Privacy Policy

Last Updated: December 1, 2024

Introduction

At Wealth Growth Management, we fully understand how important it is to protect our clients’ personal information. This document sets out our Privacy Policy commitment in respect to the information that we hold about our clients and what we do with such information. We recognize that any personal information we collect about the client will only be used for the purposes we have collected it for, or as allowed under the applicable acts of legislation. This Privacy Policy is a unified policy for the investment firms providing services under the Wealth Growth Management trademark, belonging to the Wealth Management & Growth Limited consolidation group.

Wealth Growth Management respects the privacy of any user that accesses its websites, and we are committed to taking all reasonable steps in order to safeguard information related to any existing or prospective clients, applicants, or visitors. Before submitting any personal data, a person should examine these terms and only continue by agreeing with the Privacy Policy’s principles regarding data transfer, storage, and processing.

1. Key Definitions

Client

Means any natural or legal person who has entered into a client relationship with Wealth Growth Management and is actively using, or has used, the services of Wealth Growth Management until the termination of the client relationship. A prospective client is a natural or legal person who intends to use the services of Wealth Growth Management and has made the initial registration for such use of services via the Trader’s Room (without concluding the client relationship).

Client Data

Means information that is known to Wealth Growth Management about the client and that is processed by Wealth Growth Management. When this document refers to ‘personal information’, it means information from which the client’s identity is reasonably apparent.

Data Processing

Means any action that is performed with the client data, including gathering, recording, structuring, safe keeping, changing, forwarding, deleting, archiving, etc.

2. Categories of Client Data

We collect various categories of personal information, including:

Identification data – such as name, date of birth, personal identification code, and data regarding identification documents.
Contact data – such as physical address, email address, telephone number, and language of communication.
Financial data – such as income, assets, and liabilities, collected to understand the client’s resources and trading activity.
Professional data – such as educational and employment details.
Data about tax residency – such as country of residence, tax identification number, and citizenship.
Trading and account data – including transaction history, account balances, and trading preferences.
Communication data – including correspondence records and customer service interactions.
Technical data – such as IP address, login data, and platform usage information.

3. Purposes of Data Collection

Legal and Regulatory Compliance: To comply with our legal obligations, including KYC (Know-Your-Client) requirements, anti-money laundering regulations, and other regulatory mandates.
Service Provision: To provide our trading services, maintain your account, process transactions, and respond to your inquiries.
Security and Risk Management: To protect against fraud, unauthorized transactions, and to maintain the security of our platforms and services.
Communication and Marketing: To send you important updates about your account, service announcements, and (with your consent) marketing communications.

4. Your Rights

You have several rights regarding your personal data:

Right to access your personal data
Right to correct inaccurate or incomplete data
Right to restrict marketing communications
Right to data portability
Right to erasure (subject to legal retention requirements)
Right to object to automated decision-making

5. Data Security

Wealth Growth Management implements comprehensive security measures to protect your data, including:

Advanced encryption for data transmission.
Strict access controls and authentication procedures.
Regular security assessments and updates.
Employee training on data protection.
Secure data storage systems.
Monitoring and audit trails for data access.

6. Data Retention

Wealth Growth Management maintains client data for at least five years following the termination of the client relationship, unless other terms for the preservation of data or documents are prescribed by law. Unnecessary client data shall be deleted or destroyed.

7. Updates to Privacy Policy

Wealth Growth Management reserves the right to amend this Privacy Policy at any time by notifying clients at least 14 days prior to any significant amendments via our website, emails, or through the Trader’s Room. Your continued use of our services after such changes constitutes your acceptance of the updated Privacy Policy.

8. Contact Information

For any questions about this Privacy Policy or to exercise your rights regarding your personal data, please contact our Data Protection Officer:

Email: [email protected]
Address:
F1, Works 57
57 Chippinghouse Road
Sheffield
South Yorkshire
S8 0ZFS 8 0 Z F
UNITED KINGDOM

Website: www.wealthgrowthmanagement.com
Firm Reference Number: 607026
Registered Company Number: 04981925 (Companies House)