Last Updated: May 1, 2024
At InvestWise, we respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website and tell you about your privacy rights and how the law protects you.
Please read this privacy policy carefully before using our services or submitting any personal information to us.
We collect personal information that you voluntarily provide to us when you:
The personal information we collect may include:
When you visit our website, we automatically collect certain information about your device and your interaction with our website. This information may include:
We may receive information about you from third-party sources, such as:
We use your personal information for the following purposes:
We process your personal data based on one or more of the following legal grounds:
We may share your personal information with the following categories of recipients:
We share information with third-party service providers who help us operate our business and deliver our services, such as:
These service providers are authorized to use your personal data only as necessary to provide these services to us and are contractually obligated to keep your information confidential and secure.
We may share information with our business partners who offer joint promotions or products with us, but only with your consent or when you choose to participate in such offerings.
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas, or government requests).
If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any change in ownership or uses of your personal information.
We may share your information with third parties when you have given us your consent to do so.
We may share aggregated or anonymized information that cannot reasonably be used to identify you with third parties for marketing, advertising, research, or similar purposes.
Depending on your location, you may have the following rights regarding your personal data:
You have the right to request access to the personal data we hold about you and to receive information about how we process it.
You have the right to request that we correct any inaccurate or incomplete personal data we hold about you.
You have the right to request that we delete your personal data in certain circumstances, such as when the data is no longer necessary for the purposes for which it was collected.
You have the right to request that we restrict the processing of your personal data in certain circumstances, such as when you contest the accuracy of the data.
You have the right to receive the personal data you have provided to us in a structured, commonly used, and machine-readable format, and to transmit this data to another controller.
You have the right to object to the processing of your personal data in certain circumstances, including when we process your data for direct marketing purposes or when we process your data based on our legitimate interests.
If we process your personal data based on your consent, you have the right to withdraw your consent at any time. This will not affect the lawfulness of processing based on your consent before its withdrawal.
You have the right to lodge a complaint with a supervisory authority if you believe that our processing of your personal data infringes data protection laws.
To exercise any of these rights, please contact us using the contact information provided at the end of this privacy policy. We will respond to your request within 30 days. We may need to verify your identity before fulfilling your request.
We implement appropriate technical and organizational measures to protect your personal data against unauthorized or unlawful processing, accidental loss, destruction, or damage. These measures include:
While we strive to protect your personal information, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.
In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify you and the relevant supervisory authority without undue delay and in accordance with applicable laws.
We retain your personal data for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, accounting, or reporting requirements.
To determine the appropriate retention period for personal data, we consider:
In some circumstances, we may anonymize your personal data so that it can no longer be associated with you, in which case we may use such information without further notice to you.
We retain your account information for as long as your account is active or as needed to provide you with our services. If you close your account, we will retain certain data for analytical purposes and recordkeeping integrity, as well as to prevent fraud, enforce our terms and conditions, take actions we deem necessary to protect the integrity of our systems, or take other actions otherwise permitted by law.
We retain information related to transactions with us for as long as necessary to fulfill the transaction and for tax, accounting, and legal purposes.
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal data from a child under the age of 18 without verification of parental consent, we will take steps to remove that information from our servers.
If you believe we might have any information from or about a child under 18, please contact us using the contact information provided at the end of this privacy policy.
We may update this privacy policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by:
We encourage you to review this privacy policy periodically to stay informed about how we are protecting your information.
If you have any questions or concerns about this privacy policy or our data practices, please contact us:
InvestWise
78476 Sonia Key Suite 526
Dorthamouth, NL E6E-8C8
United States
Email: [email protected]
Phone: +1 (937) 349-2943
We will respond to your request within 30 days.