Privacy and Cookies Notice
Last updated: October 2026
This notice explains how SMP Financial Ltd uses personal data collected through this website (smpfinancial.com) and through our event invitations. If you become a client, our Terms of Business and the client privacy information we give you at the start of our relationship also apply.
Who we are
SMP Financial Ltd is the data controller for the personal data described in this notice. We are regulated by the Central Bank of Ireland (reference number C42382).
Address: 55 Ailesbury Road, Ballsbridge, Dublin 4 Email: dataprotection@smpfinancial.com Phone: 01 662 9208
You can contact our Data Protection Officer at dataprotection@smpfinancial.com.
What we collect and why
Enquiry forms (contact, portal, Multi-Family Office and executive enquiries). Your name, email address, phone number, the type of enquiry and your message. For Multi-Family Office enquiries, the approximate investable assets band you choose. For executive enquiries, your company and who referred you. We use this to reply to you and, if you want, to arrange a meeting. Legal basis: taking steps at your request before entering a contract, and our legitimate interest in answering enquiries.
Event bookings. Your name, email address, phone number, attendance, any guest's name and email, dietary requirements and, where an event needs it, your car registration for parking. We use this to manage the event. Legal basis: our legitimate interest in running our events. Where dietary requirements include health information, such as an allergy, we rely on your explicit consent, which you give by entering it. You can leave this field blank.
Event invitations and updates. If you are a client or have attended our events, we may email you invitations to similar events. Legal basis: our legitimate interest, and the existing-customer rules in the ePrivacy Regulations (S.I. 336 of 2011). Every email has a link to stop these emails, and we keep a record of your request so we do not contact you again.
Technical data. When you visit the site, our hosting provider records technical information such as your IP address, browser type and the pages requested. This is used to deliver the site securely and to protect it from abuse. Legal basis: our legitimate interest in running a secure website.
You do not have to give us any personal data. If you do not, we may not be able to answer an enquiry or confirm an event booking.
We do not use your data for automated decision-making or profiling on this website.
Who we share it with
We do not sell your data. We share it only with service providers who process it on our instructions under written contracts:
- Vercel Inc. (website hosting)
- Cloudflare, Inc. (domain name and security services)
- Resend (email delivery)
- Supabase (event booking database, hosted in the EU)
- Zoho Corporation (client relationship management, EU data centre)
- Google Ireland Limited (Google Workspace email)
We may also share data where the law requires it, for example with the Central Bank of Ireland, the Revenue Commissioners or An Garda Síochána.
Transfers outside the EEA
Some of these providers are based in the United States or may access data from there. Where that happens, the transfer is protected by the EU-US Data Privacy Framework or by the European Commission's Standard Contractual Clauses.
How long we keep it
- Enquiries that do not lead to a client relationship: 12 months from our last contact.
- Event bookings (name, contact details, attendance): 24 months after the event.
- Dietary requirements and car registrations: deleted 7 days after the event.
- Requests to stop event emails: kept for as long as we send event emails, so we can respect your request.
- If you become a client: we keep your records for at least 6 years after our relationship ends, as the Central Bank of Ireland requires.
Your rights
You have the right to:
- ask for a copy of your personal data
- ask us to correct it
- ask us to delete it, where we have no legal need to keep it
- ask us to restrict how we use it
- object to our use of it based on legitimate interests, and to stop direct marketing at any time
- receive it in a portable format, where this applies
- withdraw consent at any time, without affecting what we did before
To use any of these rights, email dataprotection@smpfinancial.com. We will reply within one month.
You also have the right to complain to the Data Protection Commission, 21 Fitzwilliam Square South, Dublin 2, D02 RD28, www.dataprotection.ie. We would appreciate the chance to deal with your concern first.
Cookies
This website does not use analytics, advertising or tracking cookies. The only cookie we set is a strictly necessary login cookie for our staff when they sign in to manage the website. Strictly necessary cookies do not need your consent.
Fonts are served from our own website, so your visit is not shared with Google Fonts.
Links to other websites, such as LinkedIn, SMP News (news.smpfinancial.com) or our Client Portal (portal.smpfinancial.com), are covered by those sites' own privacy and cookie information.
Changes to this notice
We will update this notice when our practices change. The date at the top shows when it was last updated.