At HNI Wealth Management, we respect your privacy and are committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, and safeguard your data as part of our commitment to transparency and trust.
1. Information Collection
We may collect the following types of information:
- Personal Information: Includes your name, email address, phone number, company details, and any other information you provide when contacting us or engaging our services.
- Financial Data: We collect transaction-related data necessary for managing your portfolio or investment interests.
- Website Data: Information about your usage of our website, such as IP addresses, browser type, and pages visited, may be collected via cookies or tracking technologies.
2. Use of Information
The personal information we collect is used to:
- Communicate with you about investment opportunities and management of portfolio companies.
- Provide updates about our services and your investments.
- Analyze and improve our services through research and analytics.
- Ensure compliance with legal and regulatory requirements.
3. Sharing of Information
We may share your data in the following circumstances:
- With Third-Party Service Providers: To facilitate transactions or perform services on our behalf, such as financial management and reporting.
- For Legal Reasons: If required by law or to protect our legal rights and the safety of our stakeholders.
- In Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to a successor entity.
4. Data Security
We employ strict security measures to protect your data from unauthorized access, disclosure, or loss. However, while we strive to protect your information, no transmission or storage system is completely secure.
5. Cookies
Our website may use cookies to enhance your browsing experience and collect non-personal data for analytical purposes. You may modify your browser settings to control the use of cookies.
6. Third-Party Websites
Our website may contain links to third-party websites. HNI Wealth Management is not responsible for the privacy practices or content of these external sites.
7. Your Rights
You have the right to:
- Request access to the personal data we hold about you.
- Request correction or deletion of inaccurate information.
- Withdraw your consent for data processing, subject to legal constraints.
- Opt-out of marketing communications.
8. Retention of Information
We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy and to comply with applicable legal, regulatory, or contractual obligations.
9. Changes to this Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. Any updates will be posted on our website, and we encourage you to review this policy periodically.
10. Contact Us
If you have any questions or concerns about our Privacy Policy or how your data is handled, please contact us at:
- Email: info@hniwm.com
- Phone: +44 079 0748 728
- Address: 58 Kendell Street, Sheffield, S1 3SN, United Kingdom