Privacy Policy
- Last updated: 13 November 2025
- The Portfolio Architect (“we”, “our”, “us”) is committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible way. This Privacy Policy explains how we collect, use, store and protect your personal data when you visit our website, purchase products or contact us.
1. Information We Collect
- We may collect the following types of information:
1.1 Personal Information You Provide
- Name
- Email address
- Company name
- Billing details (processed securely through third-party payment providers)
- Any information submitted through our contact forms or email correspondence
1.2 Automatically Collected Information
- When you visit our website, we may automatically collect:
- IP address
- Browser type and version
- Pages viewed and time spent
- Device information
- Cookies and similar tracking technologies
2. How We Use Your Information
- We use your information to:
- Provide access to our products and downloads
- Process payments and send purchase confirmations
- Respond to enquiries and provide customer support
- Improve our website content and services
- Send updates, newsletters or marketing (only with your consent)
- Meet legal or regulatory obligations
3. Legal Basis for Processing (GDPR)
- We process your information under the following lawful bases:
- Contract: to deliver purchased products or services
- Consent: for marketing communications
- Legitimate interest: to improve our website and user experience
- Legal obligation: to maintain financial and tax records
4. How We Store and Protect Your Data
- We take appropriate technical and organisational measures to protect your data against:
- Unauthorised access
- Accidental loss
- Misuse
- Alteration
- Data is stored securely using trusted third-party providers who comply with GDPR.
5. Sharing Your Information
- We do not sell your personal data.
- We may share data with trusted providers strictly for operational purposes, such as:
- Payment processors (e.g., Stripe, PayPal)
- Email and newsletter platforms
- Website hosting and analytics services
- These providers only process your data according to our instructions and in line with GDPR.
6. Cookies
- We use cookies to improve your browsing experience and understand how our site is used.
You can manage or disable cookies through your browser settings at any time.
7. Your Rights Under GDPR
- You have the right to:
- Access the personal data we hold about you
- Request correction of incorrect or incomplete data
- Request deletion of your data ("right to be forgotten")
- Withdraw consent at any time
- Object to processing
- Request a copy of your data (data portability)
- To exercise these rights, contact us at info@theportfolioarchitect.com
8. How Long We Keep Your Information
- We retain personal data only as long as necessary for:
- Fulfilling the purpose it was collected for
- Meeting legal, financial or reporting obligations
9. Third-Party Links
- Our website may contain links to external sites. We are not responsible for the privacy practices or content of those websites.
10. Contact Us