Privacy Notice

1. About this notice 

This Privacy Notice explains how Financial Insights Monthly (“we”, “us” or “our”) collects, uses, stores and protects your personal information when you use our website, subscribe to our research emails or ask to be contacted by a financial adviser. 

2. Information we collect

Depending on how you interact with us, we may collect:

• Your name and email address

• Your telephone number and postcode, where provided

• Your selected research topics and communication preferences

• Information included in an adviser enquiry

• Records of your consent, subscriptions and unsubscribe requests

• Technical and usage information, such as form submissions and basic website or email interactions

Please do not submit sensitive financial, medical or other special-category information through our general website forms.

3. How we use your information

We may use your information to:

• Provide the reports and research communications you request

• Tailor communications to your selected topics

• Respond to questions and adviser enquiries

• Manage subscriptions, consent and unsubscribe requests

• Operate, secure and improve our website, forms and communications

• Maintain appropriate business and compliance records

• Meet our legal and regulatory obligations

We do not use your selected research topics to make personalised investment recommendations or automated decisions about you.

4. Our lawful bases 

We process personal information only where we have a lawful basis to do so. Depending on the circumstances, we may rely on:

• Consent, where you choose to receive research or marketing emails

• Legitimate interests, where processing is reasonably necessary to operate and improve our services, respond to enquiries or protect our website

• Legal obligation, where we must retain or disclose information to comply with the law

• Steps at your request before entering into a contract, where relevant to an adviser enquiry

You may withdraw your consent at any time. Withdrawal will not affect processing that took place before consent was withdrawn.

5. Research and marketing emails

We will send research or marketing emails only where permitted by law.

You can unsubscribe at any time by selecting the unsubscribe link in an email or contacting us using the details above. We may retain limited information on a suppression list to ensure that we respect your request.

6. Adviser enquiries

If you request contact from a financial adviser, we will use the information you provide to respond to your enquiry and, where appropriate, pass it to the relevant regulated adviser or firm.

Submitting an enquiry does not create a client relationship. It also does not constitute financial advice. Personal recommendations will be provided only after any required regulated advice process has been completed.

7. Sharing your information

We may share personal information with:

• Service providers supporting our website, forms, email communications, hosting or administration

• A regulated financial adviser or firm responsible for responding to your enquiry

• Professional advisers, regulators, courts or public authorities where required by law

Service providers may use your information only for the agreed purpose and must protect it appropriately.

We do not sell your personal information.

8. International transfers

Some service providers may process information outside the United Kingdom. Where this happens, we will use appropriate safeguards required by data-protection law.

9. How long we retain information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including managing subscriptions and enquiries and meeting legal, regulatory or record-keeping requirements.

Retention periods may vary according to the type of information and our legal obligations. Information that is no longer required will be securely deleted or anonymised.

10. Security

We use reasonable technical and organisational measures designed to protect personal information against loss, misuse, unauthorised access, alteration or disclosure. However, no internet transmission or storage system can be guaranteed to be completely secure.

11. Your rights

Depending on the circumstances, you may have the right to:

• Request access to your personal information

• Ask us to correct inaccurate or incomplete information

• Request deletion or restriction of your information

• Object to certain processing, including direct marketing

• Withdraw consent at any time

• Request the transfer of certain information to you or another organisation

• Complain to the Information Commissioner’s Office

To exercise your rights, contact us using the details in section 1. We may need to verify your identity before responding.

You can contact the Information Commissioner’s Office through ico.org.uk or by calling 0303 123 1113.

12. Third-party links

Our website may link to websites operated by other organisations. We are not responsible for their privacy practices, and you should review their privacy notices before providing personal information.

13. Changes to this notice

We may update this Privacy Notice to reflect changes to our services, practices or legal obligations. The latest version will be published on this website with its revision date.

Before publishing, replace the bracketed controller name, address and email. The ICO expects privacy notices to identify the controller, lawful bases, retention approach and applicable rights; marketing emails must also offer a clear unsubscribe method.

We may update this Privacy Notice from time to time. The latest version will be published on this website.

Last updated: 20/08/2026