Privacy Notice

Last updated: 11 August 2026

1. About this Privacy Notice

Wimbledon Wealth is committed to protecting your privacy and handling your personal information responsibly, securely and transparently.

This Privacy Notice explains what information we collect, how we use it, who we may share it with, how long we retain it and the rights available to you.

We process personal information in accordance with applicable data protection legislation. Where applicable, this includes the EU General Data Protection Regulation (EU GDPR), UK General Data Protection Regulation (UK GDPR), UK Data Protection Act 2018 and applicable data protection legislation in the United Arab Emirates.

Wimbledon Wealth is a separate legal entity from NEBA Private Clients. Wimbledon Wealth is a brand partner of NEBA Private Clients, and NEBA Private Clients acts as a regulatory partner in connection with certain regulated financial services.

2. Information We Collect

Depending on your relationship with us and the services you require, we may collect information including:

• your name, date of birth, nationality and contact details;
• residential address and proof of address;
• passport, Emirates ID or other identification documents;
• employment and occupation details;
• income, assets, liabilities and other financial information;
• bank and payment details;
• source of funds and source of wealth information;
• tax residency and tax identification details;
• information regarding investments, pensions, insurance or other financial arrangements;
• investment objectives and risk-related information;
• information required for know-your-client, anti-money laundering, sanctions and other compliance checks;
• correspondence and records of communications with you;
• information you submit through forms, our CRM or electronic-signature systems;
• IP address, device information and website usage information; and
• other information reasonably required to provide or facilitate services.

Where relevant to insurance or protection applications, we may also process sensitive or special-category information such as medical or health information where permitted by applicable law.

3. How We Collect Your Information

We may obtain personal information:

• directly from you;
• through our website and online forms;
• through email, telephone, video calls or meetings;
• through our CRM and electronic-signature systems;
• from NEBA Private Clients or another authorised advisory partner;
• from financial product providers, platforms, insurers or pension providers;
• from representatives or professional advisers authorised by you; and
• from lawful identity-verification, compliance and due-diligence sources.

4. Why We Use Your Information

We may use your personal information to:

• respond to enquiries;
• understand your financial requirements;
• establish and maintain our relationship with you;
• assist with onboarding and administration;
• facilitate introductions to appropriately authorised advisers;
• process documentation and applications;
• communicate with providers and advisers;
• administer policies, investments or other arrangements;
• complete KYC, AML, sanctions and compliance checks;
• comply with legal, regulatory and reporting requirements;
• maintain appropriate client and business records;
• prevent fraud and protect our systems;
• manage enquiries or complaints; and
• send marketing communications where permitted.

5. Our Lawful Basis for Processing

Where the GDPR applies, we rely on one or more lawful bases for processing your personal information, including:

Contract – where processing is necessary to provide a service you have requested or to take steps before entering into a contract.

Legal obligation – where processing is necessary to comply with legal, regulatory, anti-money laundering or other obligations.

Legitimate interests – where processing is reasonably necessary for our business, administration, security or client-service activities and those interests are not overridden by your rights.

Consent – where you have given us permission to process information for a specific purpose.

Where special-category personal data is processed, an additional lawful condition will be relied upon where required.

6. Wimbledon Wealth and NEBA Private Clients

Wimbledon Wealth and NEBA Private Clients are separate legal entities.

Where regulated financial advice or another regulated financial activity is required, relevant information may be shared with the appropriate NEBA Private Clients entity so that the relevant regulated service can be provided.

Information may therefore be shared between Wimbledon Wealth and NEBA Private Clients where reasonably necessary for onboarding, compliance, financial advice, applications, administration or servicing.

NEBA Private Clients may process your information under its own legal and regulatory responsibilities and in accordance with its own privacy policies.

7. Who We May Share Information With

Where reasonably necessary, we may share relevant information with:

• NEBA Private Clients;
• authorised advisers;
• investment and financial product providers;
• insurance companies;
• pension and retirement providers;
• investment platforms;
• custodians and investment managers;
• banks and payment providers;
• professional advisers;
• identity-verification and compliance providers;
• CRM, cloud-storage and electronic-signature providers;
• operational and administrative service providers;
• auditors or professional consultants; and
• regulators, courts, governmental authorities or law-enforcement agencies where required or permitted by law.

We do not sell your personal information.

Comparable financial-services privacy notices also expressly cover disclosures to providers, advisers and authorities and the use of security safeguards.

8. International Transfers

Because we work with international clients, advisers and financial institutions, your information may be transferred to or processed in another country.

Where the GDPR applies and information is transferred outside the UK or European Economic Area, appropriate safeguards will be used where required, such as approved contractual clauses or another legally recognised transfer mechanism.

9. Information Security

We use reasonable technical and organisational measures designed to protect personal information against unauthorised access, disclosure, loss, alteration or misuse.

These measures may include access controls, encryption, secure cloud systems, electronic audit trails and secure document-management systems.

No system of internet transmission or electronic storage can be guaranteed to be completely secure.

10. Electronic Signatures and Digital Records

We may use electronic-signature and digital document systems.

These systems may record information including:

• your email address;
• IP address;
• geographic location where available;
• date and time of activity; and
• other electronic audit information.

Such information may be retained as part of the relevant client or business record.

11. How Long We Keep Information

We retain personal information for as long as reasonably necessary for the purpose for which it was collected and to satisfy applicable legal, regulatory, contractual and record-keeping obligations.

Once information is no longer required, it will be deleted, anonymised or securely disposed of where appropriate.

12. Your Data Protection Rights

Where the GDPR or equivalent data protection legislation applies, you may have the right to:

• request access to the personal information we hold about you;
• request correction of inaccurate information;
• request deletion in certain circumstances;
• request restriction of processing;
• object to certain processing;
• request transfer of certain information;
• withdraw consent where processing is based on consent; and
• object to direct marketing.

These rights are subject to applicable legal and regulatory requirements.

13. Marketing

Where permitted, we may contact you about Wimbledon Wealth services, events or information that may be relevant to you.

You may opt out of marketing communications at any time.

This will not prevent us from sending necessary administrative, service or regulatory communications.

14. Cookies

Our website may use cookies and similar technologies to operate effectively and understand website usage.

Where applicable, consent will be requested before non-essential cookies are used.

15. Third-Party Websites

Our website and communications may contain links to websites operated by NEBA Private Clients, financial institutions, providers or other third parties.

Those organisations operate their own websites and privacy practices, and we encourage you to review their privacy notices separately.

16. Changes to this Privacy Notice

We may update this Privacy Notice periodically to reflect changes in our services, systems or applicable law.

The latest version will be made available through our website or digital services.