Privacy Policy for Updates Subscriptions

1. Controller

The controller responsible for processing your personal data is:

2. Purpose of the Subscription

Visitors to our website may subscribe to receive selected updates from Dr. Kalliwoda Research.

Subscribers may choose to receive information relating to one or more of the following areas:

• Equity Research
• Conferences
• Roadshows

Your personal data is used only to send the updates you selected.

3. Personal Data We Process

When you subscribe, we process the following data:

• First name
• Surname
• Email address
• Selected areas of interest
• Date and time of the subscription request
• Date and time of email confirmation
• Subscription status, such as pending, confirmed, or unsubscribed

For technical purposes, we also generate a confirmation token and an unsubscribe token.

4. Legal Basis

The processing of your personal data for sending updates is based on your consent pursuant to Article 6(1)(a) GDPR.

You may withdraw your consent at any time with effect for the future. Withdrawal does not affect the lawfulness of processing carried out before your withdrawal.

5. Double-Opt-In Confirmation

After submitting the subscription form, you will receive an email asking you to confirm your email address.

Your subscription becomes active only after you click the confirmation link contained in that email. This double-opt-in process helps ensure that the subscription was requested by the owner of the email address.

6. Unsubscribing

You may unsubscribe from updates at any time.

To unsubscribe, use the unsubscribe link included in our update emails. You will be asked to enter your email address and confirm the request through a link sent to that address.

Once the unsubscribe request has been confirmed:

• your subscription status is changed to “unsubscribed”;
• the date and time of the unsubscribe request are recorded;
• you will no longer receive the selected updates.

We may retain a minimal suppression record, including your email address, unsubscribe status, and unsubscribe timestamp, to ensure that you are not accidentally added to future mailing lists again.

7. Storage and Hosting

Subscription data is stored in a database within our IONOS hosting environment.

IONOS processes data on our behalf as a hosting provider. Where required, this processing is governed by an agreement on commissioned data processing pursuant to Article 28 GDPR.

8. Retention Period

Confirmed subscription data is stored until you withdraw your consent or request deletion, unless a longer retention period is required by law.

Unconfirmed subscription requests are deleted after 30 days.

After unsubscribing, we retain only the minimum information necessary to respect your unsubscribe request and prevent accidental future mailings.

9. Recipients of the Data

Access to subscription data is limited to authorised persons within Dr. Kalliwoda Research who require the information to manage subscriptions and send the selected updates.

IONOS may process the data on our behalf as part of the technical operation of the website and database.

10. Your Rights

Subject to the applicable legal requirements, you have the right to:

• request access to your personal data;
• request correction of inaccurate data;
• request deletion of your personal data;
• request restriction of processing;
• receive your personal data in a portable format where applicable;
• withdraw your consent at any time with effect for the future;
• lodge a complaint with a competent data-protection supervisory authority.

11. Contact for Privacy Requests

To exercise your rights or ask a question about the processing of your personal data, contact:

nk@kalliwoda.com

12. Changes to This Privacy Policy

We may update this privacy policy where necessary to reflect changes to our subscription system or legal requirements.