Invyas Wealth (“we”, “us”, “our”) respects the privacy of everyone who visits this website or contacts us. This policy explains what information we collect, why we collect it, and the choices available to you.
Information we collect
- Information you provide. When you complete the enquiry form or write to us, we collect the details you choose to share — typically your name, email address, mobile number, investor type, area of investment interest and any message.
- Information collected automatically. Our hosting provider may record standard technical data such as IP address, browser type and pages visited, for security and performance purposes. This website does not use advertising or cross-site tracking cookies.
- Information required for onboarding. If you proceed to invest, additional documentation (including KYC records) will be collected by us or by the relevant asset management company, portfolio manager or fund, in accordance with applicable law.
How we use your information
- To respond to your enquiry and to arrange a conversation.
- To understand your objectives so that any discussion of investment solutions is relevant to your circumstances.
- To meet legal, regulatory and record-keeping obligations.
- To send you occasional communications about our services or published insights, where you have asked to receive them. You may opt out at any time.
Sharing your information
We do not sell your personal information, and we do not share it with third parties for their marketing purposes. Information may be shared:
- With asset management companies, portfolio managers, fund administrators, registrars or custodians, where necessary to process an investment you have chosen to make.
- With service providers who support our operations, such as email and hosting providers, under appropriate confidentiality obligations.
- Where required by law, regulation, or a competent authority.
Retention and security
We retain personal information for as long as necessary to provide our services and to satisfy legal and regulatory requirements, after which it is deleted or anonymised. We apply reasonable administrative and technical safeguards to protect the information we hold. No method of transmission over the internet is completely secure, and we encourage you not to send sensitive financial documents by unencrypted email.
Your choices
You may ask us to confirm what information we hold about you, correct inaccuracies, withdraw consent for marketing communications, or request deletion where we are not required to retain the information. Please write to us using the contact details on our Contact page and we will respond within a reasonable period.
Third-party links
This website may link to third-party sites, including those of asset management companies and regulators. We are not responsible for the content or privacy practices of those sites.
Changes to this policy
We may update this policy from time to time. The date at the top of this page indicates when it was last revised.
Contact
For any question about this policy or about how your information is handled, please contact us at info@invyas.com.