Privacy & Terms
Portfolio Architects Ltd is committed to ensuring that when we collect and use information about visitors to our website we do so in accordance with applicable data privacy laws. This Privacy Policy explains how we may use information that we obtain about you through your use of our website. You do not have to give us any information to use our website.
Privacy Policy
This Privacy Policy sets out the basis on which Portfolio Architects processes your personal data.
Scope of our Privacy Policy
This Privacy Policy applies generally and to our website and the following policies and processes.
Careers
Equal Opportunities
Any other website created or hosted by us from time to time on which this Privacy Policy appears, or on which a link to this Privacy Policy is provided.
How we collect your personal data
Your personal data may be collected by us in several ways, including:
through our provision of services to you, your employer or the organisation you represent;
during the course of dealings with you for or on behalf of a client;
when you provide us with information in relation to your attendance at any hosted events;
when you contact us, for example, to enquire about our services or to apply for a job;
when we collect publicly available information about you or your business (including through electronic data sources); and
when we collect your personal data from our clients, consultants, suppliers and other advisers.
The type of personal data that we may collect
The categories of your personal data that we may collect includes the following:
Contact details (including names, postal addresses, email addresses and telephone numbers);
Professional information such as job titles, previous roles, and professional experience and qualifications;
Where you provide the information to us, information concerning your interests both business and personal data you provide it to us, sensitive personal data such as health and ethnicity data. For example, in your application for employment with us.
or more information see below.
Use of personal information
We process personal information about you for the following purposes:
To provide you with information and services that you request from us or which we feel may interest you as permitted under applicable law;
To improve the content and methods of delivery of our website;
To maintain and develop our relationship with you;
For research, planning, service development, security or risk management;
To carry out services we have agreed to provide to you;
To allow you to use or access secure areas of our website;
To help us monitor our commitment to equality and diversity and to consider your application to join us;
To comply with legal and professional obligations;
To disclose your information as set out below.
Marketing
You have the right to ask us not to process your personal information for marketing purposes. When we collect contact information from you (for example, when you provide us with your business card or when you are the person instructing us on behalf of your employer), we may add your details to our contacts database and to our mailing lists. You can exercise the right at any time by sending us an email to hello@portfolioarchitects.co.uk.
Cookies
A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.
We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.
Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.
You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.
Transfer and use of your personal information
We may allow Portfolio Architect’s employees and representatives access to your information, or parts of it or our service providers required to obtain the services we need to operate our business. We do not sell on or rent out the information collected via our website, or otherwise provided to us.
We may disclose your information to third parties in the following circumstances:
We are under a legal, regulatory or professional obligation to do so (for example, in order to comply with anti-money laundering requirements);
You have consented to us sharing your information in this way;
It is relevant in the circumstances to disclose the information to our website service providers such as hosting, storage fulfilment and disaster recovery, subject to appropriate technical systems and on a limited use basis only;
If we believe your use of our website has violated or may violate any law, regulation or if we believe you are or may be a threat to safety, security, property, interests or rights of us or others;
If we use a third party service provider to provide services that involve data processing, translation, technology, research, banking and payment, client contact, data entry and processing, litigation support, marketing and security services and other similar services;
In order to investigate or respond to or resolve problems or inquiries or defend our interests (including, but not limited to, professional indemnity insurers, brokers, auditors and other professional advisors).
Portfolio Architects, and some of the third parties with whom we share information, may be located outside your country or the country from which the data is provided. Those countries to which your data may be transferred may not have well developed data protection legislation. However, for the processing of your data we will at all times ensure a data protection level equal to the one in the European Economic Area.
The internet
This website may, from time to time, contain links to other websites which are outside of our control and are not covered by this Privacy Policy. We do not accept any responsibility or liability for other sites’ privacy policies. If you access other websites using the links provided, please check their policies before submitting any personal information.
Security
Using the internet to collect and process personal information necessarily involves the transmission of information on an international basis. The transmission of information via the internet is not completely secure; any transmission is at your own risk. Although we do our best to protect personal information, we cannot guarantee the security of your information transmitted to this web site or otherwise sent to us electronically. Once we have received your information, we will use appropriate procedures and security features to try to prevent unauthorised access.
If you are an employee and/or have a username and password and suspect that someone else may be using them, you should stop using both and notify us immediately.
It is our policy to virus check documents and files before they are posted on any website. However, we cannot guarantee that documents or files downloaded from our website will be free from viruses and we do not accept any responsibility for any damage or loss caused by any virus. For your own protection, you should use virus-checking software when using our website. You must not post or provide to us via any website any document or file which you believe may contain a virus. You must virus check any document or file which you intend to post or provide to us via any website.
Your consent
By submitting or providing to us your personal information you consent to the use of that information as set out in this Privacy Policy. If you apply online for a job or work placement you may need to provide in the course of your application information about your education, employment, right to work, and state of health and ethnicity. Your application will constitute your express consent to our use of this information to assess your application and to allow us to carry out any monitoring activities, which may be required of us under applicable law as an employer, and which we may undertake to assist us to monitor delivery of our own commitments to diversity and equality.
Access to, updating and correcting your information
If you would like to request a copy of your information or would like to change the information we hold about you, please contact us. We want to ensure that your information is accurate and up to date. If any of the information that you have provided to us changes, for example if you change your email address or name, please let us know the correct details by sending an email to your Portfolio Architect contact or hello@portfolioarchitects.co.uk.
You may ask us, or we may ask you, to correct information you or we think is inaccurate, and you may also ask us to remove information which is inaccurate.
This privacy policy
We may need to revise this Privacy Policy from time to time. If we change our Privacy Policy, we will post the changes on this page so that you may be aware of the information we collect and how we use it at all times. This Privacy Policy was last updated in April 2023. You should therefore review this page regularly to ensure that you are aware of any changes to its terms. If you have any questions about this Privacy Policy, please contact hello@portfolioarchitects.co.uk.