Privacy Policy

Protecting your personal data and assets is our highest priority. We’re fully committed to keeping them secure.

Vertex Finviora collects and retains information necessary for your trading activity on our official website and trading platform. How we collect and store this data is explained in the Privacy Policy below.

Our policy is based on the following principles:

• To ensure complete transparency about our practices for collecting and storing your personal information:

Our aim is to ensure you understand how we collect and process your data, so you can make informed decisions. We follow clear guidelines and processes for handling information on this official website. Our policy explains the specific methods we use, giving you transparent and practical details about how your data is used. You’re in the driver’s seat.

We’ll provide timely updates whenever we determine you need to be informed. Transparency is at the heart of how we operate.

Our experienced team is on hand to answer any questions about our processes, including how it works and our obligations under Australia law. You can contact us at: info@vertex-finviora.com

• We will not use personal data for any purpose other than as outlined in our Privacy Policy.

We may process personal data for the purposes outlined below, including to ensure the proper operation of Vertex Finviora services and to connect trader-members with third-party trading platforms. We may also process data to maintain and improve the functions and services of our official website, protect our rights, and comply with regulatory or other legal obligations. In addition, where necessary, we process personal data to deliver administrative and other business functions related to the Services provided to you, the client.

To provide services tailored to your preferences and needs, Vertex Finviora processes personal data.

• To access and use essential tools that protect your personal data and safeguard your rights:

You can contact us at any time to access your personal information. We can also update or delete it on request. If needed, we can arrange to transfer your data to you or to a nominated third party. We offer these services to help you exercise your rights to privacy and control.

• Safeguard your personal information:

We use bank‑grade security measures across our systems. While no solution can provide a 100% guarantee, we continually upgrade our defences and reinforce the safeguards we have in place.

We maintain a detailed, comprehensive privacy policy and enterprise-grade security systems.

1. The Scope?

This policy sets out our procedures for collecting, processing, and sharing personal data relating to natural persons.

The terms of our policy apply to all individuals who are identified or reasonably identifiable. This specifically includes any natural person who can be, or has been, identified in connection with data entrusted to us or data we can access and/or combine.

Data processing, as defined in the Privacy Policy, refers specifically to the storage, management, and organisation of personal data.

We do not collect, and do not intend to collect, any information about individuals under 18 years of age. We also do not permit anyone under 18 to use our platform for any purpose. If we become aware of a user or any data relating to a person under 18, we will delete that information immediately.

2. What personal information do we hold?

When you register with us, we collect the personal information required to enable you to use our services. Where needed, we may also request additional details to verify ownership of your account, for example. To maintain and improve service quality, we collect and analyse data about how you use our platform and the services of our third-party partners.

3. You are under no obligation to provide the company with your personal information.

Although you are not obliged to provide your data, choosing not to may limit the services we can offer. It may also restrict your access to our platform.

4. What personal information do we collect? When you visit our website, we may collect the following personal information:

We do not collect information that can personally identify you. We may, however, record non-identifying details such as your account activity, the IP address used, and the date and time you access our official website or services. For maintenance, security and customer support, we retain system crash reports, browser details, and the type of device used to access your account. We also record the language settings associated with your account.

Regarding personal data collection, we only collect and retain the information you consent to provide when you connect, via our service, with a third‑party trading platform.

The personal data you may have provided to third-party platforms includes your full name, residential address, phone number, and email address.

5. Why does the company need my personal information, and is it legal for them to collect it?

We collect, store, and process your personal information solely for the purposes set out in this Policy. All such use and processing complies with applicable laws in Australia.

The company will only handle, process, or transmit your data in accordance with applicable laws in Australia. The following legal bases apply:

• You consent to the company storing and processing your personal information. By submitting your details to us, including via our official website, you authorise us to transfer that information to the relevant third-party trading platform. You also agree that your personal information may be processed for one or more specified purposes.
• To improve our services, establish or defend legal claims, pursue legitimate interests, and for other related purposes, the company may be required to store and process your personal data.
• Data processing is necessary to comply with legal requirements.

If you’d like to learn more about the data processing the company is required to undertake, please contact us by email.

Below you will find a list outlining how we may use your personal data and the legal grounds that allow us to do so.

6. Disclosure of Personal Data to Third Parties

To store and process IP addresses, conduct user surveys and analytics, and provide related services, the company may share anonymised personal information with third-party service providers.

At your request, we will share certain personal information you provide with third-party services. In such cases, your data will be handled in accordance with those companies’ privacy policies. This may include multiple online trading platforms.

To better serve our clients and continually improve our services, the company may share personal information with its affiliates and partner companies.

Where required by law, or to safeguard the company’s rights and assets and those of our third-party partners, we may share data with relevant legal or regulatory authorities.

In the event of a significant business transaction—such as the sale of the company, raising investment, or obtaining a loan—we may share relevant data in a lawful and appropriate manner. This may also occur in connection with any merger, restructuring, consolidation, or bankruptcy, as required by law.

7. Use of Cookies and Third-Party Services

For site analytics and, in collaboration with advertising partners, we may use cookies and similar technologies in accordance with applicable laws and standard practice.

Cookies are small data files stored on your device when you visit our official website. We use them to gather information about your browsing behaviour and preferences, so we can personalise and enhance your experience. Cookies help us remember your settings and tailor our service offerings accordingly. They are also used for site analytics and to compile statistics for strategic planning.

There are two main types of cookies used on our official website. Session cookies are stored only for the duration of your visit and are deleted when you close your browser. Persistent cookies remain in your browser after your session ends, enabling the site to recognise you when you return and helping to streamline your experience.

Types of cookies:

Cookies may be used where necessary, in line with their intended purpose:

Cookies are blocked or have been deleted

If you’d like to delete or block cookies, you’ll need to do this through your browser settings. Follow the links below for step-by-step instructions for the most popular browsers.

• firefox
• Microsoft Edge
• Google Chrome
• safari

Blocking cookies may prevent some site functions and features from working as intended.

ONLINE TRACKING NOTICE

Your personal data will be retained for as long as necessary to carry out the operations described in this policy. It may be kept for a longer period where required by local laws and regulations or under our company policies.

Your personal data will only be shared, at your request and discretion, with third-party trading platforms for 12 months. Upon expiry of that 12-month period, and with your consent, we will continue sharing the data for a further 12 months.

As part of our operations, we regularly review all personal data to determine whether it remains necessary.

9. Transfers of personal data to third countries or international organisations

Where necessary to provide our services and/or for security reasons, we may transfer personal data to third countries (countries other than your own) and to international organisations, applying comprehensive security protocols at all times. We maintain the highest possible data protection standards to safeguard your information and ensure you can access legal rights and remedies in all cases.

Residents of the European Economic Area (EEA) are protected under applicable data protection laws and safeguards.

• All data transfers are carried out within the EU’s legal jurisdiction and competence, in accordance with the standard data protection safeguards set out in Article 45(3) of Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (“GDPR”)
• All data transfers between public entities or authorities are carried out in accordance with Article 46(2). These transfers are governed by a legally binding and enforceable agreement.
• Data transfers are carried out in accordance with the European Commission’s Standard Contractual Clauses under Article 46(2)(c) of the GDPR. You can review the Clauses on the European Commission’s official website at https://ec.europa.eu/info/law/law-topic/data-protection/data-transfers-outside-eu/model-contracts-transfer-personal-data-third-countries_en.

If you would like more information about the specific security measures the company uses to protect your personal data during third-country transfers, please email your request to info@wealthwaydigital.uk

10. Protection of Personal Data

Personal data is safeguarded using the highest level of technical and organisational measures, aligned with industry best practices. These measures help prevent the unlawful or accidental destruction, loss, or alteration of that data.

While we apply the highest level of care and follow gold standard procedures for data protection as required by law, we cannot guarantee that your personal data will always be entirely free from error. Accordingly, we cannot be held liable for any disclosure of personal data, or for incidental, intangible, or consequential loss or damage arising from such events. This includes circumstances beyond our control, such as errors in transmission, unauthorised access by third parties, or any other similar cause.

If we receive a legally binding request from regulators or other lawful authorities, we may be required to disclose your personal information to them. Once disclosed under a legal obligation, we cannot control how those authorities handle, store, or protect your information.

Information sent over the internet, including personal data, may be intercepted and is not completely secure. The Company cannot guarantee the security of any data transmitted online.

11. Links to third-party websites

On this website you may find links to third-party applications and websites. Please note that these services are independent of our company, are not our affiliates, and are not under our control, and our privacy policy does not apply to them. Each provider has its own policies and procedures for collecting and processing personal data, and we are not responsible for their practices or content. Before using them, review the terms and privacy information on the relevant official website. Access and use these links at your own discretion.

Always review the privacy policy of any company or service on their official website before submitting any personal information. Ensure their data collection, use, and processing practices align with your preferences and priorities. Any information you choose to share should be provided directly to the service provider.

12. Policy Amendments

We may update or amend this policy at any time. We will notify you of any changes via our official website and other appropriate channels. The updated version of this Privacy Policy will be posted on the website and will take effect immediately upon publication, unless stated otherwise.

13. Your rights over your personal data

You have full control and the final say over how your personal data is used, including the right to verify its accuracy, correct errors, and delete it or restrict the scope and nature of our data processing.

This page contains information relevant to EEA residents:

Your personal data is protected by the rights described herein. You can immediately exercise these rights by sending an email to the address below.

Accessing Your Rights

If the personal data you have provided to us is accurate, you may access it at any time. Any of your personal data that we process is accessible to us and therefore verifiable.

You can request access to your personal data at any time for verification, and we will provide it in electronic format. If you request additional copies of the personal data we process, beyond the first copy provided, we may charge a reasonable fee.

Rights provided under the law and in our Privacy Policy must not infringe the rights of others. The company may refuse or restrict access to personal information if granting access would compromise the rights or freedoms of other individuals.

Right to Rectify Errors

Any errors in your personal data—whether omissions or incorrect details—may be corrected by you or by the Company to ensure it is processed properly.

Erasure Rights

You have the right to request the deletion of your personal data in the following circumstances: 1) if your personal data has been processed without your consent or outside lawful grounds; 2) if you ask us to remove it and the Company has no legal obligation to retain it; 3) if you no longer consent to any further processing by us, even where such processing is lawful and based on our or a third-party provider’s legitimate interests; and 4) if we are required by law to delete your data.

The right to deletion may be overridden by legal obligations imposed by the EU or any member state’s law. Similarly, we may retain data where it is necessary for the establishment, exercise, or defence against legal claims.

Right to Restrict Data Processing

You may request that we restrict the processing of your personal information if you believe it is inaccurate.

If you request that the use of your personal data be restricted, we will delete it except in the following cases: 1) where EU or Member State law requires us to retain it; 2) with your consent, where retention is necessary to establish, exercise, or defend legal claims; 3) where retention is needed to protect the rights of another natural person.

Your Right to Data Portability

You have the right to access and review any personal data you have provided if you have consented, by any means, to its collection and to processing performed by automated systems.

You may request that we transfer your personal data to another company or organisation, where technically feasible. This does not affect your right to have your data deleted. This right cannot be exercised where doing so would infringe upon the rights or freedoms of another natural person.

Right to object to the processing of your data

Even where the Company relies on our legitimate interests, or those of a third-party service provider, you have the right to object to the processing and request that it stop. This right does not apply where there are compelling legal grounds to continue, including to establish, exercise, or defend legal claims. In such cases, we may continue processing your personal data.

You may, at any time, request that your personal data not be processed for direct marketing purposes.

Your Right to Withdraw or Decline Consent

You may withdraw your consent to our processing of your personal information at any time and, where possible, we will apply it immediately. This does not apply retroactively to any processing undertaken before you withdrew your consent.

If you are unhappy for any reason, you have the right to lodge a complaint with the relevant legal, regulatory, or other supervisory authority.

If you believe your rights and freedoms have been infringed in relation to the processing of your personal data, EU Member States have established regulatory and supervisory authorities to handle such matters. You may lodge a complaint with these authorities at your discretion.

Section 13 sets out the circumstances in which your rights in relation to your personal data may be limited under European Union law or the laws of its Member States.

Once we receive your request about your personal data and how it is processed, we will provide access to the information you have asked for, as set out in Section 13 of this policy. We may extend this timeframe by up to two months, depending on the volume of requests and the nature of your request. If an extension is required, we will notify you within one month of receiving your request.

Unless prohibited by law or by Section 13, we will provide the requested information to you electronically at no cost. We may charge a reasonable fee, or decline to act on a request, where it is considered vexatious, excessive, or repetitive.

We reserve the right to request further proof of identity if we have reasonable doubts about the identity of the person requesting personal data, for data protection and security purposes.