Last Updated: March 31, 2026
Rathbone Investments ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us when you:
- Fill out a contact form
- Request information about our services
- Apply for financing
- Subscribe to our newsletter or marketing communications
- Participate in surveys or promotions
This information may include:
- Name
- Email address
- Phone number (if provided)
- Business information
- Financial information (for loan applications)
Automatically Collected Information
When you visit our website, we may automatically collect certain information about your device, including:
- IP address
- Browser type and version
- Operating system
- Referring URLs
- Pages viewed and time spent on pages
SMS & Text Message Communications
SMS Opt-In and Consent
By providing your mobile phone number and opting in to receive SMS communications, you expressly consent to receive recurring marketing and promotional SMS/MMS messages from Rathbone Investments, including offers, updates, and information about our financial products and services, sent using an automated telephone dialing system (ATDS).
Message Frequency: Message frequency varies. You may receive up to 4 messages per month.
Rates: Message and data rates may apply.
Opt-Out: You can opt out at any time by replying STOP to any message. Once you send the SMS message "STOP," we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.
Help: For help or more information, reply HELP to any message or contact us at stephanie@rathbone-investments.com.
Consent Not Required: Consent to receive marketing text messages is NOT a condition of purchasing any goods or services.
Mobile Information Sharing Policy
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide customer service
- Process loan applications and provide financial services
- Send you marketing communications (with your consent)
- Improve our website and services
- Analyze usage trends and preferences
- Detect and prevent fraud
- Comply with legal obligations
Information Sharing and Disclosure
We may share your information in the following situations:
Service Providers
We may share your information with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf and require access to such information to do that work.
Business Transfers
We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
Legal Requirements
We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process.
Consent
We may disclose your information for any other purpose with your consent.
Data Security
We implement appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, please be aware that no security measures are perfect or impenetrable, and we cannot guarantee absolute security.
Your Privacy Rights
Depending on your location, you may have the following rights regarding your personal information:
- Access: Request access to your personal information
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion of your personal information
- Opt-Out: Opt out of receiving marketing communications from us
- Data Portability: Request a copy of your personal information in a structured format
To exercise any of these rights, please contact us at stephanie@rathbone-investments.com.
Cookies and Tracking Technologies
We may use cookies and similar tracking technologies to access or store information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.
Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to read the privacy policies of any third-party sites you visit.
Children's Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe we have collected information from a child under 18, please contact us.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically for any changes.
Contact Us
If you have any questions about this Privacy Policy, please contact us:
Rathbone Investments
3805 Shunpike Road
Rio Grande, NJ 08242
Email: stephanie@rathbone-investments.com