Privacy and your personal data
Information that we collect from you
When you visit, register or order products or services on www.avantiswealth.com and www.plutusportfolio.com or offline, you may be asked to provide certain information about yourself including your name, contact details and financial information.
We may also collect information about your usage of our sites as well as information about you from messages you post to the sites and e-mails or letters you send to us.
To maintain customer service standards and to assist staff training, we may record and monitor incoming calls.
A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences
One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if register with the Plutus Portfolio site as a High Net Worth and/or Sophisticated Investor, a cookie helps recall your declaration on subsequent visits.
Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.
You have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. However, if you choose to decline cookies, you may not be able to fully experience the Plutus Portfolio site or websites you visit.
Use of your information
Your information will enable us to provide you with access to all parts of our site and to supply the information you have requested. It will also enable us to invoice you and to contact you where-necessary concerning any investment(s) you have made through us. We will also use and analyse the information we collect so that we can administer, support, improve and develop our business.
In particular, we may use your information to contact you for your views on our services and to notify you occasionally about important changes or developments to www.avantiswealth.com and www.plutusportfolio.com or our services. Further, as a condition of registration, we will also use your information to let you know by email about other products and services which we offer which may be of interest to you and to send you the periodic Plutus Portfolio and Avantis Wealth newsletter and special reports. If you change your mind about being contacted in the future, please let us know.
Disclosure of your information
The information you provide to us will never be released or used by third parties except group companies. We may pass aggregate information on the usage of our website to third parties but this will not include information that can be used to identify you.
We may allow other companies in our group to contact you occasionally about products and services which may be of interest to you. They may contact you by e-mail. If you change your mind about being contacted by these companies in the future, please let us know at firstname.lastname@example.org.
Finally, if our business, enters-into, a joint venture with or is sold to, or merged with another business entity, your information may be disclosed to our new business partners or owners and used in the ways already detailed herein.
Unless required to do so by law, we will not otherwise share, sell or distribute any of the information you provide to us without your consent.
You have the right to ask us not to process for marketing purposes information we collect from you. You can exercise your right to prevent such processing of your information by contacting us at email@example.com.
We operate an email newsletter program to inform subscribers about products and services supplied by www.avantiswealth.com and www.plutusportfolo.com. Users can subscribe through an online automated process should they wish to do so but do so at their own discretion. Some subscriptions may be manually processed through prior written agreement with the user.
Subscriptions are taken in compliance with detailed in the Privacy and Electronic Communications Regulations. All personal details relating to subscriptions are held securely and in accordance with the Data Protection Act. No personal details are passed on to third parties nor shared with companies / people outside of the company that operates at www.avantiswealth.com and www.plutusportfolio.com. Under the Data Protection Act you may request a copy of personal information held about you by each site’s email newsletter program. If you would like a copy of the information held on you please write to Avantis Wealth Ltd, 8 The Drive, Hove, East Sussex BN3 4AY.
Email marketing campaigns published by us may contain tracking facilities within the actual email. Subscriber activity is tracked and stored in a database for future analysis and evaluation. Such tracked activity may include; the opening of emails, forwarding of emails, the clicking of links within the email content, times, dates and frequency of activity (this is by no far a comprehensive list). This information is used to refine future email campaigns and supply the user with more relevant content based around their activity.
In compliance with UK Spam Laws and the Privacy and Electronic Communications Regulations subscribers are given the opportunity to un-subscribe at any time through an automated system. This process is detailed at the footer of each email campaign. If an automated un-subscription system is unavailable, clear instructions on how to un-subscribe will be detailed instead.
Although our sites at www.avantiswealth.com and www.plutusportfolio.com only looks to include quality, safe and relevant external links, users are advised adopt a policy of caution before clicking any external web links mentioned throughout these sites. (External links are clickable text / banner / image links to other websites.
We cannot guarantee or verify the contents of any externally linked website despite our best efforts. You should therefore note you click on external links at your own risk and we cannot be held liable for any damages or implications caused by visiting any external links mentioned.
Social Media Platforms
Communication, engagement and actions taken through external social media platforms that www.avantiswealth.com and www.plutusportfolio.com and its owners participate on are custom to the terms and conditions as well as the privacy policies held with each social media platform respectively.
Users are advised to use social media platforms wisely and communicate and engage upon them with due care and caution in-regard to their own privacy and personal details. We will never ask for personal or sensitive information through social media platforms and encourage users wishing to discuss sensitive details to contact them through primary communication channels such as by telephone or email.
The sites at www.avantiswealth.com and www.plutusportfolio.com may use social sharing buttons which help share web content directly from web pages to the social media platform in question. Users are advised before using such social sharing buttons that they do so at their own discretion and note that the social media platform may track and save your request to share a web page respectively through your social media platform account.
Accessing and updating
You are entitled to see the information held about you and you may ask us to make any necessary changes to ensure that it is accurate and kept up to date. If you wish to do this, please contact us at firstname.lastname@example.org. Any access request may be subject to a fee of £10 to meet our costs in providing you with details of the information we hold about you.
You may opt out of receiving any information from Avantis Wealth. This can be done by simply cancelling your registration by clicking on the unsubscribe link in the email, or by emailing email@example.com.
Security and data retention
(a) We employ security measures to protect your information from access by unauthorised persons and against unlawful processing, accidental loss, destruction and damage. We will retain your information for a reasonable period or as long as the law requires.
(b) When you contact the www.avantiswealth.com and www.plutusportfolio.com sites, you do so at your own discretion and provide any such personal details requested at your own risk. Your personal information is kept private and stored securely until a time it is no longer required or has no use, as detailed in the Data Protection Act. Every effort has been made to ensure a safe and secure form to email submission process but advise users using such form to email processes that they do so at their own risk.
(c) We may use any information submitted to this website to provide you with further information about the products and services we offer or to assist you in answering any questions or queries you may have submitted. This includes using your details to subscribe you to any email newsletter program. Or whereby you have previously invested in investments from or enquired about investments from the company that the email newsletter relates to. This is by no means an entire list of your user rights in-regard to receiving email marketing material. Your details are not passed on to any third parties.
All comments, queries and requests relating to our use of your information are welcomed and should be addressed to firstname.lastname@example.org.
Our postal address is:
8 The Drive
Thank you for visiting our site.