Last updated July 15, 2020
Thank you for choosing to be part of our community at Connected Financial Solutions UK Limited, doing business as
ConnectedFi (“ConnectedFi”, “we”, “us”, or “our”). We are committed to protecting your personal information and your
right to privacy. If you have any questions or concerns about this privacy notice, or our practices with regards to
your personal information, please contact us at firstname.lastname@example.org.
When you visit our website connectedfi.com (the "Website"), and more generally, use any of our services (the
"Services", which include the Website), we appreciate that you are trusting us with your personal information. We take
your privacy very seriously. In this privacy notice, we seek to explain to you in the clearest way possible what
information we collect, how we use it and what rights you have in relation to it. We hope you take some time to read
through it carefully, as it is important. If there are any terms in this privacy notice that you do not agree with,
please discontinue use of our Services immediately.
This privacy notice applies to all information collected through our Services (which, as described above, includes our
Website), as well as any related services, sales, marketing or events.
Please read this privacy notice carefully as it will help you understand what we do with the information that we
TABLE OF CONTENTS
1. WHAT INFORMATION DO WE COLLECT?
Personal information you disclose to us
In Short: We collect information that you provide to us.
We collect personal information that you voluntarily provide to us when you register on the Website, express an
in obtaining information about us or our products and Services, when you participate in activities on the Website
as by posting messages in our online forums or entering competitions, contests or giveaways) or otherwise when you
The personal information that we collect depends on the context of your interactions with us and the Website, the
choices you make and the products and features you use. The personal information we collect may include the following:
Personal Information Provided by You. We collect names; phone numbers; email addresses; mailing addresses; job titles;
usernames; passwords; contact preferences; contact or authentication data; billing addresses; debit/credit card
and other similar information.
Social Media Login Data. We may provide you with the option to register with us using your existing social media
details, like your Facebook, Twitter or other social media account. If you choose to register in this way, we will
collect the information described in the section called "HOW DO WE HANDLE YOUR SOCIAL LOGINS" below.
All personal information that you provide to us must be true, complete and accurate, and you must notify us of any
changes to such personal information.
Information automatically collected
In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics —
collected automatically when you visit our Website.
We automatically collect certain information when you visit, use or navigate the Website. This information does not
reveal your specific identity (like your name or contact information) but may include device and usage information,
as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device
name, country, location, information about who and when you use our Website and other technical information. This
information is primarily needed to maintain the security and operation of our Website, and for our internal analytics
and reporting purposes.
Like many businesses, we also collect information through cookies and similar technologies.
The information we collect includes:
Device Data. We collect device data such as information about your computer, phone, tablet or other device you use to
access the Website. Depending on the device used, this device data may include information such as your IP address (or
proxy server), device application identification numbers, location, browser type, hardware model Internet service
provider and/or mobile carrier, operating system configuration information.
Information collected from other sources
In Short: We may collect limited data from public databases, marketing partners, social media platforms, and other
In order to enhance our ability to provide relevant marketing, offers and services to you and update our records, we
obtain information about you from other sources, such as public databases, joint marketing partners, affiliate
data providers, social media platforms, as well as from other third parties. This information includes mailing
addresses, job titles, email addresses, phone numbers, intent data (or user behavior data), Internet Protocol (IP)
addresses, social media profiles, social media URLs and custom profiles, for purposes of targeted advertising and
promotion. If you interact with us on a social media platform using your social media account (e.g. Facebook or
Twitter), we receive personal information about you such as your name, email address, and gender. Any personal
information that we collect from your social media account depends on your social media account's privacy settings.
2. HOW DO WE USE YOUR INFORMATION?
In Short: We process your information for purposes based on legitimate business interests, the fulfillment of our
contract with you, compliance with our legal obligations, and/or your consent.
We use personal information collected via our Website for a variety of business purposes described below. We process
your personal information for these purposes in reliance on our legitimate business interests, in order to enter into
perform a contract with you, with your consent, and/or for compliance with our legal obligations. We indicate the
specific processing grounds we rely on next to each purpose listed below.
We use the information we collect or receive:
To facilitate account creation and logon process. If you choose to link your account with us to a third-party account
(such as your Google or Facebook account), we use the information you allowed us to collect from those third parties
facilitate account creation and logon process for the performance of the contract. See the section below headed "HOW
WE HANDLE YOUR SOCIAL LOGINS" for further information.
To post testimonials. We post testimonials on our Website that may contain personal information. Prior to posting a
testimonial, we will obtain your consent to use your name and the consent of the testimonial. If you wish to update,
delete your testimonial, please contact us at email@example.com and be sure to include your name,
testimonial location, and contact information.
Request feedback. We may use your information to request feedback and to contact you about your use of our
To enable user-to-user communications. We may use your information in order to enable user-to-user communications with
each user's consent.
To manage user accounts. We may use your information for the purposes of managing our account and keeping it in
3. WILL YOUR INFORMATION BE SHARED WITH ANYONE?
In Short: We only share information with your consent, to comply with laws, to provide you with services, to protect
your rights, or to fulfill business obligations.
We may process or share your data that we hold based on the following legal basis:
Consent: We may process your data if you have given us specific consent to use your personal information in a specific
Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business
Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to
fulfill the terms of our contract.
Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with
applicable law, governmental requests, a judicial proceeding, court order, or legal process, such as in response to a
court order or a subpoena (including in response to public authorities to meet national security or law enforcement
Vital Interests: We may disclose your information where we believe it is necessary to investigate, prevent, or take
action regarding potential violations of our policies, suspected fraud, situations involving potential threats to the
safety of any person and illegal activities, or as evidence in litigation in which we are involved.
More specifically, we may need to process your data or share your personal information in the following situations:
Business Transfers. We may share or transfer your information in connection with, or during negotiations of, any
sale of company assets, financing, or acquisition of all or a portion of our business to another company.
Other Users. When you share personal information (for example, by posting comments, contributions or other content to
the Website) or otherwise interact with public areas of the Website, such personal information may be viewed by all
users and may be publicly made available outside the Website in perpetuity. If you interact with other users of our
Website and register for our Websitethrough a social network (such as Facebook), your contacts on the social network
will see your name, profile photo, and descriptions of your activity. Similarly, other users will be able to view
descriptions of your activity, communicate with you within our Website, and view your profile.
Specific information about how we use such technologies and how you can refuse certain cookies is set out in our
5. HOW DO WE HANDLE YOUR SOCIAL LOGINS?
In Short: If you choose to register or log in to our services using a social media account, we may have access to
certain information about you.
Our Website offers you the ability to register and login using your third-party social media account details (like
Facebook or Twitter logins). Where you choose to do this, we will receive certain profile information about you from
your social media provider. The profile Information we receive may vary depending on the social media provider
concerned, but will often include your name, email address, friends list, profile picture as well as other information
you choose to make public on such social media platform.
We will use the information we receive only for the purposes that are described in this privacy notice or that are
otherwise made clear to you on the relevant Website. Please note that we do not control, and are not responsible for,
other uses of your personal information by your third-party social media provider. We recommend that you review their
privacy notice to understand how they collect, use and share your personal information, and how you can set your
preferences on their sites and apps.
6. HOW LONG DO WE KEEP YOUR INFORMATION?
In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice
unless otherwise required by law.
We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy
notice, unless a longer retention period is required or permitted by law (such as tax, accounting or other legal
requirements). No purpose in this notice will require us keeping your personal information for longer than eighty four
(84) months past the termination of the user's account.
When we have no ongoing legitimate business need to process your personal information, we will either delete or
anonymize such information, or, if this is not possible (for example, because your personal information has been
in backup archives), then we will securely store your personal information and isolate it from any further processing
until deletion is possible.
7. HOW DO WE KEEP YOUR INFORMATION SAFE?
In Short: We aim to protect your personal information through a system of organizational and technical security
We have implemented appropriate technical and organizational security measures designed to protect the security of any
personal information we process. However, despite our safeguards and efforts to secure your information, no electronic
transmission over the Internet or information storage technology can be guaranteed to be 100% secure, so we cannot
promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our
security, and improperly collect, access, steal, or modify your information. Although we will do our best to protect
your personal information, transmission of personal information to and from our Website is at your own risk. You
only access the Website within a secure environment.
8. DO WE COLLECT INFORMATION FROM MINORS?
In Short: We do not knowingly collect data from or market to children under 18 years of age.
We do not knowingly solicit data from or market to children under 18 years of age. By using the Website, you represent
that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s
use of the Website. If we learn that personal information from users less than 18 years of age has been collected, we
will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become
aware of any data we may have collected from children under age 18, please contact us at
9. WHAT ARE YOUR PRIVACY RIGHTS?
In Short: In some regions, such as the European Economic Area, you have rights that allow you greater access to and
control over your personal information. You may review, change, or terminate your account at any time.
In some regions (like the European Economic Area), you have certain rights under applicable data protection laws.
may include the right (i) to request access and obtain a copy of your personal information, (ii) to request
rectification or erasure; (iii) to restrict the processing of your personal information; and (iv) if applicable, to
portability. In certain circumstances, you may also have the right to object to the processing of your personal
information. To make such a request, please use the contact details provided below. We will consider and act upon any
request in accordance with applicable data protection laws.
If we are relying on your consent to process your personal information, you have the right to withdraw your consent at
any time. Please note however that this will not affect the lawfulness of the processing before its withdrawal, nor
it affect the processing of your personal information conducted in reliance on lawful processing grounds other than
If you are resident in the European Economic Area and you believe we are unlawfully processing your personal
information, you also have the right to complain to your local data protection supervisory authority. You can find
contact details here: http://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm.
If you are resident in Switzerland, the contact details for the data protection authorities are available here:
If you have questions or comments about your privacy rights, you may email us at firstname.lastname@example.org.
If you would at any time like to review or change the information in your account or terminate your account, you can:
■ Contact us using the contact information provided.
Upon your request to terminate your account, we will deactivate or delete your account and information from our active
databases. However, we may retain some information in our files to prevent fraud, troubleshoot problems, assist with
Cookies and similar technologies: Most Web browsers are set to accept cookies by default. If you prefer, you can
usually choose to set your browser to remove cookies and to reject cookies. If you choose to remove cookies or reject
this could affect certain features or services of our Website. To opt-out of interest-based advertising by advertisers
on our Website visit http://www.aboutads.info/choices/.
Opting out of email marketing: You can unsubscribe from our marketing email list at any time by clicking on the
unsubscribe link in the emails that we send or by contacting us using the details provided below. You will then be
removed from the marketing email list – however, we may still communicate with you, for example to send you
service-related emails that are necessary for the administration and use of your account, to respond to service
requests, or for other non-marketing purposes. To otherwise opt-out, you may:
■ Contact us using the contact information provided.
10. CONTROLS FOR DO-NOT-TRACK FEATURES
Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or
setting you can activate to signal your privacy preference not to have data about your online browsing activities
monitored and collected. At this stage, no uniform technology standard for recognizing and implementing DNT signals
been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically
communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in
the future, we will inform you about that practice in a revised version of this privacy notice.
11. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
In Short: Yes, if you are a resident of California, you are granted specific rights regarding access to your personal
California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users who are California
residents to request and obtain from us, once a year and free of charge, information about categories of personal
information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all
third parties with which we shared personal information in the immediately preceding calendar year. If you are a
California resident and would like to make such a request, please submit your request in writing to us using the
information provided below.
If you are under 18 years of age, reside in California, and have a registered account with the Website, you have the
right to request removal of unwanted data that you publicly post on the Website. To request removal of such data,
contact us using the contact information provided below, and include the email address associated with your account
a statement that you reside in California. We will make sure the data is not publicly displayed on the Website, but
please be aware that the data may not be completely or comprehensively removed from all our systems (e.g. backups,
12. DO WE MAKE UPDATES TO THIS NOTICE?
In Short: Yes, we will update this notice as necessary to stay compliant with relevant laws.
We may update this privacy notice from time to time. The updated version will be indicated by an updated “Revised”
and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy
notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a
notification. We encourage you to review this privacy notice frequently to be informed of how we are protecting your
13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?
If you have questions or comments about this notice, you may email us at email@example.com or by post
Connected Financial Solutions UK Limited
71-75 Shelton Street
London WC2H 9JQ
HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?
Based on the applicable laws of your country, you may have the right to request access to the personal information we
collect from you, change that information, or delete it in some circumstances. To request to review, update, or delete
your personal information, please submit a request form by clicking here. We will respond
to your request within 30