What a visitor sends
Name, phone, email, and the message on the enquiry form, plus a record that they agreed to be contacted.
Draft
Privacy
Plain-language summary. Your full privacy notice is provided at onboarding.
Who can see it
Only people signed in to that distributor’s dashboard. Another distributor’s inbox is a different list.
Where it lives
Investor enquiry data is stored on the platform servers for your dashboard inbox.
Leaving
The distributor can export enquiries from the inbox. Ask support if you need a full export when closing an account.