Privacy Policy
1. Information We Collect
When you use the Heritance Heir Portal, we collect information in the following ways:
Information you provide directly: This includes your name, email address, phone number, date of birth, occupation, and location when you complete your profile. It also includes messages you send through the platform, investment preferences you set, goals you create, and any other content you submit.
Information provided by your advisor: Your designated Heritance advisor may upload documents, notes, or profile information on your behalf as part of the estate management and planning process. This may include details about your household, trust structure, and estate overview.
Information collected automatically: When you use the platform, we may automatically collect technical data including your IP address, browser type, operating system, pages visited, time spent on pages, and session identifiers. This information is used to maintain the security and performance of the service.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To provide, maintain, and improve the Heritance Heir Portal and its features
- To facilitate secure communication between you and your designated advisor
- To personalise your experience on the platform
- To enable your advisor to provide you with relevant guidance, documents, and planning support
- To send you notifications related to your account, upcoming briefings, and advisor messages
- To monitor platform usage for security, fraud prevention, and compliance purposes
- To comply with applicable legal and regulatory obligations
- To improve our services through anonymised, aggregated usage analysis
We will never use your personal data for advertising purposes or sell it to third-party marketers.
3. Information Sharing
Heritance does not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:
With your advisor: Information you enter on the platform is shared with your designated Heritance advisor as necessary to provide the service. Your advisor is bound by professional confidentiality obligations and our data processing agreements.
Within Heritance: Your information may be accessed by authorised Heritance staff for the purposes of providing support, ensuring platform security, and meeting compliance obligations.
With service providers: We may share information with carefully selected third-party service providers who assist us in operating the platform (such as cloud hosting providers). These providers are contractually obligated to use your data only as directed by Heritance and in accordance with this policy.
When required by law: We may disclose your information where required to comply with applicable law, regulation, legal process, or governmental request.
4. Data Security
We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect your information against unauthorised access, alteration, disclosure, or destruction. These measures include end-to-end encryption for messages, secure HTTPS connections, session-based authentication, and regular security reviews.
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee absolute security. If you believe your account has been compromised, please contact us immediately at support@tryheritance.com.
5. Cookies
The Heritance Heir Portal uses cookies and similar technologies to maintain your session, remember your preferences, and ensure the security of the platform. Specifically, we use:
- Session cookies: These are essential for keeping you logged in during your visit. They are deleted when you close your browser.
- Preference cookies: These remember your settings and choices to personalise your experience.
- Security cookies: These help us detect and prevent fraudulent access to your account.
We do not use advertising or third-party tracking cookies. Some features of the platform use your browser's local storage (not cookies) to remember progress, such as your education hub reading history and guide step progress — this data is stored only on your device and is not transmitted to our servers.
6. Your Rights
Depending on your location and applicable law, you may have the following rights regarding your personal data:
- Right of access: You may request a copy of the personal data we hold about you.
- Right to rectification: You may request that we correct inaccurate or incomplete information. You can update most of your personal details directly through the Profile page of the portal.
- Right to erasure: You may request that we delete your personal data, subject to certain legal and contractual limitations.
- Right to restrict processing: You may request that we limit how we use your data in certain circumstances.
- Right to data portability: You may request a copy of your data in a structured, commonly used, machine-readable format.
- Right to object: You may object to certain types of processing, including any profiling activities.
To exercise any of these rights, please contact us at support@tryheritance.com. We will respond to all requests within 30 days.
7. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will notify you through the platform and update the "Last updated" date at the top of this page.
We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information. Your continued use of the platform after any changes constitutes your acceptance of the updated policy.
8. Contact Information
If you have any questions, concerns, or requests regarding this Privacy Policy or the way we handle your personal data, please contact us: