Privacy policy
This notice explains what personal data we collect when you use investingdirectors.com, why we hold it, who we share it with, how long we keep it and what rights you have.
Last updated: 10 September 2026
Who we are
investingdirectors.com is a trading name of Sustainable Wealth Group Limited, a company registered in England and Wales under company number 11954426, registered office International House, 6 South Molton Street, London, W1K 5QF. VAT number 442775184. Sustainable Wealth Group Limited is the data controller for the personal data described in this notice and the contracting entity for memberships, introductions and consultancy services.
We are registered with the Information Commissioner's Office under registration number ZB593263. For any question about this notice, or to exercise your rights, write to members@investingdirectors.com or to the registered office address above.
What we collect
- Identity and contact data — name, email address, telephone number, location and, where you provide it, your LinkedIn profile URL and profile photograph.
- Professional data — current and previous roles, sectors, board and advisory experience, biography, skills, availability and references.
- Investment data — the investment range you indicate, preferred stages and sectors. This is an indication of appetite, not a commitment of capital.
- Regulatory certification data — the investor category you certify (certified high net worth individual, self-certified sophisticated investor or professional investor), the statements you tick, the name you type, the version of the declaration, and the date, time and IP address of signature.
- Company data — for corporate clients: company name, registered details, stage, funding history, board composition, the role brief and the named contacts we deal with.
- Transaction data — membership and mandate fees, invoices, and the payment records our payment processor returns to us. We never see or store your full card details.
- Technical and usage data — pages visited, device and browser type, and how you move through the application forms, collected through our own logs and analytics.
- Correspondence — emails, notes of calls and messages you send us, including notes recorded against your record in our customer relationship system.
Why we hold it, and our lawful basis
- To operate your membership and provide introductions — performance of our contract with you.
- To run a search mandate for a corporate client — performance of our contract with that client, and our legitimate interests in assessing candidates for the role.
- To verify that you may lawfully receive investment-related communications, and to keep the certification records the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 requires — legal obligation and our legitimate interest in demonstrating compliance.
- To take payment, keep accounting records and meet tax obligations — legal obligation.
- To send you service messages about your application, membership and introductions — performance of our contract.
- To send marketing emails about our services — your consent, or our legitimate interests where you are an existing member or corporate contact. You can withdraw at any time using the link in any email.
- To improve the service, keep it secure and prevent misuse — our legitimate interests.
- To handle complaints, disputes and legal claims — our legitimate interests and legal obligations.
We do not carry out automated decision-making that has a legal or similarly significant effect on you. We use software to rank and shortlist candidates, and a person always decides who is introduced.
Who sees your profile
Introductions are blind by default. A company sees an anonymised profile first. Your name and contact details are released only on your written instruction. If we ever release your name to a company without that instruction, the remedy in our terms applies.
Who we share data with
- Our hosting, database, authentication and email infrastructure providers, who process data on our instructions.
- Stripe, for payment processing. Stripe acts as an independent controller for fraud prevention and payment regulation purposes.
- HubSpot, our customer relationship system, where your enquiry and application details and activity notes are stored.
- A third-party data service that retrieves the public content of a LinkedIn profile when you choose to import it.
- An artificial intelligence provider that helps draft a summary of your experience from information you supply. Your data is not used to train third-party models.
- Corporate clients, on the blind-first basis described above.
- Our accountants, insurers, and professional advisers, and regulators or law enforcement where we are legally required to disclose.
We do not sell personal data. Where a provider is outside the UK, transfers are covered by UK adequacy regulations or the International Data Transfer Addendum to the EU standard contractual clauses.
How long we keep it
- Membership and profile data — for as long as your membership is active, then 24 months, so we can reinstate your record if you return.
- Investor certification records — six years from the date of the declaration, as a compliance record. These records are immutable: they cannot be edited, only superseded by a new certification.
- Mandate and client records — six years from the end of the mandate.
- Accounting and tax records — six years after the end of the accounting period.
- Marketing preferences — until you withdraw, plus a suppression record so we do not contact you again in error.
Your rights
- Ask for a copy of the personal data we hold about you.
- Ask us to correct anything inaccurate.
- Ask us to delete data where we no longer need it. We may keep certification and accounting records where the law requires it.
- Object to, or ask us to restrict, processing based on our legitimate interests.
- Ask us to transfer data you gave us to another provider in a portable format.
- Withdraw consent to marketing at any time.
Write to members@investingdirectors.com and we will respond within one month. If you are not satisfied you can complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113. You can complain to us first, and we would rather you did.
Security
Access to your record is restricted at database level, so one member cannot read another member's data. Payment details are handled entirely by our payment processor. If a breach ever affects your rights we will tell you and the Information Commissioner's Office within the statutory deadlines.
Changes to this notice
We will post any change on this page and, if the change is material, email members before it takes effect. Our terms of service set out the contract between us.