Privacy Policy

Review this policy for the privacy laws that apply to your audience, especially if you target the UK, EU or other regulated markets.

1. Who we are

This website is operated by Risk Before Trade (“we”, “us” or “our”). We provide online trading education materials and collect lead-form information from people who request the free starter pack.

2. Information we collect

We may collect the following information when you use the website or submit a form:

• First name.
• Email address.
• Country.
• Phone or WhatsApp number for education agent follow-up.
• Optional free-text education question.
• Quiz answers, such as your main learning challenge and selected starter module.
• Consent choices and form submission time.
• Basic technical data such as IP address, device/browser information, referring page and website usage data if analytics or hosting logs are enabled.

We do not intentionally ask for bank details, broker login details, wallet addresses, income, savings, portfolio size, debt details, tax records, ID documents or other sensitive financial information through the lead form.

3. How we use your information

We use the information to:

• Send the free starter pack, worksheets and education route.
• Allow a Risk Before Trade education agent to contact you about your requested learning route.
• Respond to your questions or requests.
• Deliver education follow-up emails where you have opted in or where lawfully permitted.
• Keep records of consent and form submissions.
• Improve the website, form flow, content and user experience.
• Protect the website from spam, misuse or security threats.
• Comply with legal or regulatory obligations where applicable.

4. Lawful bases

Depending on your location, we may rely on consent, legitimate interests, contract/pre-contract steps, legal obligations or another lawful basis to process your personal information. Marketing emails are sent only where we have a lawful basis and you can unsubscribe at any time.

5. Service providers

We may share information with providers that help us run the website and education funnel, such as hosting providers, form processors, email delivery platforms, analytics tools, spam-prevention services, CRM systems and technical support providers. They should only process information for the services they provide to us.

6. Cookies and analytics

The current template does not require cookies for the lead form to work. If you add analytics, advertising pixels, remarketing tags or other cookies, update this policy and add an appropriate cookie notice or consent mechanism where required.

7. Retention

We keep personal information only for as long as reasonably needed for the purposes above, including sending education materials, handling enquiries, keeping consent records and meeting legal obligations. Our standard retention period is 24 months after the last interaction, unless a longer period is required by law.

8. International transfers

Some service providers may process information in countries different from your own. Where required, we will use appropriate safeguards for international transfers.

9. Your rights

Depending on your location, you may have rights to access, correct, delete, restrict or object to processing of your personal information, and to withdraw consent. You may also have the right to complain to your local data protection authority.

To make a request, contact office@riskbeforetrade.com.

10. Security

We use reasonable technical and organisational measures to protect information. No website or online transmission is completely secure, so please do not submit information that is unnecessary or sensitive.

11. Children

This website and lead form are intended for adults aged 18 or older. We do not knowingly collect information from anyone under 18.

12. Changes to this policy

We may update this policy from time to time. The “last updated” date above shows when this page was most recently changed.

13. Contact

Questions about this policy can be sent to office@riskbeforetrade.com.