Last Updated: June 2nd 2022
1. Information we collect
The Personal Data that you are asked to provide, and the reasons why you are asked to provide it, will be made clear to you at the point we ask you to provide your Personal Data.
If you contact us directly, we may receive additional information about you such as your name, email address, telephone number, the contents of the message and/or attachments you may send us, and any other information you may choose to provide.
When you register for an account, we may ask for your contact information, including items such as your name, company name, address, email address, and telephone number. We may require you to provide us with additional Personal Data as you use our Site.
When you access our Site, we may automatically collect information from the device used to access the Site. Such information may include, but is not limited to, your device type; your device’s network connections; your device’s name; your device’s IP address; information about your device’s web browser and the internet connection being used to access the Site; geolocation information; and information that tells us how you use the Site, such as what you have searched for and viewed on the Site and the way you use the Site, statistics regarding how pages are loaded or viewed, the Sites you visited before coming to the Site and other usage and browsing information collected through Cookies.
2. How We Use or Process Information
We use the informationwe collect in various ways, including to:
Provide, operate, and maintain our Site
Improve, personalize, and expand our Site
Understand and analyze howyou use our Site
Develop new products,services, features, and functionality
Communicate with you,either directly or through one of our partners, including for customer service,to provide you with updates and other information relating to the Site, and formarketing and promotional purposes
Send you emails
Manage risk, and protectthe Site and you from fraud
Do Not Track (DNT) is an optional browser setting that allows you to express your preferences regarding tracking by advertisers and other third parties. We do not respond to DNT signals.
4. Why We May Retain Personal Data?
5. Ways We May Share Information
We may share your Personal Data or other information for the following reasons:
With our affiliates: We may share your Personal Data with affiliates of WealthAgile to, among other things, provide services you have requested or authorized; to manage risk; to help detect and prevent potentially illegal and fraudulent acts and other violations of our policies and agreements; and to help us manage the availability and connectivity of WealthAgile products, services, and communications.
With other companies that provide services to us: We may share Personal Data with third-party service providers that perform services and functions at our direction and on our behalf. These third-party service providers may, for example, verify your identity, assist in processing transactions, send you advertisements for our products and services, or provide customer support.
With other third parties for our business purposes or as permitted or required by law: We may share information about you with other parties for WealthAgile’s business purposes or as permitted or required by law, including:
if we need to do so to comply with a law, legal process orregulation;
to law enforcement authorities or other government officials, or other third parties pursuant to a subpoena, a court order or other legal process or requirement applicable to WealthAgile or WealthAgile’s affiliates;
if we believe, in our sole discretion, that the disclosure of Personal Data is necessary or appropriate to prevent physical harm or financial or other loss or in connection with an investigation of suspected or actual illegal activity;
to protect the vital interests of a person;
to investigate violations of our Site terms and conditions or enforce a user or other agreement or other legal terms applicable to any service available on our Site;
to protect our property, services and legal rights;
to help assess and manage risk and prevent fraud against us, our users and fraud involving our Site, including fraud that occurs at or involves our business partners, strategic ventures, or other individuals;
to facilitate a purchase or sale of all or part of WealthAgile’s business;
to companies that we plan to merge with or be acquired by; and
to support our audit, compliance, and corporate governance functions.
With your consent: We also will share your Personal Data and other information with your consent or direction.
In addition, WealthAgile may provide aggregated statistical data to third parties, including other businesses and members of the public, about how, when, and why users visit our Site. This data will not personally identify you or provide information about your use of the Site. We do not share your Personal Data with third parties for their marketing purposes without your consent.
6. What Privacy Choices Are Available to You?
Choices Relating to the Personal Data We Collect
Personal Data. You may decline to provide Personal Data when it is requested by WealthAgile, but access to certain services and portions of the Site may be unavailable to you.
Location and other device-level information. The device you use to access the Site may collect information about you, including geolocation information and user usage data that WealthAgile may then collect and use. For information about your ability to restrict the collection and use of such information, please use the settings available in the device.
Choices Relating to Our Use of Your Personal Data
Online Tracking and Interest-Based Advertising. We may work with partners and third-party service providers to serve you advertising using ad-related cookies and web beacons. You can opt-out of third-party advertising-related cookies and web beacons, in which case our advertising should not be targeted to you. You will continue to see our advertising on third party Sites.
For more information on third-party advertising-related cookies and interest-based advertising, and to learn how to opt-out of these practices with companies participating in industry self-regulation, please visit AdChoices.
Mobile Device Tracking. You may opt out of the processing and use of certain Personal Data on your mobile device by some mobile advertising companies and other similar entities by downloading the App Choices app at https://youradchoices.ca/appchoices/.
Choices Relating to Your Registration and Account Information
If you have an account on the Site, you generally may review and edit Personal Data by contacting us. Contact us at email@example.com if you do not have an account or if you have questions about your account information or other Personal Data.
Choices Relating to Communication
Notices, Alerts and Updates from Us:
Marketing: If you register an account with us, we may send you marketing content about our Site or services and products, as well as the products and services of unaffiliated third parties and affiliates of WealthAgile through various communication channels, for example, email, text, pop-ups, push notifications, and messaging applications. You may opt out of these marketing communications by following the instructions in the communications you receive. You may also adjust your communication preferences in your account settings. For messages sent via push notifications, you may manage your preferences in your device.
Informational and Other: We will send communications to you that are required or necessary to send to users of our Site, notifications that contain important information and other communications that you request from us. You may not opt out of receiving these communications.
7. What Are Your Rights?
You may have certain rights in respect of your Personal Data. In particular, you may have a right of access and correction. If you wish to exercise these rights, please contact us.
Depending on applicable law where you reside, you may be able to assert certain rights related to your Personal Data identified below. If any of the rights listed below are not provided under law for your operating entity or jurisdiction, we have absolute discretion in providing you with those rights.
Your rights to your Personal Data are notabsolute. Depending upon the applicable law, access may be denied: (a) whendenial of access is required or authorized by law; (b) when granting accesswould have a negative impact on another's privacy; (c) to protect our rightsand properties; (d) where the request is frivolous or vexatious, or for otherreasons.
Access and Portability. You may request that we provide you a copy of your Personal Data held by us. If required by applicable law, this information will be provided subject to a potential fee associated with gathering of the information (as permitted by law), unless such provision adversely affects the rights and freedoms of others. In certain circumstances, you may request to receive your Personal Data in a structured, commonly used and machine-readable format, and to have us transfer your Personal Data directly to another data controller.
Rectification of Incomplete or Inaccurate Personal Data. You may update or correct Personal Data at any time by contacting us at firstname.lastname@example.org for help.
Withdraw Consent. To the extent that the processing of your Personal Data is based on your consent, you may withdraw your consent at any time. Your withdrawal will not affect the lawfulness of any processing we did prior to your withdrawal that was done on the basis of your consent.
Restriction of Processing. In some jurisdictions, applicable law may give you the right to restrict or object to us processing your Personal Data under certain circumstances. We may continue to process your Personal Data if it is necessary for the defense of legal claims, or for any other exceptions permitted by applicable law.
Automated Individual Decision-Making, Including Profiling. We may rely on automated tools to help determine whether a transaction or a customer account presents a fraud or legal risk. In some jurisdictions, you have the right not to be subject to a decision based solely on automated processing of your Personal Data, including profiling, which produces legal or similarly significant effects on you, save for the exceptions applicable under relevant data protection laws.
If you believe that we have infringed your rights, we encourage you to contact us first so that we can try to resolve the issue or dispute informally. You can also complain about our processing of your Personal Data to the relevant data protection authority.
8. How Do We Protect Your Personal Data?
We may maintain technical, physical, and administrative security measures designed to provide reasonable protection for your Personal Data against loss, misuse, unauthorized access, disclosure, and alteration. The security measures include firewalls, data encryption, physical access controls to our data centers, and information access authorization controls. While we are dedicated to securing our systems and Site, you are responsible for securing and maintaining the privacy of your password(s) and account/profile registration information and verifying that the Personal Data we maintain about you is accurate and current.
9. Can Minors Use Our Services?
The Site is not directed to children under the age of majority. We do not knowingly collect information, including Personal Data, from minors or other individuals who are not legally able to use our Site or services. If we obtain actual knowledge that we have collected Personal Data from a minor, we will promptly delete it, unless we are legally obligated to retain such data. Contact us if you believe that we have mistakenly or unintentionally collected information from a minor.
10. What Else Should You Know?
Transfers of Your Personal Data to Other Countries
11. Contact Us
We want to make sureyour questions go to the right place:
Email us at email@example.com to contact us about your WealthAgile account or transaction or in relation to any privacy-related matter you have questions or concerns about.