Legal
Privacy Policy
This Privacy Policy explains how Casthaven Equity ("Casthaven Equity", "we", "us", or "our") collects, uses, discloses, and safeguards information when you visit our website, create an account, or use our services. This is a general template provided for informational purposes and should be reviewed and adapted by a qualified professional before publication to ensure it reflects your actual data practices and applicable law.
Last updated: [insert date] — Placeholder, to be confirmed by Casthaven Equity.
1. Information We Collect
We may collect the following categories of information, depending on how you interact with Casthaven Equity:
Account & Identity Data
Name, email address, phone number, and credentials supplied when you register for an account or request information.
Financial & Usage Data
Information related to your use of our platform, including preferences, investment profile inputs, and interaction with reports and dashboards, where applicable.
Technical Data
IP address, browser type, device identifiers, operating system, and log data collected automatically when you use our website.
Communication Data
Records of correspondence if you contact us via forms, email, or phone, including the content of your enquiry.
Cookies & Similar Technologies
Data collected through cookies and comparable technologies used for site functionality, analytics, and preference storage.
Information From Third Parties
Where applicable, information received from service providers, payment processors, or publicly available sources.
2. How We Use Your Information
We use the information we collect for purposes that may include:
- Providing, operating, and maintaining our website and services;
- Creating and managing user accounts and responding to enquiries;
- Personalising content, reports, and communications relevant to your use of Casthaven Equity;
- Monitoring, analysing, and improving the performance and security of our platform;
- Complying with applicable legal, regulatory, and contractual obligations;
- Communicating updates, service notices, and — where you have consented — marketing content.
3. Legal Basis for Processing
Where applicable data protection law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, compliance with a legal obligation, or our legitimate interests in operating and improving Casthaven Equity, provided those interests are not overridden by your rights and freedoms.
4. Sharing of Information
We do not sell personal data. We may share information with:
- Service providers and subcontractors who support hosting, analytics, communications, or platform operations, bound by confidentiality and data protection obligations;
- Professional advisers, including legal, compliance, and financial advisers, where necessary;
- Regulators, law enforcement, or other authorities where required by law or to protect our rights;
- A successor entity in the event of a merger, acquisition, or reorganisation of Casthaven Equity, subject to continued protection of your data.
5. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to operate core functionality, remember preferences, and understand how visitors interact with our pages. You can typically control or disable cookies through your browser settings; however, some features of the site may not function correctly if cookies are disabled.
6. Data Retention
We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy, including satisfying any legal, accounting, or reporting requirements. When data is no longer required, we take reasonable steps to securely delete, anonymise, or otherwise dispose of it.
7. Your Rights
Depending on your jurisdiction, you may have rights in relation to your personal data, which may include the right to:
Access the personal data we hold about you
You may request confirmation of whether we process your data and obtain a copy of that data, subject to applicable exemptions.
Request correction or deletion
You may ask us to correct inaccurate data or request deletion of data we no longer have a valid basis to retain.
Object to or restrict processing
You may object to certain processing activities, including processing based on legitimate interests or for direct marketing purposes.
Withdraw consent
Where processing is based on consent, you may withdraw that consent at any time without affecting prior lawful processing.
Data portability
Where applicable, you may request a copy of your data in a structured, commonly used, machine-readable format.
Lodge a complaint
You may have the right to lodge a complaint with a relevant supervisory authority if you believe your data protection rights have been infringed.
8. Data Security
We implement reasonable technical and organisational measures designed to protect personal data against unauthorised access, loss, misuse, or alteration. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
9. International Data Transfers
If personal data is transferred outside of the United Kingdom or your home jurisdiction, we aim to ensure appropriate safeguards are in place consistent with applicable data protection requirements, such as contractual protections with recipients.
10. Children's Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal data from children. If you believe a child has provided us with personal data, please contact us so that we can take appropriate action.
11. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties, and we encourage you to review their respective privacy policies.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Material changes will be indicated by updating the "Last updated" date at the top of this page. We encourage you to review this policy periodically.
Questions about this policy?
If you have questions about how Casthaven Equity handles personal data, please get in touch and we will respond to your enquiry.