Privacy Policy

Effective Date: January 1st 2024


At PersonaFin, we respect and prioritize your privacy. This policy details our practices surrounding the collection, use, and protection of your personal data. By utilizing our services, you consent to the practices described here.

1. Definition of Terms

‘Services’ encompasses all functionalities, features, content, and applications provided by PersonaFin.

2. Information Collection
  • Account Creation: Data such as your name, address, and email are obtained when you set up a PersonaFinaccount.
  • Automated Gathering: We monitor and record your usage patterns, device information, and interactionbehavior.
  • Personalized Service: We collect trading activity, web interaction activity, device details, and observed and inferred data generated by our proprietary algorithm.
3. Purpose & Use of Data
  • Service Operation: Your data aids in delivering a seamless service, addressing issues, and refining the user experience.
  • Communication: Updates, newsletters, or feedback responses might be communicated to you.
  • Personalization & Insights: Our proprietary algorithm interprets content and data for market trend analysis, understands user behavior across digital platforms, and suggests pertinent content and data.
  • Algorithm Development: As a data controller, we process anonymized and randomly sampled data to enhance our algorithm and solution infrastructure.
4. Information Sharing Principles:
  • Partners & Vendors: We share crucial data with trusted third parties, always upholding your privacy.
  • Legal Directives: Data might be disclosed under legal obligations.
  • Third-Party Sharing: We don’t share your data with any third party as a data controller.
5. Data Storage and Security:
  • Storage Location: Data resides in a private cloud in a UK-based, Tier IV Data Centre.
  • Security Measures: Protection includes HTTPS, anonymization upon ingestion, end-to-end encryption (in-transit and at-rest), and secure file repositories.
6. Data Retention & Deletion:

We typically retain personal data for up to 10 years, in line with the policies of financial institutions. Upon request, we’ll delete your personal data promptly, no later than one month.

7. Your Rights and Preferences:
  • Opting Out: Customers can opt out of our personalization and insights service, halting any further
    personalized content delivery. However, unless explicitly requested, we’ll still process customer data for
    our analytics, statistics, and algorithm development.
  • Data Access & Deletions: Requests to view, amend, or remove your stored data with PersonaFin can be
    addressed to us.
8. Age-Related Data Collection:

We don’t intentionally collect data from individuals under 13. Such data will be deleted upon discovery.

9. Third-Party Platforms:

Links to other platforms might be present in our services. We’re not accountable for their privacy practices.

10. Amendments to this Policy:

Regular reviews of this policy are advised as updates might occur periodically.