ADVISORYAI - PRIVACY NOTICE
Last updated June 2024.
About this notice
This privacy notice explains what personal data we collect from or about you.
It sets out why we collect, use, and protect your personal data, and what rights you have over that data.
Who we are
ADVISORYAI GROUP LTD are located at St Stephens House, Arthur Road, Windsor, Berkshire, United Kingdom, SL4 1RU are registered in the UK at Companies House under number 14719918.
What we do
Advisory AI, the productivity co-pilot for financial advisors. We help financial advisors streamline their work and focus on building strong, authentic relationships with clients. Generating suitability letters and annual review letters at a fraction of the cost and time.
Our role
We are the controller of the personal data we process. This means that we are responsible for deciding how we collect, use and store information about you.
We are registered with the Information Commissioner’s Office (ICO) under number ZB621601.
How we collect and use your information
How we collect and use your personal data will depend on how you interact with us or the services you use. To better understand we use your data, please click on the role that best describes you.
I am just browsing your website
If you are just browsing our website, we may collect your data using cookies or other tracking technology which.
Cookies are small text files that are placed on your device, such as your computer, phone or tablet, when you view pages on our website. These cookies allow us to track some of your browsing preferences and optimise how website works.
While we are not looking identify you using cookies as the focus is on your device, it may be possible for use to identify you or infer information about you. Unless the cookies are “strictly necessary” to make our website function, we will always ask for your consent before they are placed on your device.
Purpose your data is used
We process your personal data to communicate with you when you input your information to get a demo of the product.
Type of data used
Email Address
Legal basis
Consent
How long we keep your data
36 months
I am a user of your product
Purpose your data is used
To automate the process of generating personalised reports.
Type of data used
Financial data, alongside soft facts fo the client such as goals and objectives.
Legal basis
Contract
How long we keep your data
36 months
What do we mean by “legal basis”?
We are only able to use your personal data when the law allows us to. This is called the legal basis. Regarding the above purposes, the legal basis listed for each are explained below:
Consent – You have given us your consent to process your personal data for the specific purpose we have explained to you. You have the right to withdraw your consent at any time. To do so please contact the Data Protection Officer via the details supplied below.
Contract – We need to use your data to fulfil a contract you have with us. Alternatively, it’s necessary to use your data because we have asked you to, or you have taken yourself, specific steps before entering that contract.
Who is the information shared with?
As with most organisations, we use service providers to help us deliver our services and keep your data secure. When we use these service providers, it is necessary for us to share your personal data with them.
We have agreements in place with all our providers that oblige them to protect your data
Where your data is transferred outside of the UK, we make sure that your data is given the given the same level of protection, either because that country have a comparable data protection standard (Adequacy), or by using another safeguard such as an enhanced contractual agreement (IDTA).
Sometimes, we may be legally obliged to supply copies of personal information to other organisations. For example, to supply information to the police. We might not be always able to tell you that we have shared your information in this way, however we will ensure this is only shared in accordance with the law.
You can find more details on how your data is shared below:
Provider
Amazon Web Service
Reason your data is shared
To provide secure cloud-based storage
Location of Data
United Kingdom
How we protect your data when transferred outside the UK
N/A
Your rights
Under data protection legislation, in certain circumstances you have the following rights over the processing of your personal data as described in this notice:
right to be informed about how your data is used;
right of access to your personal data;
right to correction or rectification of your data;
right to request deletion of your data; and
the right to data portability.
In most cases, we must respond to a request to exercise these rights within one month if not before. If you would like to submit a request, please contact our data protection officer.
Data Protection Officer
The contact details for our data protection officer are as follows:
By post:
By email:
By phone:
Complaints
If you are unhappy with any aspect of this privacy notice, or how your personal data is being processed, please contact our data protection officer.
If you are still not happy, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
By post:
By live chat:
By email:
By phone:
