MWealth is the data controller for any personal data that the firm processes about you and is responsible for ensuring that such processing complies with applicable data protection laws, including the European Union’s General Data Protection Regulation (“GDPR”). Your privacy is important to us.
Data collection
Our website has a number of contact forms that you can fill out. If you use any of them, we may, for example, store your name, e-mail address and any other information you voluntarily provide to us.
In addition, the following categories of personal data may be collected from you in the course of doing business, including as a result of your use of the website, when you contact us or request information from us, when we provide services to you or receive services from you:
- Identifying information such as name, gender, job title, place of work or address.
- Contact information, including phone number(s), email address and social media accounts.
- Legal and regulatory data required for purposes such as knowing your customer, anti-money laundering and market abuse requirements, or as part of the customer engagement process, which may include passport or other identification data, date of birth, home address and other data necessary for verification.
Cookie and device data, such as information about your visit to our website, IP address, device ID, browser type and version, operating system and network, location and time zone settings.
Use of data
We will process your personal data for the following purposes and on the relevant legal grounds:
Provision of services
We process personal data that you voluntarily provide through the website or during our interactions, regardless of the medium used. This includes identification data, contact information and other data related to the provision of services. Such information may be shared with third parties, such as professional consultants or agents, to ensure the efficient fulfillment of your orders.
Processing customer inquiries
We use identification, contact and service data to respond to your inquiries. This is necessary to provide our services and maintain a professional relationship with you. It is also in your best interest to receive prompt responses to your inquiries.
Sending out marketing messages and event invitations
We process identity, contact, cookie and device data as well as mailing list data in order to send customized marketing messages, newsletters and invitations to events or seminars that may be of interest to you. This communication is done via email and post and is in our legitimate interests in providing up-to-date information to our customers.
Improving the functionality of the website
We use cookie and device data to improve the usability and functionality of our website. This processing is in line with our legitimate interests in monitoring and improving our online presence and providing an optimal user experience.
Ensuring the security of information technology and data
We process identification data, contact information, financial data, cookie and device data and other service-related data to ensure the security of our website, IT systems and processes. This is necessary to provide our services, ensure the privacy of your data and prevent illegal activities such as fraud that could adversely affect both parties.
To comply with legal or regulatory obligations
We use identity, contact, financial, cookie and device data, and compliance-related data to fulfill legal or regulatory requirements, including money laundering screening, fraud detection, statutory reporting, and ethical obligations. Such processing ensures compliance with applicable laws and regulations.
Additional information
Protecting your personal data is important to MWealth. When processing your personal data, we follow the principles of lawfulness, loyalty, transparency, purpose limitation, data minimization, accuracy, retention limits, integrity and confidentiality, accountability, and strict adherence to professional ethics.
Data Sharing
We may share your personal data with the following categories of recipients:
Professional consultants, partners and agents
We may share your personal data with professional advisors, partners and agents to provide necessary local legal services and to manage our relationship with you.
Law enforcement, regulatory or governmental authorities
Personal data may be shared in response to requests, subpoenas, court orders, or other legal or regulatory processes. In addition, we may share data to protect the legal rights, property or safety of the firm and others, or to defend against legal claims.
Marketing
We may send you direct marketing communications, including in the form of email alerts. If you no longer wish to receive our email alerts, be part of our mailing list, or receive any marketing communications, you may unsubscribe from such communications at any time by clicking the unsubscribe link in the applicable email or by contacting us at.
Cookies
Our website uses certain tags, log files, web beacons and similar third party tracking technologies (“cookies”) of which you should be aware. Please see our Cookie Policy to learn more about the cookies we use and how to manage and delete them.
Data storage
We will only retain your personal data for as long as is necessary for the purposes for which the information was collected as set out in this Privacy Policy, or longer if required by any applicable legal, regulatory, accounting or reporting requirements. If you opt-out or no longer wish to receive marketing communications from us, we will securely remove your personal information from the relevant mailing list(s).
Notice of Changes
We may update this Privacy Policy from time to time as our services and privacy practices change, and to comply with applicable legal or regulatory requirements. If practicable, we will notify you by email of any material changes. However, the date of the last update is set forth below, and we encourage you to periodically review this Privacy Policy to stay informed about how we use your personal information.