Privacy Policy

When you interact with heliosentrix's business planning platform, we collect several types of information to provide you with our services and improve your experience. The information we gather helps us understand your needs and deliver personalised financial planning solutions.

Personal Information

We collect personal details you provide directly, such as your name, email address, phone number, and business information. This includes data you enter when creating an account, contacting our support team, or participating in our business planning tools.

Financial Information

For our business planning services, we may collect financial data including revenue figures, expense categories, and business projections. This information remains strictly confidential and is used solely to provide accurate planning recommendations.

Technical Information

We automatically collect certain technical data when you visit our website, including your IP address, browser type, device information, and pages visited. This helps us maintain platform security and improve user experience.

heliosentrix uses your personal information responsibly and transparently. Our primary goal is to provide exceptional business planning services while maintaining your privacy and trust.

• Delivering personalised business planning recommendations and financial analysis
• Processing your account registration and managing your profile settings
• Responding to customer inquiries and providing technical support
• Sending important updates about our services and platform changes
• Improving our website functionality and developing new features
• Ensuring platform security and preventing fraudulent activities
• Complying with legal obligations and regulatory requirements

We never sell your personal information to third parties. Any use of your data is directly related to providing our services or meeting legal requirements. You maintain control over how your information is used within our platform.

heliosentrix maintains strict policies regarding information sharing. We only share your personal data in specific circumstances and with appropriate safeguards in place.

Service Providers

We work with trusted third-party service providers who assist with platform operations, such as cloud hosting, payment processing, and customer support tools. These providers are contractually bound to protect your information and can only use it for specified purposes.

Legal Requirements

We may disclose information when required by law, such as responding to court orders, legal proceedings, or regulatory requests. We also reserve the right to share information to protect our rights, prevent fraud, or ensure user safety.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity. You would be notified of any such change in ownership and how it affects your privacy rights.

Protecting your personal information is a top priority at heliosentrix. We implement comprehensive security measures to safeguard your data against unauthorised access, alteration, or disclosure.

Technical Safeguards

Our platform uses industry-standard encryption protocols, secure servers, and regular security updates. All data transmission between your device and our servers is encrypted using SSL/TLS technology. We maintain secure databases with restricted access controls.

Administrative Protections

Our team follows strict data handling procedures, and access to personal information is limited to authorised personnel who need it for legitimate business purposes. All staff receive regular training on privacy protection and data security best practices.

Regular Security Assessments

We conduct regular security audits and vulnerability assessments to identify and address potential risks. Our security protocols are continuously updated to address emerging threats and maintain the highest protection standards.

Under UK data protection laws, including the General Data Protection Regulation (GDPR), you have several rights regarding your personal information. heliosentrix is committed to honouring these rights and making it easy for you to exercise them.

Right to Access

You can request a copy of the personal information we hold about you. We'll provide this information within one month of your request, along with details about how we use your data.

Right to Correction

If you believe any information we hold about you is inaccurate or incomplete, you can request corrections. We'll update your records promptly and notify any third parties who have received the incorrect information.

Right to Deletion

You can request deletion of your personal information in certain circumstances, such as when the data is no longer necessary for the original purpose or when you withdraw consent.

Right to Data Portability

You have the right to receive your personal data in a structured, commonly used format and to transfer this information to another service provider where technically feasible.

heliosentrix uses cookies and similar technologies to enhance your browsing experience and improve our services. Understanding how we use these technologies helps you make informed choices about your privacy preferences.

Essential Cookies

These cookies are necessary for our website to function properly. They enable basic features like page navigation, secure login, and access to protected areas of the site. You cannot opt out of essential cookies while using our services.

Analytics Cookies

We use analytics cookies to understand how visitors interact with our website. This information helps us improve site performance and user experience. These cookies collect aggregated data and don't identify individual users.

Managing Cookie Preferences

You can control cookie settings through your browser preferences. Most browsers allow you to block or delete cookies, though this may affect website functionality. We provide clear options for managing your cookie preferences on our platform.

heliosentrix maintains clear policies regarding how long we retain your personal information. Our retention periods are based on business needs, legal requirements, and your privacy rights.

Active Account Data

While your account remains active, we retain your personal information to provide ongoing services. This includes your profile information, business planning data, and communication history with our support team.

Inactive Accounts

If you haven't accessed your account for 36 months, we'll send notification emails before archiving your data. You can reactivate your account within this period to maintain full access to your information.

Legal Requirements

Some information may be retained longer to comply with legal obligations, resolve disputes, or enforce our agreements. We'll clearly communicate any extended retention periods and the reasons for them.

heliosentrix may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. We're committed to keeping you informed about how we protect your privacy.

When we make significant changes to this policy, we'll notify you through email or by displaying a prominent notice on our website. We encourage you to review this policy regularly to stay informed about our privacy practices.

Minor updates, such as clarifications or formatting changes, may be made without prior notice. The effective date at the bottom of this page indicates when the policy was last updated.

Your continued use of heliosentrix's services after policy updates constitutes acceptance of the revised terms. If you disagree with any changes, you can contact us to discuss your concerns or discontinue using our services.