Privacy Policy

Last Updated: October 24, 2023

At Nimbus Stratagem, we are committed to safeguarding the privacy and security of our clients' sensitive financial and personal information. This Privacy Policy outlines our practices regarding the collection, use, and protection of data as we deliver high-end investment strategy and climate-informed financial planning services.

1. Information We Collect

To provide professional investment consultation, we collect several types of information:

• Personal Identity: Full name, date of birth, and residency status for compliance and KYC (Know Your Customer) requirements.
• Contact Information: Email addresses, physical addresses (including our primary service area in London), and phone numbers.
• Financial Data: Asset portfolios, risk tolerance profiles, and investment goals necessary for clinical market trend analysis.
• Climate Preferences: Data regarding your environmental values to tailor our climate-informed risk assessments.

2. How We Use Your Data

Your data is processed under the strict legal basis of contract fulfillment and regulatory compliance. Specifically:

1. To develop bespoke investment strategy consultations.
2. To conduct detailed market risk assessments and mitigation planning.
3. To send relevant insights and market trend alerts via [email protected].
4. To comply with UK financial regulations and GDPR standards.

3. Data Retention and Deletion

We retain your personal data only for as long as is necessary for the purposes set out in this policy, or as required by the Financial Conduct Authority (FCA) and other statutory obligations in the United Kingdom.

4. Your Legal Rights

Under the UK GDPR, you have rights including:

• The right to access and receive copies of your data.
• The right to rectification of inaccurate information.
• The right to erasure ('the right to be forgotten') in specific circumstances.
• The right to withdraw consent for climate insights marketing.