1. Introduction
WealthPoint is committed to protecting your privacy and personal information. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and safeguarding of your information when you use our financial portfolio consolidation and analysis platform.
2. Information We Collect
We may collect and process the following personal information:Identification information: Name, surname, email address, phone number.Financial information: Portfolio details and transaction data.Technical information: Device type, IP address, browser type, and access logs.WealthPoint does not collect sensitive personal data such as ethnicity, political opinions, or biometric data.3. How We Collect InformationWe collect information through:Direct interactions: When you register, subscribe, or update your profile.Third-party providers: Financial institutions and data providers like CBonds and Flanks.Automated means: Cookies, server logs, and analytics tools such as Google Analytics to improve user experience.
4. Use of Your Information
Your personal data is used to:Provide and improve our services.Manage your subscription and payments.Ensure security and prevent fraudulent activities.Comply with legal obligations.Notify you about important updates, technical issues, or security alerts.WealthPoint does not send marketing communications.
5. Sharing Your Information
WealthPoint does not sell your personal data. We may share your data only under these circumstances:With third-party service providers strictly for operational needs, always under confidentiality agreements.With Flanks, our third-party provider for retrieving financial transaction data.To comply with legal obligations or respond to lawful requests from authorities.In case of mergers, acquisitions, or business transfers, users will be notified in advance.
6. Data Security
WealthPoint implements advanced security measures, including encryption and data separation, to protect your personal information. Data is stored on secure servers provided by Infomaniak, Infomaniak, based in Switzerland and compliant with FINMA regulations FINMA regulations. Transactions and personal user data are stored separately to ensure security.
7. Data Retention
We retain your personal data only as long as necessary for the purposes described. You can request deletion of your data anytime via your Profile page.
8. Cookies and User Control
WealthPoint uses cookies only for Analytics and Security.No cookies are used for advertising or performance tracking.Users can manage or disable cookies directly from the platform.
9. Your Rights
Under Swiss (LPD) and European (GDPR) data protection laws, you have rights to:Access and request copies of your data.Correct inaccurate information.Request deletion of your data.Object or restrict processing of your data.To exercise these rights, contact us via the provided contact information.
10. International Data Transfers
WealthPoint stores data exclusively on servers located in Switzerland. If data transfer outside Switzerland is required, adequate safeguards compliant with GDPR and LPD will be applied.11. Protection of MinorsWealthPoint explicitly prohibits access to users under the age of 18.12. Changes to This PolicyWealthPoint reserves the right to update this Privacy Policy. Changes will be communicated via the platform and email notification. Continued use of WealthPoint after changes constitutes acceptance of the updated policy.
13. Contact Information
For any questions regarding this Privacy Policy or your personal data, please contact:WealthPoint Privacy OfficerEmail: contact@wealthpoint.ch
Place de Longemalle 1, 1204 Genève, Switzerland 14.
Governing Law and Jurisdiction
This Privacy Policy is governed by Swiss law. Disputes related to privacy matters shall fall under the jurisdiction of Swiss courts, except where local jurisdictions apply due to specific legal entities established internationally.
By using WealthPoint, you agree to the collection and use of information as outlined in this Privacy Policy.
