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Privacy Notice

Last updated on 12 March 2025

This privacy notice for Gem Wealthholm (we, us, or our) explains how we collect, use, store, and share information when you use our services (Services), including when you visit our website or contact us. Questions? Reach us at [email protected].

Overview

We process personal data to run the Website, respond to enquiries, connect you with third-party platforms at your request, comply with the law, secure our services, and improve performance. You have privacy rights under applicable law. If you do not agree with this notice, please do not use our Services.

What we gather

We may collect technical data such as IP address, device and browser type, pages viewed, timestamps, and crash logs, plus information you submit, for example your name, email, and phone number when you ask to be connected to a third-party platform. Some technical data may not identify you.

You are not required to provide information, but without it we may not be able to deliver certain features. The Website is not aimed at children under 18; if we discover that we have collected a child's information, we will delete it promptly where required.

Purposes and legal grounds

We process information to run the Website, respond to enquiries, connect you with third-party platforms at your request, comply with the law, secure our services, improve performance and analytics in our legitimate interests, and defend our legal rights. Depending on the activity, we rely on your consent, legitimate interests, and/or legal obligation as applicable.

Common purpose Usual legal basis
1 Pass your details to a third-party platform you ask us to contact Consent / steps before a contract at your request
2 Support, security, fraud prevention, analytics, and running the business Legitimate interests and/or a legal duty

Data sharing and overseas transfers

We may disclose data to service providers bound by confidentiality; to third-party platforms when you ask for an introduction; to professional advisers; to regulators or authorities where the law requires it; and to a buyer or successor in a merger or asset sale. Your data may be handled outside your country; where needed, we apply suitable protections such as standard contractual clauses or other legally recognised safeguards.

Cookie Settings

We and our partners may use cookies and similar tools for essential operation, preferences, analytics, and marketing where permitted. You can control cookies in your browser settings; blocking some cookies may affect functionality. This service does not respond to Do-Not-Track signals.

Category Why we use it
Essential Security, session management, and core site functions.
Functionality / performance Store preferences and track aggregated usage to help improve the Website.

Data retention, security, and external websites

We keep information only as long as needed for the purposes above and to meet legal requirements, then delete or anonymise it where possible. We use reasonable safeguards, but transmission over the internet is never completely risk-free. Third-party sites we link to have their own policies.

Your rights and policy changes

Subject to local law, you may request access, correction, deletion, restriction, portability, or object to certain processing, and withdraw consent where processing is based on consent. We may update this notice by posting a new version on the Website.

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