Privacy Policy

1. Introduction

Boulder Rendaris ("we", "us", "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data.

2. Information We Collect

We may collect and process the following categories of information about you:

• Identity and contact data — such as your name, email address, telephone number, and postal address, typically provided when you submit an enquiry or request access to our services.
• Financial and account information — details you provide in connection with the wealth intelligence services you request, to the extent necessary to deliver those services.
• Technical data — such as IP address, browser type and version, device identifiers, and information collected through cookies when you visit our website.
• Usage data — information about how you use our website and services, including pages visited and features used.
• Communications data — records of correspondence if you contact us, including enquiries submitted through our contact forms.

3. How We Use Your Information

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

• Providing, operating, and maintaining our services;
• Responding to enquiries, access requests, and communications you send to us;
• Improving, personalising, and expanding our website and services;
• Understanding and analysing how you use our website;
• Communicating with you about updates, offers, or administrative notices, where permitted;
• Detecting, preventing, and addressing fraud, security, or technical issues;
• Complying with applicable legal and regulatory obligations.

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. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyse site usage, and assist in our marketing efforts. You can control or disable cookies through your browser settings; however, doing so may affect the functionality of certain parts of our website.

6. Sharing and Disclosure of Information

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

• Service providers and contractors who perform functions on our behalf, subject to appropriate confidentiality obligations;
• Professional advisers, including legal and financial advisers, where necessary;
• Regulatory authorities or law enforcement, where required by applicable law;
• A successor entity in connection with a merger, acquisition, or sale of assets, subject to this Privacy Policy continuing to apply or equivalent protections being provided.

7. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. Retention periods may vary depending on the nature of the information and the context in which it was collected.

8. Data Security

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

9. International Data Transfers

Where personal information is transferred outside of the jurisdiction in which it was originally collected, we will take appropriate steps to ensure that such transfers are conducted in accordance with applicable data protection requirements.

10. Your Rights

Depending on applicable law, you may have certain rights in relation to your personal information, which may include the right to:

• Request access to the personal information we hold about you;
• Request correction of inaccurate or incomplete information;
• Request deletion of your personal information in certain circumstances;
• Object to or restrict certain processing activities;
• Request portability of your personal information;
• Withdraw consent where processing is based on consent.

To exercise any of these rights, please contact us using the details provided on our Contact page. We may need to verify your identity before responding to your request.

11. Children's Privacy

Our services are intended for use by adults and are not directed at children. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so that we can take appropriate action.

12. 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 privacy policies before providing any personal information.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. We will post any updated version on this page. We encourage you to review this Privacy Policy periodically.

14. Contact Us

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

This document is provided as a general template for informational purposes and does not constitute legal advice. Boulder Rendaris recommends obtaining professional legal review to ensure this policy meets all applicable regulatory and jurisdictional requirements prior to use.