Privacy Policy

Protecting your personal data and assets is our highest priority. We are fully committed to safeguarding them.

Klarheit Invexa collects and retains data necessary for your trading activities. Details on how we collect and store this information are outlined in the Privacy Policy below.

Our policy is governed by the following principles:

• With the aim of providing full transparency about our processes for collecting and storing your personal data:

Our goal is to ensure you understand how we collect and process data so you can make informed decisions. We follow clear guidelines and processes for handling data on this website. Our policy details the specific methods we use, giving you clear and concrete information about its use. You are in control.

We will always share information promptly when we determine you should be informed. Transparency is central to how we work.

Our qualified staff are always available to address any questions you may have about our processes, including our obligations under the laws of Schweiz. You can contact us at: info@klarheit-invexa.com

• We will not process personal data for any purposes other than those set out in our Privacy Policy.

We process personal data for purposes including the proper operation of Klarheit Invexa services and facilitating connections between trader-members and third-party trading platforms. We may also use it to maintain and enhance website features and services; protect our rights; and comply with regulatory or other legal obligations. Finally, where necessary, we use this data to deliver administrative and other business functions related to the Services we provide to you as our client.

To deliver better services tailored to your preferences and needs, Klarheit Invexa processes personal data.

• In order to use essential tools effectively to protect your personal data and safeguard your rights in this context:

You can contact us at any time to request access to all of your personal data. We can also correct or delete it where appropriate. In addition, we support requests to transfer your data to you or to a designated third party. We provide these services to help you fully exercise your rights to privacy and control.

• Safeguard your personal data:

Our security systems employ bank‑grade protections and meet the highest quality standards. While no system can be guaranteed 100 percent secure, we are committed to continually upgrading our defences to the highest possible level and strengthening the safeguards we have in place.

We maintain a detailed and comprehensive privacy policy and state-of-the-art security systems.

1. The Scope?

This policy outlines our procedures for the collection, processing, and sharing of all data relating to natural persons.

Our policy applies to all natural persons who are identifiable or already identified. It specifically covers any individual who can be or has been identified in connection with data entrusted to us or data we can access and/or combine.

As defined in the Privacy Policy, data processing specifically refers to the storage, management, and organization of personal data.

We do not collect, or seek to collect, any information about individuals under 18. We also prohibit anyone under 18 from using our platform for any purpose. If we discover a user or any data related to a person under 18, it will be deleted immediately.

2. Which personal data do we store?

When you register with us, we collect the personal data needed to allow you to use our services. When necessary, we may also ask you to provide personal data to verify account ownership, for example. To maintain and improve the quality of our services, we collect and analyse data about your use of our platform and those of our third-party partners.

3. You are under no obligation to provide the company with your personal data at any time.

While you are not required to share your data, choosing not to do so may limit our ability to provide certain services. It may also restrict your access to our platform or the functionality available to you.

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

We do not collect information that could personally identify you. We collect details such as your specific account activity, users’ IP addresses, and the date and time of access. For maintenance, security, and support services, we retain any system crash reports, browser information, and the type of device used to access your account. We also record the preferred language settings associated with your account.

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

Personal data you have shared with third-party platforms may include your full name, address, telephone number, and email address.

5. Why does the company need my personal data, and is it lawful for the company to do so?

The company's collection, storage, and processing of your personal information are solely for the purposes outlined in the Policy. All such use and processing are conducted in accordance with applicable laws in Schweiz.

The company will only handle, process, or transmit your data in strict compliance with applicable laws in Schweiz. The legal bases for this are:

• You have agreed that the company may store and process your personal data. When you submit your data to the company, you authorize us to transfer that information to the appropriate third-party trading platform. You have provided your consent to the processing of your personal data for one or more purposes.
• To enhance services, assert or defend legal claims, and pursue legitimate interests, among other purposes, the company may need to store and process your personal data.
• Data processing is necessary to meet legal obligations.

If you would like more information about the data processing we are required to perform, please contact us by email.

Below is a list of the specific purposes for which we may process your personal data, along with the corresponding legal bases.

6. Disclosure of Personal Data to Third Parties

To facilitate the storage and processing of IP addresses, the conduct of user surveys and analysis, and other related services, the company may share anonymised personal data with third‑party service providers.

At your request, we will share specific personal data you provide with third-party services. In such cases, the processing and use of your data will be governed by that company's privacy policies. This may include multiple digital trading platforms.

To better serve our clients and enhance overall service quality, the company may share personal data with its affiliates and partner companies.

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

In the event of a critical business transaction, such as the sale of the company or the pursuit of investment or 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 bankruptcy, in accordance with applicable law.

7. Use of Cookies and Third-Party Services

For site analytics and in collaboration with advertising partners, we may use cookies and similar technologies in accordance with applicable laws and industry standards.

Cookies—small data files stored on your device when you visit a website—help us collect information about browsing behaviour, preferences, and usage patterns. Their purpose is to personalise and enhance your experience. They allow us to remember your settings and preferences, and to tailor our services and content accordingly. We also use cookies for website analytics and statistical reporting to inform performance monitoring and strategic planning.

Broadly speaking, the site uses two types of cookies. 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 help the site recognize you as a returning visitor and make the site easier to use.

Types of cookies:

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

Cookies have been blocked or removed

If you want to delete or block cookies, you can manage this in 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 may disrupt some processes and prevent site features from working properly.

ONLINE TRACKING NOTICE

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

Your personal data will be shared - at your request and at your discretion - with third-party trading platforms for a period of 12 months. Upon the expiry of those 12 months, and with your consent, that data will be shared for a further 12 months.

Our operations include the regular review of all personal data to determine whether it remains necessary.

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

When necessary for service delivery and/or security reasons, personal data may be transferred to third countries (i.e., countries outside your own) and to international organizations, subject to robust security safeguards. We maintain data security at the highest possible level to protect your information and ensure you retain access to legal remedies and rights in all circumstances.

All residents within the EEA (European Economic Area) are protected by data protection laws and safeguards.

• Data transfers are conducted under the EU’s legal framework and competence, in line with standard data protection rules as 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 is a legally binding and enforceable agreement
• The European Commission’s Standard Contractual Clauses, adopted under Article 46(2)(c) of the GDPR, set the conditions for data transfers, which are carried out 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 more information about the specific security measures the company uses to protect your personal data during third-country transfers, please email your request to info@wealthwaydigital.uk

10. Protection of Personal Data

We protect personal data using state-of-the-art technical and organizational measures that follow industry best practices. These measures are designed to prevent unlawful or accidental destruction, loss, or alteration of personal data, and to safeguard its integrity and availability.

While we exercise the highest level of care and gold‑standard data protection procedures as required by law, it is not possible to guarantee that your personal data will be entirely error‑free in all circumstances. For this reason, we cannot be held liable if personal data is disclosed or suffers incidental, intangible, or consequential damage. This includes situations beyond our control, such as disclosure due to transmission errors, unauthorised third‑party access, or any similar cause.

In response to legally binding requests from regulators or other competent authorities, we may be required to share your personal data with those authorities. Once such data is disclosed pursuant to a legal obligation, we cannot control how those authorities handle, store, or safeguard your data.

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

11. Hyperlinks to third-party websites

On this website, you may encounter links to third-party apps and websites. Please note that these third parties are not affiliated with, nor controlled by, the company, and our privacy policy does not apply to them. They have their own procedures and priorities for collecting and processing personal data, 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 submitting any personal data. Confirm that their data collection, use, and processing practices align with your preferences and priorities. Any data you decide to share should be provided directly to the service provider.

12. Policy Amendments

We reserve the right to update or amend our policy at any time. We will provide notice of any changes via the 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 otherwise stated.

13. Your Rights Regarding Personal Data

You have full control and the final say over how your personal data is used, including the right to verify its accuracy, correct errors, and choose to delete or restrict the scope and nature of any processing we carry out.

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

Your personal data is protected by the rights set out herein. By sending an email to the address below, you may immediately exercise these 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 us and therefore verifiable.

At any time, you may request your personal data for verification, and it will be provided to you in electronic format. If you request additional copies of your processed data beyond the initial copy provided to you, a reasonable fee may be charged.

Rights granted by law and under our Privacy Policy must not infringe upon the rights of others. Accordingly, the company may deny or restrict access to personal data where such access would violate the rights and freedoms of others.

Right to Rectify Errors

Any inaccuracies in your personal data, whether due to omissions or incorrect details, may be corrected by you or by the Company to ensure proper processing.

Erasure Rights

You have the right to request the deletion of your personal data under the following circumstances: 1) If your personal data has been processed without your consent or outside applicable legal boundaries, or otherwise in breach of law. 2) If you ask for its removal and the Company has no statutory or legal obligation to retain it. 3) If you no longer agree to or accept any processing by us, even if such processing is lawful and based on our legitimate interests or those of a third-party provider. 4) If we are required by law to delete your data.

The right to erasure may be overridden and superseded by legal obligations arising under EU law or the laws of any Member State. 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 data whenever you believe it is inaccurate or incomplete.

Upon your request to restrict the use of your personal data, it will be deleted except in the following cases: 1) where EU or Member State law requires its retention; 2) with your consent, when necessary 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 form to its collection and it is processed by automated systems.

You have the right to request the transfer of any and all personal data to another company or organisation, where this is technically feasible. This does not affect your right to have your data deleted. However, this right cannot be exercised if doing so would infringe upon the rights or freedoms of another natural person.

Right to object to 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, including to defend against or pursue legal claims. In such cases, we may continue processing your personal data.

You may at any time object to the processing of your personal data for direct marketing purposes.

Right to Withdraw or Refuse Consent

You have the right to withdraw your consent to our processing of your personal data at any time and, where possible, with immediate effect. This does not apply retroactively to processing performed 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 that your rights and freedoms have been violated in relation to the processing of your personal data, European Union Member States have established regulatory and supervisory authorities for this purpose. You may file a complaint with these authorities at your discretion.

Section 13 outlines circumstances in which your personal data rights may be limited by European Union law or by the laws of its Member States.

Upon receiving your request concerning your personal data and its processing, we will provide access to the information you requested, as set out in Section 13 of this policy. We reserve the right to extend this period by up to two months, depending on the volume of requests and the nature of your request. If an extension is necessary, we will notify you within one month of receiving your request.

The requested information will be provided to you electronically at no cost, unless doing so would conflict with applicable law or the provisions of Section 13. We reserve the right to charge a reasonable fee or refuse requests that are manifestly unfounded, excessive, or repetitive.

We reserve the right to request additional proof of identity if there is reasonable doubt about the person submitting the request for personal data, for data protection and security purposes.