Privacy Policy

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1. Introduction

Investments Key Limited (“Investments Key”, “we”, “our”, or “us”) is committed to protecting and lawfully processing the personal data of individuals who engage with us, in strict compliance with applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

This Privacy Statement (“Statement”) sets out the lawful basis, purposes, scope, and limitations of our processing of your personal data. By accessing our websites, participating in our events, using our services, or otherwise interacting with us, you acknowledge and agree to the terms of this Statement as of 11/08/2025.

We will treat all personal data as confidential and shall not process it except as set out herein, unless otherwise required or permitted by law.

2. Definition of Personal Data

For the purposes of this Statement, “Personal Data” means any infomation that directly or indirectly identifies, or could reasonably identify, an individual. This may include single data points or combinations thereof, sourced directly from you, via our websites, at events, in correspondence, through online platforms, or via authorised third-party sources.

3. Data Controller Contact

Investments Key Limited is the Data Controller for all Personal Data collected under this Statement.
If you have any queries regarding this Statement, your Personal Data, or your statutory rights, you may contact our Data Protection Officer / Admin Officer at:

• Email: admin@investmentskey.com
• Address: Investments Key Limited, 14th Floor, 25 Cabot Square, Spaces, London, E14 4QZ, UK

4. Categories of Personal Data We Collect

4.1 Direct Collection

We may lawfully collect Personal Data directly from you, including (but not limited to):

• Full name
• Postal address
• Email address
• Telephone number
• Date of birth
• Employment details (e.g., job title, employer’s name)
• Income level
• Social media activity and engagement
• Relevant background data necessary for contractual, legal, or operational purposes

4.2 Third-Party Collection

We may also obtain Personal Data from legitimate third-party sources, including:

• Publicly accessible registers or directories
• Credit reference agencies and background check providers
• Social media platforms and related analytics services
• Government and regulatory authorities
• Permitted referral agents or business partners

4.3 Special Category Data

“Special Category Data” includes information relating to race, ethnic origin, political opinions, religion, trade union membership, health, sex life, sexual orientation, or criminal convictions/offences. We will only process such data:
(a) with your explicit, informed consent; or
(b) where required or expressly permitted by law.

5. Lawful Basis for Processing

We process Personal Data under one or more lawful bases as defined under Article 6 and, where applicable, Article 9 of the UK GDPR, including:

• Consent
• Performance of a contract
• Compliance with a legal obligation
• Protection of vital interests
• Legitimate interests pursued by Investments Key Limited or a third party, provided such interests are not overridden by your fundamental rights and freedoms

6. Data Sharing and Third Parties

Where strictly necessary and legally permissible, we may share your Personal Data with:

• Customer Relationship Management (CRM) service providers
• Technology and IT infrastructure service providers
• Anti-Money Laundering (AML) and Know Your Customer (KYC) verification agents
• Professional advisers (e.g., solicitors, accountants, surveyors)
• Regulatory and governmental bodies
• Property providers, portfolio managers, and agents
• Business partners engaged in fulfilling contractual obligations
• Any third party with your explicit consent or where otherwise permitted by law

We shall ensure that all such third parties are contractually bound to process your Personal Data only in accordance with our instructions and applicable law.

7. International Data Transfers

If it is necessary to transfer your Personal Data outside the UK or the European Economic Area (EEA), we will ensure that appropriate safeguards are implemented, such as Standard Contractual Clauses or equivalent mechanisms recognised under UK GDPR.

8. Data Retention

We retain Personal Data strictly for as long as necessary to fulfil the purposes for which it was collected, or to comply with legal, regulatory, or contractual obligations. Retention periods may extend where required by law, or where legal claims may arise.

9. Security of Personal Data

We implement and maintain appropriate technical, organisational, and procedural safeguards to protect your Personal Data against unauthorised access, loss, alteration, or destruction. While we take all reasonable precautions, no transmission of data over the internet can be guaranteed to be 100% secure.

10. Failure to Provide Personal Data

If you fail or refuse to provide Personal Data that we lawfully require, we may be unable to deliver our services, perform contractual obligations, or comply with our legal obligations.

11. Your Rights

Under applicable data protection laws, you have the following rights:

• Right to access your Personal Data
• Right to rectification of inaccurate or incomplete data
• Right to erasure (“right to be forgotten”)
• Right to restrict processing
• Right to data portability
• Right to object to processing
• Right to withdraw consent at any time (without affecting prior lawful processing)
• Right to lodge a complaint with the Information Commissioner’s Office (ICO)

Requests to exercise these rights should be directed to admin@investmentskey.com.

12. Marketing Communications

You may opt out of marketing communications at any time by clicking the “unsubscribe” link in any of our emails, or by contacting admin@investmentskey.com

13. External Links and Social Media Plugins

Our website may contain links to third-party websites and incorporate social media plugins. We do not control the content, operation, or privacy practices of such third parties and are not responsible for any data you provide to them. We encourage you to review their privacy policies before disclosing Personal Data.

14. Changes to this Privacy Statement

We may amend this Statement from time to time to reflect changes in law, technology, or business practices. All amendments will be effective from the updated “last updated” date stated above. Significant changes will be notified where required by law.