Cookie Policy

Effective Date 27/02/2024

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This policy describes how Round Financial (herein Round) uses cookies. From now on, we'll call it the 'Policy'. The purpose of this Policy is to provide you, a user of Round’s services and/or websites (we'll collectively call these the 'Services'), with clear information about the purposes for which Round uses cookies and the choices you have when it comes to managing your cookie settings.
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1. What are cookies?

Cookies are small pieces of text which are downloaded to your device, for example, when you visit a website. Cookies are useful because they allow Round to uniquely recognise your device and support the continuity of your experience, for example by helping us to understand your preferences or past actions. You can find more general information about cookies at: www.allaboutcookies.org.

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2. How do we use cookies?

Round uses two types of cookies: Essential and Analytics

Essential Cookies - Essential Cookies are always active. These are necessary for the basic website functionality
Analytics Cookies - These items help the Round understand how the website performs, how visitors interact with the site, and whether there may be technical issues. This storage type doesn’t collect information that identifies a visitor. Round uses Google Analytics to collect information.

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3. Options for managing cookies

You can use your web browser settings to accept, refuse and delete cookies. To do this, follow the instructions provided by your browser (usually located within the 'Help', 'Tools' or 'Edit' settings).

Please note that if you set your browser to refuse cookies, you may not be able to use all the features of the Round website. To find out more information, you can visit www.allaboutcookies.org.

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4. Updates to this Policy

We may occasionally make changes to this Policy.
When we make material changes to this Policy, we'll provide you with prominent notice as appropriate under the circumstances. For example, we may display a prominent notice within the Spotify Services or send you an email or device notification.

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5. How to contact us?

If you have any questions regarding cookies or data privacy please email help@roundtreasury.com

Disclaimers:
Nothing on this site is a recommendation to invest. Round does not offer financial advice. If you are unsure about investing we encourage you to speak to a financial advisor. Your capital is at risk when investing.

Round Financial Limited (FRN: 995009) is an appointed representative of Wealthkernel Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 723719). Round Financial Limited is a company registered in England and Wales with company number 14609702. Registered office Laundry Studios, 2 Warburton Road, London, E8 3RT.

Round Financial Limited is an agent of Plaid Financial Limited, an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through Round as its agent.

Round acts as an Introducer to Insignis Asset Management Limited (Insignis Cash). Round receives a revenue share in return for introducing clients to Insignis Cash. Insignis Cash is a trading name of Insignis Asset Management Limited (Company number 09477376). Insignis Asset Management Limited is authorised by the Financial Conduct Authority under the Payment Service Regulations 2017 (813442) for the provision of payment services.

Keel Money Ltd. Ltd is an Electronic Money Institution authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN 1020783). Client funds are safeguarded in UK- or EEA-authorised credit institutions but are not protected by the Financial Services Compensation Scheme. Round Financial Limited is appointed under Regulation 33 of the EMRs to distribute and/or redeem electronic money on behalf of Keel Money Ltd. and is not itself authorised to issue electronic money or provide payment services. More details can be found in the Keel End-User T&Cs, which you must agree to before using any services provided by Keel Money Ltd..

* Rates quoted are the net daily yield from BlackRock ICS Sterling Liquidity Fund as of 13 November 2025. Performance shown as Annual Equivalent Rate (AER) — the annualised rate of return based on daily-compounded NAV growth, including BlackRock fees and Round fees. See pricing page for more details.

** Withdrawal requests must be made by 10:30am for funds to be in your account by the end of the day.

***Assuming your business is eligible for up to £120,000 FSCS protection. Balances over £120,000 per bank will not be protected across all your cash holdings. The Financial Services Compensation Scheme (FSCS) does not cover any e-money products or any products offered by Frost Money Ltd. E-money is not a deposit, savings or investment product and is therefore not protected by the FSCS.