Privacy Policy


At Finzig, we are dedicated to protecting your privacy and adhering to your preferences. All personal and non-personal data collected is secured in accordance with the highest global privacy and data protection standards. We have consistently maintained a comprehensive data protection program that complies with existing laws and adheres to data protection principles. We also recognize our responsibility to update and enhance this program to meet new legislative requirements.

Finzig encompasses a diverse range of operations, including but not limited to, providing software-as-a-service, financial modeling and analytics, business consulting, and other technological and advisory services.

When This Policy Applies

This Privacy Policy outlines how we handle personal information obtained:

  • During business onboarding procedures;
  • From individuals who are our clients;
  • During the provision of products or services to our clients and potential clients;
  • In the general course of operating our business, including marketing data and data from digital initiatives.

Our Commitment

  • We will never rent or sell your information to third parties.
  • We employ cutting-edge security measures to safeguard your information from unauthorized access.
  • We offer you control over the information you share with us (opt-out).

How We Collect Personal Information and the Types of Personal Information

The personal information we collect directly from you will depend on your interactions with our companies and brands, and whether you:

  • Have subscribed to or engaged with us;
  • Receive our marketing communications or attend events;
  • Interact with our websites or use our free tools;
  • Are connected to a member of our personnel;
  • Have a vendor relationship or similar association with Finzig or its group companies or brands.

Additionally, we may obtain personal information about you from third parties, such as corporate officers (if your information is part of a corporate matter) and providers of verification services. We may also monitor your use and interactions with our websites, marketing communications, and exchanges between you and our companies and brands, including CRM records created by employees, which may involve text, voice, or video recordings that may be transcribed.

Depending on the context, the personal information we collect may include:

  • Basic details such as name, contact information, job title, and the name of your employer, university, or company;
  • Financial details like billing addresses, bank accounts, and payment information;
  • Identification and background verification data, evidence of ownership, or sources of funds collected for subscription renewals, compliance, and anti-money laundering purposes;
  • Photographic, audio, and video content (including CCTV footage if you visit our premises);
  • Information provided in relation to marketing preferences, event registrations, and meetings (including access and dietary requirements);
  • Information related to your website usage and technical data collected through tracking technologies and relationship insight tools;
  • Any other information relating to you that you or others may provide.

The Purposes for Which We Use Your Personal Information

We will use your personal information only when the law permits. Typically, we will use your personal information in the following circumstances:

  • To perform a contract or subscription we are about to enter or have entered with you;
  • To comply with a legal obligation;
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests;
  • To establish, exercise, or defend legal claims;
  • If you have made the information public;
  • If you have provided your consent.

We may rely on multiple bases for processing a particular category of personal information. The legitimate interests on which we rely include the following:

  • For client onboarding, vendor, and freelance panel management, and subscription procedures, including using and/or obtaining information for anti-money laundering, conflict, and other business intake searches.
  • For marketing our services, using information about you to promote our businesses and brands, if you request information about our services, show interest in receiving communications, respond to event invitations, or comment on our blogs, applications, or social networks. Based on this information, we may also identify further products, services, content topics, and events you may be interested in.
  • For business operations, using your personal information to manage our relationships with third-party suppliers, handle insurance arrangements, and conduct anonymous and pseudonymous data and metadata analysis.

Change of Purpose

We will use your personal information only for the purposes for which it was collected, unless we reasonably believe that we need to use it for another reason compatible with the original purpose or that adds value to our relationship with you. If we need to use your personal information for an unrelated purpose, we will notify you and obtain your consent if required by law.

Transferring and Sharing Your Information

Finzig operates globally. Your personal information may be stored on servers in various countries and processed by Finzig worldwide for business or administrative purposes. Hard copy information is stored on-site or at secure locations.

Within Finzig, we may transfer personal information outside the United Kingdom (UK), European Economic Area (EEA), or the jurisdiction where you are located, following procedures that comply with UK and European data privacy laws, including GDPR. We may share personal information with third parties that provide operational services for us or professional advisors, service, and technology partners performing services on behalf of clients. These transfers will only occur where the information is subject to an appropriate level of protection and legally required safeguards. Occasionally, we may be legally required to disclose personal information by a regulator, court, or authority. Where necessary and with appropriate safeguards, Finzig may also disclose information to professional advisors (e.g., legal and financial advisors), bankers, auditors, insurers, and insurance brokers.

GDPR Compliance

We are committed to processing data in accordance with our responsibilities under the GDPR. Article 5 of the GDPR mandates that personal data shall be:

  • Processed lawfully, fairly, and transparently concerning individuals;
  • Collected for specified, explicit, and legitimate purposes and not further processed in a manner incompatible with those purposes;
  • Adequate, relevant, and limited to what is necessary concerning the purposes for which they are processed;
  • Accurate and, where necessary, kept up to date; every reasonable step must be taken to ensure that inaccurate personal data is erased or rectified without delay;
  • Kept in a form permitting identification of data subjects for no longer than necessary for the purposes for which the data is processed; personal data may be stored longer solely for archiving purposes in the public interest, scientific or historical research, or statistical purposes, subject to appropriate technical and organizational measures required by the GDPR;
  • Processed in a manner ensuring appropriate security of the personal data, including protection against unauthorized or unlawful processing and against accidental loss, destruction, or damage, using appropriate technical or organizational measures.

When you provide your personal information, you consent to its use for the above purposes, and Finzig and its associated companies are authorized holders of such information. If you choose not to register or provide personal information, you can still use our websites and online tools but will not receive additional services or access certain areas requiring registration.

By activating an account, you consent to occasionally receive information from us. In each communication, you can unsubscribe from further communications; alternatively, you may contact us to express your choices at the address provided below.

Access to Your Information

You are entitled to review the personal information you have provided us and ensure its accuracy and currency at all times. To review or update this information, simply access your account profile area or request it from us.

Security of Information

We are committed to protecting your information and ensuring your preferences are honored. We have implemented strong security measures to protect your data from loss, misuse, unauthorized access, disclosure, alteration, or destruction. All sensitive data is stored behind multiple firewalls on secure servers with restricted employee access.

We ensure that all online transactions follow the latest security measures and use the best available technologies. We do not store card details and outsource card transactions to partners such as PayPal and Stripe, whose Terms and Policies are available on their respective websites. Secure Sockets Layer (SSL) technology is used for online orders or transmitting sensitive information.

Retention of Information

We retain information as long as necessary to provide the requested services and comply with legal obligations. Information associated with your account will generally be kept until it is no longer needed to provide services, you request its deletion, or your account is deleted, whichever comes first. Additionally, we may retain information from deleted accounts to comply with legal requirements, prevent fraud, resolve disputes, troubleshoot problems, assist with investigations, enforce our Terms of Use, and take other actions permitted by law. The retained information will be handled following this Privacy Policy and may also be stored for sales statistical purposes.

EU and EEA Users' Rights

If you are located in the European Union or European Economic Area, you have the right to access, rectify, download, or erase your information and to restrict and object to certain processing of your data. While some rights apply generally, specific rights apply only in certain limited circumstances. These rights include:

  • Accessing your personal data and, if necessary, amending, deleting, or restricting it;
  • In certain instances, the right to data portability;
  • Requesting not to receive marketing communications and not using your personal data for direct marketing profiling;
  • Opting out of receiving email newsletters and other marketing communications by following the opt-out instructions in those emails. Transactional account messages will remain unaffected.

How to Opt-Out

We offer users the opportunity to opt-out from receiving updates on our products, newsletters, and other communications. You can opt-out by clicking the link in our electronic mailings or contacting us at the address provided below.

Does Finzig’s Privacy Policy Apply to Linked Websites?

Our Privacy Policy applies solely to information collected on our websites or through our business operations and services.

Our sites may contain links to third-party websites. Finzig is not responsible for the actions of these third parties, including their privacy practices and content posted on their websites. We encourage you to review their privacy policies to understand what, why, and how they collect and use personal information.

However, as with all online activities, third parties may unlawfully intercept transmissions of personal information, or other users of our online products may misuse or abuse your personal information that they collect.

Finzig uses third-party advertising companies to serve advertisements and track users. Please review our Cookie Policy for all details. These third-party advertising companies employ cookies and 1x1 pixel gifs or web beacons to measure and improve the effectiveness of ads for their clients.

Changes to This Policy

We may update our Privacy Policy periodically. Any changes will be posted on this page to keep you informed about the data we collect, how we use it, and under what conditions we may disclose it. If we make significant changes that alter how we handle your information, we will notify you by email.

Enforcement of This Policy

If you believe Finzig has not adhered to this Privacy Policy, please contact us immediately. We are committed to addressing any concerns and will work promptly to correct any issues.

Questions or Comments

For any questions or comments regarding this privacy policy, please contact us at We value your feedback and are here to assist with any inquiries you may have.


Last Modified: July 1st, 2024