Legal

Privacy Policy

Last updated: May 2026

1. Data We Collect

We collect and process: your name, email address, and account credentials; portfolio and transaction data related to your account; session and access logs for security and audit purposes; device and browser information for fraud detection.

2. How We Use Your Data

Your data is used solely to: provide and maintain your portal access; generate account statements and reports; detect and prevent unauthorised access; comply with applicable legal and regulatory obligations. We do not sell, rent, or share your personal data with third parties for marketing purposes.

3. Cookies

This portal uses essential session cookies only. These cookies are strictly necessary to maintain your authenticated session and are deleted when you close your browser or log out. No tracking, analytics, or advertising cookies are used.

4. Data Security

All data in transit is encrypted using TLS 1.2 or higher. Passwords are stored using industry-standard bcrypt hashing. Two-factor authentication is required for all accounts. Access logs are retained for security audit purposes.

5. Data Retention

Account and transaction records are retained for the duration of your client relationship and for a minimum of 7 years thereafter in compliance with financial regulations. Session logs are retained for 90 days. You may request deletion of personal data not subject to legal retention obligations.

6. Your Rights

You have the right to: access the personal data we hold about you; request correction of inaccurate data; request deletion of data not subject to legal retention; lodge a complaint with the relevant supervisory authority. To exercise these rights, contact your account manager.

7. Third Parties

This portal does not embed third-party analytics, advertising networks, or social media trackers. reCAPTCHA (Google) is used on the login page for bot protection, subject to Google's Privacy Policy and Terms of Service.

8. Contact

For any privacy-related queries, please contact your assigned account manager. We will respond within 30 days of receiving your request.