Privacy Policy

Your personal data and assets are our highest priority. We are fully committed to safeguarding them.

Essenz Finaxis collects and retains data necessary for your trading activities. The methods used to collect and store this data are outlined in the Privacy Policy below.

Our policy is governed by the following principles:

• To ensure full transparency about our processes for collecting and storing your personal data:

Our goal is to ensure you fully understand how we collect and process data so you can make informed decisions. We maintain clear guidelines and robust processes for handling data on this website. Our policy outlines the specific methods we use to provide transparent, concrete information about its use. You are in the driver's seat.

We will always provide information promptly whenever we determine that you should be notified. Transparency is essential to us.

Our knowledgeable team is always ready to address any questions you may have about our processes, including our obligations under the laws of Schweiz. You can reach us at: info@essenz-finaxis.com

• We do not use personal data for any purposes other than those described in our Privacy Policy.

We may process personal data for the following purposes: ensuring the proper operation of Essenz Finaxis services and linking trader members with third-party trading platforms. We may also process data to maintain and enhance website features and services; protect our rights; and comply with regulatory or other legal obligations. Finally, where necessary, we process data to deliver administrative and other business functions related to the Services provided to you, the client.

To provide better services tailored to your preferences and needs, Essenz Finaxis processes personal data.

• To effectively use essential tools to safeguard your personal data and uphold your rights in this context:

At any time, you may contact us to access all of your personal data. We can also update or delete it upon request. In addition, we support requests to transfer your data to you or to a designated third party. We offer these services to help you more effectively exercise your rights to privacy and control.

• Safeguard your personal data:

Our security systems use bank‑grade protections and meet the highest standards. While a 100% guarantee is not possible, we are committed to continually enhancing our systems to the highest possible level and strengthening the safeguards we already have in place.

We maintain a detailed, comprehensive privacy policy and top-tier security systems.

1. The Scope?

This policy outlines our procedures for collecting, processing, and sharing any and all personal data relating to natural persons.

Our policy applies to all natural persons who are identifiable or already identified. Specifically, it covers any natural person who can be, or has already been, identified in connection with data entrusted to us, or with data to which we have access and/or that we may combine.

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

We do not collect, or attempt to collect, any information about individuals under 18. We also prohibit anyone under 18 from using our platform for any purpose. If we discover a user or any data relating to someone under 18, we will delete that information immediately.

2. Which personal data do we collect and store?

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

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

Although you are not obligated to share your data with us, choosing not to do so may result in limitations on the services we can provide. It may also restrict your ability to use our platform.

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

We do not collect information that personally identifies you. We do collect details such as your specific account activity, users’ IP addresses, and the exact date and time of access. For maintenance, security, and support services, we retain, where applicable, relevant system crash reports, browser information, and the type of device used to access your account. We also record the language preference associated with your account.

Regarding personal data collection, we only collect and retain the information you consent to share with us when you connect, through us, with a third-party trading platform.

The personal data you have shared with third-party platforms may include: your full name, address, telephone number, and email address.

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

The company collects, stores, and processes your personal information solely for the purposes set out in the Policy. All such uses and processing comply with applicable laws in Schweiz.

The company will not handle, process, or transmit your data except in compliance with the applicable laws in Schweiz. The legal bases for this are as follows:

• You have consented to the company’s storage and processing of your personal data. By submitting your data to the company, you authorise us to transfer it to the relevant third-party trading platform. You have given your consent to the processing of your personal data for one or more purposes.
• To enhance our services, assert or defend legal claims, and pursue legitimate interests, among other purposes, the company may need to store and process your personal data.
• To comply with legal obligations, data processing is necessary.

If you would like more information about the data processing the company is required to perform, please contact us via email.

Below is a list of the specific purposes and the legal basis under which we may process your personal data.

6. Disclosure of Personal Data to Third Parties

For purposes of storing and processing IP addresses, conducting user surveys and analyses, and providing related services, the company may share anonymised personal data with third-party service providers.

At your request, we may share certain personal data you provide with third-party services. In such cases, your data will be processed in accordance with that company's privacy policy. This may include various digital trading platforms.

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

Where required by law, or to safeguard the rights and assets of the company and its third-party partners, we may disclose data to competent legal or regulatory authorities.

In the event of a critical business transaction—such as the sale of the company, pursuing investment, or obtaining a loan—relevant data may be shared in a lawful and appropriate manner. This also applies in the case of any merger, restructuring, consolidation, or bankruptcy, in accordance with the law.

7. Use of Cookies and Third-Party Services

We may use cookies and similar technologies for site analytics and, in collaboration with advertising partners, in accordance with applicable laws and industry standards.

Cookies - small data files stored on your device when you visit a website - help us collect information such as browsing behaviour and preferences. They are used to personalise and enhance your experience, allowing us to remember your settings and tailor our services accordingly. We also use cookies for site analytics and to compile statistics that inform strategic planning.

Broadly speaking, the site uses two types of cookies. Session cookies are stored only for the duration of your visit and are deleted when you close your browser at the end of the session. The others are persistent cookies, which remain in your browser even after you end a session. These cookies enable the site to recognise you as a returning visitor and make it easier for you to use the site.

Types of cookies:

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

Cookies have been blocked or cleared

If you wish to delete or block cookies, you can manage this in 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 features and functions from working properly.

ONLINE TRACKING NOTICE

Your personal data will be retained for as long as necessary to carry out the operations described elsewhere in this policy. It may be kept longer to comply with local laws, regulations, and company policies.

At your request and discretion, your personal data will be shared with third-party trading platforms for 12 months. When that 12-month period expires, and with your consent, it will be shared for a further 12 months.

Our processes include routinely reviewing all personal data to determine whether it is still required or not.

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

As necessary to provide our services and/or for security reasons, personal data may be transferred to third countries (i.e., countries other than your own) and to international organizations under stringent security protocols. We implement the highest standards of data security to protect your information and ensure you can exercise your legal rights and remedies in all cases.

All residents within the EEA (European Economic Area) are protected by data protection laws and safeguards.

• All data transfers are conducted under the EU’s legal jurisdiction and competence, in accordance with the data protection standards 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 transfers of data between public entities or authorities take place in accordance with Article 46(2). The governing agreement is legally binding and enforceable.
• The European Commission’s Standard Contractual Clauses, pursuant to Article 46(2)(c) GDPR, establish the conditions for data transfers, which are carried out in accordance with these Clauses. The Clauses can be reviewed at https://ec.europa.eu/info/law/law-topic/data-protection/data-transfers-outside-eu/model-contracts-transfer-personal-data-third-countries_en.

To learn more 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 through state-of-the-art technical and organizational measures, in line with industry best practices and standards. These measures are designed to prevent unlawful or accidental destruction, as well as the loss or alteration of that data.

While we apply the highest standards of care and data protection procedures, as required by law, it is not possible to guarantee in every circumstance that your personal data will remain entirely free of error. Accordingly, we cannot be held liable for any disclosure of personal data or for incidental, intangible, or consequential loss or damage. This also covers situations beyond our control, such as disclosures caused by transmission errors, unauthorized access by third parties, or any other cause of this nature.

If we receive legally binding requests from regulators or other legal authorities, we may be required to disclose your personal data to them. After disclosure under a legal obligation, we cannot control how those authorities handle, store, or protect your data.

Any information sent over the internet, including personal data, carries a risk of interception and is not absolutely secure. The Company cannot guarantee the security of any data transmitted online.

11. Links to third-party websites

On this website, you may encounter links to third-party applications and websites. Please note that these third parties are not affiliated with us or under the company’s control, and our privacy policy does not apply to them. They maintain their own procedures and priorities for collecting and processing personal data, and we are not responsible for such activities. Use at your own discretion.

Always review the privacy policy of any company or service when visiting their website before sharing any personal data. Ensure that their data collection, use, and processing policies 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 modify this policy at any time. We will notify you of changes on this website and, where appropriate, through other channels. The updated Privacy Policy will be posted on this website and will take effect immediately upon publication, unless stated otherwise.

13. Your rights regarding personal data

You retain full control and the final say over how your personal data is used, including verifying its accuracy, correcting errors, and choosing to delete it or limit both the scope and nature of any processing by us.

On this page, residents of the EEA can find information relevant to them:

Your personal data is protected under the rights described herein. By emailing the address below, you can immediately exercise those rights.

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 we process is accessible and therefore verifiable.

You may request your personal data at any time for verification, and it will be provided to you in electronic form. If you ask for additional copies of the personal data we process, beyond the initial copy provided, we may charge a reasonable fee.

Rights granted by law and under the privacy policy must not infringe upon the rights of others. The company reserves the right to refuse or limit access to personal data where disclosure would infringe upon the rights and freedoms of others.

Right to Rectify Errors

Any inaccuracies in your personal data, whether due to omissions or incorrect information, may be corrected by you or by the Company to ensure proper processing.

Erasure Rights

You have the full right to request the deletion of your personal data under the following circumstances: 1) if your personal data has been processed without your consent or otherwise outside applicable legal boundaries; 2) if you request its removal and the Company has no legal obligation or overriding need to retain that data; 3) if you no longer agree to any processing by us that relies on our or a third party provider’s legitimate interests and you formally object to such processing; and 4) if we are required by law to erase your data.

The right to erasure is overridden and superseded by legal obligations under EU or member state law. Likewise, the same applies where data is required for the establishment, exercise, or defence of legal claims.

Right to Restrict Data Processing

You have the right to request that the processing of your personal data be limited where you believe it contains inaccuracies.

If you request that the use of your personal data be restricted, it will be deleted except in the following circumstances: 1) Where the law of the European Union or any Member State prevents this. 2) With your consent, where necessary to establish, exercise, or defend legal claims. 3) To protect the rights of another natural person.

Data Portability Rights

You have the right to access and review any personal data you have provided, if you consented in any form to its collection and it is processed by automated systems.

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

Right to object to data processing

Notwithstanding the Company’s right to pursue its legitimate interests, or those of our third-party service providers, you have the right to object to processing and request that it cease. This does not apply where there is a compelling legal basis to continue processing, 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 any direct marketing activities.

Right to Withdraw or Refuse Consent

You may withdraw your consent to our processing of your personal data at any time, with immediate effect where feasible. This withdrawal does not apply retroactively to any processing that was performed before you withdrew your consent.

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

If you believe your rights and freedoms have been violated in connection with the processing of your personal data, each EU Member State has designated regulatory and supervisory authorities for this purpose. You may file a complaint with these authorities at your discretion.

Section 13 outlines the circumstances under which your personal data rights may be limited by European Union law or the laws of its Member States.

Upon receiving your request concerning your personal data and its processing, we will provide access to the information you have requested, as outlined in Section 13 of this policy. We may extend this period by up to two months, depending on the volume of requests and the complexity or nature of your request. If an extension is required, we will notify you of the new deadline within one month of receiving your request.

Requested information will be provided to you electronically at no cost, unless prohibited by law or by the provisions of Section 13. We may charge a reasonable fee or decline a request if it is considered unfounded, excessive, or repetitive.

We reserve the right to request additional proof of identity if there is reasonable doubt about the identity of the individual requesting personal data, to uphold data protection and security.