Privacy Policy

How MoneyBlis collects, uses, and protects your personal data under UK GDPR.

Last updated: February 2025

Who We Are

MoneyBlis is published by Verity AI Ltd, a UK-registered company. We operate an editorial content platform and professional directory for UK high-net-worth individuals. For data protection enquiries, contact us at hello@moneyblis.com.

Data We Collect

We collect the minimum data necessary to operate our services:

Newsletter Subscriptions

Email address only. Collected when you subscribe to our newsletter. Used solely to send you editorial content and regulatory updates.

Lead Capture Forms

Name, email address, estate value range, and area of concern. Collected when you request to be connected with a professional. Shared with the matched professional to facilitate the introduction.

Analytics Data

We use analytics to understand how visitors use our website. This may include pages visited, time spent, referral source, device type, and approximate location (country/region level). This data is aggregated and not used to identify individuals.

How We Use Your Data

We process your personal data under the following lawful bases:

  • -Consent: Newsletter subscriptions. You can withdraw consent at any time by clicking the unsubscribe link in any email.
  • -Legitimate interest: Lead referrals to professionals you have requested to be connected with, and website analytics for improving our content and services.
  • -Legal obligation: Retaining records as required by UK law and HMRC regulations.

Data Sharing

We do not sell your personal data. We share data only in the following circumstances:

  • -Professional referrals: When you submit a lead capture form, your details are shared with the matched professional to facilitate the introduction. This is the core purpose of our service.
  • -Email service provider: We use Resend to deliver newsletters and transactional emails. Resend processes data on our behalf under a data processing agreement.
  • -Legal requirements: We may disclose data if required by law, regulation, or legal process.

Data Retention

Newsletter subscriptions: retained until you unsubscribe, then deleted within 30 days. Lead capture data: retained for 24 months from submission, then deleted. Analytics data: retained in aggregated form for up to 26 months. We review retention periods annually and delete data that is no longer necessary for the purposes it was collected.

Your Rights Under UK GDPR

You have the following rights regarding your personal data:

  • -Access: Request a copy of the personal data we hold about you.
  • -Rectification: Request correction of inaccurate data.
  • -Erasure: Request deletion of your data where there is no compelling reason to continue processing.
  • -Restriction: Request that we limit how we use your data.
  • -Portability: Request your data in a structured, machine-readable format.
  • -Objection: Object to processing based on legitimate interest.

To exercise any of these rights, email hello@moneyblis.com. We will respond within one month. If you are not satisfied with our response, you have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk.

Cookies

We use the following types of cookies:

  • -Essential cookies: Required for the website to function. These cannot be disabled.
  • -Analytics cookies: Help us understand how visitors use the site. These are only set with your consent.

We do not use advertising cookies or tracking pixels. We do not participate in cross-site tracking or behavioural advertising.

Third-Party Services

Our website may contain links to external websites. We are not responsible for the privacy practices of these sites. We recommend you read the privacy policy of any external site you visit. Our use of third-party services (email delivery, analytics, hosting) is governed by data processing agreements that require these providers to protect your data to the same standard we apply.

International Transfers

Some of our service providers may process data outside the UK. Where this occurs, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses or adequacy decisions, to protect your data in accordance with UK GDPR.

Changes to This Policy

We may update this privacy policy from time to time. Material changes will be communicated via our website. The "last updated" date at the top of this page indicates when this policy was last revised. We encourage you to review this page periodically.