Privacy Policy
Last Updated: April 10, 2025
Introduction
SIMPLY ASSET HOLDINGS LTD values your interest in our products and services. Your privacy is of utmost importance to us, and we want you to feel secure when using our offerings and visiting our website. We are committed to handling your personal data responsibly and in compliance with legal standards.
To achieve this, we implement strict security measures, including:
- password encryption
- firewalls
- authentication technologies
- access controls
- employee training
- appointment of a Data Protection Officer (DPO)
This Privacy Policy outlines how we process your personal data when you use our products and services, visit our website, engage with our mobile applications, or provide information during registration (collectively referred to as "SIMPLY ASSET HOLDINGS LTD Services").
Please read this Privacy Policy carefully before using any SIMPLY ASSET HOLDINGS LTD Services, especially before submitting personal data.
Processing Personal Data
Categories of Personal Data
We may collect and process the following types of personal data:
- Basic data: Name, address, email, phone number, date of birth, account and transaction details.
- Risk management data: Payment details, investment profiles, fraud cases.
- Technical data: IP address, browser info, cookies, login activity.
- Marketing data: Preferences, requested materials.
We do not request or encourage users to submit sensitive data (e.g., health, political opinions) unless legally required.
Sources of Personal Data
We collect data from:
- Voluntary submissions during registration, contact forms, or service use.
- Automated systems, such as transaction logs, cookies, and browsing activity.
- Public sources including social media, registries, or credit rating agencies.
Purpose and Use of Data
We process personal data to:
- Provide and improve our financial and advisory services.
- Develop new products, perform analytics, and measure satisfaction.
- Comply with legal and regulatory obligations.
- Conduct fraud prevention and financial reporting.
- Run marketing campaigns and manage risk.
- Protect our legal rights.
We may send newsletters or promotional updates to registered users. You may opt out via the unsubscribe link or by contacting us directly.
Transmission of Data via the Internet
Please be aware:
- Internet transmission of data is never completely secure.
- We cannot guarantee security of emails or transmissions.
- You share data via the Internet at your own risk.
To safeguard sensitive information, we recommend using secure transmission methods.
Outsourcing
Some services may be outsourced to affiliated entities or external providers, such as:
- payment transactions
- fund subscriptions/redemptions
- document printing and mailing
- IT infrastructure and support
Where possible, we prioritize providers based in the EU/EEA or Switzerland. Any transfer of data to international providers is disclosed and governed by relevant data protection laws and contractual obligations.
Storage of Data
Once you provide personal data to us, it is securely stored and protected against unauthorized access, misuse, or loss.
Key practices include:
- Access limited to authorized personnel
- Secure data centers (primarily in Switzerland)
- Regular deletion of data no longer needed
Retention periods depend on:
- Legal requirements
- Regulatory obligations
- The purpose of data processing
Rights of the Data Subject
You have the right to:
- Request access to personal data we hold about you
- Receive information about the purpose, origin, and recipients of your data
- Correct, block, or delete inaccurate or unlawfully processed data
- Withdraw consent for marketing or data use at any time
Requests should be made in writing to the contact information below.
Note on Children
Our services are not directed to individuals under 16. We do not knowingly collect personal data from minors unless:
- They apply for internships/apprenticeships
- We receive written consent from a parent or guardian
Cookies and Web Analytics
We use third-party tools (e.g., Google Analytics) to analyze how users interact with our website. Data collected via cookies is:
- Partially anonymized (e.g., truncated IPs)
- Not linked to other third-party identifiers
- Shared only as permitted by law or contract
Please refer to our Cookies Policy for full details.
Contact
If you have concerns or wish to file a complaint regarding our data handling practices, please contact us:
Email: support@everfund.solutions
Address: 12 Gateway Mews Bounds Green, London, United Kingdom, N11 2UT