Privacy

What we collect

• Your name, email address and (optionally) phone number.
• Your answers to the assessment: your risk outlook, EMI load, emergency fund, insurance cover and investment timeframe.
• The scores and allocation our engine derives from those answers.

We do not collect bank details, card numbers or KYC documents through this website. We ask for nothing we do not use to produce your plan.

What we do with it

We use it to produce your assessment, to build and review your plan, and to contact you about it. We do not sell it, and we do not share it with anyone except where required to execute an investment you have chosen, or where the law requires it.

How long we keep it

Assessments are kept as a history so your plan can be reviewed against where you started — that record is the point of the service. If you ask us to delete your data, we will, subject to any record-keeping our regulator requires of us.

Your rights

You can ask us what we hold about you, ask us to correct it, or ask us to delete it. Write to us via contact and we will respond.