Privacy Policy
At Portfolio Advisory Limited (hereinafter referred to as PAL), we are committed to protecting your privacy and complying with data protection legislation. We value your trust and respect your privacy.
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This privacy statement applies to the treatment of personally identifiable information submitted by or otherwise obtained from you in connection with our Online Platform. The platform is provided by PAL Ltd. By using or otherwise accessing the Online Platform, you acknowledge that you accept the practices and policies outlined in this Privacy Statement.
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This notice sets out how we collect, use and disclose any Personal Data that you provide to us to via our Online Platform and enables us to provide you with our services and the various rights you have in relation
to Your Personal Data.
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What do we mean by ‘Your Personal Data’?
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Your Personal Data means any information that describes or relates to your personal circumstances. Your Personal Data may identify you directly, for example your name, address, telephone number or email
address. Your Personal Data may also identify you indirectly, for example, your position of employment.
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An overview of how we collect and use your information
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This policy will outline:
The types of information we collect about you:
• How we collect and use it
• Who we might share it with
• The steps we’ll take to make sure it stays private and secure
• Your rights to your information
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What type of personal data do we collect?
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We collect the following Personal Information/Data:
• Personal details to set you up as a client including your full name and contact details including email address and phone number
• Company information such as your company name, company address and/or post code, company
telephone number, company email address and your position within the company.
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Like many other websites, PAL Ltd may receive and store any information you submit to the Online
Platform. These files merely log visitors to the site – usually a standard procedure for hosting companies
and a part of hosting services’ analytics. The information inside the log files includes internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date/time stamp, referring/exit pages and
possibly the number of clicks. This information is used to analyse trends, administer the site, track user’s movement around the site, and gather demographic information. IP addresses and other such information
are not linked to any information that is personally identifiable.
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How do we collect your information?
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We collect information about you from different places including:
• Directly from you by:
- submitting an enquiry to us via our Online Platform
- signing up to our services or submitting an enquiry following the use of our Online Platform, in person,
over the phone or by email
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​What happens to Your Personal Data when it is disclosed to us?
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While handling Your Personal Data, we will:
• Record and store Your Personal Data in our mobile devices and on our computer systems for example websites, email, hard drives, and cloud facilities. This information can only be accessed by employees
within PAL and only when it is necessary to provide our service to you and to perform any
administration tasks associated with or incidental to that service.
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How we’ll use your information
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We’ll use your information to fulfil our contractual obligations and to provide the services you’ve
requested as well as other purposes for e.g.
• To carry out your instructions
• To ensure we meet our regulatory requirements
We’ll only use your information where we’re allowed to by law e.g.carrying out an agreement we
have with you, fulfilling a legal obligation, or where you agree to it.
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Who we may share your information with
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​We will not sell, distribute or disclose your personal data to third parties unless we have your
permission to do so. We may share your personal data:
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• with our employees, agents and/or professional advisors
• if PAL Ltd was to sell its assets or if in the unlikely event that PAL Ltd goes out of business
or enters bankruptcy, user information would be one of the assets that is transferred or
acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer
of PAL Ltd may continue to use your personal information as set forth in this policy.
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Protection of PAL Ltd and Others
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We may release Personal Data when we believe in good faith that release is necessary to comply with the law; enforce or apply our conditions of use and other agreements; or protect the rights, property,
our employees, our users, or others. This includes exchanging information with other companies and organisations for fraud protection and credit risk reduction.
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With Your Consent
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Except as set forth above, you will be notified when your Personal Data may be shared
with third parties and will be able to prevent the sharing of this information.
How long we’ll keep your information
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Whilst you are a client of PAL, we will keep your information for as long as we deem necessary and in accordance with GDPR protocols. After ceasing to be a client, Personal Data may be kept for legal and legitimate purposes e.g. to help us respond to queries or complaints, or for other reasons e.g. fighting
fraud and financial crime and responding to requests from professional bodies and regulators.
Security and retention of Your Personal Data
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Your privacy is important to us and we will keep Your Personal Data secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard Your Personal Data against it being accessed unlawfully or maliciously by a third party.
Your rights in relation to Your Personal Data
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You can:
• request copies of Your Personal Data that is under our control
• ask us to further explain how we use Your Personal Data
• ask us to correct, delete or require us to restrict or stop using Your Personal Data (details as to
the extent to which we can do this will be provided at the time of any such request)
• ask us to transfer Your Personal Data to another organisation
• ask us to change the basis of use of Your Personal Data or withdraw consent of Your Personal
Data (including withdrawing any consent in its entirety)
• object to the processing of Your Personal Data
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Online Privacy Policy Only
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This privacy policy applies only to our Online Platform and is valid for
visitors to our website and regarding information shared and/or collected
there. This policy does not apply to any information collected offline or via
channels other than this website.
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Personal Data Request
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If you wish to make a DPO request or have any questions about this policy or our usage of Your
Personal Data, please contact us using the details below:
Portfolio Advisory Limited
Pera Business Park
Da Vinci Suite
Nottingham Road
Melton Mowbray
LE13 0PB
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01664 501501
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If you still have any concerns or complaints as to how we have handled Your Personal Data you
may lodge a complaint with the UK’s Data Protection regulator, the ICO, who can be contacted
using the following details:
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​Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
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​0303 123 1113
www.ico.org.uk/global/contact-us
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Update
This Privacy Policy was last updated on: Tuesday, March 10th, 2026.
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