Privacy Policy
Last update: 19.05.2026
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 Claren Wealthvale website (the "Website").
We uphold the following principles:
For transparency about how we collect and process your personal information:
We want you to have the information you need to make informed decisions about how Personal Data is used and processed. That is why we have created this website. To support this, we use a range of methods and processes to give you clear, relevant information about the handling of Personal Data.
Where we believe more specific detail is needed, we will provide it at the appropriate time.
If you have any questions, we will be pleased to assist and to provide any clarification required, subject to any legal limitations. You can contact us by email at the address below: info@claren-wealthvale.com
Personal Data will only be used for the purposes set out in this Policy.
We may process Personal Data for a variety of purposes, including providing you with access to the website, connecting you with third-party trading platforms (the 'Services'), improving the site, protecting our rights and interests, supporting the maintenance and delivery of the Services, complying with applicable legal and regulatory requirements, and carrying out administrative and business operations necessary for the provision and use of the Services.
We also process Personal Data to better understand your preferences and needs.
To use important tools that help protect your rights in relation to Personal Data:
To help you exercise your rights, we have dedicated resources in place. You’re welcome to contact us at any time to request access to your Personal Data. We can correct or delete your information, restrict how it is used for specific or general purposes, and transfer it to you or to a third party. We will do our best to fulfil your request.
Keep your personal information secure:
While we cannot guarantee absolute security for your Personal Data, we are committed to using a range of measures and safeguards to keep it protected.
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 processed, when it may be shared with third parties, and the measures in place to keep it secure.
This Policy applies to information relating to an identified or identifiable natural person. An identifiable natural person is someone who can be recognised either directly or by reference to additional information that we hold or can reasonably access.
For the purposes of this Policy, "processing" refers to any activity involving the collection or use of Personal Data. This includes handling, organising, structuring, and storing Personal Data.
Our services are intended for a general audience and are not designed for use by anyone under the age of 18. We do not knowingly collect information from, or permit the use of our services by, anyone younger than 18. If we become aware that we have received information relating to a child, we will delete it as soon as reasonably possible.
2. What Personal Information Do We Hold About You?
When you use our services and channels, or visit our website, we collect Personal Data. In some cases, we may ask you to provide your Personal Data directly. In other cases, we collect it by monitoring how our services or channels are used, or by receiving your information from our third-party partners.
3. You are not required to provide the company with personal information or explain the reasons for not doing so.
However, you are not required to provide us with any personal data. In some cases, if you choose not to do so, we may be unable to provide the Services, or users may not be able to access the website.
4. What Personal Data may we collect? When you visit our website, we may collect the following personal information:
This includes details of your online activity, traffic data (including your IP address, the date and time of access), your selected language, software crash reports, the browser you use, and information about the device you used. This information is not considered personal information and cannot be used to identify you.
Personal Data We receive from you: any personal information you choose to provide to Us when you connect with a third-party online trading platform through Us.
Personal information you provide directly to third-party platforms to enable trading: this includes your full name, address, telephone number, and email address.
5. Legal basis and reasons for processing personal data
Your Personal Data is processed by the Company for the purposes set out in this section and in line with the applicable legal basis.
If there is no valid legal basis, the Company cannot process 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 specific purposes. This applies when you submit personal information through the Website so that we can pass it on to a third-party trading platform.
- The Company or a third party may need to process personal information to pursue legitimate interests. This may, for example, be necessary to improve Our Services or to establish, exercise or defend legal claims.
- Processing may be required to comply with legal obligations.
Please contact us by email if you would like more information about the processing we carry out to protect legitimate interests.
Below is a summary of the reasons and legal bases on 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 so that you can access digital trading
If you request this, we may ask you to provide Personal Data so that we can pass it on 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 require Personal Data so that we can address any queries you may have about the Services.
The Company’s legitimate interests, or those of a third party, need to be processed.
3. Personal Data is processed where necessary to comply with legal, administrative or judicial obligations.
Processing is necessary to meet legal requirements.
4. To improve Our Services Personal
Data may be used to help us improve Our Services. This includes, among other things, reports of crashes or other technical issues we collect in connection with the Services.
Processing is necessary to pursue the Company’s legitimate interests or those of a third party.
5. To prevent fraud and the misuse of Our Services
Processing is necessary for the Company’s legitimate interests or those of a third party.
6. To carry out and manage activities required for the delivery of Our Services
This includes back-office operations, business development, strategic decision-making, oversight processes, and related functions.
Processing is necessary for the Company’s legitimate interests or those of a third party.
7. To carry out analysis, including statistical analysis
We use a range of analytical methods (including statistical techniques) to support decision-making on various matters.
Processing is necessary for 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 may process Personal Data where this is necessary to establish, exercise or defend legal claims
We may process Personal Data 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 serve the Company’s legitimate interests or those of a third party.
6. Sharing Personal Information with Third Parties
The Company may also share Personal Data with third-party service providers that support our operations, including hosting and storage providers, providers of IP address services, and user experience analytics services.
You may also request that we provide certain Personal Data relating to you to third-party trading platforms. In such cases, we will share the Personal Data you have provided to us with those third-party trading platforms. Their use of your Personal Data will be governed by their own privacy policies. Your Personal Data may be shared with more than one trading platform.
The Company may share Personal Data with affiliated entities or business partners where this is necessary to support, improve, or develop the products and services we offer to our customers.
Where necessary to protect the rights of third parties or their assets, the Company may disclose Personal Data to relevant regulatory, local, or other official authorities.
We may also share your Personal Data with prospective investors, purchasers, or lenders to the Company or any other company within the group, if such disclosure is connected to a similar transaction (including the sale or transfer of assets of the Company or any other group company), or forms part of a merger, reorganisation, consolidation, or insolvency process involving the Company or any other business within the group.
7. Cookies and third-party services
We may use third-party services, including advertising partners on our website and analytics providers. These service providers may also use cookies or similar technologies.
Cookies are small text files placed on your device whenever you visit or access the website. They help collect information about your preferences and browsing behaviour so we can improve your user experience, remember your settings, and tailor products and services that may be relevant to you. Cookies are also used for statistical and analytical purposes.
Some of the cookies we use are session cookies. These are temporarily stored on your device and remain active only until you close your browser. Other cookies are persistent cookies. Persistent cookies stay on your device for a period after your browser is closed. They help the Website recognise you as a returning user and make it easier for you to visit the website again.
Types of Cookies:
We may use them for the purposes for which they were collected:
Type of cookie
Cookies are essential for the site to function properly
Scope
These cookies are essential to give you access to the features you’ve requested and to help you move around our website. They’re used to deliver the information, products and services you’ve asked us for.
They’re also needed for your device to download and stream data. This enables you to browse the website, use its features, and return to pages you’ve visited before.
Additional Information
Cookies collect Personal Data, including your username and the date of your last login, to confirm that you are signed in to the site. These are deleted when you close your web browser (session Cookies).
Type of cookie
Functionality Cookies
Scope
Cookies help us recognise you each time you visit our site and remember your preferences.
Additional Information
Cookies collect Personal Data, such as your username and the date of your last login, to confirm that you are signed in to the site. These are deleted when you close your web browser (session Cookies).
Type of cookie
Cookies for performance
Scope
Cookies are used to collect statistical information about the site’s performance and to help improve it. They also enable Us to analyse activity on our website.
Additional Information
Cookies store anonymous information that is not linked to any identified or identifiable natural person. Some are deleted when you close your browser, while others remain valid indefinitely.
Cookies are blocked or have been removed
To allow or delete cookies, you’ll need to update your browser settings. Below, you’ll find links to guide you through the process for some of the most commonly used browsers.
- Firefox
- Microsoft Edge
- Google Chrome
- Safari
Please note that some, or possibly all, of the Website’s functions and features may not work as expected if this happens.
ONLINE TRACKING NOTICE
This service does not currently respond to do-not-track signals.
8. How long we keep your personal information
The Company will keep your Personal Data only for as long as needed to carry out the purposes for which it is processed, as set out in this Policy, or for longer where permitted by applicable law, regulations, internal policies, or lawful instructions.
We will share your information with third-party trading platforms for a period of 12 months. If you consent to this, we will continue sharing your data for a further 12 months.
We review the Personal Data we hold on a regular basis to make sure it is no longer retained once it is no longer required.
9. Transfers of personal information to a third country or an international organisation
Your personal information may be transferred to other countries, which means your personal data may be shared with a country other than the one where you live or with international organisations. The Company takes all reasonable steps to protect the Personal Data you provide and to ensure that data subjects are able to exercise their rights and have access to effective legal remedies.
These protections and safeguards are available to all individuals residing in the EEA (European Economic Area).
- Transfer to a third country or international organisation that the relevant authority has recognised as providing an adequate level of protection for Personal Data transferred to it, in line with applicable data protection laws.
- The transfer is carried out under a legally binding and enforceable agreement between public bodies or authorities, in line with Article 46(2)(a).
- The transfer was carried out under standard data protection safeguards approved for international data transfers. You can view these clauses 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 information on the security measures it uses to protect your Personal Data when it is transferred to third-party countries or international organisations. Please email info@wealthwaydigital.uk for further information.
10. Protection of Personal Information
We have put appropriate organisational and technical measures in place to protect Personal Data. This includes steps to prevent the accidental or unlawful destruction, loss or alteration of Personal Data.
While we take security seriously, we cannot guarantee that your Personal Data will always remain completely secure or free from error. We also cannot be held liable for any indirect, incidental or consequential loss arising from the use or disclosure of Personal Data. This includes, but is not limited to, Personal Data disclosed as a result of transmission errors, unauthorised access by a third party, or any other circumstances beyond our reasonable control.
Where required by law or due to circumstances beyond our control, we may need to disclose your Personal Data to third parties, including public authorities. In such cases, we are not responsible for the security measures applied to your Personal Data by those third parties.
Personal Data cannot be transmitted over the internet in a completely secure manner. The Company cannot guarantee the security of any Personal Data you send to Us online.
11. Links to third-party websites
The website may contain links to third-party websites and applications. These websites and applications are not under the Company’s control or supervision. We are not responsible for how these websites or applications collect or process Personal Data. This Policy does not apply to any actions taken on or through such websites or applications.
If you choose to visit any third-party website or application, we recommend that you read their privacy policies before accessing or using them. We also encourage you to consider carefully before sharing any Personal Data with them.
12. Changes to this Policy
Before visiting any third-party website or using any third-party app, we recommend that you read their privacy policies carefully and decide whether you wish to use their services. We also advise you to consider carefully before sharing any Personal Data with them.
13. Your rights regarding your personal information
You have the right to ask us to confirm whether we are collecting and processing your Personal Data, to correct any inaccuracies, and to delete any Personal Data we no longer need. You may also request that we limit certain types of processing of your personal information.
If you live 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, you may contact us by email at the address below.
Right of access
The Company may confirm whether your Personal Data is being processed. If it is, you have the right to access your Personal Data.
The Company will provide an electronic copy of the Personal Data currently being processed and may charge a reasonable fee for any additional copies. If you request it, the information will be provided electronically.
Your right to access Personal Data must not adversely affect the rights and freedoms of others. Where a request would negatively impact the rights and freedoms of another person, the Company may refuse the request or limit the extent to which it can comply.
Right to rectification
The Company may correct inaccurate Personal Data. You are also entitled to request that incomplete Personal Data relating to you be completed, taking into account the purpose of the processing.
Right to erasure
This right applies in the following circumstances: (a) the Personal Data is no longer needed for the purpose for which it was collected or processed; (b) you withdraw your consent and there is no other legal basis for the processing; (c) you object, on grounds relating to your particular situation, to the processing of your Personal Data where that processing is based on legitimate interests pursued by us or by a third party; (e) the Personal Data has been processed unlawfully; or (f) the Personal Data must be deleted in order to comply with a legal obligation binding on the Company.
This right does not apply where processing is necessary (a) to comply with a legal obligation; or (b) for the establishment, exercise, or defence of legal claims.
Restriction of processing
If you are concerned about the accuracy of your Personal Data, you may ask the Company to restrict the processing of your Personal Data.
Where processing has been restricted, the Personal Data may only be stored unless you give consent for further processing, or where processing is required for the establishment, exercise, or defence of legal claims, to protect the rights of another natural person, or for reasons of substantial 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.
You are also entitled to request that your Personal Data be transferred directly by the Company to another controller, where this is technically feasible. Exercising your right to data portability does not affect your right to erasure. This right must also not adversely affect the rights and freedoms of others.
Right to object
You have the right, at any time, to object to the processing of your Personal Data where that processing is based on the legitimate interests of the Company or a third party. This includes profiling to the extent that it is based on those legitimate interests. If we can demonstrate compelling legitimate grounds for the processing that override your interests, rights, and freedoms, or if the processing is required for the establishment, exercise, or defence of legal claims, we may continue processing your Personal Data.
In relation to direct marketing, you have the right to object at any time to the processing of your Personal Data.
Right to withdraw consent
You may withdraw your consent to our processing of your Personal Data at any time. This will not affect the lawfulness of any processing carried out before your consent was withdrawn.
You have the right to lodge a complaint with the relevant supervisory authority.
You may submit a complaint to a supervisory authority responsible for protecting individuals' rights in relation to the processing of Personal Data.
Applicable laws may limit your rights in relation to your Personal Data, as described in this section 13.
We will provide the information you request in connection with your rights under section 13 of this agreement within one month of receiving your request. This period may be extended by up to two months where necessary, depending on the nature of the request and the number of requests received. If an extension is required, we will let you know within one month of receiving your request, together with the reasons for the delay.
Unless otherwise permitted under section 13 of applicable law, the information you request when exercising your rights under section 13 will be provided free of charge. Where a request is clearly unfounded or excessive, especially if it is repetitive, we may charge a reasonable fee to cover the administrative costs of providing the information or taking the requested action. We may also refuse to act on the request.
If we have reasonable doubts about the identity of the person making the request, the Company may ask for additional information to verify that person's identity.