Legal Information & Policies

Effective Date: 20 February 2026

1. Company Information

PRISMT Limited is a company registered in England & Wales.

Company Number: 17008243

Registered Office: 12 Queen Alexandra Road, Sunderland, SR2 9PE

Contact Email: hello@prismt.co.uk

PRISMT Ltd provides technical advisory, training, and strategic support services to financial planning professionals and firms.

Privacy Policy

2. Introduction

PRISMT Limited (“we”, “our”, “us”) is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect personal information when you use our website or contact us.

We process personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

3. Information We Collect

We may collect and process the following personal data:

• Name

• Email address

• Firm name

• Job title or professional role

• Information provided via contact forms

• Correspondence relating to enquiries or services

• Technical website information such as IP address and browser type (where applicable)

  
  

We do not intentionally collect sensitive personal data through our website.

4. How We Use Your Information

We use personal data to:

• Respond to enquiries

• Provide information about our services

• Deliver contracted services

• Maintain appropriate business records

• Improve our website and service offering

  
  

We do not sell, rent, or trade personal data to third parties.

5. Lawful Basis for Processing

Under UK GDPR, we rely on the following lawful bases:

• Legitimate interests — to respond to enquiries and operate our business

• Contractual necessity — where we provide services under an agreement

• Legal obligations — where required by law

6. Data Storage & Security

We implement appropriate technical and organisational measures to safeguard personal data against unauthorised access, loss, misuse, or disclosure.

Personal data submitted through our website may be processed via secure third-party service providers (e.g., website hosting or email platforms), who are contractually obligated to maintain data security and confidentiality.

7. Data Retention

We retain personal data only for as long as necessary to:

• Respond to enquiries

• Deliver services

• Comply with legal or regulatory obligations

  
  

Enquiry data that does not result in engagement may be periodically reviewed and deleted where appropriate.

8. Your Rights

Under UK data protection law, you have the right to:

• Request access to your personal data

• Request correction of inaccurate data

• Request erasure of your data (where applicable)

• Request restriction of processing

• Object to processing

• Lodge a complaint with the Information Commissioner’s Office (ICO)

  
  

To exercise your rights, please contact: hello@prismt.co.uk

9. Third-Party Services

Our website may use third-party service providers for hosting, analytics, or communication tools. These providers may process limited personal data on our behalf in accordance with their own privacy policies and applicable data protection laws.

This policy will be updated if additional data processors are introduced.

Website Terms of Use

10. Acceptance of Terms

By accessing this website, you agree to be bound by these Terms of Use.

If you do not agree with these terms, you should not use this website.

11. Information Purpose Only

The content provided on this website is for general informational purposes only.

Nothing on this website constitutes financial advice, tax advice, legal advice, or regulated investment advice. No professional-client relationship is formed by accessing or using this website.

Formal engagement is required before any professional services are provided.

12. No Reliance

While we aim to ensure that the information on this website is accurate and up to date, we make no guarantees regarding its completeness, accuracy, or suitability.

Any reliance placed on information contained within this website is at your own risk.

13. Professional Disclaimer

PRISMT Limited provides technical advisory and support services to financial professionals.

We do not provide advice directly to retail consumers via this website.

All advisory work is delivered under formal engagement terms and subject to agreed scope and contractual conditions.

14. Limitation of Liability

To the fullest extent permitted by law, PRISMT Limited shall not be liable for any loss or damage arising from the use of this website or reliance on its content.

Nothing in these terms excludes liability where it would be unlawful to do so.

15. Intellectual Property

All content on this website, including text, branding, graphics, structure, and design, is the property of PRISMT Limited unless otherwise stated.

No content may be copied, reproduced, distributed, or used without prior written consent.

16. External Links

This website may contain links to third-party websites. We are not responsible for the content, security, or privacy practices of those external sites.

17. Amendments

We reserve the right to update or amend this Legal & Policy page at any time. The latest version will always be published on this page.

Contact

If you have any questions regarding this Legal Information & Policies page, please contact:

PRISMT Limited
12 Queen Alexandra Road
Sunderland
SR2 9PE

Email: hello@prismt.co.uk