Privacy Policy

Mintwise (we, our, us) are committed to protecting and respecting your privacy. This Privacy Policy describes how we collect, use, process, and disclose your information, including personal information, as you use, and access the Mintwise . This privacy notice (Notice) is designed to help you understand what kind of personal data we collect, and how we process and use this data. It also sets out your rights in relation to how we look after your personal data.Highlights from this policyWe process data collected from you, your bank, and third parties, to make Mintwise work for you, and comply with regulatory obligations. In short, most importantly we use:

  • Your personal details (names, address, date of birth), to comply with our obligations to know our customer
  • Your bank transaction data (but not your bank logins!) to make Mintwise work, that is to give you insights and recommendations and to determine how much to save for you
  • Data about your use of Mintwise to help us make Mintwise better
GDPR gives you the right to see, erase, or challenge the data we hold about you (among other rights). Our support team can help with this. Read the full privacy policy for further details on how we use your information.Information you give us on sign upThis is information necessary to provide the basic Mintwise Service (to fulfil the contract between us) and to comply with regulatory obligations to 'Know Your Customer' (KYC):
  • First and last name
  • Email
  • Address
  • Date of birth
  • Nationality
  • Source of funds/source of wealth (as may be required during the KYC process)
Certain additional information may be collected depending if you have asked for certain services to be offered or provided to you, e.g. occupation, name of employer.