VIRTICUSRequest Assessment

Legal

Privacy Notice

This notice explains what personal data Virticus Advisory collects, why, how long it is kept, and what rights you have over it. It covers this website, the free fraud-rule check, enquiries made to us, and the client portal.

Last updated: 1 August 2026

In short

  • We collect personal data only where you give it to us, or where it is needed to run the site.
  • We do not use tracking cookies, advertising cookies, or third-party ad networks.
  • We do not sell, rent, or share your data for marketing, and we do not run a mailing list.
  • We may reply to your enquiry and follow up once about it. If you tell us to stop, we stop.
  • You can ask us what we hold about you, and ask us to correct or delete it, at any time.

Who is responsible for your data

Virticus Advisory is the data controller for the personal data described in this notice.

Contact:
hello@virticus.com

What we collect, and why

1. Enquiries

When you use the contact form we collect your name, organisation, email address, the services you selected, and the description you write. We use this to understand your enquiry and reply to it. The message is delivered to us by email; it is not added to any marketing list.

2. The free fraud-rule check

The check itself runs in your browser and needs no personal data. Your verdict is shown to you without any sign-up.

If you choose to unlock the full breakdown, we collect your name, work email, organisation, and (optionally) your role, together with the answers you gave and the verdict they produced. We use this to send you the detail you asked for and, where relevant, to follow up once about it — knowing your answers is what lets us respond about your actual situation rather than generically.

The check asks about your firm’s control practices. It does not ask for, and you should not enter, transaction data, customer data, or anything confidential to your firm.

3. Website analytics

We use Plausible Analytics to understand which pages are read and where visitors leave. Plausible is a privacy-focused, EU-hosted service that does not use cookies and does not collect personal data. It does not build visitor profiles and does not track people across sites. We see aggregate counts, not individuals.

4. The client portal

If you are given access to the client portal, we hold the account details needed to operate it — your name, email address, organisation, role, and a securely hashed password — along with the engagement material you or we enter: assessment answers, findings, evidence records, registers, and an activity log of actions taken in the workspace.

Portal content is scoped to your organisation. Engagement material is treated as confidential and is not used for any purpose other than delivering your engagement.

Our lawful bases

Under UK GDPR we rely on the following:

  • Legitimate interests — to respond to business enquiries, to send you a result you requested, and to follow up once about it. Our interest is in operating and marketing a specialist advisory business; we have considered that this is B2B correspondence you initiated, limited in volume, and easy to stop.
  • Performance of a contract — to deliver engagements and operate the client portal for firms we work with.
  • Legal obligation — where we must retain records for tax, accounting, or professional purposes.

You can object to processing based on legitimate interests at any time by emailing us. We will stop unless we have compelling grounds not to.

Cookies

This website uses no tracking, analytics, or advertising cookies. That is why you are not asked to dismiss a cookie banner.

The client portal sets strictly necessary session cookies so that signed-in users stay authenticated and see only their own organisation’s workspace. These are essential to providing a service you have asked for and are exempt from consent requirements. They are not used for tracking.

Who else processes your data

We use a small number of providers who process data on our behalf under contract:

  • Resend — delivers enquiry and check-result emails to us.
  • Plausible Analytics — EU-hosted, cookie-free page analytics.
  • Railway — hosting for the website, application, and database.

We do not sell, rent, or otherwise disclose your personal data to third parties for their own purposes. We may disclose data where we are legally required to.

Where a provider processes data outside the UK, that transfer is covered by an appropriate safeguard such as UK International Data Transfer Agreement terms or an adequacy decision.

How long we keep it

  • Enquiries and check results — up to 24 months from your last contact with us, then deleted.
  • Client portal accounts and engagement records — for the duration of the engagement and up to 6 years afterwards, reflecting professional and limitation-period requirements.
  • Analytics — aggregate only, with no personal data to retain.

You can ask us to delete your enquiry data sooner, and we will unless we are required to keep it.

Security

Access to enquiry and portal data is restricted to those who need it to deliver the work. Portal passwords are stored hashed, never in plain text, and portal data is scoped so one organisation cannot see another’s. Data is transmitted over encrypted connections.

No system is perfectly secure. If a breach occurs that is likely to result in a risk to your rights and freedoms, we will notify the ICO and, where required, you.

Your rights

Under UK GDPR you have the right to:

  • Ask what personal data we hold about you, and get a copy.
  • Have inaccurate data corrected.
  • Ask us to delete your data.
  • Ask us to restrict how we use it.
  • Object to processing based on legitimate interests.
  • Receive data you gave us in a portable format.

To exercise any of these, email hello@virticus.com. We respond within one month.

If you are unhappy with how we have handled your data you can complain to the Information Commissioner’s Office at ico.org.uk. We would ask that you raise it with us first so we can put it right.

Changes to this notice

We update this notice when our processing changes. The date at the top shows when it was last revised. Material changes affecting how we use data you have already given us will be notified to you directly.

Questions

Any question about this notice, or about data we hold, can be sent to hello@virticus.com.

Contact Virticus