M&D Wealth | Privacy Policy

Privacy Policy

1. Introduction and Scope

M&D Wealth Limited ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our websites, register for our events, or interact with our services.

We are the data controller and are responsible for your personal information. Our registered office is at 16 High Holborn, WC1V 6BX, London, United Kingdom.

By submitting your information and using our services, you consent to the practices described in this policy.

2. Information We Collect

We may collect and process the following information:

Information you provide: This includes information submitted when you register on our sites, subscribe to our services (like alerts or bulletins), order products, enter contests, or contact us. This may involve your name, email address, postal address, telephone number, financial information (e.g., credit card details for orders), and professional details.
Information collected automatically: As you use our websites, we may collect technical data such as your IP address, browser type, and information about your visit through cookies and similar technologies (see Section 6).
Information from third parties: We may receive information about you from third parties, such as when you request data from a third party via our sites.

3. How We Use Your Information

We use your information for the following purposes:

To provide you with access to our online content and services, and to fulfil your orders.
To manage your registration and participation in our events.
To send you service-related communications, including administrative messages and updates.
To send you marketing communications about our products, services, and events that we believe may be of interest to you, where you have not objected to such use.
To respond to your enquiries and provide customer support.
To conduct research and analysis to improve our websites and services.
To comply with legal and regulatory obligations.

4. Legal Basis for Processing

We process your personal information on the following legal bases:

Performance of a contract: To fulfil our obligations to you when you register for an event or service.
Legitimate interests: For our legitimate business interests, such as marketing, improving our services, and ensuring network security, provided your interests and fundamental rights do not override those interests.
Consent: Where we have obtained your clear consent for specific activities, such as certain types of marketing communications.
Legal obligation: Where necessary to comply with a legal or regulatory requirement.

5. Data Sharing and Disclosures

We will not sell, share, or rent your information to third parties for their marketing purposes without your explicit consent. We may share your information with:

Service Providers: Trusted third parties who perform functions on our behalf, such as payment processing, order fulfilment, and marketing assistance. These parties are obligated to handle your data securely and confidentially.
Event Partners: Where relevant for the operation of an event, we may share your details with relevant third parties, industry organisations, or regulators, as reasonably required.
Legal Authorities: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the new entity, subject to the same privacy commitments.

Your information may be transferred to and stored in countries outside the UK. We will ensure appropriate safeguards are in place to protect your data in accordance with UK data protection laws.

6. Cookies and Similar Technologies

Our websites use "cookies" (small data files stored on your device) to enhance your experience. Cookies help us to:

Remember your preferences and login details.
Analyse how our sites are used to improve their functionality.
Deliver content tailored to your interests.

You can control the use of cookies through your browser settings. Please note that disabling cookies may affect the full functionality of our websites.

7. Data Security and Retention

We take appropriate technical and organisational measures to protect your personal information from unauthorised access, loss, or alteration. All online transactions are protected using SSL encryption.

We will only retain your personal information for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

8. Your Rights

Under UK data protection law, you have rights including:

Access: The right to request a copy of the personal information we hold about you.
Rectification: The right to correct inaccurate or incomplete information.
Erasure: The right to request the deletion of your personal information in certain circumstances.
Objection: The right to object to processing based on our legitimate interests, including direct marketing.
Restriction: The right to request that we suspend the processing of your information.
Data Portability: The right to request a transfer of your data to another service provider.

You can manage your communication preferences or exercise any of these rights by contacting us using the details below.

9. Links to Other Websites

Our websites may contain links to other sites. This Privacy Policy applies only to information collected by M&D Wealth. We are not responsible for the privacy practices of other websites, and we encourage you to read their privacy policies.

10. Changes to This Privacy Policy

We may update this policy from time to time. The latest version will always be posted on our website. We will notify you of any significant changes where appropriate.

11. Contact Us

If you have any questions, wish to exercise your rights, or wish to update your communication preferences, please contact us:

M&D Wealth Limited
Data Controller
16 High Holborn
WC1V 6BX
London, United Kingdom
Tel: +44 (0) 207 207 50 80
Email: max.garry@manddwealth.com

You have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK regulator for data protection issues (www.ico.org.uk).

This policy was last updated in September 2025.