Privacy Policy

Introduction

This privacy policy explains how Moontidebreeze collects, uses, and protects your personal information when you use our investment consultation services. We're committed to protecting your privacy and complying with UK data protection laws.

Last Updated: June 26, 2025

Information We Collect

We collect the following types of information:

• Contact details (name, email, phone number, address)
• Financial information (investment goals, risk tolerance, asset amounts)
• Consultation records and investment recommendations
• Website usage data and communication preferences

How We Use Your Information

We use your information for:

• Providing personalized investment consultations and advice
• Maintaining consultation records and follow-up communications
• Complying with financial services regulations and record-keeping requirements
• Improving our services and sending relevant investment updates

Legal Basis for Processing

We process your data based on:

Data Sharing

We may share your information with:

• Regulatory authorities when required by law
• Third-party service providers who assist with our operations
• Professional advisors and auditors for compliance purposes

Cookies and Tracking

We use cookies to improve your experience and provide personalized content.

Read our full Cookie Policy For detailed information about cookies, please see our separate cookie policy.

Data Security

We implement appropriate technical and organizational measures to protect your personal information, including encryption, secure servers, and regular security assessments.

Your Rights

Under UK GDPR, you have the right to:

• Access your personal data and consultation records
• Correct inaccurate or incomplete information
• Request deletion of your data (subject to regulatory requirements)
• Restrict processing of your data in certain circumstances
• Receive your data in a portable format
• Object to processing for marketing purposes

Data Retention

We retain your data for as long as necessary to provide services and comply with regulatory requirements, typically 7 years for financial records.

Children's Privacy

Our services are not intended for individuals under 18. We do not knowingly collect information from minors.

Changes to This Policy

We may update this policy to reflect changes in law or our practices. Updates will be posted on this website with revised effective dates.

Contact Information

For privacy-related questions, contact our Data Protection Officer at info@moontidebreeze.com or write to us at our registered address.