We're proud to keep your trust in our service.

Here are our policies in black and white.

Privacy Policy

We take your privacy seriously

Updated 25.05.2018




1. Protecting your personal data is very important to ETFmatic Limited (“ETFmatic”, “us”, “we” or “our”).

2. Terms not otherwise defined in this Privacy Policy have the meaning given to them in our Terms and Conditions (for example, our Investment Terms, Terms of Website Use, etc) which are available on our Website.

3. This privacy notice aims to give you information on how we collect and process your personal data through your use of our Website (https://etfmatic.com) together with our app(s) and their functionalities, as developed from time to time (“Website”), including any data you may provide through this Website when you sign up to our newsletter, purchase a product or service or take part in a competition.

4. This Website is not intended for children and we do not knowingly collect data relating to children except for the purposes of opening Children’s Custodial Accounts in accordance with the Additional Children’s Custodial Accounts Terms and Conditions available on our Website.

5. It is important that you read this privacy notice together with any other privacy notice or fair processing notice we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy notice supplements the other notices and is not intended to override them.


6. For the purpose of the relevant data protection legislation, the data controller responsible for your personal data is ETFmatic Limited of registered address 4th Floor 7-10 Chandos Street, Cavendish Square, W1G 9DQ, London, United Kingdom. 

7. We are registered with the Information Commissioner’s Office (“ICO”) under number ZA115987.

8. We have appointed a data protection officer (“DPO”) who is responsible for overseeing questions in relation to this privacy notice.
If you have any questions about this privacy notice, including any requests to exercise any of your legal rights, please contact the DPO using the details set out below:

Full name of legal entity: ETFmatic Limited
Name of DPO: Tom Stevens
Email address: DPO@ETFmatic.com
Postal address: 2nd Floor, 4 St. Paul’s Churchyard, London EC4M 8AY, United Kingdom.

9. You have the right to make a complaint at any time to the ICO, the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us using the details in paragraph 8 above in the first instance.


10. This version was last updated on 25 May 2018 to give effect to the General Data Protection Regulation (EU) 2016/679 (“GDPR”) and historic versions can be obtained by contacting us at support@ETFmatic.com.

11. It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

Third-Party Links

12. This Website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third-parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our Website, we encourage you to read the privacy notice of every third-party website you visit.


13. Personal data, or personal information, means any information about an individual from which that person can be identified. It does not include data where the identity has been removed (anonymous data).

14. We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows: Identity Data, Contact Data, Financial Data, Transaction Data, Technical Data, Profile Data, Usage Data and Marketing and Communications Data.

15. We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal data but is not considered personal data in law as this data does not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific Website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy notice.

16. There may be times when you give us sensitive information, which may include your racial origin, political opinions, religious beliefs, trade union membership details or biometric data. We will only use this information in strict accordance with the law.

17. We do not collect any information about criminal convictions and offences.

Failure to Provide Personal Data

18. Where we need to collect personal data by law, or under the Investment Terms we entered with you and you fail to provide that data when requested, we may not be able to perform the obligations we have. In this case, we may have to terminate your Account but we will notify you if this is the case at the relevant time.


We use different methods to collect data from and about you including through:

  • a. Direct interactions. You may give us your Identity, Contact and Financial Data by filling in forms or by corresponding with us through the Website, by email, post, phone, or otherwise. This includes personal data you provide when you: i. create an Account on our Website; ii. report a problem with our Website; iii. subscribe to our communications or publications; iv. request marketing to be sent to you; v. enter a competition, promotion or survey; or vi. give us feedback.
  • b. Automated technologies or interactions. As you interact with our Website, we may automatically collect Technical Data about your equipment, browsing actions and patterns through cookies, logs and other similar technologies.
  • c. Third parties or publicly available sources. We may receive personal data about you from third-parties and public sources as set out below: i. Technical Data from the following parties: 1. analytics providers such as Google based outside the EU; 2. advertising networks based inside and outside the EU; and 3. search information providers based inside and outside the EU. ii. Contact, Financial and Transaction Data from providers of technical, payment and delivery services. iii. Identity, Technical and Contact Data from data brokers or aggregators, any member of our group, which means our subsidiaries, business partners, our ultimate holding company and its subsidiaries, as defined in section 1159 of the UK Companies Act 2006. iv. Identity and Contact Data from publicly availably sources such as Companies House and the Electoral Register based inside the EU.

20. We collect certain personal data through automated technologies or interactions by using cookies in accordance with our Use of Cookies Policy which is available on our Website for further details. Through the use of cookies, we distinguish you from other users of our Website, to ensure we provide you with a great experience when you browse our Website and to enable us to improve our Website.

21. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our Website may become inaccessible or not function properly.


22. We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • a. Where we need to perform our obligations under the Investment Terms we are about to enter into or have entered into with you.
  • b. Where it is necessary for our legitimate interests (or those of a third-party) and your interests and fundamental rights do not override those interests.
  • c. Where we need to comply with a legal or regulatory obligation.

23. Generally, we do not rely on consent as a legal basis for processing your personal data other than in relation to sending marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time in the section Notifications > Settings > Marketing in your Account on the Website or by contacting us at support@ETFmatic.com.


24. To provide our services. We use it to:

  • a. Enable us to manage your Account.
  • b. Analyse and improve the services we give you.

25. To meet our legal obligations. We use it to:

  • a. Search for your records at immigration and fraud prevention agencies.
  • b. Comply with our obligations to prevent any illegal activities such as money laundering, tax evasion and fraud.

26. To exercise what we define as our legitimate interests. This is when we use data for a reason which is in your and/or our interest, and which doesn’t involve overriding your privacy rights. We use it to:

a. Market features and services generally on the Website.

b. Search for your records using a “soft search” at credit reference agencies when you sign up (this does not impact your credit score).


27. With your permission. We use your personal data to:

a. Market and/or communicate our features and services to you by email. You can always unsubscribe from receiving these if you want to, by email to support@ETFmatic.com and via the section Notifications > Settings > Marketing in your Account on the Website.

28. We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.

Promotional Offers from Us

29. We may use your Identity, Contact, Technical, Usage and Profile Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call it marketing).

30. You will receive marketing communications from us if you have opened an Account with us and you have not opted out of receiving that marketing.

Third-Party Marketing

31. We will get your express opt-in consent before we share your personal data with any company outside the ETFmatic group of companies for marketing purposes.

Opting Out

32. You can ask us or third-parties to stop sending you marketing messages at any time by logging into your Account on the Website and checking or unchecking relevant boxes to adjust your marketing preferences or by following the opt-out links on any marketing message sent to you or by contacting us at any time at support@ETFmatic.com.

33. Where you opt out of receiving these marketing messages, this will not apply to personal data provided to us as a result of a feature or service request or experience or other transactions.

Change of Purpose

34. We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us at support@ETFmatic.com.

35. If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

36. Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.


37. We may have to share your personal data with Internal and External Third Parties when they require it to perform their obligations to us or to support any of our services which you use, including:

a. Account providers and/or payment processors and networks.

b. Credit reference agencies (please refer to the Credit Reference Agency Information Notice for details on how they process personal information).

c. Know Your Customer (KYC), analytical and cyber security service providers.

d. Customer-interface service providers (such as online support interface service providers).

e. Companies we engage to run advertising for us and we ensure that no identifiable personal data is being shared with third-parties for their own direct marketing unless you consented. As with any other consent for marketing you give to us, you can opt out any time.

f. Organisations set up for detection and prevention of terrorism.

g. Any party whom we have your explicit permission to share it with.

h. Third parties to whom we may choose to sell, transfer, or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy notice.

38. We require all third-parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.


39. Many of our external third-parties are based outside the European Economic Area (EEA) so their processing of your personal data will involve a transfer of data outside the EEA. Whenever we transfer your personal data out of the EEA, we ensure a similar degree of protection is afforded to it by ensuring at least one of the following safeguards is implemented:

a. We will only transfer your personal data to countries that have been deemed to provide an adequate level of protection for personal data by the European Commission.

b. Where we use certain service providers, we may use specific contracts approved by the European Commission which give personal data the same protection it has in Europe.

c. Where we use providers based in the US, we may transfer data to them if they are part of the Privacy Shield which requires them to provide similar protection to personal data shared between the Europe and the US.

40. Please contact us at support@ETFmatic.com if you want further information on the specific mechanism used by us when transferring your personal data out of the EEA.


41. We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third-parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

42. We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.


43. We will retain your personal data as long as you are using ETFmatic and for 6 years after that to comply with applicable laws and regulations. In specific circumstances, such as cases of anti-money laundering or fraud, we may keep your personal data for longer if we must and/or the law says we are required to.


44. Under certain circumstances, you have rights under data protection laws in relation to your personal data, such as to:

a. Access any personal data that we hold about you and/or to get a copy of it.

b. Request to correct any inaccurate data.

c. Ask us to delete, ‘block’ or suppress your data, though for legal reasons we might not always be able to do it.

d. Object to us using your personal data for direct marketing and in certain circumstances for legitimate interests, research and statistical reasons.

e. Withdraw any consent you’ve previously given us.

45. To do so, please contact us through the Website or by emailing us at support@ETFmatic.com.


46. You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

Time Limit to Respond

47. We try to respond to all legitimate requests within one month.


48. We will post any changes made to our privacy notice on this page on our Website and, we will let you know by email of those changes which are significant.


External Third Parties includes:

a. Service providers acting as processors based inside or outside the EEA who provide IT and system administration services.

b. Professional advisers including lawyers, bankers, auditors and insurers based inside the EEA who provide consultancy, banking, legal, insurance and accounting services.

c. HM Revenue & Customs, regulators and other authorities based in or outside the United Kingdom who require reporting of processing activities in certain circumstances.

Identity Data includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth and gender, ID number and nationality.

Internal Third Parties means Other companies in the ETFmatic Group and who are based in the EEA and provide IT and system administration services and undertake leadership reporting.

Contact Data includes billing address, delivery address, email address and telephone numbers.

Financial Data includes bank account and payment card details.

Legitimate Interest means the interest of our business in conducting and managing our business to enable us to give you the best service or feature and the best and most secure experience. We make sure we consider and balance any potential impact on you (both positive and negative) and your rights before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law).

Marketing and Communications Data includes your preferences in receiving marketing from us and our third-parties and your communication preferences.

Profile Data includes your username and password, your interests, preferences, feedback and survey responses.

Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this Website.

Transaction Data includes details about payments to and from you and other details of services you have selected and the Mandate you have given us.

Usage Data includes information about how you use our Website and services such as Uniform Resource Locators (URL) clicked get to, through and from our Website (including date and time), what you viewed or searched for, page response times, download errors, length of visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), and methods used to browse away from the page and any phone number used to call our customer service number.

Use of Cookies Policy

Why we have them

We use cookies to give you the best possible experience on our website. We anonymously track page views in order to constantly improve for our customers.

Unless context otherwise requires, a reference to the website also refers to our ETFmatic application.

We use the following types of cookies

Operational cookies These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website or our services.

Analytical/performance cookies. They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.

Cookies in use

Not for sale

None of our data or tracking information is for sale to third parties.

Don’t want cookies? Here’s how

You can tell your browser to reject them

Google Chrome
Mozilla Firefox
Internet Explorer

Terms of Website Use


Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.


Reliance On Information Posted & Disclaimer

The materials contained on our site are provided for general information purposes only and do not claim to be or constitute legal or other professional advice and shall not be relied upon as such. We do not accept any responsibility for any loss which may arise from accessing or reliance on the information on this site and to the fullest extent permitted by English law, we exclude all liability for loss or damages direct or indirect arising from use of this site.


Information about us

ETFMATIC.com is a site operated by ETFMATIC LTD (“We”); we are a company registered in England and Wales with company number 08856747 and registered address at 4th Floor 7/10 Chandos Street, London, England, W1G 9DQ.  Our office address is 2nd Floor, 4 St. Paul’s Churchyard, London EC4M 8AY, United Kingdom.


Accessing our site

Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.


Intellectual property rights

We are the owner or the licensee of all intellectual property rights in our site, and in the material published on it. Those works are protected by copyright laws and treaties around the world. All such rights are reserved. You may print off one copy, and may download extracts, of any page(s) from our site for your personal reference and you may draw the attention of others within your organisation to material posted on our site. You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text. Our status (and that of any identified contributors) as the authors of material on our site must always be acknowledged. You must not use any part of the materials on our site for commercial purposes without obtaining a licence to do so from us or our licensors. If you print off, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.


Our site changes regularly

We aim to update our site regularly, and may change the content at any time. If the need arises, we may suspend access to our site, or close it indefinitely. Any of the material on our site may be out of date at any given time, and we are under no obligation to update such material.


Our liability

The material displayed on our site is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, we, and third parties connected to us hereby expressly exclude: All conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity. Any liability for any direct, indirect or consequential loss or damage incurred by any user in connection with our site or in connection with the use, inability to use, or results of the use of our site, any websites linked to it and any materials posted on it, including, without limitation any liability for: loss of income or revenue; loss of business; loss of profits or contracts; loss of anticipated savings; loss of data; loss of goodwill; wasted management or office time; and for any other loss or damage of any kind, however arising and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable, provided that this condition shall not prevent claims for loss of or damage to your tangible property or any other claims for direct financial loss that are not excluded by any of the categories set out above. This does not affect our liability for death or personal injury arising from our negligence, nor our liability for fraudulent misrepresentation or misrepresentation as to a fundamental matter, nor any other liability which cannot be excluded or limited under applicable law.


Information about you and your visits to our site

We process information about you in accordance with our privacy policy. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.


Viruses, hacking and other offences

You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately. We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.


Links from our site

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. When accessing a site via our website we advise you check their terms of use and privacy policies to ensure compliance and determine how they may use your information.


Jurisdiction and applicable law

The English courts will have non-exclusive jurisdiction over any claim arising from, or related to, a visit to our site. These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales.


We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

Your concerns

If you have any concerns about material which appears on our site, please contact support@etfmatic.com. Thank you for visiting our site

ETFmatic is authorised by the FCA

ETFmatic Ltd is authorised and regulated by the Financial Conduct Authority (No. 657261)

Who is the FCA?

The Financial Conduct Authority (FCA) is a financial regulatory body in the United Kingdom, but operates independently of the UK government, and is financed by charging fees to members of the financial services industry.

What this means to you

As a customer you can trust that as a regulated firm, ETFmatic has your best interests at heart by providing you with an appropriate product and service.

Secured By miniOrange