Hilbert Investment Solutions Limited (Hilbert), authorised and regulated by the Financial Conduct Authority (FCA), No. 698380 (Companies House Number 08956837), is committed to protecting and respecting your personal data. We collect and use personal information to verify your identity, manage accounts, deliver our services, and support customer care, ensuring we meet your needs and interests.
Hilbert collects personal information through various methods, including our website, email, post, and telephone communications, to verify your identity, manage accounts, and tailor services to your needs.
Our authorised staff process your data in line with contractual, legal, and regulatory obligations. Hilbert's data processing complies with the UK General Data Protection Regulation (UK GDPR) and other applicable legislation. We use personal data for:
To meet legal and regulatory requirements or to protect the integrity of our services, Hilbert may share your personal data with select third parties, including:
Your personal data may be transferred outside the UK and the European Economic Area (EEA). For any international transfers, we implement appropriate safeguards to ensure your information is protected, maintaining standards in line with UK GDPR requirements.
Hilbert retains personal data only as long as necessary for the purposes for which it was collected. Upon the end of our business relationship, data is retained for 5 to 7 years to comply with legal and regulatory obligations. After this period, personal data is securely erased or anonymised.
With your consent, Hilbert may send you updates about our products and services. You can opt out of marketing communications at any time by contacting us at contact@hilbert-is.com.
Under the UK GDPR, you have the following rights regarding your personal data:
Hilbert may update this Privacy Policy periodically. Significant changes will be communicated through our website or other channels.
For any concerns or complaints about how we handle your data, please contact our compliance department: