Privacy Policy
Last update: 04.04.2026
We (also referred to as "We", "Us" or "Our") are committed to protecting your Personal Data and your privacy.
This Privacy Policy is intended to explain how we collect and store the information you provide through the website Birch Wealthholm (the "Website").
These principles will be upheld:
To be transparent about how we process and collect your personal information:
We want you to be able to make informed decisions about how Personal Data is used and processed. That’s why we created this website. To support this, we use various methods and procedures to share relevant information about the use of Personal Data.
If we determine that you need specific details, we will provide that information at the appropriate date and time.
We’re happy to answer any questions you may have and to provide any clarifications you need, subject to any legal limitations. You can reach us by email at the address below: info@birch-wealthholm.com
Personal Data will be used only for the purposes set out in the Policy.
We may process Personal Data for a range of purposes, such as providing the website to you and connecting you with third-party trading platforms (the 'Services'), improving the site, protecting our rights and interests, supporting the maintenance and delivery of the Services, meeting any regulatory or legal obligations, and carrying out administrative and business activities that support the delivery and use of the Services.
We also process Personal Data to better understand your preferences and needs.
To use key tools to help protect your rights related to Personal Data:
To help you exercise your rights, we have dedicated resources in place. Contact Us at any time to request access to your Personal Data. We can update or delete it, stop using it for specific purposes or for general purposes, or transfer the information to you or to an outside party. We will do our best to accommodate your requests.
Protect your Personal Data:
While we cannot guarantee complete security of your Personal Data, we can confirm that we will continue using a range of methods and techniques to help protect your Personal Data.
Our Privacy and Security Policy is comprehensive.
1. The Scope?
This Policy explains what types of Personal Data the Company collects about natural persons, how it processes that data, when it may share it with third parties, how it protects it, and related matters.
This Policy applies to information that relates to an identified or identifiable natural person. An identifiable natural person is someone who can be identified directly or by combining additional information we hold or can access.
The Policy defines "processing" as a process that involves the use or collection of Personal Data. This includes the handling, organizing, and storing of Personal Data.
Our services are intended for general audiences and are not designed for use by anyone under the age of 18. We do not knowingly seek or collect information from anyone younger than 18 years old We do not knowingly allow such individuals to use our services. If we learn we have information about children, we will delete it as quickly as we can.
2. What Personal Data Do We Have About You?
When you access our services and channels, or visit our website, we collect Personal Data. In some cases, we may ask you to provide your Personal Data. In other cases, we collect your Personal Data by reviewing and analysing how you use our Services or service channels, or by receiving your information from our third-party partners.
3. You are not required to disclose personal information to the company or the consequences.
However, you are not required to provide Us with any personal Data. In some circumstances, you may choose not to supply Us with any Personal Data. This may prevent Us from providing the Services or prevent users from accessing the website.
4. What Personal Data can we collect? When you visit our website, we may collect the following personal information:
This includes details about your online activity log, traffic data (including IP address, the date of access, the time of access, and the date of access), the language you used, software crash logs, the type of browser used, and information about the device you used. The information we collect is not private information and cannot be used to identify you.
Personal Data We receive from you: any personal data you choose to provide to Us when you connect with a third-party online trading platform through Us.
Personal information you provide specifically to third-party platforms to facilitate trade: this information includes your full name, address, phone number, and email address.
5. Legal Basis and Reasons for Processing Personal Data
Your Personal Data is processed by the Company for the purposes described in this section and in accordance with the applicable legal basis.
Without a legal basis, the Company is unable to use your Personal Data. The legal grounds on which the Company may process your Personal Data include:
- You have consented to the processing of your Personal Data for one or more purposes. This applies when you submit personal information through the Website so we can transfer it to a third-party trading platform.
- The Company or a third party may need to process data to support their legitimate interests. For example, this may be required to improve Our Services or to defend legal claims.
- Processing must comply with a legal obligation.
Contact us by email for more information about the processing required to protect legitimate interests.
Below is a list of reasons and legal bases for why we may use the information you provide us with. Personal Data.
Scope
Legal Basis
To share your personal information with third parties at your request so you can access digital trading
If you request this, we may collect Personal Data from you to pass it on to third-party companies.
You have provided your consent to the processing of your Personal Data for one or more reasons.
2. To respond to your requests, questions, or concerns
Personal Data is required to help answer any questions you may have about the Services.
Processing is necessary for the legitimate interests of the Company or those of a third party.
3. To comply with any legal obligation or administrative, judicial, or legal requirements, Personal Data is processed to meet applicable legal requirements.
To meet legal obligations, processing is required.
4. To improve Our Services Personal
Data may be used by us to improve Our Services. This includes, among other things, crash or malfunction reports that we collect in connection with the Services.
The Company’s legitimate interests, or the interests of a third party, need to be processed.
5. To prevent fraud and misuse of Our Services
Processing is necessary for the Company’s legitimate interests or for the interests of a third party.
6. To carry out and manage activities that comply with the requirements of Our Services
These activities include back-office functions, business development, strategic decision-making, oversight mechanisms, etc.
Processing is necessary for the legitimate interests of the Company or those of a third party.
7. To carry out analysis, such as statistical analysis
We use various analytical techniques (including statistical methods) to make decisions on different matters.
Processing is necessary for the Company’s legitimate interests or the interests of a third party.
8. To protect our assets, rights, and interests, as well as those of third parties, we have developed HTML0 to establish and defend legal claims
We may process Personal Data to protect our rights, interests, and assets, or those of third parties, in accordance with applicable laws, regulations, or agreements and any relevant conditions, terms, or policies.
The Company’s legitimate interests, or the interests of a third party, need to be processed.
6. Personal Data Transfers to Third Parties
The Company may also share Personal Data with third-party service providers that support us, such as hosting and storage providers, including IP address information and user experience analytics.
You may also request that we provide certain Personal Data about you to third-party trading platforms. In these cases, we will share the Personal Data you provide to us with those third-party trading platforms. Their use of your Personal Data is governed by their privacy policies. Your Personal Data may be shared with multiple trading platforms.
The Company may share Personal Data with affiliated entities or business partners. This may provide the Company with the resources it needs to enhance and improve the products and services it offers to customers.
Where necessary to protect the rights of third parties or assets, the Company is permitted to disclose Personal Data to regulatory, local, or other official authorities.
We may also share Personal Data about you with potential investors or buyers, or with lenders to the Company or any other company in the group, if the same transaction occurs (including the transfer or sale of assets belonging to the Company or any other company within the group) or as part of any merger, restructuring, consolidation, or bankruptcy of the Company or any other business within the group.
7. Third-party cookies and services
Third-party services, such as advertising providers on our website or analytics companies, may be used. These companies may also use cookies or other technology.
Cookies are small text files placed on your device each time you visit or access the website. Cookies are used to collect information about your preferences and browsing habits to improve the user experience, remember your preferences, and tailor the products and services you may enjoy. Cookies are also used for statistics and analytics.
Some cookies we may use are session cookies. They are temporarily downloaded to your device and last for a short time until you close your browser. Other cookies are persistent. Persistent cookies remain on your device for a period of time after you close your browser. They are used to help the Website identify you as a returning user and allow users to return to the website.
Types of Cookies:
We may use them depending on their intended purpose:
Cookie type
Cookies are strictly necessary
Scope
These cookies are essential so you can access the features you’ve requested and move around our website. We use cookies to deliver the information, products and services you have asked us for.
They’re also needed for your device to download and stream data. This allows you to navigate the website, use its features, and return to pages you’ve visited before.
Additional Information
Cookies collect Personal Data, such as your username, along with the last login date to verify that you are logged in to the site. They are deleted when you close your web browser (session Cookies).
Cookie type
Functionality Cookies
Scope
Cookies allow us to recognize you each time you visit our site and to save your preferences.
Additional Information
Cookies may collect Personal Data, such as your username, along with the last login date to confirm that you are logged in to the site. They are deleted when you close your web browser (session Cookies).
Cookie type
Cookies for performance
Scope
Cookies are used to collect statistical data about the site's performance and help improve it. They also allow Us to analyze our website.
Additional Information
Cookies store anonymous data that isn’t linked to any identifiable or identified natural person. They can be deleted when you close your browser. Other cookies remain valid indefinitely.
Cookies are blocked or removed
To block or delete cookies, you’ll need to adjust your browser’s settings. Below are links to guide you through the steps for some of the most widely used browsers.
- Firefox
- Microsoft Edge
- Google Chrome
- Safari
However, please note that if this occurs, some or all features and functions of the Website may not work as you expect.
ONLINE TRACKING NOTICE
This service currently does not respond to do-not-track signals.
8. Retention of your personal data
The Company will keep your Personal Data for as long as needed to carry out the purposes for processing Personal Data, as described in this Policy, or for longer periods as allowed by applicable laws, regulations, policies, and orders.
We'll share your information with third-party trading platforms for a period of 12 months. If you consent to this, we will continue sharing your data for an additional 12 months.
We regularly review the Personal Data we retain to confirm it is no longer required.
9. Transfers of personal information to third countries or international organisations
Your personal information may be transferred to other countries (i.e. your personal data may be transmitted to a third-country (i.e. an additional country other than the one in which you reside) or to international organizations or jurisdictions). Company takes all necessary steps to protect the Personal Data you provide and to ensure that data users can exercise their rights and access effective legal remedies.
These protections and safeguards are available to all residents of the EEA (European Economic Area).
- Transfer to a third-country or international organisation that the EU Commission has determined provides adequate protection for the Personal Data transferred to it, in accordance with article 45(3) of Regulation 2016/679 of the European Parliament and of Council of 27 April 2016. (the "GDPR")
- The transfer is carried out under a legally binding and enforceable agreement between public entities or authorities, in line with Article 46(2)(a).
- The transfer was carried out in accordance with standard data protection clauses adopted by the EU Commission under Article 46(2)(c) of the GDPR. The clauses adopted by the EU Commission 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.
The Company can provide details about the security measures it uses to protect your Personal Data when it is transferred to third-party countries or international organisations. Please email info@wealthwaydigital.uk
10. Personal Data Security
We have implemented appropriate organizational and technical measures to protect Personal Data. These measures are intended to prevent accidental or unlawful destruction, loss, or alteration of Personal Data.
We cannot guarantee or warrant that the security of your Personal Data will be maintained without error. We also cannot be held responsible for any intangible, incidental, or consequential damages arising from the use or disclosure of Personal Data. This includes, but is not limited to, Personal Data being disclosed due to transmission errors, unauthorized access by a third party, or any other cause beyond our control.
Where required by law or other obligations beyond our control, we may need to disclose Personal Data about you to third parties, such as public authorities. In these situations, we cannot control the level of security applied to your Personal Data by third parties.
Personal Data cannot be transmitted over the web in a completely secure manner. The Company cannot ensure the security of Personal Data you transmit to Us through the internet.
11. Hyperlinks to third-party websites
The website may include links to third-party sites and applications. These websites and apps are not under the Company’s supervision. We are not responsible for how these websites or apps collect or process Personal Data. This Policy does not apply to any actions taken through such sites or apps.
When you visit any third-party websites or apps, we recommend that you read their privacy policies before deciding whether to access or use their apps. We also suggest that you share any Personal Data with them.
12. Changes to this Policy
When you visit any third-party websites or apps, we recommend that you read their privacy policies before deciding whether to access or use their apps. We also suggest that you share any Personal Data with them.
13. Your rights regarding your personal information
You are entitled to ask us to confirm whether we are collecting Personal Data about you, to correct any errors, and to delete any Personal Data that we no longer need. You may also request that we limit certain types of processing of your personal information.
If you are a resident of the EEA, please refer to this page:
These rights are available to you in relation to the Personal Data you provide. To exercise any of these rights, you may email us at the address below.
Access rights
The Company can confirm whether we are processing Personal Data about you. If so, you may request access to your Personal Data.
The Company will provide an electronic copy of the Personal Data currently being processed and may charge a reasonable fee for any additional copies. If you request it, the data will be provided electronically.
The right to access Personal Data must not conflict with the rights and freedoms of others. If your request would adversely affect another person’s rights and freedoms, the Company may refuse the request or limit the scope of what it can provide.
Right to rectification
The Company is required to correct inaccurate Personal Data. You are entitled to request that incomplete Personal Data about you be completed, taking into account the purpose of the processing.
Right to Erasure
The following reasons may apply: (a) Personal Data are no longer needed for the purpose for which they were collected or processed; (b) You withdraw consent and there is no legal basis for processing; (c) You object at any time, for reasons related to your particular situation, to the processing of Personal Data about you that is based on legitimate interests pursued by Us or a third party; (e) Personal Data are processed unlawfully; or f) Personal Data must be erased to comply with the company’s legal obligation.
This right does not apply where processing is necessary (a) to meet a legal obligation requiring processing under European Union law or Member State law; or (b) to establish, exercise, or defend legal rights.
Processing restrictions
If you are concerned about the accuracy of your Personal Data, you can ask the Company to restrict the processing of your Personal Data.
If you request that Personal Data be restricted, the Personal Data may only be stored with your consent or to establish, exercise, or defend legal rights, to protect the rights of another natural person, or for reasons of significant public interest within the European Union or a Member State.
Right to data portability
If processing is carried out by automated means and is based on your consent or a contract that you are a party to, you have the legal right to receive and review the Personal Data you provided to the Company.
You are entitled to request that your Personal Data be transferred directly from the Company to another controller, where technically feasible. Your rights under the right of erasure are not affected by exercising your right to data portability. The right to data portability does not affect the rights or freedoms of others.
Right to challenge
You have the right at any time to object to the processing of Personal Data about you that is based on legitimate interests pursued by the Company or a third party, including profiling based on those legitimate interests. If we can demonstrate compelling legitimate grounds for processing, we may continue unless you can show that your rights, freedoms, or interests override those grounds, or the processing is needed for the establishment, exercise, or defence of legal rights.
Concerning direct marketing You have the right at any time to object to the processing of Personal Data about you.
Right to refuse consent
You may withdraw your consent for Us to process Personal Data about you at anytime. This will not affect the legality of any processing carried out based on your consent before it was withdrawn.
You are entitled to file a complaint with the supervisory authority that oversees you.
You may lodge an appeal with a supervisory authority established by a Member State to protect individuals’ fundamental rights in relation to the processing of Personal Data within the European Union.
The laws of the European Union and Member States may limit your rights regarding Personal Data about you, as described in this section 13.
We will provide the information you request under the rights set out in section 13 of this agreement within one month of receiving your request. This period may be extended by up to two months, if necessary, depending on the nature of the request and the number of requests received. Within one month of receiving your request, we will notify you of any extension and the reasons for it.
Unless it conflicts with section 13 of the law, the information you request under your rights in section 13 will be provided free of charge. If a request is unfounded or excessive, in particular if it is repetitive, We may charge a reasonable fee to cover administrative costs of providing the information or taking the requested action, or we may decline to act.
If we have doubts about the identity of the person submitting your request, the Company may request additional information.