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Privacy Policy

How Finex Finance Solutions collects, uses and protects your information

Last updated: June 2025

Finex Finance Solutions (“we”, “us” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, store and protect information you provide when you visit our website or contact us through our enquiry form or booking system.

1. Information We Collect

We may collect the following types of personal information:

  • Contact details: Name, phone number, mobile number, email address and company name provided through our enquiry form or booking system
  • Enquiry details: Finance type, funding amount and any description you provide regarding your business and funding requirement
  • Technical data: IP address, browser type and website usage data collected automatically through cookies and analytics tools (such as Google Analytics / Google Tag Manager)
  • Communication records: Records of enquiries, calls or email correspondence with our team

2. How We Use Your Information

We use the information we collect to:

  • Respond to your finance enquiries and provide advisory guidance
  • Contact you to discuss your funding requirements
  • Schedule and manage consultation bookings
  • Improve our website and services based on usage analytics
  • Comply with legal and regulatory obligations

We do not use your information for unsolicited marketing purposes without your consent.

3. How We Share Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

  • Service providers: Zoho CRM and Zoho Bookings (for lead management and appointment scheduling), Google Analytics / Tag Manager (for website analytics). These providers process data on our behalf and are subject to data processing agreements.
  • Professional advisors: Where required for the delivery of our finance advisory services, with your knowledge and consent
  • Legal requirements: Where disclosure is required by applicable law or regulation

4. Data Storage and Security

Your personal information is stored securely within Zoho CRM’s cloud infrastructure. We implement appropriate technical and organisational measures to protect your information against unauthorised access, loss or disclosure.

While we take reasonable steps to protect your data, no internet transmission or electronic storage method is 100% secure.

5. Cookies and Tracking

Our website uses cookies and tracking technologies including:

  • Google Tag Manager / Google Analytics: To understand how visitors use our website. You can opt out at tools.google.com/dlpage/gaoptout
  • Zoho SalesIQ: For live chat support and visitor tracking on our contact form
  • Zoho Bookings: For the embedded booking calendar functionality

By using our website, you consent to our use of cookies as described above. You can control cookies through your browser settings.

6. Your Rights

You have the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information (subject to any legal obligations to retain it)
  • Withdraw consent to marketing communications at any time

To exercise any of these rights, please contact us at info@finexfinancesolutions.com.

7. Retention of Information

We retain your personal information for as long as is necessary to fulfil the purpose for which it was collected, to provide our services, and to comply with applicable legal and regulatory requirements.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Continued use of our website after any changes constitutes your acceptance of the revised policy.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us: