Global Privacy Statement

Welcome to intelliflo. Our financial products span the lifecycle of financial advisory services and provide an integrated experience for financial planners and their clients (“Services”). People and their financial information are at the core of our Services, and we are committed to protecting the Personal Data of individuals that we work with globally.

In addition to the provisions of this Global Privacy Statement (“Privacy Statement”), we encourage you to visit our Trust Center and to review our Terms of Use as those may also govern your interactions with us and your use of our Services. When we refer to “intelliflo,” we are collectively referring to our corporate entities as further detailed below.

To make this Privacy Statement easier to understand, we have provided a summary for each section. We also encourage you to contact us (see “How to Contact Us” below) if you have any questions or concerns

This Privacy Statement applies to individuals who interact with us or use intelliflo Services.

This Privacy Statement sets out how intelliflo uses the information that we collect about you when you interact with us on our website or when using our Services. This website is owned and operated by intelliflo which comprises multiple companies across several different geographies.

This Privacy Statement also explains the choices that you can make about the way that we use your information and applies to all individuals who interact with us globally as partners, vendors, visitors to our website, “Customers” and the “Clients” of our Customers.

A “Customer” is a business customer using intelliflo’s Services, and includes entities such as financial advisors, financial institutions, broker-dealers, registered investment advisors, third-party administrators, trust companies, or family office customers. A “Client” is an individual investor who is has a direct relationship with a “Customer.”

Customers collect and upload Client data to our platform, enabling Customers to provide financial advisory services. As the purposes for collecting and using this information are determined by each Customer with respect to its own business operations and Clients, intelliflo is a “data processor” or “service provider” under various global privacy regulations.

This Privacy Statement details the information we collect about you and how we use it, outlines the steps we take to protect the information you entrust to us, and describes your choices with respect to your information. By registering on this website or otherwise with us, submitting any information to intelliflo, or by otherwise accessing or using any of our Services, you agree to the terms of this Privacy Statement and consent to our policies and practices described or referenced herein.

If you access our Services as a Client of our Customer (e.g., your financial advisor), this Privacy Statement may not be applicable, and you should refer to your financial advisor’s privacy notices and policies to understand how your Personal Data is used by them in connection with the Services. We will process your Personal Data only as directed or permitted by our Customer and in accordance with applicable law.

3. Your rights and preferences

intelliflo allows you to exercise your privacy rights and manage how we use your information.

Privacy and data protection laws in different geographic regions give individuals certain rights in relation to their Personal Data. We conduct our privacy practices according to this Privacy Statement and the relevant laws of the geographic regions in which we interact with you. intelliflo encourages you to become familiar with our privacy practices and to contact us to learn more about your privacy rights and how we collect and use your Personal Data. Unless we specifically disclose otherwise, you understand that we may use any of your collected Personal Data for any of the purposes described in this Privacy Statement (as permitted by applicable law).

4. Information we collect

We collect data that relates to you and your interactions with intelliflo.

When used in this Privacy Statement, “Personal Data” means any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with an individual or data subject, and includes “personal information” as defined in applicable data protection laws. Data that cannot be associated with a specific individual, such as aggregated, de-identified, or anonymized information (“Anonymous Information”), is not Personal Data.

intelliflo commits to keep Anonymous Information in its de-identified state and will make no efforts to re-identify such data. We are not responsible for any actions taken by third parties to combine or re-identify data related to specific individuals.

A. Information Directly from You.

intelliflo collects certain information, including Personal Data, from you in order to conduct our business, provide you with access to our Services, improve your experiences working with us or using our Services, and communicate with you in connection with or regarding our Services.  We may also use information from you to enhance and improve our Services, our website or our business operations based on insights we are able to obtain from your information.

B. Information Collected in the Course of Using Our Services.

Your use of our Services may also generate information or allow us to collect certain information related to how you access and use our Services, including:

• Transactional, usage, and preference information, your subscription status, website pages visited, types of Services accessed, advertisements viewed, and settings chosen
• Information about actions you perform through our Services, including information that you upload or provide during your use of our Services
• Client information that Customers collect and upload to our platform in order to provide financial advisory services

C. Information from Third Parties.

We may obtain information about you from other sources, including through third party services and organizations, which we may use to supplement information provided by you. For example, if you access our Services through a third-party application or site, such as an app store or a social networking site, we may collect information about you from that third-party site that you have made available via your privacy settings. This supplemental information allows us to verify information that you have provided to us and to enhance our ability to provide you with information about our business and Services. We may also collect details of your interactions with other users of our Services.

D. Automatically Collected Information.

intelliflo may automatically collect some usage information when you interact with us. We use cookies and other tracking technologies to automatically collect technical information, such as URL, cookie data, IP address, device type, unique device IDs, device attributes, network connection type (e.g., Wi-Fi, 3G, LTE, Bluetooth) and provider, network and device performance, browser type, language, operating system, and Services information.  We encourage you to review our Cookie Statement for more information.

E. Derived Information.

intelliflo may use information we have about you to draw inferences or ‘derive’ information. We may then use those inferences to gain a more complete understanding of your preferences. We use preference data in order to offer you potential choices, make recommendations, or to alert you to products or services that may be of interest to you.

F. Children’s Information.

intelliflo Services are not intended for children under 18 years of age. If you are aware that we have unintentionally, directly collected information from someone who is under the age of 18, please notify us immediately by sending an email to [email protected].

By continuing to use our Services, you confirm that you are at least 18 years of age and are fully able and competent to enter into and accept the terms set forth in this Privacy Statement or that you have had a responsible party do so on your behalf.

Customers may collect Client’s children’s information and upload into the Services, but intelliflo does not directly collect or use children’s information

G. Personal Data Collection and Disclosure Chart.

The legal bases for our processing are as follows:

• Our processing of your Personal Data is necessary to perform a contract to which you are a party, or in order to take steps at your request prior to entering into a contract;
• Our processing of your Personal Data is necessary to comply with a legal (or regulatory) obligation we are subject to;
• Our processing of your Personal Data is necessary for the legitimate interests pursued by us or by a third party, except where such interests are overridden by your interests or fundamental rights and freedoms which require protection of Personal Data; and
• In some circumstances and subject to applicable laws, we may process your Personal Data with your consent; however we will make this clear to you at the time of collection of your Personal Data, and you will have the right to withdraw your consent at any time.

We may rely on other legal bases during the recruitment and employment processes.

The following list applies to the Personal Data of data subjects that interact with intelliflo and our Services:

Categories of Personal Data collected:

Identifiers (such as name, email address, telephone number, business affiliation, and other contact information)

Categories of individuals (data subjects):

• Customers
• Customer employees
• Clients
• Partners
• Vendors
• Visitors

Business and commercial uses of Personal Data:

• Account registration and servicing
• To communicate with you
• To improve and develop new products and services
• To provide our Services and operate our business

Categories of third parties to whom we disclose Personal Data:

• Our affiliates and subsidiaries
• Third parties that assist us, such as payment processors, marketing providers, analytics providers, providers of technical services (e.g., providers of data storage, customer support, and CRM systems), and other subcontractors
• Entities involved in dispute resolution (such as an arbitrator or an opposing party)
• Entities involved in potential or actual significant corporate transactions or events
• Governmental entities

Categories of Personal Data collected:

Commercial information, including products and services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies

Categories of individuals (data subjects):

• Customers
• Customer employees
• Clients
• Partners
• Vendors
• Visitor

Business and commercial uses of Personal Data:

• To improve and develop new products and services
• To provide our Services and operate our business

Categories of third parties to whom we disclose Personal Data:

• Same as above

Categories of Personal Data collected:

Financial data (such as payment information, account, or credit card information)

Categories of individuals (data subjects):

• Customers
• Customer employees
• Clients
• Partners
• Vendors
• Visitors

Business and commercial uses of Personal Data:

• To provide our Services and operate our business

Categories of third parties to whom we disclose Personal Data:

• Same as above

Categories of Personal Data collected:

Internet or other network or device activity (such as IP addresses, device identifiers, cookie data, device attributes, device usage information, browsing information, metadata, and other information described in Section 3. of our Privacy Statement)

Categories of individuals (data subjects):

• Customers
• Customer employees
• Clients
• Partners
• Vendors
• Visitors

Business and commercial uses of Personal Data:

• Account registration and servicing
• To communicate with you
• To improve and develop new products and services
• To provide our Services and operate our business

Categories of third parties to whom we disclose Personal Data:

• Our affiliates and subsidiaries
• Third parties that assist us, such as payment processors, marketing providers, analytics providers, providers of technical services (e.g., providers of data storage, customer support, and CRM systems), and other subcontractors

Categories of Personal Data collected:

Protected Classifications and Sensitive Personal Data (Special Category Data), such as marital status and dependent information

Categories of individuals (data subjects):

• Clients

Business and commercial uses of Personal Data:

• Business purposes
• Compliance

Categories of third parties to whom we disclose Personal Data:

• Professional services consultants
• Security vendors
• IT vendors

Categories of Personal Data collected:

Sensory data: including audio, electronic, visual, thermal, olfactory, or similar information. Photographs, video conferencing recordings, CCTV recordings, telephone calls, communications over electronic channels and applications. We do not routinely collect any of your thermal, olfactory (sense of smell) or similar biometric information, but reserve the right to do so for site security or if health and safety concerns require us to do so.

Categories of individuals (data subjects):

• Customers
• Customer employees
• Clients
• Partners
• Vendors
• Visitors

Business and commercial uses of Personal Data:

• Business purposes
• Compliance

Categories of third parties to whom we disclose Personal Data:

• IT vendors
• Security vendors
• Professional service providers

Categories of Personal Data collected:

Professional or employment-related information, such as job titles, salary history, work history, professional activities, or roles. Information from publicly available social media or networking sites or applications, and from other electronic search services.

Categories of individuals (data subjects):

• Customers
• Customer employees
• Clients
• Partners
• Vendors
• Visitors

Business and commercial uses of Personal Data:

• Business purposes
• Compliance

Categories of third parties to whom we disclose Personal Data:

• IT vendors
• Security vendors
• Professional service providers

Categories of Personal Data collected:

Personal Details, such as eligibility to work in the UK, age/date of birth, sex/gender, your signature, immigration status, visa details, nationality/citizenship/place of birth, health and disability-related information. Your private contact details. Your education and employment history. Your identification data. Financial-related data. Information you or third parties provide to us: your racial or ethnic origin, your political opinions or religious beliefs, trade union membership, your physical and mental health, your genetic and biometric data, data relating to your sex life and sexual orientation, and criminal record.

Categories of individuals (data subjects):

• Recruitment and Employment individuals

Business and commercial uses of Personal Data:

• Carrying out our obligations in the field of employment law
• Recruitment process
• Assessing qualifications
• Verifying information
• Informing you of the result of your application
• Retaining your personal data for future roles
• Making appropriate adjustments for you

Categories of third parties to whom we disclose Personal Data:

• Intelliflo Affiliates
• Your family and personal representatives
• Individuals and organizations who hold information related to your reference or application to work with us
• Financial organizations, credit reference agencies, and debt collection and tracing agencies
• Medical professionals such as your GP or an occupational health specialist
• Third party service providers who perform functions on our behalf or provide services to us

5. How we use your information

We use your Personal Data to develop and deliver our Services and to operate our business.

A. Delivering Services, including:

• Sending you registration and access details to enable access to our Services;
• To provide you with customer or technical support (e.g., by contacting you via email address or phone number);
• To identify and validate you when accessing our Services;
• To notify you of future changes and improvements to our Services;
• To provide you with access to the functionality and features of our Services;
• To manage our relationship with you; and
• To manage the payment and recovery of amounts payable to us by you.

B. Business and Internal Operations Purposes, including:

• To analyze data to ensure appropriate service levels are being achieved;
• To enable us to operate, maintain and improve the functionality and features of our Services;
• To enable third parties to provide you with advertising or integrated parts of our Services;
• To provide you with other direct marketing communications regarding offers of goods or services which may be relevant to you and where you have opted-in to receive such communications;
• To enable us to conduct our business generally, such as notifying our insurers, quality assurance, internal teaching and data processing and handling and in connection with any potential sale of our business and for other purposes which are reasonably necessary in connection with our normal functions and activities; and
• For our internal management purposes as a business.

6. How we share your information

We will only share your Personal Data as we have described in this Privacy Statement.

A. Affiliated Companies.

We may share your information with our affiliated companies to fulfill the purposes described in this Privacy Statement, including for data processing, marketing, and administrative purposes.

B. Vendors and Other Third Parties.

We may authorize vendors and other third-party companies to provide certain services. We provide these companies with only the information they need to perform their services and work closely with them to ensure that your privacy is respected and protected.

These companies are prohibited by contract from using this information for their own marketing purposes or from sharing this information with anyone other than us. The services provided include:

A. Information Technology Providers

• Hosting and operation of the website and other platforms
• Processing transactions and payments
• Digital marketing and advertising

B. Marketing, Advertising and Customer Service

• Marketing or promotional assistance
• Advertising, such as:
• Sending you advertisements and promotions
• Participating in or administering our promotions or surveys
• Teaming to provide products, services, or promotions
• Providing customer service
• Third parties who may wish to contact you regarding offers of goods or services which you may be interested in, unless you have opted-out of receiving such marketing communications

C. Social Sharing, including:

• Logging into, linking with or connecting your intelliflo account with your social media account
• Using your social media account to authorize or verify your intelliflo account
• Connecting your intelliflo account to your social media account where you have authorized us to share information with your social media account provider, and you understand that the use of the information we share will be governed by the social media site’s privacy policy

D. Following the Law and Protecting intelliflo

We may share your information with courts, law enforcement or regulatory agencies, or other government bodies when we have a good faith belief we are required or permitted to do so by applicable law, regulation, or legal process. We may also disclose your information if we believe it is appropriate to enforce our Terms, to protect the rights, property, or safety of intelliflo, our Services, our people, or to protect or assist others as required by law or contract.

E. Credit Reporting

We may share information about your creditworthiness with credit bureaus, consumer reporting agencies, and card associations. Late payments, missed payments, or other defaults on your account may be reflected in your credit report and consumer report. We may also share your Personal Data with other companies, lawyers, credit bureaus, agents, government agencies, and card associations in connection with issues related to fraud, credit, or debt collection.

F. Sale of Our Business

If we sell, merge, or transfer any part of our business, information about you may be shared, sold, or transferred as part of that transaction. We may also share your information with current or future corporate parents or subsidiaries, between our brands, or with our affiliates.

G. De-identified or Aggregated Data

We may de-identify or aggregate your information, alone or in combination with information from other individuals. Such de-identified or aggregated information will not contain Personal Data and may be shared freely by intelliflo.

H. With your Consent

Other than as set out above, we may also share your Personal Data and your other information for additional purposes with your consent or at your direction.

If you have any questions or concerns, please contact [email protected].

7. Cookies and Similar Tracking Technologies

We and our service providers use cookies and other related technologies to receive and store certain types of information whenever you interact with us or use our Services through your electronic devices.

A. Cookies

We may use and allow others to use cookies, web beacons, pixels, local shared objects, device identifiers, and other similar technologies (“Cookies”) to collect information about you and your use of our website and Services. We use this information to improve your experiences when you interact with us. You have control over some of the data we collect from Cookies and how we use it. You may learn more about Cookies and how to manage them in our Cookie Statement.

B. Do Not Track.

Like most other companies, intelliflo is not currently configured to respond to browser “Do Not Track” signals because, at this time, no formal “Do Not Track” standard has been adopted.

C. Social Media Features.

intelliflo or our authorized third parties may use social media features to gather certain information about you. These features may collect your IP address, log which pages you are visiting, and may set a Cookie to enable features to function properly. Your interactions with these social media features are governed by the privacy policies and practices of the providing company and not by intelliflo.

8. Security of your information

We provide reasonable and appropriate security measures in connection with securing your Personal Data.

Keeping your Personal Data safe is important to us. We have implemented measures designed to secure your Personal Data from accidental loss and from unauthorized access, use, alteration, and disclosure. At intelliflo, we:

• Work to review and update our security practices and implement accepted methods to protect your Personal Data;
• Store Personal Data on our secure servers behind firewalls and securely transmit such information;
• Transmit, store, protect, and access all cardholder information in compliance with the Payment Card Industry’s Data Security Standards (PCIDSS). Payment transactions are encrypted using SSL or other encryption technology, or will use our third-party payment processors, who will use appropriate security procedures;
• Comply with applicable laws and security standards; and
• Train applicable employees and contractors on data privacy and require them to safeguard your data.

Your communications containing Personal Data may be unlawfully intercepted or accessed by third parties and our website may be subject to network attacks or malfunctions. We cannot and do not guarantee the security of any information transmitted over the internet. Once we receive your Personal Data, we take steps that we believe are reasonable to limit access to your Personal Data to only those employees and service providers whom we determine need access to the Personal Data to provide the requested Services, offers or opportunities that may be of interest to you, that you have ordered, or that we may otherwise disclose. However, even after we receive your Personal Data, it is impossible for us or any other organization guarantee that your Personal Data is completely secure and safe from any risk and will not be accessed, disclosed, altered, or destroyed as a result of a breach of our security efforts or as a result of any other event beyond our reasonable control.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain of our Services (such as our website or your customer account), you are responsible for keeping this password confidential. You should not share your password with anyone. We urge you to be careful about giving out information in public areas, like message boards or social media.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your Personal Data, we cannot guarantee its security during transmission to us. Any transmission of your information to us is at your own risk. intelliflo is not responsible for circumvention by a third party of any privacy settings or security measures.

9. Your data access rights

You may have the right to exercise certain data protection rights regarding your Personal Data.

intelliflo will not discriminate against you for exercising your privacy rights

A. Responses from intelliflo.

We respond to all requests from individuals regarding the exercise of their data protection rights in accordance with applicable data protection laws. While your data protection rights may vary depending on your location, they generally include:

• Accessing, correcting, updating, or requesting deletion of your information;
• Objecting to or asking us to restrict the processing of your information;
• Requesting the portability of your information and providing the same in a timely manner and at no charge;
• Electing whether to receive marketing communications from us; and
• Withdrawing your consent at any time for us to collect, process, store, or share your information (noting that such withdrawal will not affect the lawfulness of any processing that we conducted prior to your withdrawal, nor will it affect otherwise lawful processing or storage).

Please see Section 10 for additional regional and country considerations.

Individuals may submit a Data Subject Access Request (DSAR) to [email protected] to access your Personal Data. If you are a client, you should submit your DSAR to your financial advisor with whom we will work with to fulfill the request.

10. Additional regional and country privacy considerations

We operate in many different countries and regions. Our Privacy Statement sets out the privacy principles and procedures we adhere to globally, but specific laws may apply to you based on the country or region in which you are located.

intelliflo has adopted a global approach on privacy with the intent of providing individuals with strong privacy protections regardless of where they reside. We recognize and implement high standards for privacy rights compliance on a global scale. Listed below, you can find additional privacy provisions that may be relevant to your specific country or region.

If you have any questions or concerns regarding the privacy provisions relevant to you, or you wish to exercise any of these rights, please contact our intelliflo Privacy Team by using the contact information provided in Section 12 “How to Contact Us.”

 A. Australia: 

Controlling law: Australia Privacy Act of 1988

Australia Privacy Rights: If you are located in Australia, you have the following rights with respect to your Personal Data:

• right to know why Personal Data is being collected, how it will be used and who it will be disclosed to,
• right to not identify oneself, or use a pseudonym in certain circumstances,
• right to access Personal Data,
• right to stop receiving direct marketing,
• right to correct Personal Data, and
• right to make a complaint against a subject entity that mishandled your Personal Data.

Supervisory Authority:

Office of the Australian Information Commissioner

Online: https://www.oaic.gov.au/privacy/privacy-complaints/lodge-a-privacy-complaint-with-us

Direct Mail: GPO Box 5288, Sydney NSW 2001

Fax: +61 2 6123 5145.

B. United Kingdom (UK): 

Controlling Law: The UK General Data Protection Regulation (Regulation (EU) 2016/679) (UK GDPR), The Data Protection Act 2018.

Legal Bases for Processing UK Personal Data: Applicable law and policies require intelliflo to have a “legal basis” for the processing of your Personal Data. The applicable legal basis often depends on the types of data and the specific context in which it is processed. Where the UK GDPR, and similar laws apply, we typically rely on performance of a contract, our legitimate business interests, or your consent as our primary legal bases to process your Personal Data. The legal bases are as stated below:

Perform and administer our agreement with you or your organization, and maintain the relationship or otherwise interact with you for day-to-day business purposes, e.g., to provide you with support for the Services:

• Performance of a contract
• Compliance with a legal obligation
• Legitimate interests

Provide you with updates and training to help you get the best out of our Services:

• Performance of a contract
• Legitimate interests

Respond to any questions or queries you may have for us:

• Performance of a contract
• Legitimate interests

Better understand your use of our Services and the financial advice sector to allow us to develop products and services that best serve our customers and the market:

• Performance of a contract
• Legitimate interests

Sending you newsletters or other information about us, our or our affiliates’ products and services and the financial advice sector:

• Legitimate interests

Log and monitor calls and electronic communications for record-keeping, security, quality, staff training and other business purposes:

• Performance of a contract
• Legitimate interests

Manage our and our affiliates’ business operations, and for other internal administrative and other business purposes, including to promote, market, distribute and provide our and our affiliates’ products and services to you or your organization:

• Legitimate interests

Inform you about our or our affiliates’ products and services, conferences, events, publications, or anything else that you have requested or we think may be of interest to you or your organization, and subject to applicable laws, this information may be provided to you by mail, phone, email, text message, social media or in the form of other digital advertisement and where you receive marketing via email or text message from us, we will tell you in that message how to unsubscribe:

• Legitimate interests
• Consent (in some circumstances)

Conduct business analysis and market research relevant to our or our affiliates’ business:

• Legitimate interests

Test, develop and improve our and our affiliates’ products, services, and IT-infrastructure, including our websites or systems:

• Legitimate interests

Ensure network and information security, and investigate, detect, and prevent fraud and other crime:

• Performance of a contract
• Compliance with a legal obligation
• Legitimate interests

Protect our and our affiliates’ interests, including establishing, exercising, and defending legal rights and claims:

• Legitimate interests

In connection with corporate transactions or restructurings:

• Legitimate interests

In some circumstances, to comply with our legal obligations and requests from authorities:

• Compliance with a legal obligation
• Legitimate interests

If you are a user of intelliflo’s developer platform we will be processing your Personal Data in order to manage your account(s) registered on our applications. We will also process your data in order to contact you, in relation to intelliflo’s developer focused products, for important notifications, feature releases and promotions.

• Performance of a contract
• Legitimate interests

Any information collected about you from our website, your use of our Services or otherwise, can be associated with other identifying information we have about you e.g., from other sources, and we may derive inferences based on that information.

We may aggregate and/or de-identify information about your use of our website and Services for our business purposes e.g., testing, product development and improvement activities, or to create business intelligence reports or statistical information about the use of our Services.

UK Privacy Rights: If you are in the UK, you have the following rights with respect to your Personal Data. You may contact us if you wish to exercise any of these rights:

• The right to access your Personal Data.
• The right to update your Personal Data by emailing us or, where appropriate, amending the personal details contained in your registered account with us. If practically possible, we will make corrections (where appropriate) based on your updated information.
• The right to withdraw your consent with respect to data that is collected on the basis of your consent.
• The right to request erasure of your data or object to its processing.
• The rights relating to automated decision-making.
• The right to data portability.
• The right to lodge a complaint with us or with a supervisory authority.

Supervisory Authorities:

United Kingdom: UK Information Commissioner’s Office:

https://ico.org.uk/make-a-complaint/data-protection-complaints/what-to-expect/

Phone: 0303 123 1113

C. India:

Controlling Law: The intellifo entity responsible for processing your Personal Data will depend on the unique circumstances of your interactions with us and applicable privacy laws and rules, including the Digital Personal Data Protection Act, 2023 (DPDP Act), the Information Technology Act, 2000 (“IT Act”) and the Information Technology “IT” Rules, 2011.

India Privacy Rights: You have the right to request:

• an explanation of this Privacy Statement
• access to your Personal Data
• correction of your Personal Data
• deletion of your Personal Data

For any privacy concerns arising for residents of India, please see the Contact Us information below.

11. Changes to our Privacy Statement

We may make changes to our Privacy Statement or our supporting privacy procedures at any time.

From time to time, we may change or update this Privacy Statement. We reserve the right to make changes or updates at any time and without prior notice to you.

If we make material changes to the way we process your Personal Data, we will provide you notice by posting the most current version of this Privacy Statement on our website and we may also advise you of changes via our Services information, or by other communication channels, such as by email, newsletters or community post. Please review any changes carefully.

If you object to any changes and no longer wish to use our Services, you may close your accounts and cease use of our Services. All changes to our Privacy Statement are effective immediately upon posting and your continued interaction with us or your use of our Services after a posting of an updated Privacy Statement constitutes your consent to all changes.

12. How to contact us

If you have questions or comments about this Privacy Statement, or prior versions hereof, or wish to submit a request regarding your Personal Data, you may contact us by email, phone, or direct mail.

A. Via Email: [email protected]

B. Calling our support number: 0330 102 8400 (some enquiries may not be suitable to address through customer support)

Email is the fastest and most-preferred way to reach us, regardless of your jurisdiction, with your data management or privacy-related questions and concerns.

C. Otherwise, please use the below contact information for the appropriate jurisdiction to reach us.

United Kingdom

Intelliflo Limited

Wellington House

Attn: Privacy Officer

60-68 Wimbledon Hill Road, SW19 7PA

Australia

Intelliflo Australia Pty Ltd.

Attn: Privacy Officer

Level 3, 31 Alfred Street,

Sydney NSW 2000, Australia

India

Intelliflo Software India Private Limited

Attn: Privacy Officer

5th Floor, Green Touch Spaces
Prestige Cyber Green 1
Smartcity Rd
Kakkanad
Kochi 682030
Kerala, India

D. If you are submitting a request regarding your Personal Data, we must verify your identity and rights to access such information. intelliflo accepts the following forms of identification:

• Government issued photo ID such as Passport, driving license
• Birth certificate
• Utility bill (from last 3 months)