Privacy Policy
Last updated: March 2024
1. Introduction
WealthPro ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our services.
2. Information We Collect
We collect various types of information, including:
- Personal identification information (name, email, phone number)
- Financial information and investment preferences
- Transaction history and account details
- Device and usage information when you visit our website
- Communications and correspondence with us
3. How We Use Your Information
We use your information to:
- Provide and improve our wealth management services
- Process your transactions and maintain your account
- Send you important updates and notifications
- Comply with legal and regulatory requirements
- Prevent fraud and enhance security
4. Information Sharing
We may share your information with:
- Financial institutions and service providers
- Regulatory authorities and law enforcement
- Professional advisors and consultants
- Third-party service providers who assist in our operations
5. Data Security
We implement robust security measures to protect your information, including:
- Encryption of sensitive data
- Regular security assessments
- Access controls and authentication procedures
- Employee training on data protection
6. Your Rights
Under UK data protection law, you have rights including:
- The right to access your personal data
- The right to rectification
- The right to erasure
- The right to restrict processing
- The right to data portability
7. Cookie Policy
We use cookies and similar technologies to enhance your experience on our website. You can control cookie preferences through your browser settings.
8. International Data Transfers
We may transfer your data to countries outside the UK and European Economic Area (EEA). When we do, we ensure appropriate safeguards are in place to protect your information.
9. Changes to Privacy Policy
We may update this Privacy Policy periodically. We will notify you of any material changes through our website or direct communication.
10. Contact Information
For privacy-related inquiries, please contact us at:
Email: [email protected]
Phone: +44 20 7250 1300
Address: 89 Charterhouse St, Barbican, London EC1M 6HR