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

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:

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

sharing information outside the uk

Where necessary, we may transfer personal information outside of the UK. When doing so, we comply with the UK GDPR, making sure appropriate safeguards are in place.


For further information or to obtain a copy of the appropriate safeguard for any of the transfers below, please contact us using the contact information provided above.


Organisation name: Amazon Web Services

Category of recipient: Hosting

Country the personal information is sent to: EU

How the transfer complies with UK data protection law: The country or sector has a UK data bridge (also known as Adequacy Regulations)


Organisation name: Google Firebase

Category of recipient: Authentication

Country the personal information is sent to: US

How the transfer complies with UK data protection law: The International Data Transfer Agreement (IDTA)


Organisation name: Sendgrid

Category of recipient: Email processor

Country the personal information is sent to: US

How the transfer complies with UK data protection law: The International Data Transfer Agreement (IDTA)

how to complain

If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.


If you remain unhappy with how we’ve used your data after raising a complaint with us, you can also complain to the ICO.


The ICO’s address:           

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF


Helpline number: 0303 123 1113

Website: https://www.ico.org.uk/make-a-complaint

Experience PortF

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Seamless integration with trusted data sources in days, not months

Experience PortF

Seamless integration with trusted data sources in days, not months