1. Information We Collect

We collect information to provide and improve our Services.

Information you provide

• Name, email address, and contact details

• Account and organisation information

• Payment and billing details

• Communications with our team

Information collected automatically

• Device and browser information

• IP address and usage data

• Log files and interaction data

• Cookies and similar technologies

Information from third parties

• Identity and verification data (where required)

• Payment or compliance-related information

• Data from integrated services you choose to connect

2. How We Use Information

We use personal data to:

• Provide and operate our Services

• Set up and manage accounts

• Process payments and transactions

• Improve performance, reliability, and usability

• Communicate with you about updates or support

• Meet legal, regulatory, and compliance obligations

• Prevent fraud and ensure security

We do not sell personal data.

3. Legal Basis for Processing (where applicable)

Depending on your location, we process data based on:

• Performance of a contract

• Legitimate business interests

• Compliance with legal obligations

• Your consent, where required

4. How We Share Information

We may share information with:

• Service providers that support our operations (e.g. hosting, analytics, payments)

• Regulatory or legal authorities when required by law

• Partners you authorise through integrations

All third parties are required to protect data and use it only for agreed purposes.

5. Data Retention

We retain personal data only as long as necessary to:

• Provide our Services

• Meet legal and regulatory requirements

• Resolve disputes and enforce agreements

Retention periods vary depending on data type and legal obligations.

6. Data Security

We use technical and organisational measures to protect personal data, including encryption, access controls, and monitoring.

While no system is completely secure, we work continuously to safeguard information and reduce risk.

7. Your Rights

Depending on your location, you may have the right to:

• Access your personal data

• Correct inaccurate information

• Request deletion of data

• Restrict or object to processing

• Request data portability

To exercise these rights, contact us using the details below.

8. International Data Transfers

Your information may be processed in countries outside your own. Where this occurs, we use appropriate safeguards to ensure data protection in line with applicable laws.

9. Cookies

Ballance uses cookies and similar technologies to operate and improve the website. For more information, see our Cookie Policy.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page, and significant changes may be communicated directly.