Introduction
Your privacy matters to us. This summary explains what personal data we collect, how we use it, and the rights available to you. It is designed to be clear and user-friendly. For full legal details, please review our complete Privacy Policy or contact our team.
1. Information We Collect
We collect different types of information depending on how you use the platform:
Account Information
- Name and email address
- Login credentials and authentication details
- Profile inputs (such as goals and risk preferences)
Transactional Information
- Records of interactions with third-party partners when you use linked services (for example, custody or payment providers)
Usage Information
- Device and browser type
- Pages visited and features used
- Log data used to improve performance and reliability
Optional Information
- Demographic or financial details you choose to provide
- Information used to personalise allocation suggestions
We collect only the information reasonably necessary to operate and improve our services.
2. How We Use Your Information
We use your data to:
- Operate and maintain the platform
- Provide personalised allocation suggestions
- Deliver customer support
- Improve features and user experience
- Detect, prevent, and investigate fraud or misuse
We may also use aggregated or de-identified data for research, analytics, and product development.
3. Legal Bases for Processing (Where Applicable)
Depending on your jurisdiction, we rely on one or more of the following legal bases:
- Performance of a contract (providing services you request)
- Your consent
- Legitimate interests (such as improving security and platform functionality)
- Compliance with legal or regulatory obligations
4. Sharing & Third-Party Providers
We may share personal data with service providers who support our operations, including:
- Hosting and infrastructure providers
- Analytics services
- Custody, execution, or payment partners
When you use third-party financial services through integrations or links, those providers operate under their own privacy policies. We encourage you to review their policies before using their services.
We do not sell personal data.
5. Cookies & Tracking Technologies
We use cookies and similar technologies to:
- Enable core site functionality
- Remember user preferences
- Analyse site usage and performance
You can manage cookie preferences through your browser settings. Please note that disabling certain cookies may affect platform functionality.
6. International Data Transfers
Your information may be processed in countries with different data protection laws than your country of residence. Where required, we implement appropriate safeguards to protect personal data during international transfers.
7. Data Retention
We retain personal data only as long as necessary to:
- Provide services
- Comply with legal or regulatory obligations
- Resolve disputes
- Enforce agreements
Retention periods vary depending on the type of data and applicable law.
8. Your Rights
Subject to local law, you may have the right to:
- Access your personal data
- Correct inaccurate information
- Request deletion of your data
- Request data portability
- Object to or restrict certain processing
To exercise these rights, contact our support team. We may request additional information to verify your identity before fulfilling your request.
9. Security
We implement reasonable technical and organisational safeguards to protect your information, including encryption and access controls. However, no system can guarantee absolute security. If you suspect a security issue, please contact our support team promptly.
10. Children's Privacy
Our services are not directed to children below applicable legal age thresholds. We do not knowingly collect personal data from children. If you believe we have done so, please contact us and we will take appropriate steps to delete the information.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Material updates will be reflected with a revised “Last updated” date and, where required, we will notify users via email or in-app notice.
12. Contact Us
For privacy questions, data access requests, or deletion requests, contact: info@sevnwealth.com or use our in-app support.