Privacy Policy

Your Privacy Matters: How Wealthvale Protects Your Personal Information

Effective Date: 1 January 2025 | Last Updated: 26 November 2024

1. Overview

This Privacy Policy describes how Wealthvale gathers, employs, stores, and shares personal details when you interact with our website and services in the UK. Contact: [email protected].

2. What we collect

We may gather identity and contact information, account and verification records, technical data (IP address, device type, browser, logs), usage statistics, and any messages you send us. Certain technical information may not personally identify you.

3. How we use information

We apply data to deliver and secure the services, confirm user identities, meet legal obligations (including AML/CTF rules where relevant), enhance the platform, send service communications, prevent fraud, and deliver marketing only where lawful. We rely on consent, contractual necessity, legal requirements, and legitimate interests as appropriate.

4. Sharing and international transfers

We may share data with contracted service providers, professional advisors, regulators when legally required, partners you request us to contact, and any successor entity during a business transfer. Data may be processed outside the UK; where necessary we apply suitable safeguards.

5. Cookies and analytics

We utilise cookies and comparable technologies as outlined in our Cookies Policy. You manage cookies through your browser; blocking some may impact functionality.

6. Retention, security, and links

We keep information only as long as required for the stated purposes and legal compliance, after which we delete or anonymise it where feasible. We implement reasonable security steps but cannot guarantee absolute protection. Linked third-party websites maintain their own privacy rules.

7. Your rights and updates

Subject to applicable law, you may request access, correction, deletion, restriction, or data portability, and object to specific processing. You can raise concerns with the ICO (UK) or your local authority as relevant. We may revise this Policy by posting updates on the website.




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