Privacy Policy Statement

Your privacy is important to us at Velorixana. This policy outlines how we collect, use, and protect your personal information for financial planning services, complying with UK laws.

What We Collect

We only request information needed to provide and improve our services.

• Basic identity details such as your name, title, and preferred contact method.
• Contact information including address, email, and telephone number for service provision.
• Relevant resource estimates or planning preferences supporting our tailored service.
• Any correspondence or communication history relating to service support.

How We Use Data

Data is processed transparently, only for your service and support.

• Service delivery including consultations, recommendations, and ongoing reviews.
• Responding to your enquiries and confirming appointments securely.
• Supporting internal analytics to enhance quality and efficiency of services.
• Regulatory compliance and client communication as required by law.

Legal Basis for Processing

We only process your data for legitimate business or regulatory reasons.

Your data is handled in line with UK GDPR under legitimate business interests and, where required, your consent for communication and planning support.

Data Sharing

We do not sell or misuse your personal information.

• Your details may be securely shared with trusted partners strictly for service execution and only when necessary.
• We may disclose information if required by law or legitimate regulatory request.
• Third-parties cannot use your data for their direct marketing without your consent.

Data Security

We maintain robust digital and procedural safeguards and restrict access to authorised personnel only. Regular reviews ensure ongoing compliance and data integrity. Any data breach will be addressed promptly according to regulations.

Your Rights

As a data subject, you have control over your information.

• Request a copy or update of your personal information held by us.
• Object to or restrict our processing under certain legal circumstances.
• Withdraw consent or request deletion of your data where applicable.
• File a complaint with the Information Commissioner’s Office if concerns arise.

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Contact Us

Contact our team for questions or to exercise privacy rights using the details below.

Policy Changes

Any privacy changes will be posted here. Please review periodically for the latest version.