Privacy Policy
Your personal information and assets are our top priority. We are fully committed to safeguarding them.
Optima Fundrelix collects and stores data necessary for your trading activities. How we collect and store this information is outlined in the Privacy Policy below.
Our policy is underpinned by the following principles:
- With the aim of providing complete transparency about our practices for collecting and storing your personal information:
Our aim is to ensure you understand how we collect and process data so you can make informed decisions. We have clear guidelines and processes for managing data on this website. Our policy sets out the specific methods we use so you have clear, concrete information about its use. You are in the driver's seat.
We will always share information promptly when we determine you need to know. Transparency is fundamental to us.
Our trained team is always available to answer any questions you may have about any aspect of our processes, including our obligations under the laws of {country}. You can contact us at: info@optima-fundrelix.com
- We will not use personal data for any purpose other than those outlined in our Privacy Policy.
We may process personal data for the following purposes, including ensuring the proper operation of {site_name} services and connecting trader members with third-party trading platforms. We may also use it to maintain and improve website functions and services; protect our rights; and comply with regulatory or other legal obligations. Finally, we may process data as needed to deliver administrative and other business functions related to the Services we provide to you, the client.
To deliver better services tailored to your preferences and needs, {site_name} uses personal information.
- To access essential tools to protect your personal information and safeguard your rights in this respect:
At any time, you may contact us to access all of your personal information held by us. We can also update or delete it as required. In addition, we can facilitate requests to transfer your data to you or to a nominated third party. We offer these services and support to help you more effectively exercise your rights to privacy and control.
- Secure your personal data:
Our security systems use top-tier, bank-grade protections. While a 100% guarantee is not possible, we are committed to continually upgrading our systems to the highest standards and strengthening the measures we have in place.
We maintain a detailed and comprehensive privacy policy and world-class security measures.
1. The Scope?
This policy outlines our procedures for the collection, processing and sharing of all data relating to natural persons.
The terms of our policy apply to all natural persons who are identifiable or already identified. This specifically includes any natural person who could be identified, or has already been identified, in connection with data entrusted to us, or data we are able to access and/or combine.
The processing of data, as defined in the Privacy Policy, refers specifically to the storage, management and organisation of personal data.
We do not collect or seek to collect any information about individuals under the age of 18. We also do not permit individuals under the age of 18 to use our platform for any reason. If we discover a user or any information relating to someone under the age of 18, we will delete it immediately.
2. What personal information do we hold?
When you register with us, we collect the personal data necessary to enable your use of our services. Where required, we may also request personal data to verify ownership of an account, for example. To maintain and improve service quality, we collect and analyse data about your use of our platform and interactions with our third-party partners.
3. You are under no obligation to provide the company with your personal information.
While you are under no obligation to provide us with your data, choosing not to do so may limit 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 data that can be used to personally identify you. However, we do collect details such as your account activity, IP address, and the date and time you access the service. For maintenance, security and support purposes, we retain system crash reports, browser details, and the type of device used to access your account. We also record the language set for your account.
Regarding personal data, we collect and retain only the information you consent to share with us when you connect to a third-party trading platform through our service.
The personal information you have provided to third-party platforms may include: your full name, address, telephone number, and email address.
5. Why does the company need my personal information, and is it lawful for them to collect it?
The collection, storage and processing of your personal information by the Company are solely for the purposes set out in this Policy. All such uses and processing are carried out in compliance with applicable laws in {country}.
The company will only handle, process, or transmit your data in accordance with applicable laws in {country}. The legal grounds for this are:
- You agree to the company storing and processing 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 consented to the processing of your personal personal data for one or more stated purposes.
- To improve services, establish 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 requirements, we must process data.
If you would like to learn more about how the company is required to process data, please feel free to contact us via email.
Below is a list of the specific purposes for which we may process your personal data, together with the legal bases for doing so.
To provide you with access to digital trading, we will share your personal information with third-party platforms solely at your request.
Your data may be collected and shared with third-party companies, but only at your request and with your consent.
You have authorised the processing of your personal information for one or more purposes.
Please provide us with the necessary information so we can respond promptly and effectively to your requests, concerns, and questions about our services.
To enable the company to pursue its legitimate interests, or those of an authorised third party, the processing of personal data is necessary.
In order to comply with our legal and administrative obligations, we are required to process certain personal information as necessary.
To comply with our legal obligations, we must process certain personal information.
Anonymised personal data and usage tracking are required to improve our services, including crash reports.
To safeguard the legitimate interests of our company and third-party service providers, we need to process and store personal information.
This is necessary to prevent fraud and the misuse of our service.
Our service obligations require us to oversee and carry out data processing to support business development, strategic decision-making, oversight and legal compliance, and other business operations.
To safeguard the legitimate interests of the company and our third-party service providers, we need to process and store personal information.
We apply statistical and analytical tools to inform decision-making across the full spectrum of our services and to guide our ongoing strategic planning.
To protect the legitimate interests of our company and authorised third-party service providers, we need to process and store personal information.
As necessary to protect the company’s rights, assets and interests, and those of third-party service providers, and to comply with all applicable local laws, regulations, agreements and our own terms, conditions and policies, we may process personal data. We will only do so in line with the required and established procedures.
To safeguard the legitimate interests of the company and our third-party service providers, we need to process and store personal information.
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 data you provide with third-party services. In such cases, the use of your data will be governed by the relevant provider's privacy policy. This may include multiple digital trading platforms.
To enhance our client services and overall service quality, the organisation may share personal information with its affiliates and partner organisations.
Where required by law, or to protect the rights and assets of the company and its third-party partners, we may disclose information to relevant legal or regulatory authorities.
In the event of a significant business transaction—such as a company sale, seeking investment, or securing 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 insolvency, in accordance with applicable law.
7. Cookies and Third-Party Services
For site analytics and in collaboration with advertising partners, we may use cookies and similar technologies, as permitted by law and consistent with industry standards.
Cookies - small pieces of code stored on your device when you visit a website - are used to collect information about your browsing behaviour, preferences, and similar activity. Their purpose is to personalise and enhance your user experience. They allow us to remember your settings and preferences, and to tailor our services accordingly. These cookies are also used for website analytics and statistical insights to support strategic planning.
Broadly, there are two types of cookies used on the site. Session cookies are stored in your browser only for the duration of your session and are deleted when you close the browser. Others are persistent cookies, which remain in your browser even after your session ends. These help the site 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:
These cookies are strictly necessary
Cookies are used to recognise you as a client, allowing us to better deliver the information, settings and services you need. 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.
To allow quick and easy access to the site, cookies store and process certain personal data, such as your username and last log-in date, for example when you ask the site to remember you at log-in.
Session cookies are deleted when you close your web browser.
Functionality cookies
We use cookies to securely store and quickly retrieve your settings and preferences. They also help us recognise you when you visit our website.
Persistent cookies remain on your device beyond your browsing session until they expire.
Cookies for performance
We use cookies to gather statistical information that helps improve our services. They provide insights into site performance and how the site is used.
All information stored in cookies is anonymous and cannot be linked to any individual.
Session cookies are removed when you close your browser, while persistent cookies remain active until their expiry, or indefinitely, unless you deliberately clear them.
Cookies have been blocked or removed
To delete or block cookies, adjust your browser's 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 some processes and website features from working as intended.
ONLINE TRACKING NOTICE
Your personal data will be stored for as long as necessary to carry out the operations described in this policy. It may be retained for longer to comply with local laws, regulations and company policies.
Your personal data will be shared, at your request and discretion, with third-party trading platforms for a period of 12 months. When those 12 months expire, and with your consent, it will be shared for a further 12 months.
Our processes include the regular review of all personal data to determine whether it is still required or not.
9. Transfers of personal data to third countries or international organisations
When required to deliver our services and for security reasons, personal data may be transferred to other countries (outside your own) and to international organisations under stringent security protocols. We maintain industry-leading data security measures to protect your data and ensure you have access to legal remedies and rights in all circumstances.
Across the European Economic Area (EEA), all residents are protected by data protection laws and safeguards.
- Data transfers are always carried out under EU jurisdiction and competence, in accordance with the data protection safeguards 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 data transfers between public entities or authorities are conducted in accordance with Article 46(2). This agreement 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 cross-border transfers of personal data to third countries and govern such transfers. 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 more information about the specific security measures used by the company to protect your personal data during transfers to third countries, please email your request to info@wealthwaydigital.uk
10. Personal Information Protection
Personal data is safeguarded using the highest-level technical and organisational measures, aligned with gold-standard procedures and industry best practice. These measures are designed to effectively prevent unlawful or accidental data destruction, as well as the loss or alteration of that information.
While we apply the utmost care and gold‑standard procedures for data protection, as required by law, it is not possible to guarantee in every circumstance that your personal data will remain error‑free. For this reason, we cannot be held liable in any case where personal data is disclosed, or for damage of an incidental, intangible, or consequential nature. This includes circumstances beyond our control, such as disclosure arising from transmission errors, unauthorised third‑party access, or any other cause of this kind.
In response to legally binding demands from regulators or legal authorities, we may be required to disclose your personal data to those bodies. Once disclosed under legal compulsion, we cannot control how those authorities handle, store or protect your data.
Information sent via 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 site, you may encounter links to third-party applications and websites. Please note that these are not affiliates and are not controlled by the company, and our Privacy Policy does not apply to these third parties. They have their own policies and practices for collecting and processing personal information, and we are not responsible for those activities. Use at your own discretion.
Always review the privacy policy of any company or service when you visit their website before sharing any personal information. Confirm 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 reserve the right to update or amend this policy at any time. We will notify you of changes via our website and other appropriate channels. The updated Privacy Policy will be posted on the website, and the revised policy will take effect immediately upon publication, unless stated otherwise.
13. Your rights 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 our processing.
This page provides information relevant to EEA residents:
Your personal information is protected by the rights set out herein. By emailing the address below, you may immediately exercise those rights.
Accessing Your Rights
You may access any personal data you have provided to us at any time, provided it is accurate. Any of your personal data that we process is accessible to us and therefore verifiable.
You may request your personal data for verification at any time, and it will be provided to you in electronic format. If you request additional copies of your data being processed, beyond the copy already provided, a reasonable fee may be charged.
Rights granted by law and under our Privacy Policy must not infringe the rights of others. We reserve the right to refuse or limit access to personal information where granting access would infringe the rights and freedoms of others.
Right to Rectify Errors
To ensure it can be processed correctly, any errors in your personal data—whether due to omissions or incorrect details—may be corrected by you or by the Company.
Erasure Rights
You are entitled to request the deletion of your personal data in the following circumstances. 1) If your personal data has been processed without your consent or beyond lawful grounds. 2) When you request its removal and the Company has no legal obligation to retain it. 3) If you no longer agree to or accept any data processing by us, even if lawful and in our or a third-party provider’s legitimate interests, and, finally 4) If we are required by law to delete your data.
The right to deletion is overridden or superseded by legal obligations under EU law or the laws of any Member State. Likewise, it does not apply 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 information be restricted if you believe it contains inaccuracies.
Upon your request to restrict the use of your personal data, it will be deleted except in the following circumstances: 1) where the laws of the European Union or any Member State prevent deletion; 2) with your consent, if required 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 have consented in any way to its collection and if the processing is carried out by automated systems.
You have the right to request the transfer of your personal data to another company or organisation, where technically feasible. Exercising this right does not affect your right to have your data deleted. However, it cannot be exercised if doing so would infringe the rights or freedoms of another natural person.
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 the processing and request that it cease. This does not apply in circumstances where there are compelling legal grounds to continue the processing, including for the establishment, exercise or defence of legal claims. In these circumstances, we may continue processing your personal information.
You may at any time request that your personal data not be processed in connection with any direct marketing activities.
Right to Withdraw or Refuse Consent
Where possible, you have the right to withdraw your consent to our processing of your personal data at any time, with immediate effect. This does not apply retrospectively to any processing undertaken before you withdrew your consent.
If you are dissatisfied for any reason, you are entitled 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 circumstances in which your personal data rights may be limited by European Union or Member State laws.
Upon receiving your request about your personal data and how it is processed, we will provide access to the information you have requested, as outlined in Section 13 of this policy. We may extend this timeframe by up to two months, depending on the volume of requests and the nature or complexity of your request. If an extension is required, we will notify you of the extension within one month of receiving your request.
We will provide the requested information electronically at no cost, unless prohibited by law or the provisions of Section 13. We may charge a reasonable fee or decline a request that is frivolous, excessive or repetitive.
We reserve the right to request additional proof of identity if there is reasonable doubt about the individual requesting personal data, to ensure data protection and security.