Privacy Policy


Company Name: Solgen Ltd
Branch Office (UK): 26 Lydney Road, Locks Heath, Southampton, England, SO31 6PY
Contact Email: info@solgen.ltd
Phone: ++44 20 38078523

Solgen Ltd (“we”, “our”, or “the Company”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with us through our website, via email, in person, or through our services, including our asset management, financial planning, foundation management, and green energy solutions.

1. Who We Are

Solgen Ltd is an independent financial advisory and asset management firm registered in Germany, with an international branch in the United Kingdom. In addition to financial services, our UK branch is actively involved in promoting renewable energy solutions, particularly solar panel technology, as part of our sustainable investment strategy.

We are registered with the BaFin (Federal Financial Supervisory Authority) in Germany as a fee-based investment advisor.

2. What Data We Collect

We may collect and process the following personal data:

Personal Identification Data

  • Full name

  • Address

  • Phone number(s)

  • Email address

  • Nationality

  • Date of birth

  • Tax identification numbers

Financial & Investment Data

  • Asset and portfolio information

  • Bank details (for billing or investment transfers)

  • Investment goals and risk profile

  • Retirement planning details

Technical Data

  • IP address

  • Browser type and version

  • Operating system

  • Usage data from our website

Special Categories (where applicable)

  • Health-related financial data for planning purposes (e.g. impact of illness or death)

  • Information related to estate or inheritance planning

3. How We Collect Your Data

We collect personal data directly from you when you:

  • Contact us via phone, email, or in person

  • Use our website or fill out web forms

  • Enter into an advisory or investment agreement with us

  • Participate in client onboarding or review processes

  • Visit our UK green energy site or inquire about renewable energy services

We may also receive data from:

  • Public registers and regulatory authorities

  • Third-party partners (e.g. legal or tax advisors with your consent)

  • Online analytics tools

4. Why We Process Your Data

We process your personal data based on the following lawful bases under the General Data Protection Regulation (GDPR):

Purpose of ProcessingLegal BasisClient onboarding and KYC/AML complianceLegal obligationProviding asset management and financial planningPerformance of a contractEstate and succession planningLegitimate interest and contractCommunication and reportingLegitimate interestRenewable energy service inquiries (UK branch)Legitimate interestRegulatory reporting and auditingLegal obligationMarketing (only with explicit consent)Consent

5. Data Sharing

We may share your data with the following trusted third parties:

  • Tax and legal advisors (with your consent)

  • Fund and asset management companies

  • IT service providers and CRM systems

  • Regulatory authorities (e.g. BaFin, FCA)

  • Our UK green energy division and affiliated consultants

  • External auditors and compliance officers

Your data is never sold or used for unsolicited advertising.

6. International Data Transfers

Data may be transferred between our German and UK offices, both of which operate under GDPR-compliant jurisdictions. If data needs to be transferred outside the EU/EEA, we will ensure adequate safeguards such as Standard Contractual Clauses (SCCs) are in place.

7. Data Retention

We retain your personal data only as long as necessary to fulfill the purpose for which it was collected and to comply with legal, regulatory, or contractual obligations. Typically, this means retaining data for up to 10 years after the end of the client relationship.

8. Your Rights

You have the following rights under GDPR:

  • Right to Access – You can request a copy of your personal data.

  • Right to Rectification – You can ask us to correct inaccurate data.

  • Right to Erasure – You can request deletion under certain circumstances.

  • Right to Restrict Processing – You may request limited use of your data.

  • Right to Data Portability – You can receive your data in a portable format.

  • Right to Object – You can object to data processing based on legitimate interests.

  • Right to Withdraw Consent – If consent is the legal basis for processing.

To exercise these rights, please contact us at info@solgen.ltd

9. Data Security

We implement strict technical and organizational measures to protect your data. This includes encrypted communication, restricted access, multi-level authentication, and secure data storage. We also train our employees on data protection best practices.

10. Cookies and Web Tracking

Our website uses essential and performance-related cookies to enhance user experience and track engagement. We do not use intrusive profiling or advertising cookies unless you give your explicit consent. You may disable cookies through your browser settings at any time.

11. Regulatory Authorities

If you believe your data is not being handled in accordance with GDPR, you have the right to lodge a complaint with a supervisory authority.

  • Germany: Der Bundesbeauftragte für den Datenschutz und die Informationsfreiheit (BfDI)

  • UK: Information Commissioner's Office (ICO)

  • Canada: Office of the Privacy Commissioner of Canada (OPC)

12. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in law, services, or data usage. We will notify you of any significant changes via our website or direct communication.

Last Updated: 06 June 2025