Last Updated: 24 th August 2026
Understanding Strategies Ltd (“we”, “us”, “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal data when you visit our website, communicate with us, or use our mentoring and educational services. This policy is designed to comply with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and other applicable UK data protection laws.
Understanding Strategies Ltd is the data controller responsible for your personal data.
Company Name: Understanding Strategies Ltd
Company Number: 16938944
Registered Address: 145 Osward, Court Wood Lane, Croydon, Surrey CR0 9HE, United Kingdom
Email: mandrikshah@understandingstrategiesltd.com
ICO Registration Number: 00014202609
Information You Provide Directly
We may collect personal information that you voluntarily provide, including:
• Name
• Email address
• Telephone number
• Postal address (if provided)
• Details contained within enquiries or correspondence
• Information relating to your trading or investment experience
• Trading history and portfolio information
• Income and net-worth information
• Risk tolerance and investment preferences
• Any other information you choose to share with us
We request only the information reasonably necessary to provide our services and don’t collect more than we genuinely need.
Information Collected Automatically
When you use our website, we may automatically collect certain technical information, including:
• IP address
• Browser type and version
• Device information
• Operating system
• Pages visited
• Date and time of visits
• Referral source
• Website usage data
This information helps us maintain website security, improve performance, and understand how visitors use our site.
Communications Data
We may collect information through various communication channels, including:
• Telephone (landline and mobile)
• Zoom
• Microsoft Teams
• SMS/Text message
• Social media platforms
• Future communication platforms introduced as part of our services
• AI-assisted communication tools used for customer support or administration
Payment Information
We do not process payments through this website and do not collect payment card information. Where payment is required, we may provide our bank details and request payment by bank transfer.
WhatsApp Communications
We use the WhatsApp Business Platform to communicate with customers and prospective clients. By providing your WhatsApp number and contacting us, you agree that we may send messages relating to:
• Customer support
• Service enquiries
• Administrative communications
• Course information
• Account-related updates
• Marketing communications where permitted by law
Communication may be carried out manually or through approved business automation tools.
You may opt out of WhatsApp marketing communications at any time by replying “STOP” or by contacting us directly.
Your information will only be used for the purposes described in this Privacy Policy and will not be sold to third parties.
Please note that communications conducted through WhatsApp are also subject to WhatsApp’s own Privacy Policy. Although we take appropriate measures to protect your information, no electronic communication method can be guaranteed to be completely secure. We recommend that you avoid sharing highly sensitive personal information through WhatsApp.
When using WhatsApp and other social media platforms as a tool for communication, note that we are not FCA regulated and therefore no financial advice will be provided.
We use personal data for the following purposes:
Responding to Enquiries
To answer questions, provide information, and communicate with individuals who contact us.
Lawful Basis: Legitimate Interests and, where applicable, taking steps prior to entering into a contract.
Delivering Services
To provide mentoring, educational services, customer support, account management, and administration. We are not FCA regulated and therefore no financial advice will be provided.
Lawful Basis: Performance of a Contract.
Processing Payments
To manage invoices, payments, and financial records.
Lawful Basis: Performance of a Contract and Legal Obligation.
Improving Our Website and Services
To analyze website activity and improve user experience.
Lawful Basis: Consent (where cookies are used) and Legitimate Interests.
Marketing Communications
To send educational content, service updates, and promotional information where permitted by law.
Lawful Basis: Consent and/or Legitimate Interests.
Legal and Regulatory Compliance
To comply with legal obligations and regulatory requirements.
Lawful Basis: Legal Obligation.
We do not sell personal data and do not carry out automated decision-making that produces legal or similarly significant effects.
We only share personal data where necessary. Recipients may include:
• Website hosting providers
• Email service providers
• Webinar and video conferencing platforms
• Analytics providers
• CRM systems
• Professional advisers
• Regulators, authorities, and law enforcement bodies where legally required
All third-party service providers are required to process personal data securely and only in accordance with our instructions.
We may also disclose personal data in connection with a merger, acquisition, restructuring, or sale of our business.
Reviews submitted to independent review platforms such as Trustpilot are governed by those platforms’ own privacy policies. Please contact 3 rd parties directly for questions relating to the operation of their website(s).
We may disclose personal data where:
• Required by law
• Necessary to comply with a court order or regulatory request
• Required to establish, exercise, or defend legal claims
• Necessary to protect our business, customers, users, or the public from fraud, unlawful activity, or security threats
Our services are intended solely for individuals aged 18 years and over.
We do not knowingly collect personal data from children under 18 without appropriate parental or guardian consent.
If we become aware that we have collected personal information relating to a child under 18 without appropriate consent, we will take reasonable steps to delete that information promptly.
Parents or guardians who believe their child may have provided information to us should contact us immediately.
We use cookies and similar technologies to operate and improve our website. These include:
Essential Cookies
Required for the website to function properly.
Analytics Cookies
Used to understand how visitors interact with the website and to improve site performance. Analytics cookies are only used with your consent.
You can manage cookie preferences through our cookie banner and your browser settings.
We may work with advertising networks, analytics providers, and business partners who use cookies, pixels, tags, and similar technologies to measure website usage and deliver relevant advertising.
These third parties may collect information such as:
• IP address
• Device identifiers
• Browser information
• Website usage activity
We do not provide these third parties with information that directly identifies you, such as your name or email address, unless specifically authorized by you.
Their use of information is governed by their own privacy policies. Please contact 3 rd parties directly for questions relating to the operation of their website(s).
We implement appropriate technical and organizational measures designed to protect personal data from:
• Unauthorised access
• Accidental loss
• Alteration
• Misuse
• Disclosure
• Destruction
These measures may include:
• Access controls
• Password protection
• Encryption where appropriate
• Firewalls
• Secure hosting environments
Despite our efforts, no method of transmission over the Internet or electronic storage system can be guaranteed to be completely secure.
Mentoring sessions, webinars, workshops, or educational sessions may be recorded for purposes such as:
• Maintaining accurate records
• Reviewing previous discussions
• Supporting continuity between sessions
• Training and quality improvement
• Providing educational resources to participants
Where recordings are shared with participants, access may be provided for a limited period.
Recordings must not be downloaded, redistributed, copied, re-recorded, uploaded to social media, or shared with third parties without our prior written consent.
We retain personal data only for as long as the user’s account is active or necessary to fulfil the purposes described in this policy or for a limited time.
Unless a longer retention period is required by law, we generally retain personal data for up to two years after our last meaningful interaction with you.
Data may be retained for longer where necessary to:
• Comply with legal obligations
• Resolve disputes
• Prevent fraud
• Enforce agreements
• Protect legal rights
When no longer required, personal data will be securely deleted or anonymised.
Some of our service providers may be located outside the United Kingdom.
Where personal data is transferred internationally, we ensure that appropriate safeguards are in place, including:
• UK International Data Transfer Agreements (IDTAs)
• UK Addendum to Standard Contractual Clauses
• Adequacy regulations recognised under UK data protection law
These safeguards are designed to ensure that your personal data receives an equivalent level of protection.
Under UK data protection law, you have the right to:
• Access your personal data
• Correct inaccurate information
• Request deletion of your data
• Restrict processing
• Object to processing
• Data portability
• Withdraw consent at any time where processing is based on consent
To exercise your rights, please contact: mandrikshah@understandingstrategiesltd.com
We will respond within one month.
You may unsubscribe from marketing communications at any time by:
• Clicking the unsubscribe link in emails
• Replying STOP to text or WhatsApp marketing messages where available
• Contacting us directly
• Removing yourself from the group/community or connected social media
Please note that service-related or administrative messages may still be sent where necessary.
You may prevent Google Analytics from collecting information about your website visit through Google’s Analytics Opt-Out Browser Add-On.
Our website may contain links to external websites.
We are not responsible for the privacy practices, content, or security of third-party websites. We encourage you to review their privacy policies before providing personal information.
Understanding Strategies Ltd is committed to promoting accessibility and inclusion for all individuals, including those with disabilities.
If you have a disability, medical condition, learning difficulty, or accessibility requirement that may affect your ability to access our website, mentoring services, courses, communications, or educational materials, please let us know. You are responsible for informing us of any accessibility requirements and for arranging and meeting the cost of any support, assistance, equipment, services, carers, interpreters, companions, or other adjustments that you may require. We will consider any requests for accommodation and, where reasonably practicable, seek to cooperate with such arrangements; however, Understanding Strategies Ltd accepts no responsibility for arranging, providing, or funding such support.
Any information relating to a disability, health condition, learning difficulty, or accessibility requirement that you choose to provide will be treated confidentially and processed only for the purpose of understanding your requirements, complying with our legal obligations, and, where reasonably practicable, facilitating access to our services. Such information will be handled in accordance with applicable data protection legislation and will only be disclosed where required by law.
If you wish to discuss any accessibility requirements, please contact us at mandrikshah@understandingstrategiesltd.com.
If you are dissatisfied with how we handle your personal data, please contact us first on 0791 816 3680 so that we can attempt to resolve your concerns.
You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):
Website: https://www.ico.org.uk
Telephone: 0303 123 1113
We may update this Privacy Policy from time to time to reflect changes in legal requirements, business practices, or services.
The latest version will always be published on our website and will indicate the date of the most recent update.
Understanding Strategies Ltd is not authorised or regulated by the Financial Conduct Authority (FCA). We do not provide financial advice, investment recommendations, or portfolio management services. All information, education, training, and materials provided are for educational purposes only and should not be considered financial advice. Trading and investing involve risk, and past performance does not guarantee future results.
