Privacy Policy
Last update: 22.02.2026
We (also referred to as “we”, “us” or “our”) are committed to protecting your Personal Data and respecting your privacy.
This Privacy Policy explains how we collect, use, and store the information you provide through the Investhelm website (the “Website”).
The following principles apply:
For transparency about how we collect and process your personal information:
We want you to feel confident making informed decisions about how your Personal Data is collected, used, and processed. That’s why we created our website. To support this, we use a range of approaches to provide clear, relevant information about our handling of Personal Data.
If we determine that you need additional details, we’ll provide them at the appropriate time.
If you have any questions, we’re here to help and will provide clarification, subject to any legal limitations. You can contact us by email at: info@investhelm.com
Personal Data will be used only for the purposes set out in this Policy.
We may process Personal Data for various purposes, including providing the website to you, connecting you with third-party trading platforms (the “Services”), improving the site, safeguarding our rights and interests, supporting the operation and delivery of the Services, meeting applicable legal and regulatory requirements, and carrying out administrative and business activities related to providing and using the Services.
We also process Personal Data to better understand your preferences and needs.
To access key tools designed to help protect your rights regarding your Personal Data:
To help you exercise your rights, we’ve put the necessary resources in place. Contact Us at any time to request access to your Personal Data. On request, we can update or delete it, limit or stop its use for specific or general purposes, and provide it to you or transfer it to a third party. We will make reasonable efforts to accommodate your request.
Protect your personal information:
Although we can’t guarantee absolute security for your Personal Data, we remain committed to using a range of measures and safeguards to help protect it.
Our Privacy and Security Policy is comprehensive.
1. The Scope?
This policy explains what types of Personal Data the Company collects about individuals, how that information is used and processed, when it may be shared with third parties, and the measures we take to protect it.
This Policy applies to information relating to an identified or identifiable individual. An identifiable individual is someone who can be recognized directly, or indirectly through a combination of information we hold or can reasonably access.
In this Policy, “processing” means any activity involving Personal Data, including collecting, using, organizing, structuring, storing, and managing such information.
Our services are intended for a general audience and are not meant for anyone under 18 years of age. We do not knowingly collect information from individuals under 18, nor do we knowingly permit them to use our services. If we become aware that we have collected information about a minor, we will delete it as soon as reasonably possible.
2. What Personal Information Do We Collect About You?
When you use our services or service channels, or browse our website, we collect Personal Data. In some situations, we may ask you to provide Personal Data directly. In other cases, we collect Personal Data through our review and analysis of how you use our services and service channels, or by receiving information about you from our third-party partners.
3. You are not required to provide the company with any personal information or face any consequences for choosing not to do so.
You’re not required to provide us with any personal information. However, in some situations, choosing not to provide certain personal information may prevent us from providing the Services or may limit users’ ability to access the website.
4. What Personal Data do we collect? When you visit our website, we may collect the following personal information:
This may include details about your online activity, traffic data (including your IP address, the date and time of access), the language selected, software crash reports, the browser type, and information about the device you used. The information collected is not personal information and cannot be used to identify you.
Personal Data We receive from you: any personal data you choose to provide to Us when you connect, through Us, to a third-party online trading platform.
Personal information you provide specifically to third-party platforms to facilitate trading: this may include your full name, address, phone number, and email address.
5. Legal Basis and Purposes for Processing Personal Information
The Company processes your Personal Data for the purposes set out in this section and on the applicable legal basis.
If no legal basis applies, the Company cannot use your Personal Data. The legal grounds on which the Company may process your Personal Data are as follows:
- You have consented to the processing of your Personal Data for one or more purposes. This may occur when you provide personal information through the Website so we can share it with a third-party trading platform.
- The Company or a third party may process information where it is reasonably necessary to support a legitimate interest—for example, to improve our Services or to establish, exercise, or defend legal claims.
- Processing is required to comply with legal obligations.
Contact us by email for more information about the processing required to protect legitimate interests.
Below is a list of the purposes and legal bases under which we may use the personal data you provide to us.
Scope
Legal Basis
1. To share your personal information with third parties, at your request, to give you access to digital trading
If you request it, we may ask you for Personal Data so we can pass it along to third-party companies.
You have consented to the processing of your Personal Data for one or more purposes.
2. To respond to your requests, questions, or concerns
we may need to collect Personal Data so we can assist you with any inquiries you have about the Services.
Processing is necessary to support the Company’s legitimate interests or those of a third party.
3. To comply with any applicable legal, administrative, regulatory, or court-related obligation, we may process Personal Data as required by law.
Processing is required to meet applicable legal requirements.
4. To improve Our Services Personal
Data may be used to help us improve Our Services, including—for example—crash reports and information about malfunctions that we collect in connection with the Services.
We process this information where it’s necessary for the Company’s legitimate interests or the legitimate interests of a third party.
5. To help prevent fraud and the misuse of Our Services
Processing is necessary to support the Company’s legitimate interests or those of a third party.
6. To carry out and administer activities required to deliver Our Services
This includes operational and back-office processes, business development initiatives, strategic planning and decision-making, and oversight and compliance measures, among others.
We process this information where it’s necessary to support the Company’s legitimate interests or the legitimate interests of a third party.
7. To conduct analysis, such as statistical analysis
We use a range of analytical methods (including statistical techniques) to support decision-making on various matters.
We process personal information when it’s necessary to support the Company’s legitimate interests or those of a third party.
8. To protect our assets, rights, and interests, as well as those of third parties, we have developed HTML0 to help establish and defend legal claims
We may process Personal Data where necessary to protect our rights, interests, and assets, or those of third parties, in accordance with applicable laws, regulations, agreements, and any relevant terms, conditions, or policies.
Processing is necessary to support the Company’s legitimate interests or those of a third party.
6. Sharing of Personal Information with Third Parties
The Company may share Personal Data with third-party service providers that support our operations, such as hosting and storage providers, providers that process IP address information, and vendors that help us analyze user experience.
You may also ask us to share specific Personal Data about you with third-party trading platforms. In those cases, we will provide the Personal Data you submit to us to those third-party trading platforms. Their use of your Personal Data is governed by their own privacy policies, and your Personal Data may be shared with more than one trading platform.
The Company may also share Personal Data with affiliated entities or business partners. This helps the Company access the resources required to improve and enhance the products and services we provide to our customers.
Where necessary to protect the rights of third parties or to safeguard assets, the Company may disclose Personal Data to regulatory bodies, local authorities, or other government or official agencies.
We may also share Personal Data about you with potential investors or purchasers, or with lenders to the Company or to any other company within the group, where a related transaction occurs (including any transfer or sale of assets of the Company or any other company in the group), or as part of a merger, reorganization, consolidation, or bankruptcy involving the Company or any other business within the group.
7. Cookies and third-party services
Third-party providers may be used, including companies that serve ads on our website or provide analytics services. These providers may also use cookies or similar technologies.
Cookies are small text files stored on your device each time you visit or access the website. They help us understand your preferences and browsing activity so we can improve your experience, remember your settings, and tailor products and services that may be of interest to you. Cookies are also used for statistical and analytical purposes.
Some of the cookies we use are session cookies. These are temporarily saved to your device and expire shortly after you close your browser. Other cookies are persistent. Persistent cookies stay on your device for a set period after you close your browser. They help the Website recognize you as a returning user and make it easier for you to come back to the website.
Types of Cookies:
We may use them depending on their intended purpose:
Cookie type
Cookies are required for the site to function properly.
Scope
These cookies are essential to let you access the features you’ve requested and move around our website. We use them to deliver the information, products, and services you’ve asked for.
They’re also required for your device to download and stream data, so you can browse the site, use its features, and easily return to pages you’ve visited before.
Additional Information
Cookies may collect Personal Data, such as your username and your most recent login date, to confirm that you’re signed in to the site. These session cookies are deleted when you close your web browser.
Cookie type
Functionality Cookies
Scope
Cookies help us recognize you each time you visit our site and remember your settings and preferences.
Additional Information
Cookies may collect Personal Data, such as your username and your most recent login date, to verify that you’re signed in to the site. These session Cookies are deleted when you close your web browser.
Cookie type
Cookies for performance
Scope
We use cookies to collect statistical information about how the site performs and to support ongoing improvements. They also allow us to analyze activity on our website.
Additional Information
Cookies store anonymous data that isn’t linked to any identifiable individual. Some cookies are deleted when you close your browser, while others remain valid until they expire.
Cookies are blocked or have been deleted
To allow or clear cookies, update your browser settings. The links below walk you through the steps for some of the most commonly used browsers in Canada.
- Firefox
- Microsoft Edge
- Google Chrome
- Safari
Please note that, if this occurs, some—or potentially all—features and functions on the Website may not work as expected.
ONLINE TRACKING NOTICE
At this time, this service does not respond to do-not-track signals.
8. How We Retain Your Personal Information About You
The Company will keep your Personal Data only for as long as needed to carry out the purposes described in this Policy, or for a longer period if allowed under applicable laws, regulations, internal policies, or relevant orders.
We will share your information with third-party trading platforms for 12 months. If you consent, we will continue sharing your data for an additional 12 months.
We periodically review the Personal Data we hold to confirm it is still required.
9. Cross-border transfers of personal information to another country, or to an international organization
Your personal information may be transferred to, stored in, or processed in countries outside your province, territory, or country of residence, including by international organizations. The Company takes appropriate measures to protect the Personal Data you provide and to help ensure you can exercise your rights and access effective legal remedies where applicable.
These protections and safeguards are available to individuals residing in the European Economic Area (EEA).
- Transfer to a third country or an international organization that has been determined to provide an adequate level of protection for the Personal Data transferred to it, in accordance with the applicable data protection legislation.
- The transfer is carried out under a legally binding, enforceable agreement between public bodies or authorities, in accordance with Article 46(2)(a).
- The transfer was carried out in accordance with standard data protection clauses approved by the European Commission. The European Commission’s standard clauses are available at https://ec.europa.eu/info/law/law-topic/data-protection/data-transfers-outside-eu/model-contracts-transfer-personal-data-third-countries_en.
The Company can provide details about the safeguards it uses to protect your Personal Data when it is transferred to a third country or an international organization. To request this information, please email info@wealthwaydigital.uk.
10. Protecting Your Personal Information
We have implemented appropriate administrative, organizational, and technical safeguards to protect Personal Data, including measures designed to prevent accidental or unlawful destruction, loss, alteration, or unauthorized access.
However, no security system is infallible. We cannot guarantee that your Personal Data will always remain secure, and we are not responsible for any indirect, incidental, or consequential losses or damages that may result from the use or disclosure of Personal Data. This includes, without limitation, any disclosure arising from transmission errors, unauthorized access by a third party, or any other event beyond our reasonable control.
Where required by law or in response to other obligations outside our control, we may need to disclose Personal Data about you to third parties, including public authorities. In these circumstances, we do not control and cannot guarantee the safeguards applied to your Personal Data by those third parties.
Personal Data cannot be transmitted over the internet with absolute security. The Company cannot guarantee the security of any Personal Data you send to us online.
11. Links to third-party websites
The website may include links to third-party websites and applications. These third parties are not operated or overseen by the Company, and we are not responsible for how they collect or process Personal Data. This Policy does not apply to any actions you take on those websites or through those apps.
If you choose to visit or use any third-party websites or apps, we encourage you to review their privacy policies before accessing their services. We also recommend that you consider carefully before sharing any Personal Data with them.
12. Changes to this Policy
Before you access or use any third-party websites or apps, we encourage you to review their privacy policies. We also recommend that you consider carefully before sharing any Personal Data with them.
13. Your rights regarding your personal information
You may ask us to confirm whether we collect or process Personal Data about you, to correct any inaccuracies, and to delete any Personal Data we no longer need for the purposes described. You may also request that we limit certain types of processing of your personal information.
If you reside in the EEA, please refer to this page:
These rights apply to the Personal Data you provide to us. To exercise any of these rights, please email us at the address listed below.
Access rights
You have the right to know whether the Company is processing Personal Data about you and, if so, to access that Personal Data.
The Company will provide an electronic copy of the Personal Data currently being processed and may charge a reasonable fee for additional copies. If you request it, we will provide the information in electronic form.
Your right of access must not adversely affect the rights and freedoms of others. If your request would negatively impact another person’s rights or freedoms, the Company may refuse the request or limit the scope of what it can provide.
Right to rectification
You have the right to have inaccurate Personal Data corrected. You may also request that incomplete Personal Data about you be completed, taking into account the purposes of the processing.
Right to Erasure
You may request that we delete your Personal Data where: (a) the Personal Data is no longer necessary for the purposes for which it was collected or otherwise processed; (b) you withdraw your consent and there is no other legal basis for the processing; (c) you object, for reasons relating to your particular situation, to processing based on legitimate interests pursued by us or a third party; (e) the Personal Data has been processed unlawfully; or (f) the Personal Data must be erased to comply with a legal obligation of the Company.
This right does not apply where processing is necessary (a) to comply with a legal obligation; or (b) to establish, exercise, or defend legal claims.
Processing restrictions
If you believe your Personal Data is inaccurate, you may ask the Company to restrict the processing of your Personal Data while we verify it.
Where processing is restricted, we may store your Personal Data but may process it only with your consent, to establish, exercise, or defend legal claims, to protect the rights of another individual, or for reasons of important public interest under applicable law.
Right to data portability
Where processing is carried out by automated means and is based on your consent or on a contract to which you are a party, you have the right to receive the Personal Data you have provided to the Company and to review it.
You may also request that your Personal Data be transferred directly from the Company to another controller, where technically feasible. Exercising your right to data portability does not affect your right to erasure. Your right to data portability must not adversely affect the rights and freedoms of others.
Right to challenge
You have the right to object at any time to the processing of Personal Data about you that is based on legitimate interests pursued by the Company or a third party, including profiling based on those legitimate interests. If we demonstrate compelling legitimate grounds for processing that override your interests, rights, and freedoms, or if the processing is required to establish, exercise, or defend legal claims, we may continue the processing.
Concerning direct marketing You have the right at any time to object to the processing of Personal Data about you for direct marketing purposes.
Right to refuse consent
You may withdraw your consent to our processing of your Personal Data at any time. This does not affect the legality of any processing carried out before you withdrew your consent.
You have the right to file a complaint with the supervisory authority responsible for your jurisdiction.
You may also file a complaint with a relevant data protection authority responsible for protecting individuals’ rights in relation to the processing of Personal Data under applicable law.
Applicable laws may limit your rights in relation to Personal Data, as described in this section 13.
We will provide the information you request under your rights in section 13 of this agreement within one month of receiving your request. This period may be extended by up to two additional months where necessary, depending on the complexity of the request and the number of requests received. If an extension applies, we will notify you within one month of receiving your request and explain why.
Unless otherwise limited by section 13 or applicable law, the information you request under your rights in section 13 will be provided at no cost. If a request is clearly unfounded or excessive, particularly if it is repetitive, we may charge a reasonable fee to cover administrative costs for providing the information or taking the requested action, or we may decline to act on the request.
If we have reasonable doubts about the identity of the person making the request, the Company may request additional information to confirm identity.