Privacy Policy
Effective Date: 1 February 2025
At Optimex Pro, we take your privacy seriously. This policy explains how we collect, use, store, and protect your personal information when you interact with our investing education services. We're committed to transparency and giving you control over your data.
Who We Are
Optimex Pro operates from Coolanarney, Tullamore, Co. Offaly, R35 K201, Ireland. We provide educational resources and guidance focused on investing principles. When we refer to "we", "us", or "our" in this document, we mean Optimex Pro Limited.
We're the data controller for the personal information you provide to us. That means we decide how and why your data gets processed.
Information We Collect
The type of information we gather depends on how you interact with us. Here's what we typically collect:
Information You Give Us Directly
- Your name, email address, and phone number when you register for programs or contact us
- Postal address if you request physical materials or attend in-person events
- Educational background and investment experience level to tailor content appropriately
- Payment information when you enroll in paid programs (processed securely through third-party providers)
- Messages and feedback you send through our contact forms or support channels
- Survey responses and testimonials you choose to share
Information We Collect Automatically
- Technical data including IP address, browser type, device information, and operating system
- Usage patterns such as pages viewed, time spent on site, and navigation paths
- Referral sources that brought you to our website
- Cookie data and similar tracking technologies (see our Cookie Policy for details)
Information From Other Sources
Sometimes we receive information about you from third parties. This might include updated contact details from service providers, publicly available information to verify credentials, or analytics data from social media platforms where we maintain a presence.
How We Use Your Information
We use your data for specific purposes, and we're transparent about what those are. Here's the breakdown:
| Purpose | Legal Basis |
|---|---|
| Providing educational services and program delivery | Contract performance |
| Processing payments and managing enrollments | Contract performance |
| Responding to inquiries and customer support | Legitimate interest |
| Sending educational content and program updates | Legitimate interest / Consent |
| Improving our website and educational offerings | Legitimate interest |
| Complying with legal obligations and regulations | Legal obligation |
We won't use your information for purposes beyond what we've explained here unless we get your explicit consent first. And we'll never sell your personal data to third parties.
Sharing Your Information
We keep your data within our organization as much as possible, but there are times when we need to share it with others:
- Service providers who help us run our business (email platforms, payment processors, hosting services) - they're contractually bound to protect your data
- Professional advisors including lawyers, accountants, and consultants when necessary for business operations
- Irish regulatory authorities or law enforcement when legally required
- Potential buyers if we ever sell or transfer our business (you'd be notified in advance)
We carefully vet all third parties who access your data and ensure they meet our privacy standards through written agreements.
International Data Transfers
Our operations are primarily based in Ireland, which means your data stays within the European Economic Area. However, some of our service providers operate in countries outside the EEA, including the United States.
When we transfer data internationally, we use approved safeguards such as Standard Contractual Clauses or work with providers certified under recognized frameworks. Your data receives the same level of protection regardless of where it's processed.
How Long We Keep Your Data
We don't keep your information longer than necessary. Here's our approach:
- Active program participant data: kept for the duration of your enrollment plus three years for educational records
- Marketing contact information: retained until you unsubscribe or request removal
- Financial records: kept for seven years to comply with Irish tax and accounting requirements
- Technical logs and analytics: typically retained for 18 months
- Support correspondence: kept for three years after resolution
After these periods expire, we securely delete or anonymize your information so it can no longer identify you.
Your Rights Under Irish and EU Law
Under the General Data Protection Regulation and Irish data protection law, you have several rights regarding your personal information:
Access and Portability
You can request a copy of the personal data we hold about you. We'll provide this in a structured, commonly used format within one month. If you want to transfer this data to another service provider, we'll help facilitate that.
Correction and Completion
Found something inaccurate or incomplete in your records? Let us know and we'll fix it promptly. You can often update basic information yourself through your account settings.
Deletion ("Right to be Forgotten")
You can ask us to delete your personal data in certain circumstances - for example, if you withdraw consent or the data is no longer needed for its original purpose. We'll comply unless we have legitimate grounds to retain it, such as legal obligations.
Restriction of Processing
In some situations, you can ask us to stop processing your data temporarily. We'll still store it, but won't use it until the issue is resolved.
Objection
You can object to processing based on legitimate interests or for direct marketing purposes. For marketing communications, there's always an easy unsubscribe option in every email.
Automated Decision-Making
We don't currently use automated decision-making or profiling that produces legal effects. If this changes, we'll inform you and ensure appropriate safeguards.
To exercise any of these rights, contact us using the details below. We'll respond within one month and won't charge a fee unless your request is clearly unfounded or excessive.
Security Measures
Protecting your data is a priority. We've implemented technical and organizational measures appropriate to the risks:
- Encryption of data in transit using TLS/SSL protocols
- Secure storage with encrypted databases and restricted access controls
- Regular security assessments and penetration testing
- Staff training on data protection and confidentiality requirements
- Incident response procedures for potential data breaches
- Regular backups stored securely in geographically separate locations
While we take security seriously, no system is completely invulnerable. If we detect a breach that poses a risk to your rights, we'll notify you and the Irish Data Protection Commission within 72 hours as required by law.
Children's Privacy
Our services are designed for adults aged 18 and over. We don't knowingly collect information from children under 16 without parental consent. If you believe we've inadvertently collected data from a child, please contact us immediately so we can delete it.
Cookies and Tracking Technologies
Like most websites, we use cookies and similar technologies to improve your experience and understand how our site is used. These include:
- Essential cookies necessary for site functionality
- Performance cookies that help us understand usage patterns
- Functional cookies that remember your preferences
- Targeting cookies for relevant content recommendations (with your consent)
You can control cookies through your browser settings. Keep in mind that disabling certain cookies might affect site functionality. Visit our Cookie Policy for detailed information.
Third-Party Links
Our website occasionally links to external sites we don't control. This privacy policy doesn't cover those third-party websites. We recommend reviewing their privacy policies before sharing any personal information.
Changes to This Policy
We review and update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you through email or a prominent notice on our website.
The "Effective Date" at the top shows when the current version was last updated. We encourage you to review this policy occasionally to stay informed about how we protect your information.
Complaints and Regulatory Contact
If you're unhappy with how we've handled your personal data, please contact us first so we can try to resolve the issue. You also have the right to lodge a complaint with the Irish Data Protection Commission:
- Data Protection Commission, 21 Fitzwilliam Square South, Dublin 2, D02 RD28, Ireland
- Phone: +353 57 868 4800 or +353 761 104 800
- Email: [email protected]
- Website: www.dataprotection.ie
Contact Us About Privacy
For questions, concerns, or to exercise your privacy rights, reach us at:
Email: [email protected] Phone: +353214304555 Post: Optimex ProCoolanarney, Tullamore
Co. Offaly, R35 K201
Ireland
We aim to respond to all privacy inquiries within five business days.