General Privacy Policy

Effective Date: 20 July 2026

1. Introduction
Intellect FS (“we,” “our,” or “us”) is fully committed to protecting the privacy of your personal information. This Privacy Policy outlines how we collect, use, process and share your personal information in accordance with applicable laws and regulations when you interact with our Services, which are the United Kingdom General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 (DPA). “Services” refers to all offerings provided by Intellect FS, including events (“Events”), as well as any current or future digital content or related products.

Data Controller
Intellect FS Limited
Company Registration Number: 16255493
Registered Address: 167-169 Great Portland Street, 5th Floor, London, W1W 5PF

2. Information We Collect
We collect personal information related to professionals working in the Finance Sector who are or may be interested in our Services, including Events.

We may also collect data in relation to attendees, sponsors and speakers at our events and the contact details of our external partners and sponsors, and service providers whom we work with.

We will collect personal information from you, including:

  • Contact Information: Name, position, company name and address, geographic region, postal address, business email address and business phone number.
  • Payment Information: Credit or debit card information, bank account details and billing addresses.
  • Event Registration Information: Attendee preferences, dietary restrictions and accessibility requirements.
  • Communication Records: Emails, phone calls and chat logs.
  • Technical Information: IP address, browser type and device information.
  • Feedback Information: Event evaluation forms, comments and ratings.
  • Call recordings: where we are taking details over the telephone such as surveys of what is relevant to Financial Sector professionals.
  • Onsite Networking Information: Where you attend one of our Events in-person, your event badge may include a QR code to facilitate professional networking. Depending on your preferences, this QR code may display limited contact details such as your name, job title, company name, business email address and business phone number.

3. How We Collect Information
We may collect personal information through various methods and from various sources, including:

  • Direct Collection: Information you provide directly to us, such as through our website, event registration forms, over the phone or via email correspondence.
  • Indirect Collection: Information obtained from third-party service providers, such as payment processors or event platforms.
  • Publicly Available Sources: Information that we can derive from social media sites such as LinkedIn, public domain information or company websites.

4. How We Use Your Information
We process personal information only where we have a lawful basis to do so, including:

  • Consent: where you have given us specific permissions (for example, to share your dietary requirements or disability and access requirements with our venue).
  • Legitimate Interests: where we rely upon our legitimate interests and those of our external partners and sponsors to:
    • Share your information with our external partners and sponsors who promote and support our events
    • Communicate with you and other professionals about services and products relevant to their business interests
    • Maintain databases targeted to your interests
    • Run our Events, including handling ticketing and payments
    • Improve our products and services
  • Contract: where we need to take steps to fulfil a contract such as registration for our Events or providing information to our third party service providers.
  • Legal Obligation: where we need to take steps to fulfil our legal obligations, such as sharing your information with courts and regulators, where required.

We may use your personal information for purposes including:

  • Event Registration and Management: Processing registrations, managing attendee lists, managing the Events and providing event-related services.
  • Onsite Networking: To facilitate professional networking between Event attendees, including through badge-based QR codes that allow attendees to voluntarily share their contact details with one another during the Event.
  • Maintaining and sharing databases with our external partners and sponsors: updating and sharing contact details and areas of business interest.
  • Communication: Sending event-related communications, such as invitations, updates, and pre or post-event surveys.
  • Marketing and Promotions: Sending marketing materials and promotional offers. Where we have used your personal information for marketing, you can opt out at any time by either clicking ‘unsubscribe’ in our emails or contacting us at info@intellectfs.com.
  • Payment Processing: Facilitating secure payments for event registrations and other services.
  • Customer Support: Addressing inquiries and providing assistance.
  • Call monitoring and recording: where one of our team speaks to you over the phone, the calls will be recorded for training and monitoring purposes or your agreement will be sought to the recording, depending on the context.
  • Compliance with Legal Obligations: Complying with applicable laws and regulations.

We may need to process your personal information for a statutory or contractual requirement (for example, where you provide your information in order to sign up for our Events in order to book your place and issue you with a ticket). Failure to provide the required information may mean that we are unable to progress your booking.

5. Sharing Your Information
We may share your personal information with the following parties:

  • Third-Party Service Providers: We may share your information with third-party service providers who assist us in providing our Services, such as payment processors, event management platforms, and email marketing providers.
  • Event Partners and Sponsors: We may share your contact details and other personal information with our event sponsors to facilitate networking, and fulfil sponsorship commitments. This is a necessary part of the event experience. You can opt out by contacting us at info@intellectfs.com.
  • Onsite Attendee Networking: During Events, attendee badges may include QR codes to support one-to-one professional networking between attendees. Where enabled, scanning a QR code may reveal the attendee’s contact details. Attendees will be informed of this feature in advance and may opt out or request a non-scannable badge by contacting us at info@intellectfs.com.
  • Law Enforcement and Regulatory Authorities: We may disclose your information to law enforcement agencies and regulatory authorities as required by law or to protect our rights.
  • Business Transfers: In the event of a merger, acquisition, or sale of our business, your personal information may be transferred to the acquiring entity.

6. Data Security

We employ reasonable security measures to protect your personal information from unauthorised access, use, disclosure, alteration, or destruction. However, please note that no security measure is entirely foolproof, and we cannot guarantee absolute security.

7. Data Retention
We retain your personal information only as long as necessary to fulfil the purposes for which it was collected, unless a longer retention period is required or permitted by law.

8. Your Rights
You may have certain rights regarding your personal information, including:

  • Access: The right to access your personal information.
  • Rectification: The right to request corrections to inaccurate or incomplete personal information.
  • Erasure: The right to request erasure of your personal information in certain circumstances.
  • Restriction of Processing: The right to restrict the processing of your personal information in certain circumstances.
  • Data Portability: The right to receive your personal information in a structured, commonly used, and machine-readable format and transmit it to another data controller.
  • Objection: The right to object to the processing of your personal information for marketing or other purposes.

You also have the right to lodge a complaint with the Information Commissioner’s Office.

9. Third-Party Links and Platforms
Our website and registration processes contain links to other third-party websites and platforms. We are not responsible for the privacy operations of these third-party websites and platforms, and cannot accept any liability in connection with their own company content. We recommend reviewing their privacy policies.

10. International Data Transfers
We may transfer your personal information to countries outside the United Kingdom and/or the European Economic Area (EEA). We will take appropriate measures to ensure that your personal information is protected by suitable safeguards, such as ensuring that your personal information is transferred to a jurisdiction which has been deemed to have equivalent protections (‘adequacy’) or by entering into standard contractual clauses with recipients of your personal information. For further information about the safeguards that apply to your data, please contact us at info@intellectfs.com.

11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. If changes are made, we will notify you by updating the effective date at the top of this document. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

12. Contact Us
We take your privacy very seriously. If you have any questions about this Privacy Policy or your person information, please contact us at:

Intellect FS Limited
167-169 Great Portland Street
5th Floor
London
W1W 5PF
info@intellectfs.com
+44 (0)207 167 6868