Privacy policy
At Levridge, your privacy matters. We’re committed to protecting your personal information and being upfront about how we collect, use, and share it. This statement gives you a clear overview of how we handle your information. By submitting your details on this website, you consent to the use of your personal information in line with this policy.
For full details, you can read our complete privacy policy at any time.
What information do we collect?
We collect personal information to provide our services, deliver advice, manage our relationship with you, and meet our legal and regulatory obligations.
Where reasonably possible, we collect personal information directly from you. We may also collect information from other parties you authorise, from third parties where relevant to the services we provide, or generate information in the course of providing our services.
This can include:
Contact details – your name, phone number, email address, postal address and physical address.
Identity documents – such as your passport or driver licence number.
Preferences and subscriptions – for example, if you subscribe to our newsletter or tell us what content you would like to receive.
Technical details – information about the device you use to access our website or social media, such as your IP address, browser type, time zone and mobile network.
Service-related information – information we receive, create or hold while providing our services to you, including information from product providers, another adviser, a third-party service provider, publicly available sources, or other third parties.
If we collect any of your personal information from someone other than you, we will take reasonable steps to let you know that this information has been collected, unless an exception under the Privacy Act 2020 applies.
When this occurs, we will tell you:
that we have collected information about you
the purpose for collecting it
who the intended recipients are
the name and address of the agency collecting and holding the information
whether the collection is required or authorised by law
your right to access and correct your information.
We will provide this notification as soon as reasonably practicable after the information is collected.
What do we do with it?
We use your personal information to provide the services and information you’ve requested, and to keep you updated on other services we think may be relevant to you.
When required, we may also use your information to:
Meet legal and regulatory obligations – for example, Anti-Money Laundering and Countering Financing of Terrorism (AML/CFT) compliance, audits, and reporting.
Protect our rights – for example, recovering money owed to us.
Who do we share it with?
Besides our staff and related companies, we may share your information with trusted third parties who help us deliver our services, such as:
Your other professional advisers
Product providers
Service providers like IT consultants and software platforms
We’ll only share your information where it’s necessary, required by law, or where you’ve given us permission.
We also require these third parties to meet strict confidentiality standards and comply with the Privacy Act 2020.
Where do we store it?
We use secure third-party cloud service providers (Apple iCloud, Microsoft OneDrive, Hubspot and Zoho) to store and process information. These servers are based in various global locations, including the US, Denmark, Australia and China.
We make sure that any provider we use has strong security and confidentiality measures in place, so your information stays protected.
What are my rights?
You don’t have to provide us with your personal information. However, if you choose not to, we may not be able to provide you with certain services.
You have the right to:
Ask for a copy of the personal information we hold about you
Request corrections if you believe the information is wrong
If you’d like to access or update your information, or if you have any questions about this policy, please get in touch: