1.1 We are committed to safeguarding the privacy of our website visitors, service users, organizers and individual and/or entity customers as well as customer personnel (“the Customer”).
1.2 This policy applies where we are acting as a data controller with respect to the personal data of such persons and/or entities.
1.5 In this policy, "we", "us" and "our" refer to Longevity Financial Advisors and/or any other affiliate and/or member of Deep Knowledge Group, as the case may be.
2. The personal data that we collect
2.1 We may process data enabling us to get in touch with you, acting as the contact data (the "Contact Data"). The Contact Data may include your name, email address, telephone number, postal address and/or social media account identifiers. The source of the Contact Data is you and/or your employer. If you log into our website using a social media account, we will obtain elements of the contact data from the relevant social media account provider.
2.2 We may process your website user account data ("Account Data"). The Account Data may include your account identifier, name, email address, business name, account creation and modification dates, website settings and marketing preferences. The primary source of the Account Data is you and/or your employer, although some elements of the Account data may be generated by our website. If you log into our website using a social media account, we will obtain elements of the Account data from the relevant social media account provider.
2.3 We may process information relating to transactions, including purchases of goods and/or services, that you enter into with us and/or through our website ("Transaction Data"). The Transaction Data may include your name, your contact details, your payment card details or other payment details and the transaction details. The source of the Transaction Data is you and/or our payment services provider.
2.4 We may process information contained in or relating to any communication that you send to us or that we send to you ("Communication Data").
2.5 We may process data about your use of our website and services ("Usage Data"). The Usage Data may include your IP address, geographical location, browser type and version, operating system, referral source, length of visit, page views and website navigation paths, as well as information about the timing, frequency and pattern of your service use.
2.6 We may process other type of information that is falls under any legal based referred in section number 3.
3. Purposes of processing and legal bases
3.1 In this Section 3, we have set out the purposes for which we may process personal data and the legal bases of the processing.
3.2 Operations - We may process your personal data for the purposes of operating our website, the providing our services such placing deals in our platform, data room services, structuring special purpose vehicles, fundraising services, and any other service provided (“the Services”).
The legal basis for this processing is our legitimate interests, namely the proper administration of our website, services and business and/or the performance of a contract between you and us and/or taking steps, at your request, to enter into such a contract.
3.3 Publications - We may process the Account Data for the purposes of publishing such data on our website and elsewhere through our services in accordance with your express instructions. The legal basis for this processing is the consent and/or our legitimate interests, namely the publication of content in the ordinary course of our operations or the performance of a contract between you and us and/or taking steps, at your request, to enter into such a contract.
3.4 Relationships and communications - We may process contact data, Account Data, Transaction Data and/or Communication Data for the purposes of managing our relationships, communicating with you (excluding communicating for the purposes of direct marketing) by email, SMS, post, fax and/or telephone, providing support services and complaint handling. The legal basis for this processing is our legitimate interests, namely [communications with our website visitors, service users, individual customers and customer personnel, the maintenance of relationships, and the proper administration of our website, services and business o any other legal means that is deemed adequate to perform the Services.
3.5 Research and analysis - We may process Usage Data and/or Transaction Data for the purposes of researching and analysing the use of our website and services, as well as researching and analysing other interactions with our business. The legal basis for this processing is our legitimate interests, namely monitoring, supporting, improving and securing our website, services and business generally.
3.7 Record keeping - We may process your personal data for the purposes of creating and maintaining our databases, back-up copies of our databases and our business records generally. The legal basis for this processing is our legitimate interests, namely ensuring that we have access to all the information we need to properly and efficiently run our business in accordance with this policy.
3.8 Security - We may process your personal data for the purposes of security and the prevention of fraud and other criminal activity. The legal basis of this processing is our legitimate interests, namely the protection of our website, services and business, and the protection of others.
3.9 Insurance and risk management - We may process your personal data where necessary for the purposes of obtaining or maintaining insurance coverage, managing risks and/or obtaining professional advice. The legal basis for this processing is our legitimate interests, namely the proper protection of our business against risks and consequently, the legal advice that can derive from an insurance and risk concern.
3.10 Legal claims - We may process your personal data where necessary for the establishment, exercise or defence of legal claims, whether in court proceedings, civil, labor or administrative case. The legal basis for this processing is our legitimate interests, namely the protection and assertion of our legal rights, your legal rights and the legal rights of others.
3.11 Legal compliance and vital interests - We may also process your personal data where such processing is necessary for compliance with a legal obligation to which we are subject or in order to protect your vital interests or the vital interests of another natural person.
4. Providing your personal data to others
4.1 We may disclose your personal data to our insurers, and/or professional advisers, suppliers and/or subcontractors insofar as reasonably necessary for the purposes of obtaining or maintaining insurance coverage, managing risks, obtaining professional advice.
4.2 Your personal data held in our website database will be stored on the servers of our hosting services providers.
4.3 Payment transactions relating to our website and services are or may be handled by our payment services provider named AF Payments Limited, a private limited company organized under the laws of the United Kingdom and registered with the Companies House under number 09356276, being an Electronic Money Institution authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 with firm reference number 900440. We will share Transaction Data with our payment services providers only to the extent necessary for the purposes of processing your payments, refunding such payments and dealing with complaints and queries relating to such payments and refunds.
4.4 In addition to the specific disclosures of personal data set out in this Section 4, we may disclose your personal data where such disclosure is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person. We may also disclose your personal data where such disclosure is necessary for the establishment, exercise, or defence of legal claims, whether in court proceedings or in an administrative or out-of-court procedure.
5. International transfers of your personal data
5.1 In this Section 5, we provide information about the circumstances in which your personal data may be transferred to a third country under UK data protection law and/or the European union data protection law.
5.2 We may transfer your personal data from the European Economic Area (EEA) to the UK and process that personal data in the UK for the purposes set out in this policy and may permit our suppliers and subcontractors to do so, during any period with respect to which the UK is not treated as a third country under EU data protection law or benefits from an adequacy decision under EU data protection law; and we may transfer your personal data from the UK to the EEA and process that personal data in the EEA for the purposes set out in this policy, and may permit our suppliers and subcontractors to do so, during any period with respect to which EEA states are not treated as third countries under UK data protection law or benefit from adequacy regulations under UK data protection law.
5.3 The hosting facilities for our website are situated in the United Kingdom. Transfers to each of these countries will be protected by appropriate safeguards, namely the use of standard data protection clauses adopted or approved by the competent data protection authorities.
5.4 You acknowledge that the personal data that you submit for publication through our website or services may be available, via the internet, around the world. We cannot prevent the use (or misuse) of such personal data by others.
6. Retaining and deleting personal data
6.1 This Section 6 sets out our data retention policies and procedures, which are designed to help ensure that we comply with our legal obligations in relation to the retention and deletion of personal data.
6.2 Personal data that we process for any purpose or purposes shall not be kept for longer than is necessary for that purpose or those purposes.
6.3 We will retain your personal data to the extent that it is necessary for the task performed.
6.4 Notwithstanding the other provisions of this Section 6, we may retain your personal data where such retention is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person.
7. Rights under the Data Protection Act 2018
7.1 After the departure of the United Kingdom from the European Union, the United Kingdom applies the Data Protection Act 2018 as the main data protection law. Some of the applicable rights are: (a) the right of access to information; (b) the right to rectification; (c) the right to erase the personal data; (d) the right to restrict processing your personal data; (e) the right to object to processing of your personal data; (f) the right to data portability; (g) the right to complain about the processing of personal data to a supervisory authority; (h) the right to withdraw consent to the extent that the legal basis of our processing of your personal data is consent, you can withdraw that consent.
7.4 You may exercise any of your rights in relation to your personal data by written notice to us, using the contact details set out below.
8. About cookies
8.1 A cookie is a file containing an identifier (a string of letters and numbers) that is sent by a web server to a web browser and is stored by the browser. The identifier is then sent ack to the server each time the browser requests a page from the server.
8.2 Cookies may be either "persistent" cookies or "session" cookies: a persistent cookie will be stored by a web browser and will remain valid until its set expiry date, unless deleted by the user before the expiry date; a session cookie, on the other hand, will expire at the end of the user session, when the web browser is closed.
8.3 Cookies may not contain any information that personally identifies a user, but personal data that we store about you may be linked to the information stored in and obtained from cookies.
9. Cookies that we may use
(a) authentication and status – if we use these cookies, they help us to identify you when you visit our website and as you navigate our website, and to help us determine if you are logged into our website.
(b) shopping cart - if we use these cookies, they help us to maintain the state of your shopping cart as you navigate our website cookies.
(c) personalization - if we use these cookies, they help us to store information about your preferences and to personalise our website for you.
(d) security - if we use these cookies, they serve as an element of the security measures used to protect user accounts, including preventing fraudulent use of login credentials, and to protect our website and services generally.
(e) advertising - if we use these cookies, they help us to display advertisements that will be relevant to you.
(f) analysis - if we use these cookies, they help us to analyse the use and performance of our website and services.
10. Cookies used by our service providers
11. Managing cookies
11.1 Most browsers allow you to refuse to accept cookies and to delete cookies. The methods for doing so vary from browser to browser, and from version to version. You can however obtain up-to-date information about blocking and deleting cookies via these links:
(a) https://support.google.com/chrome/answer/95647 (Chrome);
(b) https://support.mozilla.org/en-US/kb/enhanced-tracking-protection-firefox-desktop (Firefox);
(c) https://help.opera.com/en/latest/security-and-privacy/ (Opera);
(d) https://support.microsoft.com/en-gb/help/17442/windows-internet-explorer-delete-manage-cookies (Internet Explorer);
(e) https://support.apple.com/en-gb/guide/safari/manage-cookies-and-website-data-sfri11471/mac (Safari); and
(f) https://support.microsoft.com/en-gb/help/4468242/microsoft-edge-browsing-data-and-privacy (Edge).
11.2 Blocking all cookies will have a negative impact upon the usability of many websites.
11.3 If you block cookies, you will not be able to use all the features on our website.
12.1 We may update this policy from time to time by publishing a new version on our website.
12.2 You should check this page occasionally to ensure you are happy with any changes to this policy.
12.3 We will notify you of any material changes to this policy by email or any other legal means.
13. Our details
13.1 This website is owned and operated by Longevity Financial Advisors Ltd. and/or any other affiliate and/or member of Deep Knowledge Group, as the case may be.
13.2 We are registered in England and Wales in the Companies House under registration number 13439118, and our registered office is at 85 Great Portland Street, First Floor, London, England, W1W 7LT.
13.3 Our principal place of business is at 63-66 Hatton Garden, Fifth Floor, Suite 23, London, England, EC1N 8LE.
13.4 You can contact us:
(a) by post, to the postal address given above
(b) by phone, using the phone number published on our website
(c) by email, using the email address published on our website.
14. Data protection queries
14.1 For any data protection queries please contact firstname.lastname@example.org.
Last updated July 26, 2022