Privacy Policy
Privacy Policy
Privacy Policy
Effective Date: 16 April 2025
At True Holder (“we”, “our”, “us”), accessible at www.trueholder.org, we are committed to protecting your privacy and being transparent about how your information is used. This Privacy Policy explains what data we collect, why we collect it, and how we use it to provide a secure and trusted wealth management platform for families and their advisors.
At True Holder (“we”, “our”, “us”), accessible at www.trueholder.org, we are committed to protecting your privacy and being transparent about how your information is used. This Privacy Policy explains what data we collect, why we collect it, and how we use it to provide a secure and trusted wealth management platform for families and their advisors.
1. Information We Collect
1. Information We Collect
A. Information You Provide: Name, email address, profile picture; company or family office name; financial and structural data (e.g., entities, assets, ownership stakes, trusts, loans); documents and credentials stored in the encrypted vault; messages sent via our contact form or waitlist. B. Information Collected Automatically: IP address, device type, browser information; log data (e.g., when you sign in or interact with features); approximate geolocation data (if enabled in your device/browser).
A. Information You Provide: Name, email address, profile picture; company or family office name; financial and structural data (e.g., entities, assets, ownership stakes, trusts, loans); documents and credentials stored in the encrypted vault; messages sent via our contact form or waitlist. B. Information Collected Automatically: IP address, device type, browser information; log data (e.g., when you sign in or interact with features); approximate geolocation data (if enabled in your device/browser).
2. How We Use Your Information
2. How We Use Your Information
We use your data to create and manage your account; provide wealth management, entity tracking, and reporting services; generate dashboards, PDF reports, and portfolio views; improve the platform and support secure collaboration; and notify you of important updates, features, or security events.
We use your data to create and manage your account; provide wealth management, entity tracking, and reporting services; generate dashboards, PDF reports, and portfolio views; improve the platform and support secure collaboration; and notify you of important updates, features, or security events.
3. Who Can See Your Information
3. Who Can See Your Information
Your Data: All financial and structural data you enter is private to your account and protected by row-level security. Invited Users: If you invite family members or advisors, they may access data you have explicitly shared with them. Admin Access: Platform administrators can access data to ensure safety, security, and compliance.
Your Data: All financial and structural data you enter is private to your account and protected by row-level security. Invited Users: If you invite family members or advisors, they may access data you have explicitly shared with them. Admin Access: Platform administrators can access data to ensure safety, security, and compliance.
4. Sharing Your Information
4. Sharing Your Information
We never sell your personal data. We may share data only with trusted third-party services that help us run the platform (e.g., hosting, analytics, email delivery); when required by law or to protect safety and security; or if you choose to share data with a specific user or advisor you have invited.
We never sell your personal data. We may share data only with trusted third-party services that help us run the platform (e.g., hosting, analytics, email delivery); when required by law or to protect safety and security; or if you choose to share data with a specific user or advisor you have invited.
5. Your Rights
5. Your Rights
Under applicable data protection laws (including the UK GDPR), you have the right to access and review your data; correct or delete inaccurate information; object to or restrict processing of your data; request data portability; and request deletion of your account and all associated data. To make a request, contact us at privacy@trueholder.com.
Under applicable data protection laws (including the UK GDPR), you have the right to access and review your data; correct or delete inaccurate information; object to or restrict processing of your data; request data portability; and request deletion of your account and all associated data. To make a request, contact us at privacy@trueholder.com.
6. Data Security
6. Data Security
We take appropriate measures to protect your information using encryption, row-level security, access controls, and monitoring. However, no system is 100% secure, so we recommend using strong passwords and caution when sharing sensitive information.
We take appropriate measures to protect your information using encryption, row-level security, access controls, and monitoring. However, no system is 100% secure, so we recommend using strong passwords and caution when sharing sensitive information.
7. Data Retention
7. Data Retention
We retain your information only as long as necessary to provide the service, comply with legal obligations, and ensure platform security. If you delete your account, your data will be removed within 30 days unless otherwise required by law.
We retain your information only as long as necessary to provide the service, comply with legal obligations, and ensure platform security. If you delete your account, your data will be removed within 30 days unless otherwise required by law.
8. Children’s Privacy
8. Children’s Privacy
This platform is not intended for children under the age of 16. We do not knowingly collect data from minors.
This platform is not intended for children under the age of 16. We do not knowingly collect data from minors.
9. Cookies
9. Cookies
We use essential cookies to maintain your session and ensure the platform functions correctly. We do not use third-party advertising or tracking cookies.
We use essential cookies to maintain your session and ensure the platform functions correctly. We do not use third-party advertising or tracking cookies.
10. Updates to This Policy
10. Updates to This Policy
We may update this policy from time to time. If changes are significant, we’ll notify you via email or in-app notification.
We may update this policy from time to time. If changes are significant, we’ll notify you via email or in-app notification.
11. Contact Us
11. Contact Us
If you have any questions about this Privacy Policy or how your data is used, contact us at: Email: privacy@trueholder.org Website: www.trueholder.org True Holder is a trading name of Full-Tilt Computing Limited, a company registered in England and Wales (Company Number: 03934642).
If you have any questions about this Privacy Policy or how your data is used, contact us at: Email: privacy@trueholder.org Website: www.trueholder.org True Holder is a trading name of Full-Tilt Computing Limited, a company registered in England and Wales (Company Number: 03934642).