This Cookie Policy should be read together with our Privacy Policy, which explains how we collect, use, store and share personal data when you use our application, website or services.
1. What are cookies and similar technologies?
Cookies are small text files placed on your device when you visit our website or use our app. They help us understand how you use our services, remember your preferences, and improve your experience.
2. How we use cookies and similar technologies
We use cookies for several purposes:
- Essential operations: To keep you logged in and ensure our platform functions securely.
- Performance: To understand how our tools (like the Copilot) are used so we can improve them.
- Preferences: To remember your settings, such as your chosen risk level or goal type during a session.
3. Types of cookies we use
| Category | Purpose | Duration | Required |
|---|---|---|---|
| Strictly Necessary | Required for the site to function: securing sessions, remembering your consent choices, and enabling core features like login. | Session / up to 1 year | Yes |
| Analytics | Help us understand how visitors and app users use the service so we can improve performance, clarity and user experience. | Up to 2 years | No |
| Functional | Remember preferences such as your chosen risk level or goal type during a session, so you do not have to re-enter them. | Session / up to 1 year | No |
| Marketing | Used to measure the effectiveness of campaigns and, where consented, deliver more relevant content. Only used where permitted and subject to applicable consent requirements. | Up to 13 months | No |
4. Third-party cookies and similar technologies
Some cookies are placed by third-party services that appear on our pages. We use the following trusted partners:
| Partner | Type | Purpose |
|---|---|---|
| WealthKernel | Essential | Required for secure authentication and session management when accessing your investment account. |
| PostHog | Analytics | Privacy-focused analytics to help us understand how features are used without tracking individuals across the web. |
5. Managing your preferences
You can change your cookie preferences at any time by clicking the "Cookie Settings" link in the footer of our website.
Alternatively, most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set, visit aboutcookies.org.
Questions?
If you have any questions about our use of cookies, please contact us at help@investwizz.co.uk.
Investwizz Trading Limited (Company No. 16956240 | FRN: 1050679) ("Investwizz", "we", "us", "our") is a company registered in England and Wales and is an appointed representative of WealthKernel Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 723719). Registered office: C/O Investwizz Ltd, Room 347, The Engine Room, 18 The Power Station, London, England, SW11 8BZ.