Privacy | TrustEvo

TrustEvo is a trading name of Nuvevo Ltd (Company Number 16802797) ("TrustEvo", "we", "us", "our"). We are committed to protecting your personal data and respecting your privacy.

This Privacy Policy explains:

What personal data we collect
How we use it
How and with whom we share it
The lawful bases on which we rely
Your rights under UK GDPR
How we keep your data secure

TrustEvo is a marketing and introduction service. We do not provide financial, tax, or investment advice. Any advice you receive is provided solely by an FCA-authorised adviser you choose to engage with.

1. Who We Are

Nuvevo Ltd (trading as TrustEvo)
38 Harriet Way
Bushey
WD23 4RH
United Kingdom

Email: support@trustevo.co.uk

Website: www.trustevo.co.uk

For the purposes of UK GDPR, TrustEvo acts as a data controller in respect of personal data collected directly from individuals through our website, advertising, content downloads, and booking processes.

Where TrustEvo processes personal data strictly on behalf of FCA-authorised advisers for the purpose of managing introductions or appointments under written agreement, we may act as a data processor.

2. Personal Data We Collect

We may collect and process the following categories of personal data:

Information you provide directly

Name
Email address
Telephone number
High-level financial context voluntarily provided (e.g. asset range, income range, age range, goals)
Booking and appointment details
Messages, enquiries, and correspondence

This information is collected solely to manage enquiries, arrange introductions, and support appointment booking. TrustEvo does not use this data to provide financial advice or make suitability assessments.

Information collected automatically

IP address
Device and browser information
Usage data relating to our website and advertisements
Cookies and similar tracking technologies

We use cookies and similar technologies to operate our website, analyse performance, and support advertising activity. Further information is available in our Cookie Policy.

Information from third parties

Lead data submitted via Meta, Google, or similar advertising platforms
Appointment status information (e.g. whether a meeting took place), excluding any advice content
Analytics, scheduling, and communications platforms (e.g. Google Analytics, Meta Ads, Calendly)

We do not intentionally collect special category data.

3. How We Use Your Personal Data

We use personal data for the following purposes:

To respond to enquiries and requests for information
To provide access to guides, resources, or content you request
To arrange and manage introductions to FCA-authorised advisers
To book, confirm, and manage appointments
To communicate with you regarding your enquiry
To improve our website, advertising, and services
To prevent misuse, fraud, or abuse of our systems

We may record telephone calls for audit, quality assurance, training, and compliance monitoring.

4. Lawful Bases for Processing

We process personal data under one or more of the following lawful bases:

Legitimate interests

Where processing is necessary to:

Respond to your enquiry
Arrange or manage an introduction you have requested
Operate and improve our services
Prevent fraud or misuse

Where you request information, download content or a guide, submit your details, or book a meeting, we may contact you by telephone as a natural and proportionate follow-up to your request. This contact forms part of the service you have asked us to provide and is necessary to arrange or discuss introductions.

We ensure that our legitimate interests are balanced against your rights and expectations.

Contractual necessity

Where processing is required to:

Provide an introduction or booking you have requested
Perform services requested by advisers who engage TrustEvo

Consent

Where required by law, including:

Email marketing communications
SMS notifications and reminders

You may withdraw consent at any time.

TrustEvo does not use personal data to provide financial, tax, or investment advice.

5. Sharing Your Personal Data

We may share personal data with the following categories of recipients:

FCA-authorised financial advisers

Where you have requested an introduction or meeting, we may share your details with FCA-authorised advisers who have confirmed they accept enquiries of the type you have submitted.

Third-party introduction partners

Where TrustEvo is unable to place an enquiry within its own adviser network, we may share your personal data with selected third-party introduction partners who operate their own networks of FCA-authorised advisers.

In these circumstances:

Only relevant and proportionate information is shared
The third-party partner may contact you directly regarding your enquiry
The partner will act as an independent data controller and will process your personal data in accordance with their own privacy policy

We encourage you to review the privacy information provided by any such partner when contacted.

Service providers (processors)

We use trusted service providers to support our operations, including CRM, scheduling, communications, analytics, hosting, and advertising platforms (e.g. Calendly, Brevo, Twilio, Airtable, Google, Meta, and website hosting providers). These providers process personal data only on our instructions and under appropriate data protection agreements.

TrustEvo conducts due diligence on its introduction partners and shares only the minimum information necessary for them to manage your enquiry in line with data protection requirements.

Legal and regulatory disclosures

We may disclose personal data where required to do so by law or to comply with regulatory obligations.

We do not sell personal data.

6. International Transfers

Where personal data is transferred outside the UK or EEA, appropriate safeguards are in place, including adequacy decisions, Standard Contractual Clauses, or equivalent contractual protections.

7. Data Retention

We retain personal data only for as long as necessary for the purposes for which it was collected:

Prospect and lead data: up to 24 months from last interaction
Introduction and appointment records: up to 6 years for audit, dispute resolution, and compliance purposes
Marketing consent records: retained until withdrawn

TrustEvo does not store financial advice files, suitability reports, or regulated advice records.

8. Your Rights

Under UK GDPR, you have the right to:

Access your personal data
Request rectification or erasure
Restrict or object to processing
Withdraw consent where processing is based on consent
Request data portability
Lodge a complaint with the Information Commissioner's Office (ICO)

ICO website: www.ico.org.uk

To exercise your rights, contact: support@trustevo.co.uk

9. Data Security

We implement appropriate technical and organisational measures to protect personal data, including:

Access controls and role-based permissions
Encryption and secure data storage
Staff training and confidentiality obligations
Use of audited and contractually bound processors

10. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.