Privacy Policy
We are committed to protecting your personal information and respecting your privacy.
This Privacy Policy explains how we collect and store the information you provide through Novionis Patrimonix.
These principles will be upheld:
- To be transparent about how we collect and process your personal information:
We believe you should have the information you need to make informed decisions about how your personal data is used and processed. That's why we've designed our website to be transparent. We use various methods and procedures to keep you informed about data usage and your privacy rights.
If we determine that you need specific information, we'll provide it to you at the appropriate time.
We're happy to answer any questions and provide clarifications regarding legal limitations that may apply. Please reach out to us by email at info@novionis-patrimonix.com.
- Your personal data will only be used for the purposes outlined in our privacy policy.
We may process your personal data for various purposes, including providing our website and Services, connecting you with third-party trading platforms, enhancing the site, protecting our rights and interests, maintaining and delivering the services, meeting regulatory and legal requirements, and conducting administrative and business activities necessary for service delivery and use.
We also process your personal data to better understand your preferences and needs.
- To access important tools that protect your personal data rights:
To help you exercise your rights, we have substantial resources available. Contact us at any time to request access to your personal data. We can modify or delete it, cease using it for specific or general purposes, or transfer it to you or a third party. We're committed to accommodating your requests.
- Protect Your Personal Information
While we cannot guarantee absolute security of your personal data, we're committed to implementing comprehensive security measures and best practices to protect your information.
Our privacy and security policy is comprehensive and up to date.
1. The Scope?
This policy outlines the types of personal data {site_name} collects from individuals, and details how we process, share, and secure that information.
This Policy applies to information about identified or identifiable individuals. An identifiable person is someone who can be recognized either directly or through a combination of additional information we possess or can access.
The Policy defines "processing" as any activity involving the collection or use of personal data, including its management, organization, and storage.
Our services are intended for general audiences and are not designed for individuals under 18 years old. We do not knowingly collect information from anyone under 18, nor do we permit such individuals to use our services. If we become aware of any information about minors, we will remove it promptly.
What Personal Data Do We Collect About You?
When you access our services, channels, or website, we collect personal data. We may request your personal data directly in certain cases, or we may gather it by analyzing how you use our services and channels, or by receiving information from our third-party partners.
3. There is no requirement to disclose personal information to the company, and you won't face any consequences for doing so.
While you're not required to provide personal data, certain information may be necessary for us to deliver our services or enable access to the website. Without it, we may be unable to assist you effectively.
4. What personal data do we collect? When you visit our website, we gather the following personal information:
This includes information about your online activity log, traffic data (including your IP address, access date and time, and language preferences), software crash logs, browser type, and device information. This collected information is not personally identifiable and cannot be used to identify you.
Personal data you provide to us: Any personal information you choose to share when you connect with a third-party online trading platform through our service.
Personal information you provide to third-party trading platforms: this includes your full name, address, phone number, and email address.
5. Legal Basis and Reasons for Processing Personal Data
Your personal data is processed by the company in accordance with the purposes outlined in this section and the applicable legal basis.
Without a legal basis, the company cannot process your personal data. The following are the legal grounds that allow the company to process your personal information:
- You've consented to the processing of your personal data for one or more purposes. This occurs when you submit personal information through the website so we can transfer it to a third-party trading platform.
- The Company or a Third Party may need to process your information to pursue their legitimate interests, such as improving our services or defending legal claims.
- Processing must comply with legal requirements.
Reach out to us by email for more information about the steps we take to protect legitimate interests.
Below is a list of reasons and legal grounds we may use the information you provide to us. Personal data.
To share your personal information with third parties at your request to access digital trading services
We may request personal information from you to share with third-party companies if needed.
You've consented to the processing of your personal data for one or more purposes.
To address your requests, questions, and concerns, we need to collect some personal data so we can properly assist you with any questions about our services.
We need to process personal information based on the legitimate interests of the company or a third party.
We process your personal data to comply with applicable legal obligations and to meet administrative, judicial, or regulatory requirements.
To meet our legal obligations, we must process your information.
To enhance our services, we may use your personal data, including crash reports and malfunction information related to the platform.
We must process personal information to serve the legitimate interests of the company or a third party.
Protecting Against Fraud and Misuse of Our Services
To carry out and manage activities that align with our service requirements, including back-office operations, business development, strategic planning, and oversight functions.
The company or a third party may need to process personal information to pursue legitimate business interests.
To make informed decisions on various matters, we use a range of analytical techniques, including statistical analysis methods.
We need to process personal information based on the legitimate interests of our company or a third party.
To protect our assets, rights, and interests—as well as those of third parties—we process personal data to establish and defend legal claims in accordance with applicable laws, regulations, and agreements.
We need to process personal information to serve the legitimate interests of the company or a third party.
6. Transfer of Personal Data to Third Parties
We may share your personal data with third-party service providers, such as hosting and storage providers, to support our operations. This includes IP address information and user experience analytics.
You can request that we share your personal data with third-party trading platforms. When you do, we'll provide your information to those platforms in accordance with their respective privacy policies. Please note that your personal data may be shared with multiple trading platforms.
We may share your personal data with affiliated entities and business partners to help us enhance our products and services for you.
In cases where it's necessary to protect third-party rights or assets, the Company may disclose personal data to regulatory bodies, local authorities, or other official agencies.
We may share your personal data with potential investors, buyers, or lenders to our company or affiliated entities in connection with any transaction, including asset transfers, sales, mergers, restructuring, consolidation, or bankruptcy proceedings involving our company or any group company.
7. Third-Party Cookies and Services
We may use third-party services, such as advertising and analytics providers, which may use cookies and similar technologies on our website.
Cookies are small text files stored on your device when you visit our website. We use them to understand your preferences and browsing habits, personalize your experience, remember your settings, and gather analytics to improve our services.
Some cookies we use are session cookies, which are temporarily stored on your device and deleted when you close your browser. Others are persistent cookies, which remain on your device after you close your browser. Persistent cookies help us recognize you as a returning user and enhance your experience when you visit the website again.
Types of cookies:
They may be used by us based on their intended purpose:
Cookies are essential for this website to function properly
These cookies are essential for accessing the features and services you've requested and for navigating our website. We use them to deliver the information, products, and services you've asked for.
They're required for your device to download and stream data, allowing you to navigate the website, use its features, and return to pages you've previously visited.
Cookies collect personal information, such as your username and last login date, to confirm that you're logged in to the site.
They are automatically deleted when you close your web browser (session cookies).
Functionality cookies
Cookies help us recognize you when you visit our site and remember your preferences.
They remain valid until the expiration date and persist even after you close your browser.
Cookies for performance
We use cookies to collect performance data and analytics, which helps us improve your experience on our website.
Cookies store anonymous data that is not associated with any identifiable person.
They can be removed when you close your browser. Other cookies remain valid indefinitely.
Cookies are blocked or removed
To manage or disable cookies, adjust your browser's settings. Below are links to help you with the most popular browsers.
- firefox
- Microsoft Edge
- Google Chrome
- safari
Please note that certain features or the entire website may not function as expected if this occurs.
ONLINE TRACKING NOTICE
The Company retains your personal data for as long as necessary to fulfill the purposes outlined in this policy, or for longer periods as required by applicable laws, regulations, and court orders.
We'll share your information with third-party trading platforms for 12 months. If you consent, we'll continue sharing your data for an additional 12-month period.
We regularly review the Personal Data we retain to ensure it's no longer necessary.
9. Transfers of Personal Information to Third-Party Countries or International Organizations
Your personal information may be transferred to other countries or to international organizations. When your personal data is transmitted to a third country outside your country of residence, {site_name} takes all necessary steps to protect it and ensure you can exercise your rights and access effective legal remedies.
These protections and safeguards are available to all residents of the EEA (European Economic Area).
- Transfer to a third country or international organisation that the EU Commission has determined provides adequate protection for personal data transfers under Article 45(3) of Regulation 2016/679 of the European Parliament and Council of 27 April 2016 (the "GDPR").
- The transfer is made pursuant to a legally binding and enforceable agreement between public entities or authorities under Article 46(2)(a).
- The transfer was completed in accordance with the Standard Contractual Clauses approved by the EU Commission under Article 46(2)(c) of the GDPR. You can review the EU Commission's approved clauses at https://ec.europa.eu/info/law/law-topic/data-protection/data-transfers-outside-eu/model-contracts-transfer-personal-data-third-countries_en.
The Company can provide detailed information about the security measures it uses to protect your personal data when transferred to third-party countries or international organizations. Contact us at info@wealthwaydigital.uk for more details.
10. Personal Data Security
We've implemented appropriate organizational and technical safeguards to protect your personal data, including measures to prevent accidental or unlawful destruction, loss, or alteration.
We cannot guarantee that your personal data will remain completely secure or error-free. We are not responsible for any indirect, incidental, or consequential damages that may result from the use or disclosure of your personal data, including those caused by transmission errors, unauthorized third-party access, or other circumstances beyond our control.
In certain situations, we may be required by law or circumstances beyond our control to share your personal data with third parties, including public authorities. We cannot guarantee the security measures that these third parties apply to your information in such cases.
While we take steps to protect your information, personal data transmitted over the internet cannot be guaranteed completely secure. {site_name} cannot ensure the absolute security of any personal information you send to us online.
11. Links to Third-Party Websites
The website contains links to third-party sites and applications that operate independently of our company. We are not responsible for how these external platforms collect or process your personal data. Our privacy policy does not apply to activities conducted through these third-party sites or applications.
Before accessing any third-party websites or applications we recommend, please review their privacy policies. We also encourage you to carefully consider what personal information you share with them.
12. Changes to This Policy
This Policy may be updated at any time. When we make changes, we'll notify you by posting the updated policy on our website. For significant modifications, we'll also attempt to inform you through appropriate channels and publish an announcement on our website. Unless otherwise specified, amendments become effective upon publication of the revised policy.
Your Rights Regarding Your Personal Information
You have the right to request verification that we're collecting accurate personal data about you, to correct any errors, and to delete personal data we no longer need. You may also limit how we process your personal information.
If you're a resident of the EEA, please see this page:
You have rights regarding the personal data you provide to us. To exercise these rights, please send an email to the address below.
Access rights
The Company can verify that your personal data is being processed accurately. You have the right to access your personal data.
The Company can provide an electronic copy of your personal data at no charge. A reasonable fee may apply for additional copies requested. Data will be delivered in electronic format upon request.
The right to access personal data must not conflict with the rights and freedoms of others. If fulfilling a request would harm another person's rights or freedoms, the company may refuse the request or limit its ability to comply.
Right to rectification
The Company may correct inaccurate personal information in our records. You have the right to request that any incomplete or incorrect personal data be corrected, taking into account the purpose for which it was collected.
Right to Erasure
You have the right to request deletion of your personal data for the following reasons: (a) the data is no longer needed for its original purpose; (b) you withdraw consent and no other legal basis exists for processing; (c) you object to processing based on legitimate interests at any time, for reasons specific to your situation; (d) the data is being processed unlawfully; or (e) the company is required by law to delete the data.
This right does not apply if the processing is necessary to (a) comply with a legal obligation required under European Union or member state law, or (b) establish, exercise, or defend legal claims.
Processing restrictions
If you have concerns about the accuracy of your personal data, you can request that the company limit how your information is processed.
If you request that your personal data be restricted, we may only retain it with your consent or to establish, exercise, or defend legal rights—either yours or those of another individual—or when required by law due to a matter of significant public interest within the European Union or a member state.
Your Right to Data Portability
If an automated system processes your personal data based on your consent or a contract you're party to, you have the legal right to review the personal information you've provided to the company.
You have the right to request that your personal data be transferred directly from the company to another controller, where technically feasible. Exercising your right to data portability does not affect your right to erasure. Your right to data portability also does not interfere with the rights or freedoms of others.
Right to challenge
You have the right to object at any time to our use of your personal data based on legitimate interests pursued by us or a third party. This includes objections to profiling based on such interests. If we can demonstrate compelling legitimate grounds for processing your personal data, we may continue to do so unless you can show that your rights, freedoms, or interests outweigh those grounds, or unless the processing is necessary for establishing, exercising, or defending legal claims.
You have the right to opt out of direct marketing at any time and request that we stop processing your personal data for this purpose.
Right to Refuse Consent
You may revoke your consent for us to process your personal data at any time. This will not affect the legality of any processing that occurred based on your consent before you withdrew it.
You have the right to file a complaint with your regulatory authority.
You have the right to lodge a complaint with a supervisory authority in your member state that is responsible for protecting fundamental rights related to personal data processing in the European Union.
The laws of the European Union and its Member States may restrict your rights regarding your personal data, as outlined in Section 13.
We'll provide the requested information in accordance with your rights under section 13 of this agreement within one month of receiving your request. If necessary, we may extend this timeframe to up to two months, depending on the complexity of your request and our current volume. We'll notify you of any extension and the reasons within one month of receiving your request.
Under section 13 of applicable law, we'll provide the information you request at no charge, unless your request is unjustified or excessive, particularly if repeated. In such cases, we may charge a reasonable fee to cover our administrative costs. We also reserve the right to decline requests that fall outside these guidelines.
If we have doubts about the identity of the person making the request, the company may ask for additional information to verify your identity.