Privacy Policy
Last Updated: 14 May, 2025
Registered name: PortF.io Limited
As a financial services and technology provider, PortF, and its subsidiaries and affiliated entities (collectively, “PortF”, “we,” “our” or “us”) are committed to protecting Personal Information and complying with applicable privacy requirements in a trustworthy, transparent and responsible manner.
This privacy notice tells you what to expect us to do with your personal information.
Contact details
Email: support@portf.io
What information we collect, use, and why
We collect or use the following information to provide and improve products and services for clients:
Names and contact details
Occupation
Payment details (including card or bank information for transfers and direct debits)
Financial data (including income and expenditure)
Usage data (including information about how you interact with and use our website, products and services)
Information relating to compliments or complaints
Video recordings
Audio recordings (e.g. calls)
Records of meetings and decisions
Account access information
Website user information
We collect or use the following personal information for the operation of client or customer accounts, including to register and manage your account, provide customer support, and monitor for security threats and fraud:
Names and contact details
Purchase or service history
Account information, including registration details, username and password.
Information used for security purposes
Marketing preferences
Technical data, including information about browser and operating systems
We collect or use the following personal information for the prevention, detection, investigation or prosecution of crimes:
Names and contact information
We do not share, sell, rent, or trade personal information for direct marketing purposes unless users are given the option to opt-in or opt-out. We collect or use the following personal information for information updates or marketing purposes:
Names and contact details
Addresses
Website and app user journey information
IP addresses
We collect or use the following personal information for research or archiving purposes:
Names and contact details
Addresses
Website and app user journey information
IP addresses
We collect or use the following personal information to comply with legal requirements:
Name
We collect or use the following personal information for dealing with queries, complaints or claims:
Names and contact details
Account information
Financial transaction information
Correspondence
Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
Which lawful basis we rely on may affect your data protection rights which are in brief set out below. You can find out more about your data protection rights and the exemptions which may apply on the ICO’s website:
Your right of access - You have the right to ask us for copies of your personal information. You can request other information such as details about where we get personal information from and who we share personal information with. There are some exemptions which means you may not receive all the information you ask for. You can read more about this right here.
Your right to rectification - You have the right to ask us to correct or delete personal information you think is inaccurate or incomplete. You can read more about this right here.
Your right to erasure - You have the right to ask us to delete your personal information. You can read more about this right here.
Your right to restriction of processing - You have the right to ask us to limit how we can use your personal information. You can read more about this right here.
Your right to object to processing - You have the right to object to the processing of your personal data. You can read more about this right here.
Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you. You can read more about this right here.
Your right to withdraw consent – When we use consent as our lawful basis you have the right to withdraw your consent at any time. You can read more about this right here.
If you make a request, we must respond to you without undue delay and in any event within one month.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.
Our lawful bases for the collection and use of your data
Our lawful bases for collecting or using personal information to provide and improve products and services for clients are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information for the operation of client or customer accounts are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information for the prevention, detection, investigation or prosecution of crimes are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information for information updates or marketing purposes are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Our lawful bases for collecting or using personal information for research or archiving purposes:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information to comply with legal requirements:
Legal obligation – we have to collect or use your information so we can comply with the law. All of your data protection rights may apply, except the right to erasure, the right to object and the right to data portability.
Our lawful bases for collecting or using personal information for dealing with queries, complaints or claims are:
Consent - we have permission from you after we gave you all the relevant information. All of your data protection rights may apply, except the right to object. To be clear, you do have the right to withdraw your consent at any time.
Contract – we have to collect or use the information so we can enter into or carry out a contract with you. All of your data protection rights may apply except the right to object.
Where we get personal information from
Directly from you
Suppliers and service providers
How long we keep information
We will retain your personal information for no longer than necessary for the purposes for which it is processed. In most cases, our standard data retention period is 6 years from the date of collection or the end of our relationship with you.
This retention period allows us to:
Comply with legal and regulatory obligations, including tax and accounting requirements.
Maintain records for potential legal claims or disputes.
Support customer inquiries and provide ongoing services.
Analyze data for business improvement and reporting purposes.
Please note that in some specific circumstances, we may be required to retain your information for a longer period (e.g., due to specific legal obligations) or for a shorter period (e.g., for certain marketing data where you withdraw consent). We will inform you of any such specific retention periods at the point of data collection or as otherwise required. Once the retention period expires, your personal information will be securely deleted or anonymized.
who we share information with
Data processors
Amazon Web Services
This data processor does the following activities for us: End user data, Employee data
Google Cloud
This data processor does the following activities for us: End user data, Employee data
Others we share personal information with
Professional or legal advisors
Publicly on our website, social media or other marketing and information media
