Privacy Policy

1. Who We Are

Pillar Wealtmere ("we", "us", or "our") provides AI-led risk profiling and predictive analysis tools intended to support investment decision-making. This policy applies to all information collected through our website, applications, and related services (collectively, the "Services").

2. Information We Collect

We may collect the following categories of information when you interact with our Services:

• Contact information: such as your name, email address, phone number, and company name when you submit a form, request a demo, or contact us directly.
• Account and profile data: information you provide when creating an account or completing risk-profiling questionnaires, including financial preferences and stated risk tolerance.
• Usage data: details about how you interact with our website and Services, including pages visited, time spent, and navigation paths.
• Device and technical data: IP address, browser type, operating system, and similar technical identifiers collected automatically.
• Communications: records of correspondence between you and Pillar Wealtmere, including support requests and feedback.

3. How We Use Information

We use the information we collect for purposes that may include:

• Providing, operating, and maintaining our Services, including generating risk profiles and analytical outputs;
• Responding to inquiries, demo requests, and support needs;
• Improving and developing our Services, including refining underlying models and methodologies;
• Communicating updates, service notices, or marketing material where you have consented to receive them;
• Monitoring for security, fraud prevention, and compliance with applicable obligations;
• Fulfilling legal, regulatory, or contractual requirements.

4. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, our legitimate interests in operating and improving our Services, and compliance with legal obligations.

5. How We Share Information

We do not sell personal information. We may share information with:

• Service providers: third parties who assist with hosting, analytics, customer support, or communications, acting under appropriate confidentiality and data protection obligations;
• Professional advisors: such as auditors, legal counsel, or consultants where necessary;
• Regulators and authorities: where required by law, regulation, or valid legal process;
• Business transfers: in connection with a merger, acquisition, restructuring, or sale of assets, subject to confidentiality arrangements.

6. International Data Transfers

Where information is transferred across borders, we aim to ensure appropriate safeguards are in place consistent with applicable data protection requirements, such as standard contractual clauses or equivalent mechanisms where required.

7. Data Retention

We retain personal information only for as long as reasonably necessary to fulfil the purposes outlined in this policy, including meeting legal, accounting, or reporting requirements. Retention periods may vary depending on the nature of the information and applicable obligations.

8. Security

We implement reasonable technical and organisational measures designed to protect information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Your Rights and Choices

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal information, to object to certain processing, or to request portability of your data. You may also have the right to withdraw consent where processing is based on consent, without affecting the lawfulness of processing carried out before withdrawal. To exercise any such rights, please contact us using the details provided on our Contact page.

10. Cookies and Similar Technologies

Our website may use cookies and similar technologies to support functionality, analyse usage, and improve user experience. You can typically control cookie preferences through your browser settings; disabling certain cookies may affect the functionality of our Services.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of such third parties, and we encourage you to review their respective privacy policies.

12. Children's Privacy

Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

13. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, Services, or legal requirements. Any material changes will be reflected by updating the effective date, and where appropriate, we will provide additional notice.

14. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please reach out via the details listed on our Contact page.