Privacy Policy
Last updated: November 10, 2025
Introduction
Lox Management Consultancy values your trust and interest in our products and services. Protecting your privacy is of the highest importance to us, and we want you to feel fully confident when using our services or visiting our website. We are committed to managing your personal data responsibly and in full compliance with applicable data-protection laws. To uphold this commitment, we implement stringent security measures, including password encryption, firewalls, authentication technologies, access controls, employee training, and the appointment of a dedicated Data Protection Officer (DPO).
This Privacy Policy explains how we collect, use, and safeguard your personal data when you access our products and services, visit our website, interact with our mobile applications, or provide information during registration (collectively, the “Lox Management Consultancy Services”).
Please review this Privacy Policy carefully before using any Lox Management Consultancy Services, particularly prior to submitting personal information. In the following sections, we outline our approach to data protection, the ways in which your information is processed, and the limited circumstances under which it may be shared with third parties. Additional terms and conditions specific to certain Lox Management Consultancy Services will be made available at the time of registration.
Processing personal data
Categories of Personal Data
Lox Management Consultancy processes several categories of personal data relating to customers, prospective clients, website users, suppliers, and other third parties. All data is handled strictly in accordance with applicable legal requirements and is limited to what is necessary for the provision of our services.
The information we process may include basic identification and contact details such as your name, address, email, telephone number, date of birth, as well as account and transaction information relevant to your relationship with us. We may also handle data associated with risk management, including payment information, investment profiles, and records connected to fraud prevention or suspicious activity monitoring. In addition, we collect certain technical information generated when you interact with our website or digital services, such as your IP address, browser type, cookie data, and login activity. Marketing-related information, including your preferences and any materials you have requested from us, may also be processed to support communication and service improvements.
We do not request or intentionally process sensitive personal data—such as information relating to health, political opinions, or other special categories—unless required by law. We strongly advise users not to disclose such information voluntarily in their interactions with us.
Sources of Personal Data
Lox Management Consultancy collects personal data from a variety of lawful and transparent sources. This includes information that you provide voluntarily when registering an account, submitting enquiries, or using our services. We also obtain data automatically through our technical systems, such as transaction records, login activity, and details of how you interact with our digital platforms. In certain cases, we may supplement this information with publicly available data obtained from official registries, social media platforms, or reputable credit rating agencies, where permitted by law.
Purpose and Use of Data
We process personal data to deliver, manage, and continuously improve the financial services we provide, including investment and advisory solutions tailored to individual needs. Your information is also used to support product development, analyse market activity, and assess levels of customer satisfaction to ensure our services remain relevant and effective. In addition, we handle personal data to fulfil our legal and regulatory obligations, including fraud prevention, risk assessment, and mandatory financial reporting.
Personal data may further be used to support customer engagement, marketing communications, and strategic business analysis, as well as to protect our legitimate rights and interests in the context of legal matters. Where applicable, Lox Management Consultancy may send newsletters containing service updates, insights, and promotional information to registered users. You may opt out of these communications at any time by using the unsubscribe link provided in our emails or by contacting us directly.
Transmission of data via the Internet
Lox Management Consultancy reminds users that data transmitted over the Internet cannot be guaranteed complete protection, even when both the sender and the recipient are located within the same country. We are unable to ensure the absolute security of information sent online and therefore accept no liability for any associated risks. Email communication, in particular, may lack adequate security measures, and if you choose to send sensitive information by email, you do so at your own discretion and risk. We strongly recommend the use of secure transmission methods when handling any information of a confidential or sensitive nature.
Even when data is encrypted, it remains possible to identify both the sender and the recipient, and third parties may be able to infer the existence of a business relationship between you and Lox Management Consultancy. For this reason, and in the interest of preserving confidentiality, we advise against sending highly sensitive information via the Internet whenever possible.
Outsourcing
In certain circumstances, Lox Management Consultancy may outsource specific functions or services either to companies within the Lox Management Consultancy group or to external service providers. This may include, for example, payment processing, the subscription or redemption of fund units, the printing and dispatch of financial documents, the operation of IT systems, and other administrative or support services. We may also engage such providers to deliver new or extended services that are not yet offered internally.
Where outsourcing is required, we generally rely on service providers located in EU or EEA member states or in Switzerland, and where possible, we prioritise companies within our own group to ensure consistent compliance with applicable legal and regulatory standards. Any service provider handling client data is required to observe bank–client confidentiality obligations, as well as all other relevant regulatory requirements. Should it become necessary, in exceptional cases, to engage a service provider based outside these jurisdictions, Lox Management Consultancy will disclose such arrangements in accordance with the rules and regulations that apply.
Storage of data
Once you provide personal data to us, it is stored securely and processed solely for the purposes described in this Privacy Policy and for the specific reasons for which the information was originally supplied. We maintain robust data-security measures to ensure that your information is accessible only to a limited number of authorised individuals and is safeguarded against unauthorised access, misuse, loss, or damage.
As a general principle, all personal data collected in any country, or by any Lox Management Consultancy entity, is transferred to and stored in Switzerland. Switzerland is recognised as offering an adequate level of data protection. Although the retention period for personal data may vary depending on statutory requirements, the relevant legal basis, and the purpose of processing, Lox Management Consultancy retains your information only for as long as is necessary. This includes meeting our obligations to respond to enquiries, improve our services, develop new offerings, and comply with applicable laws and regulations.
In practice, this means that we may retain your personal data for a reasonable period following your last interaction with us. Once the data we hold is no longer required for any legitimate purpose, we are obligated to ensure that it is securely erased in accordance with data-protection standards.
Rights of the data subject
You may withdraw your consent to the processing of your personal data at any time and may object to the use of your information for promotional or marketing purposes. You also retain additional rights, such as the right to request rectification, allowing you to ensure that any inaccuracies in your personal data are corrected. Depending on the legal basis under which the data is processed, you may also request that certain information be restricted, blocked, or deleted.
You have the right to request confirmation as to whether Lox Management Consultancy processes personal data relating to you. Upon request, we will provide access to the personal information held in our systems, including details on the origin of the data, the purposes for which it is processed, the legal basis where applicable, the categories of data involved, the parties participating in its collection, and any third parties to whom the data may be disclosed.
Note on children
Lox Management Consultancy is committed to protecting the privacy of children and does not direct its services to individuals under the age of 16. We do not knowingly collect personal data from minors, except in circumstances where they may be applying for specific opportunities such as apprenticeships or internships. In such cases, we require a written consent form signed by the child’s parent or legal guardian before any personal data is processed.
Cookies and web analytics services
We also make use of third-party web analytics tools to better understand how users interact with our website. These services typically collect information through cookies and may transmit the resulting data to servers operated by the respective providers, which can be located in other countries.
To safeguard your privacy, only truncated IP addresses are transmitted, ensuring that individual devices cannot be personally identified. Your IP address is not combined with any other data held by these third-party providers. Any additional disclosure of information occurs strictly in accordance with applicable legal requirements or under formal data-processing agreements designed to ensure appropriate levels of protection.
Contact
If you have any concerns regarding the way we handle personal data, or if you wish to submit a complaint about our data-protection practices, we encourage you to contact us. This enables us to review the matter thoroughly and make any necessary improvements to our processes.
You may reach us via our online contact form, or by submitting a clear written request to one of our DPO email addresses, or by sending correspondence to the following postal address:
Email: support@lmc.com
Address: Osborne House, 14 East Street, Tewkesbury, Gloucestershire, England, GL20 5NR