Privacy Policy

Last updated: 30 June 2025

Sortino Quants Ltd (“we”, “us”, “our”) is a company registered in England and Wales. We are committed to protecting your privacy and handling your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website at sortinoquants.com or use our services.

1. Information We Collect

We may collect the following types of personal data:

Identity Data: Your name, username, or similar identifier when you register for an account or purchase a membership.
Contact Data: Your email address, telephone number, and billing address.
Financial Data: Payment card details and transaction records processed securely through our third-party payment providers (e.g. Stripe).
Technical Data: IP address, browser type and version, time zone setting, operating system, and device information collected automatically when you visit our website.
Usage Data: Information about how you use our website, including pages visited, time spent on pages, and navigation paths.
Communication Data: Records of correspondence when you contact us via email at support@sortinoquants.com or through our website.

2. How We Use Your Data

We use your personal data for the following purposes:

To provide and manage your SQ Elite Membership and 1-to-1 Trading session bookings.
To process payments and maintain accurate financial records.
To communicate with you about your account, services, and any changes to our terms or policies.
To send you educational content, updates, and promotional materials where you have opted in to receive them.
To improve our website, content, and educational services.
To comply with legal obligations and protect our legitimate business interests.
To detect and prevent fraud or misuse of our services.

3. Legal Basis for Processing

We process your personal data on the following legal grounds under UK GDPR:

Contract Performance: Processing necessary to fulfil our contractual obligations to you, including providing membership access and 1-to-1 sessions.
Legitimate Interests: Processing necessary for our legitimate interests, such as improving our services, marketing, and fraud prevention, provided these interests do not override your rights.
Consent: Where you have given clear consent for us to process your data for specific purposes, such as marketing communications.
Legal Obligation: Processing necessary to comply with applicable laws and regulations.

4. Data Sharing

We do not sell your personal data to third parties. We may share your data with the following categories of recipients only where necessary:

Payment Processors: Stripe and other payment service providers to process transactions securely.
Hosting & Infrastructure: Cloud hosting providers (e.g. Vercel, AWS) that store and serve our website.
Analytics Providers: Services such as Google Analytics (anonymised data) to help us understand website usage.
Legal & Regulatory Bodies: Where required by law, regulation, or court order.
Professional Advisors: Accountants, lawyers, and auditors as reasonably necessary.

5. Cookies & Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. These include:

Essential Cookies: Required for the website to function properly (e.g. session management, security).
Analytics Cookies: Help us understand how visitors interact with our website.
Preference Cookies: Remember your settings and preferences for future visits.

You can manage your cookie preferences through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.

6. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. Typically:

Account and membership data is retained for the duration of your membership plus 6 years for tax and legal compliance.
Communication records are retained for up to 3 years after your last interaction.
Technical and usage data is retained in anonymised form for up to 2 years.

7. Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. These measures include encryption of data in transit (TLS/SSL), secure payment processing through PCI-DSS compliant providers, access controls, and regular security reviews.

8. Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

Right of Access: Request a copy of the personal data we hold about you.
Right to Rectification: Request correction of inaccurate or incomplete data.
Right to Erasure: Request deletion of your personal data in certain circumstances.
Right to Restrict Processing: Request that we limit how we use your data.
Right to Data Portability: Request your data in a structured, machine-readable format.
Right to Object: Object to processing based on legitimate interests or direct marketing.
Right to Withdraw Consent: Where processing is based on consent, you may withdraw it at any time.

To exercise any of these rights, please contact us at support@sortinoquants.com. We will respond to your request within 30 days.

9. International Transfers

Your data may be transferred to and processed in countries outside the United Kingdom. Where this occurs, we ensure that appropriate safeguards are in place, such as Standard Contractual Clauses approved by the Information Commissioner’s Office (ICO), to protect your data.

10. Children’s Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal data from children. If you believe we have inadvertently collected data from a minor, please contact us immediately and we will take steps to delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. Any changes will be posted on this page with an updated “Last updated” date. We encourage you to review this page periodically.

12. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your data protection rights, please contact us:

Sortino Quants Ltd
London, United Kingdom
Email: support@sortinoquants.com
Website: sortinoquants.com

You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) if you believe your data protection rights have been infringed. You can contact the ICO at ico.org.uk.