Privacy Policy
We take the privacy and security of your personal information very seriously, and we're committed to protecting and respecting your privacy.
Introduction
This is our Privacy Statement which explains how we obtain, use, and keep your personal data safe in relation to the www.invinitive.co.uk website.
We collect and process some of your personal information to allow us to operate as a business, provide you with our services and to meet the legal obligations we have, as a regulated financial services firm.
This notice applies to individuals who receive our services, as well as individuals who occupy the office locations of our UK premises, including staff, volunteers, candidates, contractors, graduates, apprentices, temporary staff, agency workers, interns, work experience and consultants.
Our Privacy Notice explains to you what personal information we will collect from you during our onboarding process and in an ongoing capacity, how we store it and how we use it. By engaging with us in the ways set out in this notice, you confirm that you have read and understood the entirety of this notice as it applies to you.
Who we are
Invinitive Financial UK Ltd is a company registered in England and Wales with company number 13086962 with its registered office address at 128 City Road, London, EC1V 2NX.
Invinitive Financial UK Ltd is authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 964301).
Invinitive Financial UK Ltd is registered with the Information Commissioner's Office (ICO), the UK regulator for data protection matters, under no. ZA916504.
The types of personal data we collect and use
There are various types of data that we will capture and use during this process. The data collected will depend on what you are doing on our website. Examples of the personal data we use may include:
Personal, residential and contact information: full name, address, email address, telephone number, nationality, residency and citizenship, marital status, title, national insurance number and other national and tax authority identifiers.
Socio-demographic information: date of birth, sex, postcode, profession or employment, earnings.
Financial information: bank account details, credit and debit card details, source of wealth.
Transactional information: payments to and from your accounts and instructions on your account.
Technical information: internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform.
Profile data: username and password, preferences, feedback and survey responses.
Usage information: cookies, tags, tracking technologies and information about how you use our websites, apps, products and services.
Special and one-off items: health and illnesses, disabilities and special requirements, personal financial status (e.g. in relation to bankruptcy or insolvency), criminal convictions or offences.
How we collect your data
When you get in touch with us
When you contact us you may need to give us your personal information either by phone, email, via our websites, in writing or otherwise. This includes information you give us when you open an account, request quotations, register for email alerts or request literature.
When you visit our website
When you visit our website we collect information such as the Internet Protocol (IP) address used to connect your computer to the internet, your login information, your geographic location, your browser and browser plug-in type and version, and your operating system and platform.
When we email you
When you open an email that we send you, we have the ability to collect information including your geographic location, browser type and version, the device, and the operating system you're using. We also collect information about your email consumption, including whether you opened, deleted, forwarded, printed or unsubscribed from the email.
Third parties provide information regarding you
During the onboarding process and in an ongoing matter we may seek and receive information about you from third party service providers such as credit reference agencies, payment service providers, outsourced service providers or analytics providers.
Please note: If we don't receive all of the personal information that we have requested from you, then we will not be able to open your account.
The legal basis for using your personal information
We will only collect, use and share your personal information where we are satisfied that we have an appropriate legal basis to do so. This may be because:
- •our use of your personal information is necessary to perform a contract or take steps to enter into a contract with you
- •you have provided your consent to us using your personal information
- •our use of your personal information is in our legitimate interest
- •our use of your personal information is necessary to comply with a relevant legal or regulatory obligation
How we use your information
We use your personal information for some or all of the following purposes:
Verifying your identity and eligibility
Contacting you about our products and services
Complying with regulatory requirements
Keeping your account safe from fraud
Enhancing and developing our services
Understanding your circumstances
How we might share your data
We use third parties to help us provide our products and services which may require the sharing of your personal information. We only share your personal information with third parties as far as it is necessary for them to carry out their function.
We may share your personal information with:
- •anyone authorised to act on your behalf
- •investment providers regulated and authorised to provide investment services in the UK
- •credit reference and fraud prevention agencies
- •payment service providers
- •regulators, official authorities, anti-fraud organisations
How we store your information
We have put in place appropriate security features to try to prevent unauthorised access or use of your personal information. All information you provide to us is stored on secure servers and any payment transactions will be encrypted using SSL technology.
Your data will primarily be held in the UK but there may be occasions when the data that we collect from you is transferred to, and stored at, a destination outside the UK or the European Economic Area. In these circumstances, we will take all steps that are reasonably necessary to ensure your data is treated securely and in accordance with this policy.
How long we keep your personal information
We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements.
Any personal information needed to provide you with our products and services will usually be held for the duration of your relationship with us and a period of up to seven years after that.
Your rights under the law
You have the following rights in relation to your personal information that we hold:
The right to access
You have a right to request that we provide you with a copy of the personal information we hold about you.
The right to update or correct
You have a right to request that we update or correct any inaccurate personal information.
The right to erasure
In certain circumstances, you can request that we delete your personal information.
The right to restrict processing
You can ask us to suspend processing your personal information if it is inaccurate or if our processing is unlawful.
The right to object to processing
You have the right to object to our use of your personal information if you consider that your fundamental rights and freedoms outweigh any legitimate interests.
The right to stop direct marketing
You have the right to ask us not to process your personal data for marketing purposes.
The right to portability
You have the right to ask us to provide you with an electronic file containing all of the personal information we hold about you.
Right to make a complaint
If you feel the need to complain about how we are processing your personal information, we ask that you contact us to resolve the matter. You do always have the right to complain to your local supervisory authority at any time.
Contact
Please send any questions or comments about this policy to:
The Compliance Officer
Invinitive Financial UK Ltd
52C Market Street
Ashby-de-la-Zouch
LE65 1AN
Email: compliance@invinitive.co.uk
Phone: 0800 048 8485
Changes
Any changes we may make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by email.
IFUL Privacy Notice – 01/2025