Privacy Policy

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

Summit Finviora collects and stores data necessary for your trading activities. The methods we use to collect and store this data are outlined in the following Privacy Policy.

Our policy is underpinned by the following principles:

  • To ensure complete transparency about our processes for collecting and storing your personal information:

Our aim is to ensure you understand how we collect and handle all data, so you can make informed decisions. We follow clear guidelines and processes for managing data on this website. Our policy sets out the specific methods we utilise, giving you clear and concrete information about its use. You are in the driver's seat.

We'll provide updates promptly whenever we determine you should be notified. Transparency is central to who we are.

Our knowledgeable team is always available to answer any questions you may have about our processes, including our obligations under the laws of {country}. You can contact us at info@summit-finviora.com

  • We do not permit any other use of personal data except as set out in our Privacy Policy.

We may process personal data for purposes including the proper operation of Summit Finviora services and connecting trader members with third-party trading platforms. We may also process data to maintain and enhance website features and services, protect our rights, and meet regulatory or other legal obligations. We also use data as needed to provide administrative and other business functions related to the Services provided to you, the client.

To deliver better services tailored to your preferences and needs, Summit Finviora uses personal information.

  • To be able to utilise essential tools to protect your personal data and safeguard your rights in this regard:

At any time, you may contact us to access all of your personal data. We can also update or delete it as needed. In addition, we can arrange to transfer that data to you or to a nominated third party. We offer these services and support to help you better exercise your rights to privacy and control.

  • Secure your personal information:

Our security systems meet the highest standards, with bank-grade safeguards and controls. While a 100% guarantee isn’t possible, we are committed to continually upgrading our systems to the highest level and strengthening the protections and processes we have in place.

We have a detailed, comprehensive privacy policy and the highest-level security systems.

1. The Scope?

This policy outlines our procedures for the collection, processing and sharing of personal information relating to individuals.

The terms of our policy apply to all natural persons who are identifiable or identified. This includes any natural person who can be, or has already been, identified in connection with data that has been entrusted to us, or with data we are able to access and/or combine.

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

We do not collect, or seek to collect, any information about individuals under 18 years of age. We also do not permit anyone under 18 to use our platform for any purpose. If we become aware of a user or information relating to someone under 18, we will delete that information immediately.

2. What personal information do we hold?

When you register with us, we collect the personal information necessary to enable your use of our services. Where required, we may also request personal information to verify account ownership, for example. To improve and maintain the highest quality of our services, 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 information.

While you are not obliged to provide your personal information, choosing not to may restrict the services we can provide. It may also limit or prevent your access to our platform.

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

We do not collect personal data that could identify you. We do, however, collect non-identifying details such as specific account activity, users’ IP addresses, and the dates and times of access. For maintenance, security, and support services, we retain system crash reports, browser information, and the type of device used to access your account. We also record the language used by your account.

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

Personal information you provide to third-party platforms may include: full name, address, phone number, and email address.

5. Why does the company need my personal information, 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 this Policy. All such uses and processing comply with relevant laws in {country}.

The company will only handle, process or transmit your data in accordance with applicable laws in {country}. The legal bases for doing so are:

  • You consent to the company storing and processing your personal data as necessary. When you submit your information to the company, you authorise us to transfer that information to the relevant third-party trading platform as appropriate. You have also consented to the processing of your personal data for one or more specified purposes.
  • To improve its services, establish or defend legal claims, pursue legitimate interests, and for other lawful purposes, the company may be required to store and process your personal information.
  • Data processing is required to comply with legal obligations.

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

Below you will find a list of the specific purposes for which we may process your personal data, together with the legal basis.

Scope
Legal basis

To provide you with access to digital trading, and only at your request, we will share your personal information with third-party platforms.

We may collect and share your data with third-party companies, but only at your request and discretion.

You have consented to the processing of your personal information for one or more purposes.

Please provide the required information so we can promptly and effectively address your requests, concerns and questions about our services.

To enable the company to pursue its legitimate interests, or those of an authorised third-party company, the processing of personal data is required.

To comply with our legal obligations and administrative requirements, we need to process personal information.

To comply with our legal obligations, we are required to process certain personal information.

We use anonymised personal data and usage analytics to improve our services, including crash reporting.

To protect the legitimate interests of the company and our third-party service providers, we need to process and store personal information.

This is necessary in order to prevent fraud and the misuse of our service.

To safeguard the legitimate interests of the company and its third-party service providers, we need to process and store personal data.

Our service obligations include overseeing and conducting data processing to support business development, strategic decision-making, organisational oversight and legal compliance, as well as other business-related operations.

To protect the company’s legitimate interests and those of our third-party service providers, we need to process and store personal data.

We use statistical and analytical tools to support decision-making across our broad range of services and in strategic planning.

To protect the legitimate interests of our company and any third-party service providers, we need to process and store personal information.

As needed to protect the company’s rights, assets, and interests—and those of our third-party service providers—and to comply with applicable local laws, regulations, agreements, and our own terms, conditions, and policies, we may process personal data. We will do so only in line with established and necessary procedures.

To protect the legitimate interests of the company and any third-party service providers, we must process and store personal data.

6. Disclosure of Personal Information to Third Parties

To store and process IP addresses, conduct user surveys and analysis, and provide related services, the company may share anonymised personal data with third-party service providers.

At your request, we will share certain personal information you provide with third-party service providers. In such cases, your information will be handled in accordance with their respective privacy policies and practices. This may include a range of digital trading platforms.

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

Where required by law, or to protect our company's rights and assets, as well as those of our third-party partners, we may disclose data to relevant legal or regulatory authorities.

In the event of a major business transaction, such as the sale of the company or seeking investment or a loan, we may share relevant data in a lawful and appropriate manner. This also covers any merger, restructuring, consolidation, or bankruptcy, in accordance with the law.

7. Cookies and Third-Party Providers

For site analytics and in partnership with advertising partners, we may use cookies and other similar technologies, in accordance with applicable laws and standard industry practice.

Cookies—small files stored on your device when you visit a website—collect information about your browsing behaviour, preferences and similar activity. Their purpose is to personalise and enhance your experience by remembering your settings and preferences, and by tailoring our services accordingly. These cookies are also used for site analytics and the collection of usage statistics to support performance monitoring and strategic planning.

There are two main types of cookies used on this site. Session cookies are stored only for the duration of your visit and are deleted when you close your browser. Persistent cookies remain in your browser even after your session ends. These allow the site to recognise you as a returning visitor and help streamline your experience.


Types of cookies:

Cookies may be used as required, in accordance with their intended purpose:

Type of cookie

Strictly necessary cookies

Scope

Cookies are used to recognise you as a client, allowing us to better deliver the information, settings and services you need and use. They also help you navigate our website and enable your access

To enable your device to download and stream data, cookies are used. In addition, they allow you to access relevant features and return to previously visited pages.

Additional Information

To enable quick and easy access to the site, cookies store and process certain personal information, such as your username and last login date, for example when you ask the site to remember you at login.

Session cookies are deleted when you close your web browser.

Type of cookie

Functionality cookies

Scope

Cookies enable us to securely store and quickly retrieve your settings and preferences. They also help us recognise you when you visit our website.

Additional Information

Persistent cookies stay on your device after your browsing session and last until expiry.

Type of cookie

Cookies for performance

Scope

To improve our services, we use cookies to collect statistical information. This helps us measure site performance and usage.

Additional Information

All information stored in cookies is anonymous and cannot be linked to an individual.

Session cookies are removed when you close your browser, while persistent cookies remain active until they expire or indefinitely, unless you manually delete them yourself.

Cookies are blocked or have been deleted

If you wish to delete or block cookies, do so via 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 will prevent certain site features and functions from working as intended.


ONLINE TRACKING NOTICE

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

At your request and discretion, we will only share your personal data with third-party trading platforms for a period of 12 months. When that 12-month period ends, and with your consent, we may continue sharing your data for a further 12 months.

Our operations include routinely reviewing all personal data to determine whether it remains necessary or not.

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

Where necessary to provide services or for security reasons, personal data may be transferred to third countries (countries other than your own) and to international organisations under strict security protocols. We apply data security protocols at the highest possible level to protect your information and ensure you have access to legal rights and remedies in all cases.

Within the EEA (European Economic Area), all residents are protected by data protection laws and safeguards.

  • Data transfers are always conducted under EU legal jurisdiction and competence, in accordance with the standard data protection requirements 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 comply with Article 46(2). This arrangement is legally binding and enforceable.
  • The European Commission’s Standard Contractual Clauses, set out under Article 46(2)(c) of the GDPR, establish the conditions for data transfers, and such transfers are conducted in accordance with them. The 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.

For further information about the specific security measures we use to protect your personal data during overseas data transfers, please email your request to info@wealthwaydigital.uk

10. Protection of Personal Data

Personal data is protected using the highest level of technical and organisational measures, aligned with gold-standard practices and protocols. These measures are designed to effectively guard against unlawful or accidental destruction, as well as the loss or alteration of that data.

While we apply the highest level of care and best‑practice data protection procedures required by law, it is not possible to guarantee in every circumstance that your personal information will remain entirely error‑free. Accordingly, we cannot be held liable where personal information is disclosed, or for incidental, intangible, or consequential loss or damage. This includes situations beyond our control, such as disclosures arising from transmission errors, unauthorised third‑party access, or other similar causes.

If we receive legally binding requests from regulators or law enforcement agencies, we may be required to disclose your personal data to those authorities. Once disclosed under legal obligation, we cannot control how those authorities handle, store, or protect your data.

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

11. Links to third-party websites

On this website, you may find links to third-party applications and websites. Please be aware these are not affiliated with, nor controlled by, our company, and our privacy policy does not apply to them. They maintain their own policies and priorities for collecting and processing personal information, and we are not responsible for their practices. Use at your own discretion.

Always review a company or service’s privacy policy when visiting its website before sharing any personal data. Confirm that their data collection, use and processing practices align with your preferences and priorities. Any data you choose to provide should be shared directly with the service provider.

12. Policy Amendments

We reserve the right to update or amend this policy at any time. We will notify you of any changes via this website and other appropriate channels. The updated version of the Privacy Policy will be posted on the website and will take effect immediately upon publication, unless stated otherwise.

13. Your rights in relation to personal data

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

On this page, EEA residents will find information relevant to them:

Your personal information is protected by the rights described herein. By sending an email to 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 to you and therefore verifiable.

You can request your personal data at any time for verification, and we will provide it in electronic format. If you ask for additional copies of your data currently being processed, beyond the initial copy provided, a reasonable fee may apply.

Rights granted by law and under our Privacy Policy must not infringe on the rights of others. The company may refuse or limit access to personal information if providing it would compromise the rights and freedoms of others.

Right to Rectify Errors

You or the Company may correct any errors in your personal data, including omissions or inaccuracies, to ensure it can be processed properly.

Erasure Rights

You are entitled to request the deletion of your personal data in the following circumstances. 1) Where your personal data has been processed without your consent or otherwise unlawfully. 2) When you ask for its removal and the Company has no legal obligation to retain it. 3) If you no longer consent to or accept our processing, even if lawful and based on our legitimate interests or those of a third-party provider, and, finally 4) If we are required by law to delete your data.

The right to deletion is overridden and superseded by legal obligations under EU or member state law. Likewise, this 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 a restriction on the processing of your personal information in circumstances where you believe it contains inaccuracies.

Upon your request to restrict the use of your personal data, it will be deleted except under the following conditions: 1) where the law of the European Union or any Member State prevents this. 2) With your consent, if required to establish, exercise, or defend legal claims. 3) To protect the rights of another natural person.

Your Right to Data Portability

You have the right to access and review any personal data you have provided, if you have consented in any way to its collection and its processing is carried out by automated systems.

You have the right to request the transfer of any and all of your personal data to another company or organisation, where this is technically possible. This does not affect your right to request deletion of your data. This right cannot be exercised in circumstances where doing so would infringe upon the rights or freedoms of another individual.

Right to contest data processing

Notwithstanding the Company’s right to pursue its legitimate interests, or those of a third-party service provider, you have the right to object to processing and request that it cease. This does not apply where there is a compelling legal need to continue processing, whether to defend against legal claims or to exercise 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 purposes.

Right to Refuse or Withdraw Consent

You may withdraw your consent to our processing of your personal data at any time, with immediate effect where possible. This does not apply retrospectively to processing carried out before your withdrawal of 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 infringed in relation to the processing of your personal data, EU Member States have established regulatory and supervisory authorities for this purpose. You may lodge a complaint with these authorities at your discretion.

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

Once we receive your request about your personal data and its processing, we will provide access to the information you have requested, as set out in Section 13 of this policy. We may extend this timeframe by up to two months, depending on the volume and nature of requests. If an extension is required, we will notify you of the revised deadline within one month of receiving your request.

We will provide the requested information electronically at no charge, unless doing so would contravene the law or the provisions of Section 13. We reserve the right to charge a reasonable fee or refuse a request if it is considered frivolous, excessive, or repetitive.

We reserve the right to request additional proof of identity whenever there is reasonable doubt about the individual making a personal data request, to ensure data protection and security