This policy explains how Invest Intellect collects, uses, and protects your personal data. We are committed to handling your information responsibly and in compliance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
1. Who We Are
Invest Intellect ("we", "us", "our") operates the website investintellect.co.uk and related digital services. For any questions relating to this policy or your personal data, please contact us at charlie@investintellect.co.uk.
2. Data We Collect
We collect personal data when you interact with our website, complete a form, or engage with our content. The categories of data we collect include:
Information you provide directly
- First and last name
- Email address
- Phone number (where requested)
- Investment profile information provided through our Portfolio Blind Spot Assessment quiz
Information collected automatically
- IP address and approximate geographic location
- Browser type, device type, and operating system
- Pages visited, time spent on pages, and click behaviour
- Referral source and UTM campaign parameters
- Facebook Click ID (fbclid), Facebook Browser ID (fbp), and Facebook Cookie ID (fbc) where applicable
Information from third-party sources
- Engagement data from Meta (Facebook/Instagram) advertising platforms, where you have given consent to Meta's data use
3. How We Collect Your Data
Lead capture forms
When you request a free report, register for a masterclass, complete our portfolio assessment, or book a strategy session, we collect the information you submit via our forms.
Cookies and tracking technologies
We use cookies and similar technologies to understand how visitors use our website and to support our marketing activity. You will be asked for your consent to non-essential cookies when you first visit our site. You may withdraw consent at any time by updating your cookie preferences via the banner displayed on our site.
Our cookie consent management is provided by Cookiebot (Usercentrics A/S). A record of your consent decision is stored to demonstrate compliance.
Meta Pixel and Conversions API
Our website uses the Meta Pixel — a piece of code provided by Meta Platforms, Inc. — to measure the effectiveness of our advertising on Facebook and Instagram. The Pixel may collect information about your visits to our website (including pages viewed, time on site, and actions taken) and associate this with your Facebook profile where applicable.
We also use Meta's Conversions API (CAPI), a server-side integration that allows us to send certain conversion events (such as form submissions and call bookings) directly from our servers to Meta. This operates independently of browser cookies and fires regardless of cookie consent status, as it is a server-to-server data transfer used to measure advertising effectiveness and optimise campaign delivery. The data transmitted is hashed (encrypted) before transmission and includes: hashed email address, hashed phone number, hashed name, IP address, user agent, and ad-click identifiers (fbclid, fbc, fbp) where available.
Meta's use of this data is governed by Meta's Data Policy. To opt out of personalised advertising by Meta, visit Meta Ad Preferences.
4. Legal Basis for Processing
Under UK GDPR, we must have a lawful basis for processing your personal data. We rely on the following bases:
| Processing activity | Legal basis |
|---|---|
| Sending you the free report or masterclass you requested | Performance of a contract / Legitimate interests |
| Sending you follow-up educational emails and nurture content | Legitimate interests (direct marketing to existing leads) |
| Placing your data in our CRM and tagging your engagement stage | Legitimate interests |
| Using Meta Pixel (browser-side) to measure ad performance | Consent (via Cookiebot) |
| Using Meta Conversions API (server-side) to measure ad performance | Legitimate interests (advertising effectiveness measurement) |
| Booking and administering a strategy session | Performance of a contract |
| Complying with legal obligations | Legal obligation |
Where we rely on legitimate interests, we have assessed that our interests do not override your rights and freedoms. You have the right to object to processing based on legitimate interests at any time (see Section 8).
5. How We Use Your Data
- To deliver the content you requested (free reports, masterclass access, assessment results)
- To send you a sequence of educational emails about alternative investment strategies
- To invite you to complete our Portfolio Blind Spot Assessment and book a strategy session
- To manage your record in our customer relationship management (CRM) system
- To measure and optimise the performance of our digital advertising campaigns
- To personalise content and communications based on your engagement with our material
- To comply with applicable laws and regulations
We do not sell your personal data to third parties. We do not use your data for automated decision-making that produces legal or similarly significant effects.
6. Third-Party Services and Data Processors
We use a number of trusted third-party services to operate our platform. These organisations act as data processors on our behalf and are bound by data processing agreements.
| Service | Purpose | Data shared | Location |
|---|---|---|---|
| Zoho CRM (Zoho Corporation) | Customer relationship management, email delivery, booking management | Name, email, phone, engagement tags, form submission data | EU (Netherlands) |
| Meta Platforms, Inc. | Advertising measurement and optimisation (Pixel + Conversions API) | Hashed contact data, page events, ad-click identifiers | United States (SCCs in place) |
| Vercel, Inc. | Website hosting and serverless infrastructure | Server logs, IP addresses | United States / EU edge nodes |
| Usercentrics A/S (Cookiebot) | Cookie consent management | Consent records, IP address | EU (Denmark) |
Where data is transferred outside the UK or EEA (for example, to Meta or Vercel in the United States), we ensure appropriate safeguards are in place, including Standard Contractual Clauses (SCCs) approved by the relevant supervisory authority.
7. Data Retention
We retain your personal data only for as long as necessary for the purposes described in this policy.
| Data type | Retention period |
|---|---|
| Lead and CRM records (active) | 3 years from last engagement, or until you request deletion |
| Email marketing records | Until you unsubscribe or request deletion, plus 12 months |
| Booking and call records | 5 years (financial and contractual record-keeping) |
| Cookie consent records | 12 months from consent decision |
| Server and access logs | 30 days (rolling) |
8. Your Rights Under UK GDPR
You have the following rights in relation to your personal data:
- Right of access — you may request a copy of the personal data we hold about you
- Right to rectification — you may ask us to correct inaccurate or incomplete data
- Right to erasure — you may ask us to delete your personal data in certain circumstances
- Right to restrict processing — you may ask us to pause how we use your data
- Right to data portability — you may request your data in a structured, machine-readable format
- Right to object — you may object to processing based on legitimate interests, including direct marketing
- Right to withdraw consent — where processing is based on consent, you may withdraw it at any time without affecting the lawfulness of prior processing
To exercise any of these rights, email us at charlie@investintellect.co.uk. We will respond within 30 days. We may ask you to verify your identity before processing your request.
You also have the right to unsubscribe from our marketing emails at any time by clicking the unsubscribe link included in every email we send.
9. Cookies
Cookies are small text files stored on your device when you visit a website. We use the following categories of cookies:
| Category | Purpose | Consent required |
|---|---|---|
| Strictly necessary | Essential for the website to function (session management, security) | No |
| Preference | Remembers your settings and choices | Yes |
| Statistics | Helps us understand how visitors use the site (analytics) | Yes |
| Marketing | Used by Meta Pixel to measure ad performance and enable retargeting | Yes |
You can manage or withdraw your cookie consent at any time by clicking the cookie settings link in the footer of our website.
10. Children's Privacy
Our services are not directed at individuals under the age of 18. We do not knowingly collect personal data from children. If you believe we have inadvertently collected data from a minor, please contact us immediately at charlie@investintellect.co.uk and we will delete it promptly.
11. Security
We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect your data against unauthorised access, loss, destruction, or alteration. These include encrypted data transmission (HTTPS/TLS), hashing of personal identifiers before transmission to advertising platforms, access controls on our CRM system, and regular review of our data handling practices.
No method of transmission over the internet is 100% secure. While we take all reasonable steps to protect your data, we cannot guarantee absolute security.
12. Changes to This Policy
We may update this privacy policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.
13. Complaints
If you are unhappy with how we have handled your personal data, you have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK's supervisory authority for data protection:
- Website: ico.org.uk
- Helpline: 0303 123 1113
We would, however, appreciate the opportunity to address your concerns directly before you approach the ICO. Please contact us first at charlie@investintellect.co.uk.