Privacy Policy
Privacy Policy
This Privacy Policy explains how Peterborough Square Investments collects, uses, processes, and protects your personal information when you interact with our website and services related to personal finance and retirement planning.
By using this website, submitting a form, or interacting with our services, you acknowledge and agree to the practices described in this Privacy Policy.
Information We Collect
We may collect personal information that you voluntarily provide through our website forms, consultations, or other interactions.
- full name;
- email address;
- phone number;
- country of residence;
- IP address and device/browser information;
- interaction data such as pages visited and actions performed.
We may also collect information related to your inquiries, service requests, and interactions with website tools such as financial calculators.
How We Use Your Information
Your data is used solely for legitimate business and service-related purposes.
- to respond to your inquiries and consultation requests;
- to provide information about our services;
- to improve website functionality and user experience;
- to analyze usage and optimize performance;
- to comply with legal and regulatory requirements.
Legal Basis for Processing
Where applicable under GDPR, we process your personal data based on:
- your consent;
- the performance of a contract or pre-contractual steps;
- compliance with legal obligations;
- legitimate business interests.
For users in Canada, personal data is handled in accordance with PIPEDA principles.
Data Sharing
We do not sell, rent, or trade your personal information.
Your data may be shared only when necessary to provide services or comply with legal obligations.
Where applicable, data may be shared with licensed partners, including regulated brokers or financial service providers, strictly for service-related purposes.
Data Retention
We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy.
In most cases, data may be retained for up to 5 years, or longer if required by law or regulatory obligations.
After this period, data is securely deleted, anonymized, or archived.
Data Security
We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, loss, misuse, or alteration.
However, no method of transmission over the Internet is completely secure, and we cannot guarantee absolute security.
Cookies and Tracking Technologies
We may use cookies and similar technologies to improve user experience and analyze website traffic.
You can manage or disable cookies through your browser settings.
Your Rights
Depending on your jurisdiction, you may have the right to:
- access your personal data;
- correct inaccurate information;
- request deletion of your data;
- restrict or object to processing;
- request data portability where applicable.
Financial Tools Disclaimer
Any data entered into calculators or planning tools on this website is used solely for illustrative purposes.
These tools do not provide personalized financial advice and do not guarantee outcomes or returns.
Changes to This Policy
We may update this Privacy Policy at any time to reflect changes in our services, legal obligations, or operational practices.
The latest version will always be available on this page.
Contact
If you have any questions about this Privacy Policy, you may contact us at: