PRIVACY POLICY

BEFORE ACCESSING THE SITE, PLEASE AGREE TO OUR COOKIE AND PRIVACY POLICY BY CLICKING “I AGREE” BELOW.

Echelon Associates Limited Cookie and Privacy Policy

This privacy policy sets out details of how we may process your personal data.

This website: www.echelon-associaes.com is owned by Echelon Associates Limited, Company Registration number_ C52815 (hereinafter “Echelon”, “we” or “us”).

By “your data“, “your personal data“, and “your information“ we mean any information about you, which you or third parties provide to us.

Use of our website is free, subject to the following terms and conditions.

Use of Your Data

Competitive

If you contact us, apply for products, consultancy services, data services, lead generation or performance data in relation to investment companies, or apply to invest into any investment opportunity featured on our website, or apply to act as a financial intermediary or introducing agent, we collect, use, share and store personal and financial information about you (“your information“).

Initially, and at various times throughout our relationship with you, we may ask you to confirm your, address, telephone number, passport number, national identity number, proof of address, financial status, and/or experience or level of sophistication within the financial and investment sector.  If we feel that you are financially vulnerable, or not to a level of wealth or financial experience or sophistication that would entail an understanding of the products and services featured on our website, we may write to you and/or terminate any further interaction.

When confirming your financial status or experience, you will do so honestly, without misrepresenting your qualification or experience, and will hold us harmless and indemnify us against all and any loss should your statements prove to be inaccurate.

At all times, we may share information about you to the following parties (“Partners“):

• Companies and organisations who provide a service to us or are acting as our agents (including their sub-contractors), on the understanding that they will keep the information confidential and subject to the same legal requirements regarding privacy and security;
• Companies and organisations that assists us in processing any transactions or agreements you may make with us, or that provide value added services that you have requested;
• Companies and organisations that may offer financial products and services that we feel you have shown an interest in by visiting our website and entering your information.
• Your advisers (including but not limited to accountants, lawyers, financial advisers or other professional advisers) where authorised by you and to any other person notified by you as authorised.
• Anyone to whom we lawfully transfer or may transfer our rights and duties under this agreement;
• Any third party as a result of any restructure, sale or acquisition of our company provided that any recipient uses your information for the same purposes as it was originally supplied to us and/or used by us.

Our Partners may be located outside of European Economic Area (“EEA”). Our contractual agreements with these Partners ensure they agree to apply the same levels of protection as we are required to apply to your information and, where appropriate, to use your information strictly in accordance with our instructions.

The purpose of the use of Partners includes the provision of: customer care/help desk facilities; research and statistical analysis; KYC verification and scoring; technical support in the performance of our services and potential fraud screening.

In addition, when you supply us your information in regard to third party companies featured on the comparison or promotional pages of our websites, or by the action of entering your email and/or telephone number on our data capture pages, we will take that as an instruction by you to forward your information to the companies/third parties concerned.

Other than as specified herein, we will keep information about you confidential unless we have a duty to disclose it or law or regulation allows us to do so for legitimate business purposes.

Marketing

You will always have the ability to opt out of any promotional contact or usage of your personal data for promotional purposes. To stop all and any sharing or further contact; send an email with the word “stop” in the subject line to info@echelon-associates.com.

Apart from with the specific intention of supplying you with the data and contact details of the products and services you have shown interest in, and/or arranging for you to make an investment in any one of the financial promotions shown, your information will not be given or sold to any outside organisation for use in marketing without your consent.

Consent

By registering your details with us, you consent to our using and/or disclosing your personal data for the purposes set out above.

Use of Cookies

To optimise your experience at our website we use cookies – cookies are a piece of information stored on your PC about your visits recording your personal online preferences. You may elect to disable cookies, as a result some of the services may not operate the same as if the Cookies function is enabled.

Managing Your Data

You are entitled to see the information held about you by us and you may ask us to make any necessary changes to ensure that it is accurate and up to date. If you wish to do this, please contact us. You can also request the deletion of any your personal data at any time. Upon such request, we will delete or suspend access to such data to the extent permitted by law. You can request any changes or deletion of your personal data kept by us by contacting info@echelon-associates.com.

Security and Data Retention

We secure your personal data and protect it from unauthourised access, use or disclosure. All personal information is transmitted to other Web sites through the use of Secure Socket Layer (SSL) encrypted protection. We will retain your information for as long as is reasonably permitted for business purposes and to any legal requirements or restrictions on data storage and retention.

Changes to Privacy Policy

We may change this policy from time to time in order to keep up with business demands and privacy regulation. We will inform you about any such changes.

Contact us

If you would like to contact us, please do so via email at info@echelonassociates.com.

By submitting my details, I agree that upon entering the Echelon Associates website,  I read and agreed to the Cookie and Privacy Policy.

PRIVATE E-MAIL FOOTER

Echelon Associates is a financial instrument comparison site, and in some cases acts as an introducer between consumers, investors, independent financial advisors, wealth managers, financial institutions and parties looking to attract incoming investment.

This email is private and confidential correspondence and access to this e-mail by anyone other than the intended recipient is unauthorised. If you are not the intended recipient (or responsible for delivery of the message to such person), you may not use, copy, distribute or deliver to anyone this message (or any part of its contents) or take any action in reliance on it. If you have received this email in error, please notify us immediately by e-mail or telephone and delete the e-mail from any computer. If you or your employer do not consent to internet e-mail messages of this kind, please notify us immediately.

Echelon Associates does not give investment advice, and no comment is made upon the appropriateness of any investment or investment strategy to be entered into (or intended to be entered into) by any prospective investor.

Echelon Associates provides its services on a best endeavours basis to ensure that all information given is correct and accurate at the time of giving, although some information may be time sensitive and may be subject to modification or change over time, or it could contain errors, and/or historic data may not be up to date and/or legislation could have been amended or changed subsequent to the publishing of the data. Echelon Associates will amend and modify such data over time as and when those relevant factors become apparent, but no guarantee is offered as to a set time period to do so.

Receipt of this email, or any data provided upon our website by any person, company or commercial entity is on the strict condition that such entity shall hold Echelon Associates harmless in this endeavour. No responsibility is taken, no indemnity offered or implied.