Privacy Policy
Effective Date: 18th July 2025

This Privacy Policy explains how FundTech Solutions Limited (“we”, “our”, or “us”) collects, uses, and protects the personal data of visitors to our website fundtechsolutions.com (“Site”), particularly when users request a product demo or browse information about our services.

1. Who We Are

We are FundTech Solutions Limited, a UK-based company providing a white-label investor portal solution for private market fund managers. For the purposes of data protection law, we are the “controller” of the personal data collected through this Site.

2. What Data We Collect

We may collect and process the following types of personal data:

  • Identity Information: Name, job title, company name

  • Contact Information: Email address, phone number

  • Professional Information: Firm type, role, AUM or other details submitted via our demo request form

  • Technical Data: IP address, browser type, operating system, and device information

  • Usage Data: Pages visited, time spent on the Site, and interaction with content

3. How We Collect Your Data

We collect data:

  • When you submit a demo request form or contact us via the Site

  • Automatically through cookies and similar tracking technologies (see Section 8)

4. Why We Use Your Data

We use your personal data to:

  • Respond to demo requests and enquiries

  • Provide information about our platform and services

  • Improve the functionality and performance of our Site

  • Comply with legal or regulatory obligations

5. Legal Basis for Processing

We rely on the following legal bases:

  • Consent – where you opt in to receive direct marketing communications

  • Legitimate Interests – to operate our business and respond to enquiries

  • Legal Obligation – to comply with applicable laws and regulations

6. How We Share Your Data

We do not sell your personal data. We may share your data:

  • With trusted third-party service providers (e.g., CRM systems, analytics platforms, email delivery tools)

  • With regulators, law enforcement, or others as required by law

All third parties are contractually obligated to process your data securely and only for the purposes we define.

7. How We Protect Your Data

We implement appropriate technical and organisational measures to safeguard your personal data, including:

  • SSL encryption

  • Secure cloud-based hosting

  • Role-based access controls

  • Regular monitoring and security reviews

8. Cookies and Tracking

We use cookies to:

  • Understand how visitors use our Site

  • Enhance your experience

  • Measure the effectiveness of marketing campaigns

You can manage your cookie preferences via your browser settings. For more detail, please see our [Cookie Policy].

9. Data Retention

We retain personal data only as long as necessary for the purposes set out above:

  • Demo form submissions: retained for up to 12 months after the last interaction

  • Analytics and usage data: retained according to the default retention periods of our analytics tools

10. Your Rights

Under UK data protection law, you have the right to:

  • Access the personal data we hold about you

  • Request correction of inaccurate data

  • Request erasure of your data

  • Object to or restrict processing

  • Withdraw your consent (where processing is based on consent)

  • Lodge a complaint with the Information Commissioner’s Office (ICO)

To exercise your rights, contact us at james.whiffen@fundtechsolutions.com.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact:

FundTech Solutions Limited
Email: james.whiffen@fundtechsolutions.com.