposes.
Professional Advisors: Legal, financial, or other professional advisors as necessary.

4. Your Data Protection Rights

You have the following rights regarding your personal data:

Access: Request access to the personal information we hold about you.
Rectification: Request correction of any inaccurate or incomplete data.
Erasure: Request deletion of your personal information, subject to legal requirements.
Restriction: Request restriction of processing under certain circumstances.
Data Portability: Request a copy of your data in a structured, machine-readable format.
Objection: Object to the processing of your data for certain purposes.
Withdraw Consent: Withdraw your consent for marketing communications at any time.

5. Data Retention

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

6. Security

We employ technical and organisational measures to safeguard your personal information from unauthorised access, disclosure, alteration, or destruction.

7. Changes to Privacy Policy

We may update this Privacy Policy from time to time. Any material changes will be communicated to you through our website or other appropriate means.

8. Contact Us

If you have any questions, concerns, or requests related to your personal information or this Privacy Policy, please contact us.

By using our services and providing your personal information, you agree to the terms outlined in this Privacy Policy.

Cookie Policy

This Cookie Policy explains how we use cookies and similar tracking technologies on our website in accordance with applicable data protection laws in Ireland, including the General Data Protection Regulation (GDPR).

1. What Are Cookies?

Cookies are small text files that are placed on your device (computer, tablet, or smartphone) when you visit a website. They are widely used to improve user experience and provide information to website owners about how their sites are being used.

2. Types of Cookies We Use

We may use the following types of cookies on our website:

Strictly Necessary Cookies: These cookies are essential for the proper functioning of our website. They enable you to navigate the site and use its features.
Performance Cookies: These cookies collect information about how visitors use our website, such as which pages are visited most often. This information is used to improve the website's performance and usability.
Functionality Cookies: These cookies allow the website to remember choices you make (such as your username or language) and provide enhanced features.
Targeting/Advertising Cookies: These cookies are used to deliver advertisements that are more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement.

3. How We Use Cookies

We use cookies for various purposes, including:

Website Analytics: To gather information about how visitors use our website and to analyse user behaviour to improve our site's content and functionality.
Session Management: To manage user sessions, allowing you to navigate the site smoothly and perform certain functions.
Personalisation: To remember your preferences and settings, making your experience more tailored.
Advertising: To display targeted advertisements based on your interests and browsing behaviour.

4. Third-Party Cookies

Some cookies used on our website may be placed by third-party service providers. These providers have their own privacy and cookie policies. We do not control these cookies, and you should refer to the respective policies of these third parties.

5. Your Cookie Choices

You have the option to accept or decline cookies when you visit our website. Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies if you prefer. However, this may prevent you from fully experiencing all the features of the website.

6. Cookie Settings

You can manage your cookie preferences by adjusting the settings in your web browser. Here's how:

Google Chrome: Click on the three dots in the top-right corner, then select "Settings" > "Privacy and security" > "Cookies and other site data."
Mozilla Firefox: Click on the three horizontal lines in the top-right corner, then select "Options" > "Privacy & Security" > "Cookies and Site Data."
Microsoft Edge: Click on the three dots in the top-right corner, then select "Settings" > "Privacy, search, and services" > "Cookies and site permissions."

7. Contact Us

If you have any questions or concerns about our use of cookies or this Cookie Policy, please contact us.

By using our website and accepting cookies, you agree to the terms outlined in this Cookie Policy.