Privacy Policy
We (also referred to as “We”, “Us” or “Our”) are committed to protecting your personal data and privacy.
This Privacy Policy explains how we collect and store the information you provide through the Oakworth Fundex website (the “website”).
These principles will be upheld:
- To ensure transparency in how we collect and process your personal information:
We want you to make informed decisions about how your personal data is used and processed. That’s why we created this website: it uses a range of methods and procedures to provide clear, relevant information on data handling.
If we determine that you require specific details, we will provide that information at the appropriate date and time.
We are happy to answer any questions you may have and clarify any legal limitations imposed by law. You can reach us via email at the address below: info@oakworth-fundex.com
- Personal data will be used solely for the purposes set out in the policy.
Personal Data may be processed by us for various purposes, such as providing the website to you, connecting you with third-party trading platforms (the 'Services'), enhancing and maintaining the site, protecting our rights and interests, facilitating the maintenance and provision of the Services, fulfilling any legal or regulatory obligations, and conducting administrative and business activities to support the delivery and use of the Services.
We also process personal data to better understand your needs and preferences.
- Use essential tools to safeguard your personal data rights:
To support you in exercising your rights, we offer comprehensive and accessible resources. Contact us at any time to request your personal data. We can amend or delete it, restrict its use for specific or general purposes, or transfer it to you or a third party. We will accommodate your requests.
- Protect your personal data:
While we cannot guarantee the absolute security of your personal data, we will continue to employ a range of methods and techniques to protect it.
Our privacy and security policy is comprehensive.
1. The Scope?
This policy outlines the types of personal data the company collects from individuals, how it processes and secures that data, and with whom it may share it.
This Policy relates to information concerning an identified or identifiable natural person. A natural person is deemed identifiable if they can be directly recognised, either alone or through the combination of additional information we hold or are able to access.
The Policy defines “processing” as any operation that involves collecting or using personal data. It includes the management, structuring and storage of personal data.
Our services are intended for a general audience and not for individuals under the age of 18. We do not knowingly collect or solicit personal information from anyone under 18, nor do we permit such individuals to access or use our services. If we become aware that we have inadvertently obtained any information about children, we will erase it as quickly as possible upon discovery.
2. What personal data do we hold about you?
If you access our services, channels or website, we collect personal data. In certain cases, we may request this data directly from you. Otherwise, we gather it by analysing how you use our services and channels or by obtaining information from our third-party partners.
3. Disclosure of personal information to the company is optional and carries no consequences.
However, you are not obliged to provide any personal data. In some instances, choosing not to do so may limit our ability to provide services or restrict access to the website.
4. What personal data do we collect? When you visit our website, we will gather the following personal information:
This encompasses details of your online activity log, traffic data (including IP address, date and time of access), the language settings you choose, software crash logs and error reports, your browser type, as well as information about the device you use to access our services. This information is not private and cannot be used to identify you.
Personal Data We receive from you: any personal data you voluntarily provide when you connect through us to a third-party online trading platform.
Personal information you provide to third-party platforms to facilitate transactions: this includes your full name, address, telephone number, and email address.
5. The legal basis and rationale for the processing of personal data
The company processes your personal data for the purposes outlined in this section and in accordance with the relevant legal basis.
The company cannot process your personal data without a valid legal basis. The legal grounds for processing your personal data are:
- You have consented to the processing of your personal data for one or more purposes. This applies when you submit personal information through the website, allowing us to transfer it to a third-party trading platform.
- The Company or a third party may require processing to pursue their legitimate interests. For example, this might include improving our services or defending legal claims.
- Processing must comply with legal obligations.
Contact us by email for more information on the processing required to safeguard the legitimate interests.
Below is a list of the reasons and legal grounds for using the personal data you provide to us.
To provide your personal information to third parties at your request in order to access digital trading
If you request it, we may collect personal data from you to share with third-party companies.
You have consented to the processing of your personal data for one or more purposes.
To address your requests, questions or concerns, we require personal data to assist you with enquiries about our services.
The company's legitimate interests and those of third parties must be processed.
Personal data is processed to comply with any administrative, judicial or statutory obligations.
Processing is required to comply with legal obligations.
Personal data may be used to enhance our services, including, among other things, any crash or malfunction reports we collect in relation to those services.
Processing is required to pursue the legitimate interests of the company or those of a third party.
Prevent Fraud and Misuse of Our Services
To meet the requirements of our services, we perform and manage various activities, including back-office functions, business development, strategic decision-making, oversight mechanisms, etc.
The company’s legitimate interests or those of a third party must be processed.
We employ diverse analytical techniques, including statistical methods, to support decision-making on various issues.
The company's legitimate interests and those of any third party must be processed.
To safeguard our assets, rights and interests, as well as those of third parties, we have developed HTML0 to establish and defend legal claims. Personal data may be processed by us in order to safeguard and enforce these rights, interests and assets—ours or those of third parties—in strict accordance with any and all applicable laws, regulations, agreements, terms, conditions or policies.
The legitimate interests of the company, or those of a third party, must be processed.
6. Transfer of Personal Data to Third Parties
The company may also share personal data, such as IP address information and user experience analyses, with third-party service providers that assist us with hosting and storage services.
You can request that we share certain personal data about you with third-party trading platforms. In such cases, we will transmit the personal data you have provided to these platforms. Please note that the use of your data is governed by their respective privacy policies, and it may be shared with multiple platforms.
The Company may share personal data with affiliated entities or business partners. This provides the necessary resources to enhance and improve the products and services the Company offers to its customers.
Where necessary to safeguard the rights of third parties or the Company’s assets, the Company is permitted to disclose personal data to regulatory, local or other official authorities.
We may also share your personal data with potential investors or buyers, or with lenders to the company or any other group entity, in the event of such a transaction (including the transfer or sale of the company’s or any group entity’s assets), or in connection with any merger, restructuring, consolidation or bankruptcy involving the company or any other group business.
7. Third-Party Cookies and Services
Third-party services, such as advertising providers or analytics companies, may be employed. These partners may also use cookies or other technologies.
Cookies are small text files placed on your device whenever you visit or use the website. They collect information about your preferences and browsing habits to enhance your experience, remember your settings and tailor products and services to your interests. Cookies are also employed for statistical and analytical purposes.
Some of the cookies we use are session cookies. These are temporarily stored on your device and expire when you close your browser. Other cookies are persistent cookies. These remain on your device for a set period after you close your browser. They help the website recognise you as a returning visitor and enable you to revisit the website more easily.
Types of cookies:
We may use them in accordance with their purpose:
Essential cookies are required
These cookies are essential for enabling the features you’ve requested and for navigating our website. They allow us to deliver the information, products and services you’ve asked for.
They enable your device to download and stream data. This allows you to navigate the website, use its features and revisit pages you’ve previously viewed.
Cookies collect personal data, including your username and last login date, to verify your logged-in status on the site.
Session cookies are removed when you close your web browser.
Functionality cookies
Cookies allow us to recognise you each time you visit our site and to save and recall your preferences.
They remain valid until the expiry date and are retained even after the browser is closed.
Cookies for performance
We use cookies to collect statistical data on our site’s performance and to enhance its functionality. They also enable us to carry out detailed analysis of our website.
Cookies store anonymous data that is not associated with any identifiable or identified natural person.
Session cookies are deleted when you close your browser. Persistent cookies remain valid indefinitely.
Cookies are blocked or removed
To prevent or remove cookies, adjust your browser settings. Below, you’ll find links to instructions for several of the most popular browsers.
- firefox
- Microsoft Edge
- Google Chrome
- safari
However, please be aware that some or all of the website’s features and functions may not work as expected if this occurs.
ONLINE TRACKING NOTICE
The Company retains your personal data for as long as necessary to fulfil the purposes described in this policy or for longer periods if permitted by applicable laws, regulations, policies or orders.
We will share your information with third-party trading platforms for 12 months. If you consent, we will extend this data sharing for an additional 12 months.
We regularly review all Personal Data we retain to confirm it is no longer needed.
9. Transfers of personal information to a third country or an international organisation
Your personal information may be transferred to other countries, which means your personal data could be sent to a third country (that is, a country other than your country of residence) or to international organisations or jurisdictions. The Company takes all necessary steps to safeguard the personal data you provide and ensures that all data users can assert their rights and access effective legal remedies.
These protections and safeguards are available to everyone residing in the EEA (European Economic Area).
- Transfer to a third country or international organisation deemed by the EU Commission to provide adequate protection for personal data in accordance with Article 45(3) of Regulation 2016/679 of the European Parliament and of the Council of 27 April 2016. (the “GDPR”)
- The transfer is made pursuant to a legally binding, enforceable agreement between public entities or authorities under Article 46 (2) (a).
- The transfer was carried out in accordance with the EU Commission’s Standard Contractual Clauses adopted under Article 46(2)(c) of the GDPR. These clauses can be viewed 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 details of the security measures it employs to protect your personal data when transferred to third countries or international organisations. Please send an email to info@wealthwaydigital.uk
10. Protection of Personal Data
We have implemented robust organisational and technical measures to protect personal data. These measures prevent accidental or unlawful destruction, loss or modification of personal data.
We cannot guarantee that your personal data will remain completely secure, nor can we be held liable for any intangible, incidental or consequential damages arising from its use or disclosure. This includes, but is not limited to, personal data being exposed due to transmission errors, unauthorised third-party access or any other cause beyond our control.
If compelled by law or by circumstances beyond our control, we may need to disclose your personal data to third parties, such as public authorities. In such circumstances, we cannot guarantee how these parties will safeguard your data.
It is not possible to transfer personal data online with complete security. The Company cannot guarantee the security of personal data you send to us via the Internet.
11. Links to third-party websites
Links to third-party sites and applications on our website are provided for information only. These platforms are not supervised by our company and operate independently. We are not responsible for how these sites or apps collect or process personal data. This Policy does not apply to any actions taken on such external platforms.
When considering whether to access or use any third-party websites or apps we recommend, please review their privacy policies prior to deciding to engage with those services. We also advise providing any personal data directly to them.
12. Changes to this Policy
This Policy may be updated at any time. If we update this policy, we will notify you of any changes by posting the updated policy on our website. In addition, when we make significant modifications to this policy, we will endeavour to inform you using the methods we consider most appropriate, and we will publish an announcement on our website. Unless explicitly stated otherwise, any amendments will become effective after the revised policy has been published.
13. Your rights regarding your personal information
You have the right to request that we verify the accuracy of any personal data we collect about you, correct any errors, and delete any personal data we no longer require. You may also restrict how we process your personal information.
If you reside in the EEA, please refer to this page:
You have rights concerning the personal data you provide. To exercise these rights, please email the address below.
Access rights
The Company can verify that any personal data processed about you is accurate. If so, you have the right to access your personal data.
The Company will supply an electronic copy of the personal data currently being processed and may charge a reasonable fee for further copies. The data will be provided electronically upon request.
The right to access personal data must not infringe on the rights and freedoms of others. If fulfilling a request would infringe on another person’s rights or freedoms, the company may refuse to comply or limit its fulfilment.
Right to rectification
The Company may rectify any inaccurate personal data. You have the right to request that any insufficient personal data concerning you be corrected, taking into account the purpose of processing.
Right to Erasure
The following reasons apply: (a) Personal data are no longer needed for the purpose for which they were collected or processed; (b) You withdraw consent and there is no other legal basis for processing; (c) You object at any time, for reasons specific to your situation, to the processing of personal data based on legitimate interests pursued by us or a third party; (d) Personal data have been processed unlawfully; (e) Personal data must be erased to fulfil the company’s legal obligations.
This right does not apply when processing is necessary (a) to fulfil a legal obligation under European Union or member state law; or (b) to establish, exercise or defend legal rights.
Processing restrictions
If you have concerns about the accuracy of your personal data, you may ask the company to limit its processing.
If you request that your personal data be restricted, such data may only be retained with your consent; to create, exercise, or defend legal rights; to protect the rights of another individual; or where its retention is necessary for reasons of significant public interest within the European Union or a member state.
Right to Data Portability
If the processing is automated and relies on your consent or a contract you are party to, you have the legal right to access and review the personal data you have provided to the company.
You are entitled 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. Furthermore, the right to data transfer must not infringe on the rights or freedoms of any other individual.
Right to challenge
You have the right to object at any time to our or a third party’s processing of your personal data based on legitimate interests. This right is not limited to profiling carried out on that basis. However, if we can demonstrate compelling legitimate grounds for processing your personal data, we may continue unless you can show that your rights, freedoms or interests, or the establishment, exercise or defence of legal claims, override those grounds.
With regard to direct marketing, you have the right at any time to object to the processing of your personal data.
Right to Withhold Consent
You may withdraw your consent to our processing of your personal data at any time. This will not alter the legality or lawfulness of any processing performed based on your consent before its withdrawal.
You have the right to lodge a complaint with your supervisory authority.
You may lodge an appeal with the supervisory authority established by an EU member state to safeguard individuals’ fundamental rights in the processing of personal data across the European Union.
European Union and Member State laws may restrict your rights concerning personal data, as detailed in Section 13.
We will provide you with the requested information under section 13 of this agreement within one month of receiving your request. This timeframe may be extended by up to two months if necessary, depending on the nature and volume of requests. We will notify you of any extension and its reasons within the initial one-month period.
Unless it conflicts with section 13 of the law, any information you request under your rights in section 13 will be provided free of charge. If a request is unjustified, excessive or repeated, we may charge a reasonable fee to cover the administrative expenses of supplying the information or carrying out the requested action. We may also decline to act.
If we have any doubts about the identity of the person making the request, the company may ask for additional information.