We respect and value your privacy and are committed to protecting your personal data. Please read this privacy policy carefully as it contains important information on who we are and how and why we collect, store, use and share your personal data. It also explains your rights in relation to your personal data and how to contact us or supervisory authorities should you need to.

We collect, use and are responsible for certain personal data about you. When we do so we are subject to applicable data privacy laws.

This policy aims to provide you with information on how we collect and process your personal data through this website,, when we interact with you to provide you with our products and services or otherwise throughout the course of our dealings with you

Who we are

Our US company is Smith & Company LLC., and our UK company is Smith & Company London Ltd with company number 11804029 (“referred to as “we”, “us” or “our” in this privacy policy). Depending on where you are located, we are the controller responsible for your personal data.

Personal data we collect about you

Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data). A data subject is the individual who the personal data relates to.

We may collect and use the following kinds of personal data about you (some of which is subject to you choosing to provide us with it):

  • Identity Data including your first and last name.
  • Contact Data including your address, email address and mobile phone number.
  • Transaction Data including details about products and services you have purchased from us and financial information.
  • Profile Data includes services we have provided to you, your interests, preferences, feedback and survey responses.
  • Technical Data

This website is not intended for children and we do not knowingly collect data relating to children.

How your personal data is collected

We use different methods to collect data from and about you including through:

  • Direct interactions. You may give us your Identity and Contact Data by filling in forms, submitting or uploading information to our website, contracting with us for products or services, or by corresponding with us through our website, by phone, email or otherwise.
  • Automated technologies or interactions. As you interact with our website, we may automatically collect Technical Data. We may collect this personal data by using cookies and other similar technologies. Please see our cookie policy for further details.
  • Third parties or publicly available sources. We may receive personal data about you from third parties, such as credit reference agencies, customer due diligence providers, analytics providers, such as Google, and through automated monitoring of our website and other technical systems, such as our computer networks and connections, access control systems, communications systems, email and instant messaging systems.

How and why we use your personal data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • where you have given consent;
  • to comply with our legal and regulatory obligations;
  • for the performance of a contract with you or to take steps at your request before entering into a contract; or
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.

The table below explains what we use your personal data for and why:

What we use your personal data for Our reasons
Providing and distributing products and services to you To perform our contract with you or to take steps at your request before entering into a contract
Customer service To effectively perform our contract with you

For our legitimate interests i.e. to make sure we can deliver the best service to you and respond to you when you need us

Operational reasons, such as improving efficiency, training and quality control For our legitimate interests or those of a third party, i.e. to be as efficient as we can so we can deliver the best service to you at the best price
Preventing and detecting fraud against you or us For our legitimate interests or those of a third party, i.e. to minimise fraud that could be damaging for you and/or us
Ensuring the confidentiality of commercially sensitive information For our legitimate interests or those of a third party, i.e. to protect trade secrets and other commercially valuable information

To comply with our legal and regulatory obligations

Conducting checks to identify our customers and verify their identity

Screening for financial and other sanctions or embargoes

Other activities necessary to comply with professional, legal and regulatory obligations that apply to our business, e.g. under health and safety law or rules issued by our professional regulator

To comply with our legal and regulatory obligations

For our legitimate interests or those of a third party, i.e. to minimise fraud and to prevent consumers registering more than one membership in order to exploit our services.

To use data analytics to improve our website, products/services, marketing, customer relationships and experiences For our legitimate interests i.e. to define types of customers for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy
Gathering and providing information required by or relating to audits, enquiries or investigations by regulatory bodies To comply with our legal and regulatory obligations

Special Category or Sensitive Personal Data

We will not collect any special category or otherwise sensitive personal data. However, if we do will we ensure we do so in accordance with applicable laws.


Our cookies policy is available on our website.

Where we store your data

The data that we collect from you may be transferred to, and stored in, a country other than your own. Whenever we transfer personal data across borders, we will take legally required steps to ensure that adequate safeguards are in place to protect your personal data and to make sure that it is treated in accordance with this privacy policy.

You acknowledge and understand that the transmission of information via the internet is not completely secure. Although we will take reasonable and appropriate steps to protect your personal data once we have received it, we cannot guarantee the security of your data transmitted to the Websites. Any transmission is at your own risk. Once we have received your information, we will use appropriate procedures and security features to try to prevent unauthorised access.

Who we may share your personal data with

Where we need to, we may disclose your personal data to other members of our group of companies.

We may disclose your personal data to third parties including the authorities, our advisors, suppliers of IT services and third parties engaged by us for the above-mentioned purposes.

How long your personal data will be kept for

We will not keep your personal data for longer than necessary. Different retention periods apply for different types of personal data. When it is no longer necessary to keep your personal data, we will delete or anonymise it. For further information, please get in touch.

Your Rights

Applicable data privacy laws give rights to individuals in respect of personal data that organisations hold about them. Depending on which applicable laws apply to you, this may include the following:

  • Access: the right to be provided with a copy of your personal data.
  • Rectification: The right to require us to correct any mistakes in your personal data.
  • Erasure (the right to be forgotten): The right to require us to delete your personal data – in certain situations.
  • Restriction of processing: The right to require us to restrict processing of your personal data in certain circumstances, for example if you contest the accuracy of the data.
  • Data portability: The right to receive the personal data you provided to us, in a structured, commonly used and machine-readable format and/or transmit that data to a third party.
  • Objection: the right to object at any time to your personal data being processed for direct marketing and in certain other situations to our continued processing of your personal data.
  • Not to be subject to automated decision making: The right not to be subject to a decision based solely on automated processing.

If you wish to exercise any of the above-mentioned rights, please contact us,

Links to Third Party Websites

This website may contain links to other sites that are not controlled in any way by us. Please be aware when you click on any such links; we are not responsible for the privacy practices and/or policies of any website other than our own. Consequently, we strongly suggest that you review the privacy policy of every website you visit, whether or not they are linked to by our site.


We follow accepted industry standards to protect any personal information you have provided to us. However, please be aware that no method of electronic storage can ever be 100% secure. You may submit any questions you may have about our security procedures by emailing us.

Legal Disclaimer

We reserve the right to disclose your personally identifiable information as required by law and when we believe that disclosure is necessary to protect our rights and/or to comply with a judicial proceeding, court order or legal process served on our website.

Changes to Our Privacy Policy

We reserve the right to modify or amend this privacy policy at any time. Any changes we may make to this privacy policy in the future will be posted on this page. It is your responsibility to review this privacy policy every time you submit information to us.


If you have any questions or concerns regarding this privacy policy, please feel free to contact us using the details provided at this link.