Privacy Policy
How we collect, use and protect your personal information
At Equity IB, we take your privacy seriously. This Privacy Policy describes how we collect, use, store and protect information you provide when you use our website, submit an enquiry or engage with our Introducing Broker partner programme. Please read this policy carefully before sharing any personal information with us.
1Who We Are
Equity IB is an Introducing Broker marketing platform that facilitates introductions between professional traders and referrers, and regulated broker partners. We operate this website to provide information about our IB partner programme, distribute educational marketing resources and accept enquiries and applications from prospective and existing IB partners.
For the purposes of applicable data protection legislation, Equity IB acts as the data controller in respect of personal information collected through this website and our communications. Where we share your information with broker partners as part of the IB application process, those partners act as independent data controllers in relation to their own processing.
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2Information We Collect
We collect personal information you provide directly, including when you complete our IB enquiry or application form, contact us by email or through our website, subscribe to programme updates, or otherwise communicate with us.
We also collect technical and usage data automatically when you visit our website, including your IP address, browser type, operating system, pages viewed, referring URLs and session duration. This data is collected using cookies and analytics technologies described below.
- Name, email address and telephone number from contact or application forms
- Country of residence and company name where provided
- Details of current IB activity, trading volumes and experience
- Technical data collected automatically (IP address, browser, device type)
- Usage data including pages visited and navigation behaviour
- Communications sent to or received from us
- Cookie preference records and consent history
3How We Use Your Information
We use the information we collect to process your IB enquiries and applications, communicate with you about our partner programme, provide access to marketing resources, and manage our ongoing relationship with approved IB partners.
We may also use your information to maintain and improve our website, send relevant programme updates where you have consented, comply with legal obligations, and detect or prevent fraud or misuse of our services.
| Purpose | Legal Basis |
|---|---|
| Processing IB enquiries and applications | Legitimate interests / Pre-contractual steps |
| Managing IB partner relationships | Contract performance |
| Sending programme updates | Consent |
| Website analytics and improvement | Legitimate interests |
| Legal and regulatory compliance | Legal obligation |
| Fraud prevention and security | Legitimate interests |
5Marketing Communications
Where you have given consent, we may contact you with updates about our IB partner programme, changes to rebate structures, new marketing resources, educational content and other information relevant to your IB activity.
You may withdraw consent for marketing communications at any time by clicking the unsubscribe link in any email or by contacting us directly. Withdrawal does not affect the lawfulness of processing carried out before withdrawal.
6Data Sharing and Third Parties
We do not sell your personal information to third parties. We may share your data with trusted service providers who support our operations, including website hosting providers, email platforms, analytics services and CRM systems. All such providers are contractually required to process your data only on our instructions and in line with applicable data protection law.
Where your IB application is progressed, we will share relevant details with our broker partners for onboarding purposes. We will inform you before doing so. We may also disclose your information where required by law, to protect legal rights or in connection with a business transfer.
7International Data Transfers
Some of our service providers may process your data in countries outside your own that have different data protection standards. Where personal data is transferred internationally, we ensure appropriate safeguards are in place, such as standard contractual clauses or transfers to countries with adequate protection levels.
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8Data Retention
We retain personal information for as long as necessary for the purpose for which it was collected. Enquiries that do not result in a partnership are retained for a reasonable follow-up period and then deleted or anonymised. Partner relationship records are retained for the duration of the partnership and for any legally required period afterwards.
You may request deletion of your personal information at any time, subject to our legal obligations and legitimate interests in retaining certain records.
9Your Rights
Depending on your location and applicable law, you may have rights to access, correct, erase or restrict the processing of your personal data; to object to processing based on legitimate interests; to receive your data in a portable format; and to withdraw consent at any time. To exercise any of these rights, please contact us using the details below.
If you believe we have not handled your data in accordance with this policy or applicable law, you have the right to make a complaint to the relevant data protection supervisory authority in your country.
- Right of access — obtain a copy of your personal data
- Right to rectification — correct inaccurate or incomplete information
- Right to erasure — have your data deleted in certain circumstances
- Right to restrict processing — limit how we use your data
- Right to object — where processing is based on legitimate interests
- Right to portability — receive your data in a portable format
- Right to withdraw consent — without affecting prior processing
- Right to complain — to the relevant supervisory authority
10Data Security
We implement appropriate technical and organisational measures to protect your information against unauthorised access, loss or disclosure. These include secure server infrastructure, encrypted transmissions, access controls and periodic security reviews. No internet transmission is entirely secure, and we cannot guarantee absolute security. Any transmission of data to us is at your own risk.
11Children's Privacy
Our website is intended for adults only. We do not knowingly collect personal information from individuals under 18 years of age. If we become aware that we hold data about a child, we will take prompt steps to delete it.
12Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. Material changes will be indicated by an updated date on this page. We encourage you to review this policy regularly.
13Contact Us
For questions about this policy or requests relating to your personal information, please use the contact form on our Contact page and select 'Privacy / Data Request' as the enquiry type.
Privacy Enquiries
We aim to respond to all data subject requests within 30 days. Please visit our Contact & Complaints page for our full support process.
Related Documents
Cookie Policy
Explains what cookies we use on the Equity IB website, why we use them, and how you can manage your cookie preferences.
Terms & Conditions
Sets out the rules for using the Equity IB website, accessing our marketing resources and engaging with our Introducing Broker partner programme.
Contact & Complaints
Our contact information, support channels and step-by-step complaints procedure for IB partners and website visitors.
