• This website “zanellifinance.com” uses cookies, pixel tags, web beacons, and other web technologies such as CAPTCHAs to improve the website’s performance, to enhance your browsing experience and to protect the website against spam robots. Certain areas of the website also use cookies to understand more about you, so we can offer you more personalized browsing experience. We use a simple counter, without storing any information on your device, to count the number of visitors who accept or decline our cookies.

    You can find out more about cookies and how to manage them in the information below. You can change your cookie settings and disable some or all cookies for the website at any time by clicking on the ‘Customize cookies’ button below. You can also change your browser settings so that cookies cannot be placed on your device.

    Note that this website is created in squarespace which may store or utilise these cookies in manners not described above. Please refer to squarespace.com’s cookie policy.

    If you have any questions in relation to the cookies we use, please contact us.

    What is a cookie?

    A “cookie” is a technology that allows the website to store tokens of information (an “identifier”) in your browser used by the website while you are on the website. Cookies are then sent back to the website on each subsequent visit, or to another webpage that recognizes that cookie. Cookies are used in order to make the website work, or to work more efficiently, as well as to provide information to the owners of the website.

    Cookies do lots of different jobs, like letting you navigate between pages efficiently, remembering your preferences, and generally improving the user experience. Cookies may tell us, for example, whether you have visited the website before or whether you are a new visitor. They can also help to ensure that adverts you see online are more relevant to you and your interests.

    When landing on the website, you have been given the opportunity to accept cookies used on the website, to accept certain categories of cookies and decline others, or to decline all cookies. If you have accepted our use of some or all cookies, the following information relates to cookies used on the website only. Please note that any consent to accept or to decline cookies is limited to the zamellifinance.com website and not to other sites, which may be hyperlinked to our website or portal. For more information on cookies used by those websites, please refer to the specific privacy notice or cookie policy on those websites. If you have any questions please contact us.

    There are two broad categories of cookies:

    • First party cookies, served directly by us to your device.

    • Third-party cookies, which are served by a third party on our behalf.

    Cookies can remain on your computer or mobile device for different periods of time. Some cookies are “session cookies”, meaning that they exist only while your browser is open. These are deleted automatically once you close your browser. Other cookies are “permanent cookies”, meaning that they survive after your browser is closed. They can be used by the website to recognize your computer when you open your browser and browse the Internet again.

    What types of cookies do we use?

    The website uses the cookies that perform four functions, as classified below:

    • Essential/strictly necessary cookies, which are essential to the functioning of the website;

    • Performance cookies, which help us measure the website’s performance and improve your experience. In using performance cookies we do not store any personal data, and only use the information collected through these cookies in aggregated and anonymised form;

    • Functional cookies, which allow us to enhance your experience (for example by remembering any settings you may have selected); and

    • Marketing/targeting cookies, which we use to track user activity and sessions so that we can deliver a more personalized service. Marketing cookies are set by third parties with whom we execute marketing campaigns and allow us to provide marketing relevant to you. If you identify yourself to us (e.g. filling out a form/signing up to receive email updates), Zanelli Finance collects information about your response to our marketing communications and your activity on this website. This information is added to your personal marketing profile and score which is used to measure campaign effectiveness and to provide content and offer services that are relevant for you.

    In addition, we also utilise cookies on certain pages of the website to communicate with third party data suppliers in order to extrapolate your digital behaviour. This help us to understand and target more relevant advertising in the future. The information we receive is all aggregated and anonymous, but will include statistics such as demographics, online behaviour, product interests and lifestyle. Targeting and tracking cookies are provided via trusted third party suppliers. Should you require more information regarding our suppliers and how these cookies operate please contact us.

    How to control or delete cookies

    You have the right to choose whether or not to accept cookies and we explain how you can exercise this right below. However, please note that if you choose to refuse cookies you may not be able to use the full functionality of the website.

    You can change your cookie settings at any time by clicking the Customize cookies button at the top of this policy.

    As an alternative, you can block all cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.

    If you accept some or all cookies on the website you still have the option of setting your browser to notify you when you receive a cookie, so that you may determine whether to accept it or not.

    Cookies that have been set in the past

    If you have disabled one or more cookies, we may still use information collected from cookies prior to your disabled preference being set; however, we will stop using the disabled cookie to collect any further information. 

    Changes to this Cookie policy

    We will occasionally update this cookie policy to reflect changes in our practices and services. When we post changes to this cookie policy, we will revise the “Last updated” date at the top of this cookie policy. If we make any material changes in the way we collect, use, and/or share information held in cookies, we will notify you by prominently posting notice of the changes on the website. We recommend that you check this page from time to time to inform yourself of any changes in this cookie policy or any of our other policies.

  • Introduction

    This privacy notice explains how we collect and use personal data, and describes the rights you have with respect to your personal data.

    In this notice, “Zanelli Finance,” “our”, “we” or “us” refers to the Zanelli Finance Ltd.

    We process personal data for a variety of purposes. We collect this personal data directly from you, for example, if you engage us to prepare your tax return, if you visit zanellifinance.com, if you submit your contact details to receive marketing communications from us, if you submit event-related data to attend our events, or submit a job application. Alternatively, we process your personal data in the context of providing professional services to your employer or service provider, for example, conducting an audit of your bank or payroll for the company you work for. Finally, we obtain your personal data via publicly available sources, such as LinkedIn. This privacy notice is intended to cover all of the above-mentioned scenarios.

    If you have any questions regarding the processing of your personal data, please contact us.

    What data is covered?

    In this privacy notice, “personal data” means any information relating to an individual who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data or an online identifier. Personal data also refers to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of an individual.

    It also includes special categories of personal data (special category data) from which we can determine or infer an individual's

    • Racial or ethnic origin

    • Political opinions

    • Religious or philosophical beliefs

    • Membership of a trade union

    • Genetic data

    • Biometric data

    • Physical or mental health or condition

    • Sex life or sexual orientation

    As well as personal data relating to criminal convictions and offenses.

    Your rights in relation to personal data

    You have the following rights in relation to your personal data:

    • To access the personal data held by us about you

    • To have your personal data corrected, for example, if it is incomplete or incorrect

    • To opt out of receiving marketing communications at any time

    • To restrict or object to the processing of personal data or request erasing personal data (in certain circumstances and subject to applicable law)

    • To receive a copy of the personal data which you have provided to us, in a structured, commonly used and machine-readable format (known as “data portability”) (in certain circumstances and subject to applicable law)

    • Where you have provided personal data voluntarily, or otherwise consented to its use, the right to withdraw your consent

    • The right to complain to a data protection authority (see section “Complaints ”)

    If you have a query or wish to exercise your rights, please contact us.

    Complaints

    If you are concerned about an alleged breach of privacy law or any other regulation by us. We will investigate your complaint and give you information about how it will be handled.

    You also have the right to complain to the data protection authority in your country, or refer the matter to a court of competent jurisdiction or as specified in any applicable with us.

    Purposes for which we process personal data

    Personal data that we collect about you when you visit our site falls into several categories.

    Information that you provide voluntarily

    We collect personal data that you provide voluntarily through our site, for example, when completing online forms to contact us, subscribing to a newsletter, using one of our online benchmark tools, subscribing to receive marketing communications from us, participating in surveys or registering for events that we are organizing. The information we collect about you include the following:

    • Name

    • Job title, job level or job function, role

    • Education

    • Company or organization

    • Company data

    • Contact information, including primary email, email address and telephone numbers

    • Demographic information, such as industry, country, postcode, preferences and interests

    • Other information relevant to client surveys or similar research

    • Information relating to events captured through event-related forms, such as dietary restrictions, hotel and flight information, registration/participation status, media interview attendance, previous event experience and gender 

    • Information pertinent to fulfilling our services to you

    • Any other personal data that you voluntarily choose to provide to us

    We do not intentionally collect sensitive category data, unless you provide us with such data. While there may be free text boxes on the site where you are able to enter any information, we do not intend to process sensitive information. You are not required to provide, and should not disclose, sensitive personal information in the free text boxes. If you choose to provide any sensitive personal information in this manner, you acknowledge you consent to the collection and processing of this sensitive information.

    If you register on our site, your personal data will be stored in our CRM system . Data of registrants is deleted after an individual has not actively engaged with us for 18 months, or sooner if required by law.
    If you have opted out of receiving our publications, your basic contact details will remain on our opt-out list.

    Information that we collect automatically

    When you visit our site, we collect certain personal data automatically from your device. Specifically, the data we collect automatically include information, such as your IP address, pixel ID, device type, unique device identification number, browser type, operating system, broad geographic location (e.g., country or city-level location) and other technical information. We also collect information about how your device has interacted with our site, including the pages accessed, current URL, time you visited the site and links clicked. Collecting this information enables us to better understand the visitors who come to our site, where they come from and what content on our site is of interest to them.

    We use this information for our internal analytics purposes, and to improve the quality and relevance of our site to our visitors. Information will be collected using cookies and similar tracking technology, as explained further in our Cookie policy. Note that if the Do Not Track setting or Global Privacy Control signal in your browser is enabled, Marketing/Targeting cookies will be disabled by default.

    Our site uses Squarespace and other media plugins.

    Purposes for which we process your personal data as a visitor to our site are:

    • To administer and manage our site, including to confirm and authenticate your identity, and prevent unauthorized access to restricted areas of our site

    • To personalize and enrich your browsing experience by displaying content (including targeted advertising) that is more likely to be relevant and of interest to you

    • To analyze the data of visitors to our site and site traffic information

    • To capture webmetrics about the journey of users within our site

    • To determine the company, organization, institution or agency that you work for or with which you are otherwise associated

    • To develop our business and services

    • To provide you with marketing communications, thought leadership materials and online benchmarking tools

    • To conduct benchmarking and data analysis (for example, regarding usage of our site and demographic analyses of visitors of our site)

    • To understand how visitors use the features and functions of our site

    • To monitor and enforce compliance with applicable terms of use

    • To conduct quality and risk management reviews

    • To enable the better management of our events

    • To enable teams managing events to coordinate their email campaigns and event notifications more effectively

    • To allow for event and webinar sign-up

    • To allow for content download and lead capturing

    • To allow services and information to be delivered effectively to you

    • Any other purpose for which you provided information to us

    Legal grounds for processing personal data of visitors of our site are:

    • Our legitimate interest in the effective delivery of information and services to you, and the effective and lawful operation of our businesses

    • Our legitimate interest in developing and improving our site, and your user experience

    • Explicit consent of the visitor

    Disclosures

    We disclose your personal data:

    • Where this is appropriate for the purposes described in the section “Purposes for which we process personal data,” including within the organization itself

    • If required, by applicable law

    • In connection with a reorganization or combination of our organization with another organization

    • If we believe that such disclosure is appropriate to enforce or apply terms of engagement, and other agreements or otherwise protect and defend our rights, property or safety

    • In order to comply with a judicial proceeding, court order or other legal obligation, or a regulatory or government inquiry, or

    • With your consent

    We would like to draw particular attention to the fact that in certain jurisdictions, we have a legal obligation to report suspicious transactions and other activity to relevant regulatory authorities under anti-money laundering, terrorist financing, insider dealing or related legislation. We also report suspected criminal activity to the police and other law enforcement bodies. We are not always permitted by the law to inform you about this in advance of the disclosure, or at all.

    Third-party recipients of personal data include:

    • Professional advisors, such as law firms, tax advisors or auditors

    • Insurers

    • Audit regulators

    • Tax and customs, and excise authorities

    • Regulatory and other professional bodies

    • Stock exchange and listing authorities

    • Public registries of company directors and shareholdings

    • Providers of identity verification services

    • Credit reference agencies

    • The courts, police and law enforcement agencies

    • Government departments and agencies

    • Service providers

    • Support providers

    Security

    Zanelli Finance protects the confidentiality and security of information it obtains in the course of its business. Access to such information is limited, and policies and procedures are in place that are designed to safeguard the information from loss, misuse and improper disclosure.

    Keeping your personal data up-to-date

    We maintain the accuracy and completeness of the personal data we hold. It is important that you inform us of any updates to your contact details or other personal data so that we have the most up-to-date information about you. Please contact us.

    Retention

    Our policy is to retain personal data only for as long as it is needed for the purposes described in the section “Purposes for which we process personal data.” Note that retention periods vary in different jurisdictions and are set in accordance with local regulatory and professional retention requirements.

    In order to meet our professional and legal requirements, to establish, exercise or defend our legal rights, and for archiving and historical purposes we need to retain information for significant periods of time.

    Age

    Our site is not intended for use by minors under the age of sixteen (16) years. Zanelli Finance does not knowingly collect, disclose, or sell the personal data of minors under 16 years of age through our Site. If you are under 16 years old, please do not provide any personal data even if prompted to do so. If you believe that you have inadvertently provided personal data, please ask your parent(s) or legal guardian(s) to notify us and we will delete your personal data.