Privacy Policy

This Privacy Policy describes how ISA Transfers ("we," "us," or "our") collects, uses, and discloses your personal information when you visit our website or use our lead generation services. Please read this Privacy Policy carefully to understand our practices regarding your personal information.

Information We Collect

We collect several types of information from and about users of our website, including:

• Personal Information: This includes information that can be used to identify you, such as your name, email address, telephone number, postal address, and information about your ISA transfer needs or inquiries.
• Financial Information: We may collect information about your ISA balance, ISA types, and other financial information you choose to provide when requesting our services.
• Usage Information: We collect information about your interaction with our website, including your IP address, browser type, pages visited, time spent on pages, and other browsing information.
• Device Information: We collect information about the device you use to access our website, including hardware model, operating system, and unique device identifiers.

How We Use Your Information

We use the information we collect for various purposes, including:

• To provide and maintain our services
• To connect you with appropriate FCA-authorised financial adviser partners who can assist with your ISA transfer needs
• To improve our website and services
• To communicate with you about our services and your ISA transfer options
• To comply with legal obligations
• To detect, prevent, and address technical issues
• To validate and verify contact information using third-party validation services

Disclosure of Your Information

We may disclose your personal information to:

• Financial Adviser Partners: We share your information with FCA-authorised financial adviser partners who can assist with your ISA transfer needs and provide regulated financial advice.
• Service Providers: We may share your information with third-party vendors who provide services on our behalf, such as hosting, data analysis, customer service, and phone/email validation services (such as Data8).
• Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
• Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your personal information may be transferred as part of that transaction.

Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access your personal information
• The right to correct inaccurate information
• The right to request deletion of information
• The right to restrict or object to processing
• The right to data portability
• The right to withdraw consent at any time

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

GDPR Compliance

For users in the European Economic Area (EEA), we process personal data in accordance with the General Data Protection Regulation (GDPR).

Our legal basis for processing includes:

• Your consent
• Performance of a contract
• Compliance with legal obligations
• Our legitimate interests

CCPA Compliance

For California residents, the California Consumer Privacy Act (CCPA) provides specific rights regarding personal information.

California residents have the right to:

• Know what personal information we collect
• Request deletion of personal information
• Opt-out of the sale of personal information
• Non-discrimination for exercising rights

Cookies Policy

We use cookies and similar tracking technologies to track activity on our website and store certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.

Types of Cookies We Use:

• Essential Cookies: Necessary for the website to function properly.
• Preference Cookies: Allow the website to remember choices you have made.
• Analytics Cookies: Help us understand how visitors interact with our website.
• Marketing Cookies: Used to track visitors across websites to display relevant advertisements.

Third-Party Services

We use third-party services to validate and verify contact information, including phone numbers and email addresses. These services may process your personal information in accordance with their own privacy policies. We use Data8 for phone and email validation services.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

We encourage you to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights regarding your personal information, please contact us: