Legal
Privacy Policy
This Privacy Policy explains how Frost Trustvale collects, uses, and safeguards information when you visit our website or use our data analysis and decision-support tools. This is a general draft provided for informational purposes and should be reviewed against applicable law before publication.
At a glance
1. Information We Collect
We collect information in the following categories when you interact with our website and dashboard tools:
- Account information — name, email address, and credentials you provide when registering or requesting access.
- Usage data — pages visited, features used, session duration, and interaction patterns within the dashboard.
- Device and technical data — browser type, IP address, operating system, and general location derived from network information.
- Communications — messages you send through contact forms or support channels.
- Portfolio-related inputs — data you choose to connect or enter for the purpose of generating analysis and visualisations. We do not require and do not knowingly collect private exchange credentials or funds-access permissions through this website.
2. How We Use Information
Collected data is used to:
- Provide, operate, and maintain the website and dashboard features.
- Personalise displayed content and remember preferences.
- Respond to inquiries and provide support.
- Monitor performance, diagnose issues, and improve reliability.
- Communicate updates, service notices, or changes to this policy.
- Meet legal, regulatory, or security obligations where applicable.
3. Legal Basis for Processing
Where required by applicable data protection law, we process personal data on one or more of the following bases: your consent, performance of a contract or requested service, compliance with a legal obligation, or our legitimate interest in operating and improving Frost Trustvale, balanced against your rights and expectations.
Consent
Applied where you actively opt in, such as subscribing to communications or enabling optional cookies.
Contractual necessity
Applied when processing is required to deliver a feature or service you have requested.
Legitimate interest
Applied for security, fraud prevention, and improving core site functionality.
4. Sharing of Information
We do not sell personal information. We may share limited data with:
- Service providers who support hosting, analytics, or customer communication, under confidentiality obligations.
- Professional advisers where necessary for legal, accounting, or compliance purposes.
- Authorities, where disclosure is required by law or to protect rights, safety, or property.
- A successor entity in the event of a merger, acquisition, or reorganisation, subject to equivalent privacy protections.
Note: Frost Trustvale provides data analysis and decision-support tooling. Any information you input for analysis purposes is handled under the same principles described in this policy and is not shared for marketing purposes by unrelated third parties.
5. Cookies and Similar Technologies
We use cookies and comparable technologies to operate the site, remember preferences, and understand aggregate usage patterns. You can manage or disable cookies through your browser settings; doing so may limit certain features.
Cookie categories
6. Data Retention
We retain personal information only for as long as necessary to fulfil the purposes described in this policy, including satisfying legal, accounting, or reporting requirements. When information is no longer needed, it is deleted or anonymised in accordance with our internal practices.
7. Security
We apply reasonable administrative, technical, and organisational measures designed to protect personal information against unauthorised access, alteration, or loss. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. Your Rights
Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict processing of your personal information, to object to certain processing, and to request a copy of your data in a portable format. To exercise these rights, please use the contact details on our Contact page.
How do I access or correct my information?
You may contact us through the channels listed on our Contact page to request access to, or correction of, the personal information we hold about you.
Can I request deletion of my data?
You may request deletion of your personal information, subject to any legal or legitimate business reasons we may have for retaining certain records.
Do you use my data for automated decision-making?
Our tools support analysis and decision-support functions for your own use; we do not use your personal information to make automated decisions that produce legal effects concerning you.
Who can I contact with privacy concerns?
Please reach out via the contact information provided on our Contact page, and we will respond to reasonable requests concerning your personal information.
9. International Data Transfers
If personal information is transferred across borders, we take steps intended to ensure it continues to receive an appropriate level of protection consistent with this policy and applicable law.
10. Children's Privacy
Our website and services are not directed to children, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Updates will be posted on this page, and the "last updated" reference will change accordingly.