Privacy Policy Last revised: 24 February 2024
We (Us), (Our) safeguard your personal information. This Policy clarifies what we gather about visitors and users of Wealthvale (the Website), why we employ it, and your options. Contact: [email protected].
Our promises
The aim is to stay transparent regarding gathering and handling; employ information only for the purposes described here; assist you in exercising privacy rights where legislation permits; and apply suitable technical and organisational steps to protect information, while acknowledging that no online service achieves perfect security.
Coverage and definitions
(Personal Data) refers to information connected to an identified or identifiable individual. (Processing) includes gathering, storing, employing, sharing and removing information. The Website is not meant for individuals below 18 years of age. If information connected to a minor is recognised such information may be removed according to applicable requirements.
What we gather
When you use the Website or Services we may gather technical information (such as IP address, device and browser type, pages viewed, timestamps and crash logs) and information you voluntarily supply (for instance name, email and phone when you request connection to a third-party trading platform). Certain technical information may not identify you.
You are not required to supply Personal Data yet without it we may be unable to link you with partners or supply certain features.
Goals and legal foundations
We process Personal Data to run the Website, answer enquiries, link you with third-party platforms at your request, meet legal obligations, secure our services, improve performance and analytics in our legitimate interests, and defend our legal rights. Depending on the activity we rely on your consent, legitimate interests and/or legal obligation as applicable.
| Typical goal | Typical legal foundation | |
| 1 | Forward your details to a third-party platform you ask us to contact | Consent / steps prior to a contract at your request |
| 2 | Support, security, fraud prevention, analytics, and business administration | Legitimate interests and/or legal obligation |
Sharing and international transfers
We may share information with service providers who host, analyse or support the Website under confidentiality obligations; with third-party trading platforms when you request an introduction; with professional advisers; with authorities if required by law; and with a successor in a merger or asset sale. Information may be processed outside your country; where required we use appropriate safeguards such as standard contractual clauses or other mechanisms recognised by applicable law.
Cookies and similar technologies
We and partners may use cookies and similar tools for essential operation, preferences, analytics and marketing where permitted. You can control cookies in your browser settings; blocking some cookies may affect functionality. This service does not respond to Do-Not-Track signals.
| Type | Purpose |
| Strictly necessary | Security, session, and core site features. |
| Functional / performance | Remember choices and measure aggregated usage to improve the Website. |
Retention
We keep Personal Data only for the time needed for the goals above and to meet legal, accounting or reporting requirements then remove or anonymise it where possible. Introductions to partners may be managed under separate partner retention rules disclosed by them.
Security and third-party sites
We apply reasonable safeguards yet transmission over the internet is never completely risk-free. The Website may link to third-party sites; their practices are governed by their own policies not this Policy.
Your rights
According to local law you may request access, correction, deletion, restriction, portability or objection to certain processing as well as withdraw consent if processing relies on consent. Please contact us at [email protected] to exercise your rights.
Changes
We may update this Policy by posting a new version on the Website. Material changes may also receive communication where appropriate. Continued use after updates constitutes notice of the changes where the law allows.