We value your privacy and are committed to protecting your personal information. This summary explains what data we collect, how we use it, and the rights available to you. For detailed terms, please review our full Privacy Policy or contact our Data Protection team.
1. Categories of Data Collected
- Account Data: Name, email address, authentication credentials, and profile information.
- Transactional Data: Records of activity and interactions with third-party partners when you use linked financial services.
- Usage Data: Device details, browser type, pages visited, and feature usage, collected to improve platform performance and user experience.
- Optional Data: Demographic or financial information you choose to share for tailored investment and portfolio recommendations.
2. How We Use Your Data
We process personal data to operate and enhance our services, personalize investment recommendations, provide customer support, and detect or prevent fraud. Aggregated and anonymized data may also be used for analytics, research, and product improvement.
3. Legal Bases for Processing
Depending on your jurisdiction, data is processed under one or more of the following legal bases:
- Performance of a contract
- Consent
- Legitimate interests (including service optimization and security)
- Compliance with legal and regulatory obligations
4. Sharing & Third Parties
We share personal data only with trusted service providers who support our operations—such as hosting, analytics, and custody partners. When you use integrated or linked third-party financial services, those providers apply their own privacy policies. We recommend reviewing their terms before use.
5. Cookies & Tracking
We use cookies and similar technologies for essential functionality, analytics, and user preference management. You can manage cookie settings in your browser; however, disabling certain cookies may limit some platform features.
6. International Data Transfers
Your data may be processed in countries that have different data protection standards. Where applicable, we implement safeguards consistent with relevant privacy laws to protect your personal information during international transfers.
7. Data Retention
We retain personal data only as long as necessary to deliver services, meet legal requirements, resolve disputes, and enforce agreements. Retention periods vary depending on the data type and applicable law.
8. Your Rights
Subject to local law, you may have the right to access, correct, or delete your personal data, request data portability, or object to certain processing. To exercise these rights, please contact us. We may request identity verification before fulfilling such requests.
9. Security
We apply industry-standard security measures—including encryption, restricted access, and regular audits—to protect your data. While we take every reasonable precaution, no system is completely secure. Please report any suspected unauthorized access to our support team immediately.
10. Children
Our services are intended for adults and are not directed toward individuals under 18. We do not knowingly collect personal data from minors. If you believe a child’s data has been collected, contact us so we can delete it promptly.
11. Updates to This Policy
We may update this summary and our full Privacy Policy from time to time. Any material changes will be communicated through the platform or by email, as required by law.
12. Contact
For privacy inquiries or to exercise your data rights, please contact:
Email: privacy@sevnwealth.com