Privacy Policy

Introduction

bold-lane is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and protect data when you interact with our services or visit our website.

We take our responsibilities under UK data protection law seriously and handle all personal information in accordance with the General Data Protection Regulation (GDPR) and the Data Protection Act 2018.

Information We Collect

We may collect and process the following categories of personal information:

Information You Provide Directly

• Contact details including name, email address, and postal address
• Financial information necessary for providing advisory services
• Identification documents required for compliance purposes
• Communication preferences and correspondence history
• Any other information you choose to share with us

Information Collected Automatically

• Website usage data including pages visited and time spent
• Device information such as browser type and operating system
• IP addresses and location data
• Cookies and similar tracking technologies

How We Use Your Information

We process your personal information for the following purposes:

• Providing financial advisory and management services
• Communicating with you about your account and services
• Complying with legal and regulatory obligations
• Improving our services and website functionality
• Preventing fraud and ensuring security
• Sending relevant updates and information with your consent
• Analyzing website performance and user behavior

Legal Basis for Processing

We process your personal data based on one or more of the following legal grounds:

• Performance of a contract when providing services to you
• Compliance with legal obligations under financial regulations
• Legitimate interests in operating and improving our business
• Your explicit consent where required

Data Sharing and Disclosure

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

• Third-party service providers who assist in delivering our services
• Professional advisors including lawyers and accountants
• Regulatory bodies and law enforcement when legally required
• Financial institutions necessary for executing transactions

All third parties are required to maintain appropriate security measures and use your information only as instructed.

Data Security

We implement robust technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data during transmission and storage
• Regular security assessments and updates
• Restricted access to personal information on a need-to-know basis
• Staff training on data protection responsibilities
• Secure backup and disaster recovery procedures

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal obligations. Financial records are typically retained for a minimum of six years after the end of our client relationship, as required by UK regulatory standards.

When information is no longer needed, we securely delete or anonymize it to prevent unauthorized access.

Your Rights

Under data protection law, you have several rights regarding your personal information:

• Right to access your personal data and obtain a copy
• Right to correct inaccurate or incomplete information
• Right to request deletion of your data in certain circumstances
• Right to restrict processing of your information
• Right to object to processing based on legitimate interests
• Right to data portability in a structured format
• Right to withdraw consent where processing is based on consent
• Right to lodge a complaint with the Information Commissioner's Office

To exercise any of these rights, please contact us using the details provided at the end of this policy.

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your browsing experience and analyze site usage. You can control cookie preferences through your browser settings or our cookie consent tool. For detailed information, please refer to our Cookies Policy.

Third-Party Links

Our website may contain links to external sites not operated by us. We are not responsible for the privacy practices of third-party websites. We encourage you to review the privacy policies of any external sites you visit.

Children's Privacy

Our services are not directed at individuals under 18 years of age. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal data, please contact us immediately.

International Data Transfers

Your personal information is primarily processed within the United Kingdom. If we transfer data outside the UK or European Economic Area, we ensure appropriate safeguards are in place to protect your information in accordance with data protection law.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting a notice on our website or contacting you directly. The date of the most recent revision is indicated at the top of this page.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your data protection rights, please contact us:

bold-lane
42 George Street
Edinburgh EH2 2LE
United Kingdom
Email: [email protected]