Privacy Policy

How we collect, use, and protect your information

Last Updated: July 1, 2023

At Elite Wealth Management Solutions, 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.

We recommend that you read this privacy policy carefully to understand our views and practices regarding your personal data and how we will treat it. By using our website, you acknowledge that you have read and understood this privacy policy.

1. Data We Collect

We may collect, use, store and transfer different kinds of personal data about you, which we have grouped together as follows:

  • Identity Data includes first name, last name, title, date of birth, and gender.
  • Contact Data includes billing address, delivery address, email address, and telephone numbers.
  • Financial Data includes bank account details, investment information, income details, and financial goals.
  • Transaction Data includes details about payments to and from you and other details of services you have purchased from us.
  • Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access this website.
  • Profile Data includes your username and password, your interests, preferences, feedback, and survey responses.
  • Usage Data includes information about how you use our website and services.
  • Marketing and Communications Data includes your preferences in receiving marketing from us and our third parties and your communication preferences.

We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data could be derived from your personal data but is not considered personal data in law as this data will not directly or indirectly reveal your identity.

Special Categories of Personal Data

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Nor do we collect any information about criminal convictions and offenses.

2. How We Use Your Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • To provide financial services: Including wealth management, investment advice, retirement planning, and other services requested by you.
  • To process transactions: Managing your accounts, processing payments, and keeping records of your transactions.
  • To communicate with you: Responding to your inquiries, sending important notices, and providing customer support.
  • To improve our services: Analyzing how clients use our services to enhance our offerings and develop new features.
  • For marketing purposes: With your consent, we may send you promotional materials about services that may interest you.
  • For legal and regulatory compliance: Meeting our obligations under financial regulations, anti-money laundering laws, and other applicable regulations.
  • To protect our interests: Detecting and preventing fraud, unauthorized transactions, claims, and other liabilities.

Marketing Communications

We may use your Identity, Contact, Technical, Usage and Profile Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you.

You will receive marketing communications from us if you have requested information from us, purchased services from us, or if you provided us with your details when you entered a competition or registered for a promotion and, in each case, you have not opted out of receiving that marketing.

3. Your Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data. These include the right to:

  • Request access to your personal data (commonly known as a "data subject access request").
  • Request correction of the personal data that we hold about you.
  • Request erasure of your personal data.
  • Object to processing of your personal data.
  • Request restriction of processing your personal data.
  • Request transfer of your personal data.
  • Right to withdraw consent where we are relying on consent to process your personal data.

If you wish to exercise any of these rights, please contact us using the details provided below. You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

4. Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

5. Cookie Policy

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

What are cookies?

Cookies are small text files that are placed on your computer or mobile device when you visit a website. They are widely used to make websites work more efficiently and provide information to the owners of the site.

Types of cookies we use

  • Essential Cookies: These cookies are necessary for the website to function properly. They enable basic functions like page navigation and access to secure areas of the website.
  • Analytical/Performance Cookies: These cookies allow us to recognize and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.
  • Functionality Cookies: These cookies are used to recognize you when you return to our website. This enables us to personalize our content for you, greet you by name and remember your preferences.
  • Targeting Cookies: These cookies record your visit to our website, the pages you have visited and the links you have followed. We may use this information to make our website and the advertising displayed on it more relevant to your interests.

Managing cookies

Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies, including how to see what cookies have been set and how to manage and delete them, visit www.aboutcookies.org or www.allaboutcookies.org.

6. Contact Information

If you have any questions about this Privacy Policy or our data practices, please contact us:

Elite Wealth Management Solutions
88 Robertson Pine
Francescafurt, AB41 7HB
United States

Phone: +445696717332
Email: [email protected]

7. Changes to 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 posting the new privacy policy on this page and updating the "Last Updated" date at the top of this page.

We encourage you to review this privacy policy periodically to stay informed about how we are protecting your information.