Skip to content

Cookie Notice

Last updated 31 March 2023

1. Who are we?

This cookie policy is issued by intelliflo Limited (“intelliflo”, “we”, “our” or “us”). Our registered office is at Wellington House, 60-68 Wimbledon Hill Road, SW19 7PA. intelliflo is a technology company that provides business management solutions to financial advisors and institutions through our cloud-based solution and services. You can find more information about our solutions and services on our website.

2. What are cookies?

A cookie, also known as a browser cookie, is a small text file which may be downloaded to your computer or device when you visit a website or use app. Different types of cookies are used to do different things. These include letting you navigate between different pages on a website efficiently, remembering preference you have given and helping us identify ways to improve your overall site experience. Others are used to provide you with advertising, which is more tailored to your interests, or to measure the number of site visits and the most popular pages users visit.

We also use other similar technologies such as pixel tags (which is a graphic image that loads when you visit a website or open an email, and tracks some of your activities) for example, to learn whether you have opened the emails we sent you or which links you have clicked on to help us better understand what content or products may be of interest to you.

This Cookie Policy sets out the types of cookies that we use and what we use them for.

3. What is the purpose of this cookie policy?

This cookie policy sets out the types of cookies that we use and what we use them for. We may change this cookie policy from time to time and then we will make the updated cookie policy available on our website. The date at the bottom of this page indicates when this cookie policy was last updated.

4. Are there different types of cookies?

Yes, there are different types of cookies – detailed below:

‘First party’ and ‘third party’ cookies

Cookies can be set and controlled by the operator of a website such as intelliflo for this website (known as a ‘first party’ cookie) or a third party such as Facebook, for example to display advertisements and social sharing features (known as a ‘third party’ cookie).

5. Are there other cookie distinctions?

Yes, the following distinctions of cookies can be made:

A. Session cookies

Session cookies are stored in your computer or device’s memory during your browsing session and are automatically deleted from your computer when you leave a website. These cookies usually store a session ID, allowing you to move from page to page without having to log-in repeatedly. They are widely used by commercial websites; for example, to keep track of items that a consumer has added to a shopping basket. Session cookies do not collect any information from your computer or device, and they expire at the end of your browser session.

B. Persistent cookies

Persistent cookies are stored on your computer or device and are not deleted when your browser is closed. Persistent cookies can be used to retain your preferences for a particular website, allowing those preferences to be used in future browsing sessions. Persistent cookies usually assign a unique ID to your browser, and they are usually configured to identify you for a prolonged period of time, from days to months or even years.

C. Strictly necessary cookies

These are essential for the operation of a website, e.g., to enable users to log in to secure areas of a website. These let you move around our website and use essential features such as accessing secure areas of our website and identifying you as being logged in. These cookies don’t gather any information about you that could be used for marketing or remembering where you’ve been on the internet. Because these cookies are essential to deliver our website, or provide the services you have asked for, we do not need to obtain your consent to use them. If you disable them, our website may not be able to function properly.

D. Analytical/Performance cookies

These allow us for this website to recognise and count the number of visitors to a website, thereby assisting us to improve how our website works. We use these cookies, sometimes referred to as ‘web analytics’ information, to collect information about how visitors use our website. This includes details of the site where the visitor has come from, pages viewed, which content visitors are clicking on, which products visitors are interested in and purchase and at what point a visitor leaves our website. We use this information to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily. All information these cookies collect is aggregated and therefore anonymous. On occasion we may share this information with analytics and search engine providers that assist us in the improvement and optimisation of our site. Alternatively, we may work with third-party suppliers who place cookies on your device and report on ‘web analytics’ information.

E. Functionality cookies

These are used to recognise users when they return to a website, enabling personalisation of content and user preferences, e.g., language or region. We use these cookies to recognise users when they return to a website. They enable the personalisation of content, the recognition of users and remember user preferences (for example, their choice of language or region). We use the information to improve our website and enhance our visitors’ experience.

F. Targeting cookies

These record a user’s visit to a website, the pages visited, and the links followed, thereby tracking a user’s movements which allows behavioural profiles to be created and used for targeted online advertising. These cookies are used to collect information about your browsing habits in order to deliver adverts more relevant to you and your interests. They remember that you have visited a website and this information is shared with other organisations such as advertisers.

They are also used to limit the number of times you see an advertisement as well as help measure the effectiveness of the advertising campaign. We will use the information to provide you with advertisements that are tailored to you. In addition, we may engage third party advertisers and advertising networks to place targeted advertisement cookies. This means that data collected through these cookies will be shared with such parties in order that they can select and serve relevant adverts to you and others.

We do not disclose information about identifiable individuals to our advertisers, but we may provide them with aggregate information about our users to assist them in performing this service. We may also use such aggregate information to help advertiser reach the kind of audience they want to target. You can opt-out of many third-party targeting cookies at https://optout.networkadvertising.org/.

Where we intend to use analytical/performance, functionality and targeting cookies or other similar technologies, we will seek your consent. The cookies that we use are set out in the table in section 7 below.

6. Why do we use cookies?

We use cookies help us to track visitor information and to learn about the behaviour of visitors to our website and how they respond to our marketing communications and for research and statistical purposes.

As detailed in our privacy notice, we may disclose data collected from cookies, such as visitor trends, to third parties, in an anonymous form, for research and statistical purposes, and to help us optimise our websites and the targeting of advertisements.

The cookies that we use do not collect personal data such as name, address, email address and do not link any information they collect to an individual. From time to time we may also analyse IP addresses, user agent strings or other anonymous data sources.

Please note that although the use of data by us is covered by this cookie policy, in addition the use of third-party cookies is covered by third-party cookie policies, which we have referred to in the table in section 7, and may be available on the relevant company’s website.

7. How can you control the use of cookies?

You can refuse, accept or remove cookies at any time by using the settings on your internet browser. You can configure your internet browser to warn you each time a new cookie is about to be stored on your computer so that you can decide whether to accept or reject it. Please refer to your internet browser’s help section for further information. Please note that some parts of our website may not function properly if you reject cookies.

Based on your browser, follow these instructions to manage your cookie settings:

You can find a list of countries deemed by the European Commission as providing an adequate level of protection at https://ec.europa.eu/info/law/law-topic/data-protection/international-dimension-data-protection/adequacy-decisions_en.

You can obtain a copy of the standard data protection clauses at https://ec.europa.eu/info/law/law-topic/data-protection/data-transfers-outside-eu/model-contracts-transfer-personal-data-third-countries_en.

You can find further information about cookies and how to manage your cookie settings on www.allaboutcookies.org or http://www.youronlinechoices.eu/

8. Cookies we use

Below we set out in detail the cookies that we use on this website, their function and the data they collect.

Wistia

Statistics, Marketing/Tracking

Usage

We use Wistia for video display. Read more

Sharing data

For more information, please read the Wistia Privacy Statement.

Statistics

Name
wistia-video-progress-*
Expiration
persistent
Function
Store if the user has seen embedded content

Marketing/Tracking

Name
wistia
Expiration
persistent
Function
Store performed actions on the website

Complianz

Functional

Usage

We use Complianz for cookie consent management. Read more

Sharing data

This data is not shared with third parties. For more information, please read the Complianz Privacy Statement.

Functional

Name
cmplz_user_data
Expiration
365 days
Function
Read to determine which cookie banner to show
Name
cmplz_banner-status
Expiration
365 days
Function
Store if the cookie banner has been dismissed
Name
cmplz_id
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_consented_services
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_policy_id
Expiration
365 days
Function
Store accepted cookie policy ID
Name
cmplz_marketing
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_statistics
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_preferences
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_functional
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_saved_categories
Expiration
365 days
Function
Store cookie consent preferences
Name
cmplz_saved_services
Expiration
365 days
Function
Store cookie consent preferences

WPML

Functional

Usage

We use WPML for locale management. Read more

Sharing data

This data is not shared with third parties.

Functional

Name
wp-wpml_current_language
Expiration
1 day
Function
Store language settings

Bing Ads

Functional, Marketing/Tracking

Usage

Read more

Sharing data

This data is not shared with third parties.

Functional

Name
_uetvid_exp
Expiration
persistent
Function
Name
_uetsid_exp
Expiration
persistent
Function

Marketing/Tracking

Name
_uetvid
Expiration
13 months
Function
Store and track visits across websites
Name
_uetsid
Expiration
1 day
Function
Store and track visits across websites

Google Adsense

Marketing/Tracking

Usage

We use Google Adsense for showing advertisements. Read more

Sharing data

For more information, please read the Google Adsense Privacy Statement.

Marketing/Tracking

Name
_gcl_au
Expiration
persistent
Function
Store and track conversions

Twitter

Functional, Marketing/Tracking

Usage

We use Twitter for display of recent social posts and/or social share buttons. Read more

Sharing data

For more information, please read the Twitter Privacy Statement.

Functional

Name
local_storage_support_test
Expiration
persistent
Function
Provide load balancing functionality

Marketing/Tracking

Name
metrics_token
Expiration
persistent
Function
Store if the user has seen embedded content

LinkedIn

Marketing/Tracking, Functional

Usage

We use LinkedIn for display of recent social posts and/or social share buttons. Read more

Sharing data

For more information, please read the LinkedIn Privacy Statement.

Marketing/Tracking

Name
bcookie
Expiration
2 years
Function
Store browser details
Name
li-oatml
Expiration
1 month
Function
Provide ad delivery or retargeting
Name
li_sugr
Expiration
3 months
Function
Store browser details
Name
UserMatchHistory
Expiration
30 days
Function
Provide ad delivery or retargeting
Name
lidc
Expiration
1 day
Function
Store performed actions on the website
Name
bscookie
Expiration
2 years
Function
Store performed actions on the website
Name
X-LI-IDC
Expiration
session
Function
Provide functions across pages

Functional

Name
BizographicsOptOut
Expiration
10 years
Function
Store privacy preferences
Name
linkedin_oauth_
Expiration
session
Function
Provide functions across pages

Miscellaneous

Purpose pending investigation

Usage

Sharing data

Sharing of data is pending investigation

Purpose pending investigation

Name
loglevel
Expiration
Function
Name
ln_or
Expiration
Function
Name
wf-scan-issue-expanded-75
Expiration
Function
Name
wf-scan-issue-expanded-5
Expiration
Function
Name
intelliflo-market
Expiration
Function
Name
wfls-remembered-rKebFZaV-Cd1gdsOiFDNWw
Expiration
Function
Name
_ga_6JND9RF3B3
Expiration
Function
Name
_ga
Expiration
Function
Name
_gid
Expiration
Function
Name
_gat_UA-29102989-1
Expiration
Function
Name
_mkto_trk
Expiration
Function
Name
tfpsi
Expiration
Function
Name
acf
Expiration
Function
Name
cookie:accepted
Expiration
Function
Name
undefined
Expiration
Function
Name
wfls-remembered-7NS1BTtcvK_aFSJP47yN4w
Expiration
Function
Name
wistia-viewer-preferences
Expiration
Function
Name
wfls-remembered-sg-t9gQQOf1PZ8PKYa4siQ
Expiration
Function
Name
sa-user-id
Expiration
Function
Name
sa-user-id-v2
Expiration
Function
Name
redirectPage
Expiration
Function
Name
redirectHome
Expiration
Function
Name
test_cookie
Expiration
Function
.doubleclick.net
Name
cmplz_consenttype
Expiration
365 days
Function
Name
continueReview
Expiration
Function
Name
ate_widget_fetch_time
Expiration
Function
Name
ate_widget_url
Expiration
Function
Name
wfls-remembered-Qykja6h8e3KLvVHlbzC9Bg
Expiration
Function
Name
wfls-remembered-nS1NBlmq4SPOWOee0RwmGw
Expiration
Function
Name
_ga_7PT52MEE70
Expiration
Function
Name
wfls-remembered-R47LilrLvmq6rx9sxfZ1fQ
Expiration
Function
Name
wpEmojiSettingsSupports
Expiration
Function
Name
wfls-remembered-B3bhQAsJF3DunNcOfQJCiw
Expiration
Function
Name
wfls-remembered-LXF5B2SbyumRV7KWyZ4Lng
Expiration
Function
Name
sa-user-id-v3
Expiration
Function
Name
_grecaptcha
Expiration
Function
Name
_fbp
Expiration
Function
Name
__hstc
Expiration
Function
Name
hubspotutk
Expiration
Function
Name
_ga_1JJ1G14WDB
Expiration
Function
Name
wfls-remembered-7f6CfpiCJsz8OHrSu1YSHA
Expiration
Function
Name
wfls-remembered-dWwrNbRAKhVvYbQohcQ2sQ
Expiration
Function

9. Learn more about cookies

To find out more about cookies in general visit aboutcookies.org or allaboutcookies.org (which is run by IBA Europe).

A guide to behavioural advertising and online privacy has been produced by the internet advertising industry which can be found at youronlinechoices.eu. The guide contains an explanation of the Internet Advertising Bureau’s self-regulatory scheme to allow you greater control of the advertising you see.

How to contact us

Should you have any questions about this cookie policy, please contact us at: dataprotection@intelliflo.com.