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PrivacyPolicy

Last Updated: 1st September 2024

Introduction

At Simplicity Wealth, we are committed to protecting your privacy and ensuring that your personal data is handled responsibly. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your personal data.

 

We are a wealth management company domiciled in Europe, operating on a global basis, with a primary focus on clients in EMEA and the UK. As such, we comply with the General Data Protection Regulation (GDPR),  the UK Data Protection Act 2018 and other applicable data protection laws.

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Simplicity Wealth SL. is part of the Simplicity group of companies. Further details about our group can be found [here]. We may share information with third parties, including financial platforms and institutions, to provide wealth management services that align with the interests and stated requirements of our clients.

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By using our website and services, you agree to the collection and use of your information in accordance with this policy.

  • We collect and process the following types of personal information:

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    1. Personal Identification Information:

      • Name

      • Email address

      • Phone number

      • Postal address

    2. Property-Related Information:

      • Information about the properties you are interested in or have purchased through us.

      • Investment preferences.

    3. Automatically Collected Data:

      • IP address

      • Browser type and version

      • Device type (e.g., desktop or mobile)

      • Time and date of your visit

      • Pages viewed

      • Other browsing data collected via cookies and similar technologies (see our Cookie Policy for more information).

    4. Financial Information (if applicable):

      • Bank details or payment information related to property transactions or services we provide.

  • We use the personal information we collect for the following purposes:

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    We process your data to:

    • Provide wealth management services to you

    • Communicate relevant investment opportunities

    • Comply with legal obligations

    • Improve and customize our services

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    We may also share your personal data with financial service providers, investment platforms, and other third parties when necessary to meet your needs and preferences.

  • Our legal basis for processing personal data under the GDPR includes:

    • Contractual necessity (to provide services requested by you)

    • Legitimate interests (to inform you about services and opportunities)

    • Legal obligations (to comply with EU, UK, or other applicable laws)

    • Consent (where applicable, such as for marketing communications)

  • As we operate on a global basis, your personal data may be transferred outside the European Economic Area (EEA), including to countries that may not provide the same level of protection as within the EEA. However, we ensure that adequate safeguards are in place, such as standard contractual clauses, to protect your personal data.

  • We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. Factors that determine retention periods include:

    • The duration of your relationship with us as a client.

    • Legal and regulatory requirements.

  • We are committed to ensuring the security of your personal information. We implement appropriate technical and organizational measures to protect against unauthorized access, alteration, disclosure, or destruction of personal data. These measures include:

    • Secure servers and encryption of sensitive data.

    • Regular security audits and monitoring of our IT systems.

    • Restriction of access to personal data to authorized personnel only.

  • You have the right to:

    • Access your personal data

    • Rectify incorrect or incomplete data

    • Request the deletion of your data ("right to be forgotten")

    • Object to processing or request data portability

    • Withdraw consent at any time (for data processed on the basis of consent)

    • Lodge a complaint with a supervisory authority if you believe your data protection rights have been violated

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    To exercise any of these rights, please contact us using the information provided below.​

  • Our website uses cookies and similar technologies to improve your experience, personalize content, and analyze site usage. For detailed information about our use of cookies, please refer to our [Cookie Policy].

  • We retain your personal data only for as long as necessary to fulfill the purposes for which we collected it or as required by law.

  • We implement appropriate technical and organizational measures to protect your data from unauthorized access, alteration, disclosure, or destruction.

  • Our website may contain links to third-party websites or services. This Privacy Policy does not cover those external sites, and we recommend reviewing their privacy policies before engaging with them. We are not responsible for the practices of third-party websites.

  • We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of the page and notify users of significant changes via email or a prominent notice on our website.

  • If you have any questions, concerns, or requests regarding your personal data or this Privacy Policy, you can contact us at:

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    Simplicity Wealth SL.

    Office 27,

    Edificio Sotivila Guadiaro 2,

    San Roque, Cadiz,

    11311,
    Spain.

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    Email: info@simplicity-wealth.com
    Phone: +34 951 122 091

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