Hilbert Investment Solutions Limited (“Hilbert”) is authorised and regulated by the Financial Conduct Authority (“FCA”), No. 698380. Companies House Number 08956837.Hilbert is committed to protecting and respecting your personal data. We collect personal information to establish and verify your identity, manage account administration, marketing, and customer services, ensuring our content and services meet your needs and interests.
Data Collection
Hilbert collects personal information to verify your identity, manage your accounts, and tailor our services to your needs. This data is collected through our website, emails, post, and telephone communications.
How We Use Your Data
Your personal data is processed by authorised Hilbert staff to fulfil contractual, legal, and regulatory obligations. Our data processing practices comply with the UK General Data Protection Regulation (UK GDPR) and relevant local legislation. We process personal data for:
Anti-money laundering compliance
Adhering to MiFID II regulations
Managing and fulfilling our business relationship with you
Safeguarding our legitimate business interests
Data Sharing
Hilbert may share your personal data with third parties to meet legal and regulatory requirements or to protect our services' integrity. This includes sharing data with:
Legal advisors
External auditors
Financial institutions
Credit reference agencies
Regulatory and governmental authorities
International Data Transfers
Your personal data may be transferred outside the UK and European Economic Area (EEA). When transferring data internationally, we ensure that appropriate safeguards are in place to protect your information in accordance with UK GDPR standards.
Data Retention
Hilbert retains personal data for as long as necessary to fulfil the purposes for which it was collected. Upon termination of our business relationship, we retain data for a period of 5 to 7 years to comply with legal and regulatory obligations. After this period, personal data will be securely erased or anonymised.
Marketing Communications
With your consent, we may send you updates about our products and services. You can opt-out of marketing communications at any time by contacting us at contact@hilbert-is.com.
Your Rights
Under the UK GDPR, you have the following rights regarding your personal data:
Access: You can request access to the personal data we hold about you.
Correction: You can request corrections to any inaccurate or incomplete data.
Restriction: You can request that we restrict the processing of your data under certain conditions.
Erasure: You can request the deletion of your data when it is no longer necessary for the purposes it was collected.
Portability: You can request that we transfer your data to another service provider.
If you have any concerns or complaints about how we handle your data, please contact our compliance department on: