Privacy Policy

1. Who We Are

Valuentice provides AI-informed portfolio analysis and reporting tools intended for long-term investors and family savers. References in this policy to "the Service" mean our website, demo requests, reports, and related communications.

2. Information We Collect

We may collect the following categories of information:

• Contact details you provide when requesting a demo or contacting us, such as name, email address, and company name.
• Account and usage information, including how you interact with our website and any tools you access, such as pages viewed and features used.
• Technical data, such as IP address, browser type, device information, and general location inferred from your connection.
• Communications you send to us, including support requests, feedback, and correspondence.
• Cookies and similar technologies used to operate the website and understand aggregate usage patterns.

We do not knowingly collect sensitive personal data through this website, and we ask that you avoid submitting such information to us unless specifically requested.

3. How We Use Information

We use the information described above for purposes such as:

• Responding to demo requests and enquiries.
• Operating, maintaining, and improving our website and services.
• Communicating with you about updates, features, or administrative matters.
• Monitoring usage patterns to understand how our website is used and to detect misuse or security issues.
• Complying with legal obligations and enforcing our terms.

4. Legal Basis for Processing

Where applicable law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to take steps at your request prior to entering into an agreement, our legitimate interests in operating and improving the Service, and compliance with legal obligations.

5. Cookies

Our website may use cookies and similar technologies to remember preferences, support core functionality, and gather aggregate analytics about how visitors use the site. You can usually control or disable cookies through your browser settings; doing so may affect certain features of the website.

6. Sharing of Information

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

• Service providers who support our website hosting, communications, and analytics, under appropriate confidentiality and data protection terms.
• Professional advisers, where necessary for legal, compliance, or accounting purposes.
• Regulators or authorities, where required by law or to protect our rights, users, or the public.
• A successor entity in connection with a merger, acquisition, or sale of business assets, subject to appropriate safeguards.

7. International Transfers

If information is transferred outside of your country or region, we aim to ensure appropriate safeguards are in place consistent with applicable data protection law. Specific transfer mechanisms depend on our service providers and will be detailed where relevant.

8. Data Retention

We retain personal information only for as long as necessary to fulfil the purposes described in this policy, including for legal, accounting, or reporting requirements, after which it is securely deleted or anonymised.

9. Security

We take reasonable technical and organisational measures designed to protect information from unauthorised access, loss, misuse, or alteration. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Your Rights

Depending on your location, you may have rights in relation to your personal information, which can include the right to access, correct, delete, restrict, or object to processing, and the right to data portability. To exercise any of these rights, please contact us using the details on our Contact page.

11. Children's Privacy

Our Service is intended for business and professional use and is not directed at children. We do not knowingly collect personal information from children.

12. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites and encourage you to review their respective privacy policies.

13. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The updated version will be posted on this page with a revised "last updated" date.

14. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please get in touch via our Contact page.