WealthRise Visuals LTD customer privacy notice

This privacy notice tells you what to expect us to do with your personal information.

Contact details

Post

1st Formations Ltd, 71-75 Shelton Street, LONDON, United Kingdom, WC2H 9JQ, GB

Telephone

07801929135

Email

Sales@wealthrisevisuals.com

What information we collect, use, and why

We collect or use the following information to provide services and goods, including delivery:

  • Names and contact details

  • Addresses

  • Date of birth

  • Payment details (including card or bank information for transfers and direct debits)

  • Account information

  • Photographs or video recordings

  • Identification documents

We collect or use the following information for service updates or marketing purposes:

  • Names and contact details

  • Addresses

  • Location data

  • IP addresses

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 services and goods are:

  • 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.

  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:

  • Providing and Improving Services To deliver marketing, branding, and advertising services tailored to client needs. To optimize campaign performance and effectiveness. To personalize marketing strategies based on customer insights. Business Communication & Client Relations To respond to inquiries and provide customer support. To send service updates, project progress reports, and relevant industry insights. To maintain business relationships with clients, partners, and vendors. Marketing & Promotional Activities To inform clients and prospects about relevant services, offers, and events. To conduct market research and customer feedback analysis. To improve digital marketing efforts, including email campaigns and social media advertising. Compliance and Security To prevent fraudulent activities and ensure data security. To comply with legal obligations related to marketing practices and data p

Our lawful bases for collecting or using personal information for service updates or marketing purposes are:

  • 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.

  • Legitimate interests – we’re collecting or using your information because it benefits you, our organisation or someone else, without causing an undue risk of harm to anyone. All of your data protection rights may apply, except the right to portability. Our legitimate interests are:

  • Keeping Clients and Prospects Informed To provide updates on new services, industry trends, and relevant insights. To notify clients of changes or improvements to existing services. Enhancing Customer Engagement and Experience To personalize marketing communications based on user interests and past interactions. To send targeted content, promotions, and event invitations. Growing and Sustaining Business Relationships To maintain engagement with clients, prospects, and partners through newsletters and direct outreach. To foster long-term partnerships by sharing valuable marketing strategies and case studies. Measuring and Improving Marketing Effectiveness To analyze engagement metrics (e.g., email open rates, website visits) and refine marketing efforts. To conduct customer feedback surveys for service improvement. Ensuring Compliance and Transparency To adhere to data protection laws and provide clear opt-out options for recipients. To prevent misuse of marketing communications and ensure responsible data handling.

Where we get personal information from

  • Directly from you

  • Publicly available sources

  • Third parties:

  • Business directories and professional networks (e.g., LinkedIn) Publicly available information on company websites Industry reports and data aggregators

  • existing Business Relationships Referrals from partners or existing clients CRM and previous client interactions

How long we keep information

Marketing Agency Data Retention Policy Overview

In alignment with industry standards and data protection regulations, our agency retains certain types of data for specified periods, based on their relevance, legal obligations, and operational requirements.

Client Data: Information gathered through direct client interactions, including meetings, events, and publicly available content, is retained indefinitely. This data is essential for maintaining long-term business relationships, ensuring compliance, and supporting ongoing project reference.

Subscription Data: Information collected through voluntary subscriptions, such as those to our mailing list, is retained until such time as the individual unsubscribes. This ensures we continue to provide relevant communications and updates to our subscribers, in line with their preferences.

Campaign and Marketing Data: Data related to client campaigns and marketing activities, including performance metrics, is stored for a period of 3 to 5 years. This allows us to perform valuable analysis and reporting, contributing to the enhancement of future campaigns. After this period, the data is anonymized or securely deleted, in accordance with privacy standards.

Customer Relationship Management (CRM) Data: Customer and lead data within our CRM system is retained for up to 3 years or until the individual withdraws consent, in compliance with GDPR and other applicable data protection laws. Upon expiry of this retention period, the data will be securely deleted or anonymized.

Financial Records: In accordance with tax and financial regulations, invoices and related financial records are retained for a minimum of 7 years. These documents are stored in secure digital formats to ensure compliance and facilitate audits.

Social Media and Website Data: Social media content and website analytics data are retained indefinitely or until deemed obsolete, for purposes such as portfolio development and brand history maintenance. Any outdated content will be archived or removed to ensure the relevance of our digital assets.

Employee Data: Employee records are retained for 6 years after an individual’s departure from the agency, in compliance with HR and legal obligations. These records are securely stored in encrypted systems, ensuring confidentiality and regulatory compliance.

Data Deletion and Anonymization: Upon reaching the end of their retention period, all data is either securely deleted or anonymized to safeguard individual privacy and to maintain compliance with data protection laws, such as GDPR.

In summary, our data retention practices are designed to ensure that we meet legal, operational, and compliance requirements, while also protecting the privacy and rights of our clients, employees, and subscribers. Data is stored securely and only retained for as long as necessary to fulfill its intended purpose.



Who we share information with

Others we share personal information with

  • Financial or fraud investigation authorities

  • Organisations we’re legally obliged to share personal information with

  • Publicly on our website, social media or other marketing and information media

  • Other relevant third parties:

  • Internal teams (employees and contractors) managing client accounts and campaigns, Partner agencies or freelancers (e.g., designers, copywriters) assisting with project execution, Service providers like email marketing platforms (e.g., Mailchimp) for communications., Advertising platforms (e.g., Google Ads, Meta Ads) for digital marketing., Website analytics providers (e.g., Google Analytics) for tracking performance., CRM systems (e.g., Salesforce) for customer relationship management., Social media platforms (e.g., LinkedIn, Facebook) for targeted ads., Third-party ad networks for retargeting and optimization, Regulatory and legal authorities for compliance or fraud prevention, Clients or business partners sharing anonymized data or lead generation insights.


    WhatsApp Communication

    Our website may include a WhatsApp button for direct contact. Clicking it redirects you to WhatsApp to initiate a conversation.

    Data Collection & Usage:
     We collect your phone number and chat messages to respond to inquiries and provide support. This data is not shared with third parties unless required by law.

    Third-Party Involvement:
     WhatsApp is a service by Meta Platforms Inc., and your interactions are subject to its Privacy Policy. We do not control WhatsApp’s data practices.

    Your Rights & Choices:
     You may contact us through other listed methods. To delete a conversation or request data removal, use WhatsApp’s settings or contact us directly.


    When you contact us via WhatsApp using the button on our website, your phone number and any messages you send may be stored indefinitely unless you request their removal. If you wish to have your information deleted, please contact us, and we will process your request accordingly.

    You agree to this data collection and usage policy by using the WhatsApp button.

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

Last updated

20/03/2025