Last updated: January 2025

Performance Wealth Management Ltd. (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website and use our services.

By accessing our website or engaging with our services, you consent to the practices described in this policy. If you do not agree with this policy, please do not use our website or services.

1. Information We Collect

We collect personal information in various ways, including when you visit our website, contact us, or use our services. The types of information we may collect include:

• Personal Identifiable Information: This may include your name, address, phone number, email address, financial information, and other data you provide when you contact us or use our services.
• Usage Data: This includes data regarding your usage of our website, such as IP address, browser type, device information, and pages visited. This information helps us improve our website and understand how users interact with it.

2. How We Use Your Information

We may use your personal information for the following purposes:

• To provide, manage, and improve our wealth management services.
• To respond to inquiries and provide customer support.
• To process transactions and deliver requested services.
• To send you marketing communications if you have opted in to receive them.
• To comply with legal obligations and regulatory requirements.
• To analyze website usage and improve the user experience.

3. Legal Basis for Processing

We rely on the following legal bases for processing your personal data:

• Consent: You provide us with consent when you engage with us or opt-in for marketing communications.
• Contractual Necessity: We may need to process your personal information to fulfill our contractual obligations with you.
• Legitimate Interests: We may process data where it is necessary for our legitimate business interests, such as improving our services and managing relationships.
• Legal Obligations: We may process your information to comply with legal and regulatory obligations.

4. Sharing Your Information

We do not sell or rent your personal information to third parties. However, we may share your information with trusted third-party service providers who assist us in operating our website, conducting business, or providing services to you. These third parties are required to handle your data in accordance with applicable data protection laws.

We may also disclose your personal information if required by law, regulation, or legal process, such as a court order or government inquiry.

5. Data Security

We take appropriate technical and organizational measures to protect your personal information from unauthorized access, loss, alteration, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your personal data, we cannot guarantee its absolute security.

6. Your Rights

You have the following rights regarding your personal information:

• Access: You have the right to request a copy of the personal data we hold about you.
• Correction: You have the right to correct any inaccuracies in your personal data.
• Deletion: You may request that we delete your personal data, subject to certain legal obligations.
• Restriction: You may request a restriction on how we process your data in certain circumstances.
• Objection: You can object to certain data processing activities, including direct marketing.
• Data Portability: In some cases, you can request to receive your personal data in a structured, commonly used, and machine-readable format.

To exercise these rights, please contact us using the details provided below.

7. Cookies and Tracking Technologies

Our website uses cookies and other tracking technologies to enhance your user experience and gather usage data. Cookies are small files stored on your device that help us remember your preferences and understand how you interact with our website. You can control cookie settings through your browser, but please note that some features of our website may not function properly if cookies are disabled.

For more information on how we use cookies, please refer to our Cookie Policy (if available).

8. Data Retention

We will retain your personal data for as long as necessary to fulfill the purposes for which it was collected, comply with legal requirements, resolve disputes, and enforce our agreements. The retention period may vary depending on the type of data and applicable legal or regulatory requirements.

9. International Transfers

Your personal data may be transferred to and processed in countries outside the United Kingdom. If we transfer data internationally, we will take steps to ensure that appropriate safeguards are in place to protect your privacy, as required by applicable data protection laws.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to read the privacy policies of any third-party sites you visit.

11. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the date of the most recent update will be indicated at the top of the page. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your personal information.

12. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:

Performance Wealth Management Ltd.
352-356 Battersea Park Road,
London, SW11 3BY,
United Kingdom