Privacy Policy

Your privacy is important to us. This policy applies to personal information we collect from you when you use this site.

Information We May Collect from You

We may collect and process the following information about you:

• Personal information that you provide to us, such as when you fill out a contact or web form,
• Information that we obtain or learn, such as information about the browser or device you use to access this site, how you use this site, and the pages you visit, traffic, and location data.

We may also ask you for information if you experience problems when using this site.

If we have an existing relationship with you, and we can identify you from information obtained or provided by your use of the site, we may associate those sets of information, for example to enable us to respond to a query you have submitted.

How We Use Your Information

We’ll only use your information where we have your consent, or we have another lawful reason for using it. Unless we say otherwise below, we’ll use your personal information on the basis that it’s within our legitimate interests in operating and maintaining the site and providing you with site functionality and related services. We use information provided or obtained via this site to:

• respond to your queries (for example, if you’ve asked a question or submitted a comment via the site)
• provide you with information, products or services you have requested or which we feel may interest you, unless you tell us otherwise
• carry out our obligations from any contracts entered between you and us
• allow you to participate in any interactive features of the site
• notify you about changes to the site
• ensure site content is presented in the most effective manner for the device you’re accessing it from
• undertake data analytics to learn more about how you and others interact with this site and with our advertising
• detect and prevent misuse or abuse of this site or our services

We also use information to meet our compliance obligations, to comply with other laws and regulations and to share with regulators and other authorities that Ursula is subject to.

Who We’ll Share Your Information With

We may share your information to provide you with products or services you’ve requested (for example, if they’re not provided by the Ursula entity operating this site), if we have a legitimate interest in doing so (i.e. to manage risk, verify your identity, to combat fraud, abuse of our site or services), or where you’ve agreed to us doing so.

We may share your information within Ursula and with any of our service providers, anyone else whose products and services you’ve requested, anyone who we’re under an obligation to disclose information to or where it’s in the public interest, for example to prevent or detect fraud, abuse of our site or services).

IP Addresses

We may collect information about your computer (or mobile device), including where available your IP address, operating system and browser type, for system administration or for our own commercial purposes. This is statistical data about our users’ browsing actions and patterns and does not identify any individual.

Cookies

We use cookies and similar technologies to distinguish you from other users of this site, to improve your experience when accessing this site, and to improve the site. Detailed information on the cookies we use and the purposes for which we use them are set out in our Cookie Policy.

How Long We’ll Keep Your Information

We keep your information in line with our data retention policy. For example, we’ll normally keep correspondence for a period of six months. This enables us to comply with legal and regulatory requirements or use it where we need to for our legitimate purposes such as dealing with any enquiries.  We may need to retain your information for a longer period where we need the information to comply with regulatory or legal requirements or where we may need it for our legitimate purposes, i.e. to help us respond to queries or complaints, fighting fraud and financial crime, responding to requests from regulators, etc. If we don’t need to retain information for this period of time we may destroy, delete or anonymize it more promptly.

Your Rights

You have a number of rights in relation to the information that we hold about you. These rights include:

• the right to access information we hold about you and to obtain information about how we process it;
• in some circumstances, the right to withdraw your consent to our processing of your information, which you can do at any time. We may continue to process your information if we have another legitimate reason for doing so;
• in some circumstances, the right to receive certain information you have provided to us in an electronic format and / or request that we transmit it to a third party;
• the right to request that we rectify your information if it’s inaccurate or incomplete;
• in some circumstances, the right to request that we erase your information. We may continue to retain your information if we’re entitled or required to retain it;
• the right to object to, and to request that we restrict, our processing of your information in some circumstances. Again, there may be situations where you object to, or ask us to restrict, our processing of your information but we’re entitled to continue processing your information and / or to refuse that request.

You can exercise your rights by contacting us or the data protection regulator in the country where you live or work.

How We Keep Your Information Secure

We use a range of measures to keep your information safe and secure which may include encryption and other forms of security. We require our staff and any third parties who carry out any work on our behalf to comply with appropriate compliance standards including obligations to protect any information and applying appropriate measures for the use and transfer of information.

More Details About Your Information

If you’d like further information on anything we’ve said in this Privacy Notice, contact us at 135 Crossways Park Drive, Woodbury NY 11797 addressed ‘for the attention of the COO’.

This Privacy Notice may be updated from time to time, and you’ll always be able to find the most recent version on this site.

Cookie Policy

We use cookies on our website ursulainvestors.com (‘Site’) to distinguish you from other users of the Site. This helps us to improve your experience when using our Site and to ensure the Site performs as you expect it to. This Cookie Policy should be read together with the Terms of Use governing your use of the Site. For ease of reference, the same definitions used in the Terms of Use are adopted in this Cookie Policy. By continuing to browse the Site, you are agreeing to our use of cookies.

Due to recent changes in law, all websites which operate across certain parts of the European Union are required to obtain consent to using or storing cookies (or similar technologies) on your computers or mobile devices. This Cookie Policy provides you with clear and comprehensive information about the cookies we use and the purposes for using them. To review the privacy policies that apply to users of ursulainvestors.com, please read our Privacy Policy.

What Are Cookies?

Cookies are small text files that are sent to and stored on your computer, smartphone or other device for accessing the internet, whenever you visit a website. Cookies are useful because they allow a website to recognize a user’s device. We use the following cookies on this Site:

• ‘analytics’ cookies, to analyze how users use this Site to help us make our website better for those who visit it regularly. They help us work out what users like and don’t like and how we can improve things for you; and
• ‘strictly necessary’ cookies, which are essential to ensure performance of the site. They include, for example, cookies that enable you to log into secure areas of our Site.

More information about cookies can be found on www.allaboutcookies.org.

How We Work with Trusted Third Parties

Ursula uses third party trusted suppliers including those partners who provide important functionality to our websites. When we include links to third party websites, please bear in mind they will have their own privacy and cookie policies that will govern the use of any information you submit. We recommend you read their policies as Ursula is not responsible or liable for any third party’s privacy practices. We will not share any personal information gathered through cookies on this Site with third parties.

How You Can Manage Your Cookies

The browsers of most computers, smartphones and other web-enabled devices are typically set up to accept cookies. If you wish to amend your cookie preferences for this Site, or any other websites, you can do this through your browser settings. Your browser’s ‘help’ function will tell you how to do this.  However, please remember that cookies are often used to enable and improve certain functions on our Site. If you choose to switch certain cookies off, it is likely to affect how our Site works and you may not be able to access all or parts of the Site. For more information about how to disable cookies, visit www.allaboutcookies.org.

Last updated: September 2025