Privacy Policy

Last Updated: 01 September 2024

Apex Wealth Partners customer privacy notice
This privacy notice tells you what to expect us to do with your personal information. We are committed to protecting your privacy and collecting only the minimum amount of information we need in order to provide our services to you.

Contact details
Email: info@apexwealth.uk

What information we collect, use, and why
– Information you give to us. We ask for and collect the following personal information about you when you use Apex Wealth and its associated software. This information is necessary for the adequate performance of the contract between you and us and to allow us to comply with our legal obligations. Without it, we may not be able to provide you with all the requested services.
a. Account Information. When you sign up for an Apex Wealth account, we require certain information such as your first name, last name, email address, phone number, nationality, and date of birth.
b. Identity Verification Information. To help create and maintain a trusted environment, we may collect identity verification information (such as images of your government issued ID, passport, national ID card, or driving license, as permitted by applicable laws) or other authentication information.
c. Payment Information. To subscribe to our service we may require you to provide certain financial information (like your bank account or credit card information) in order to facilitate the processing of payments.
d. Communications with Apex Wealth. When you communicate with us, we collect information about your communication and any information you choose to provide.

– Information you choose to give us. You may choose to provide us with additional personal information in order to obtain a better user experience when using our services. This additional information will be processed based on your consent.
a. Additional Profile Information. You may choose to provide additional information as part of your profile (such as gender, preferred language(s), marital status, personal avatar image, and personal tax reference information.)
b. Other Information. You may otherwise choose to provide us information when you fill in a form, conduct a search, update or add information to your Account, respond to surveys, post to community forums, participate in promotions.

– Information we automatically collect from your use of the Website. When you use Apex Wealth and its associated software, we automatically collect information, including personal information, about the services you use and how you use them. This information is necessary for the adequate performance of the contract between you and us, to enable us to comply with legal obligations and given our legitimate interest in being able to provide and improve the functionalities of our services.
a. Geo-location Information, such as your IP address or mobile device’s GPS to offer you an improved user experience.
b. Usage Information. We collect information about your interactions with Apex Wealth such as the pages or content you view, and other actions.
c. Log Data and Device Information. We automatically collect log data and device information when you access and use Apex Wealht
d. Cookies and Similar Technologies. We use cookies to store and collect information about your usage of the Website in order to enhance your online experience and to help us improve the quality of our services.

– Information we collect from Third Parties. We may collect information, including personal information, that others provide about you when they use the Website, or obtain information from other sources and combine that with information we collect through the Website. We do not control, supervise or respond for how the third parties providing your information process your personal data, and any information request regarding the disclosure of your personal information to us should be directed to such third parties.a. Third Party Services. If you link, connect, or login to Apex Wealth with a third party service (e.g. Google, Facebook, LinkedIn), the third party service may send us information such as your registration and profile information from that service. This information varies and is controlled by that service or as authorized by you via your privacy settings at that service.
b. Bank feed services. If you’re a bank feeds user, we will also collect your bank account details and banking transaction information from the bank feed supplier you authorise us to connect through.
c. Other Sources. To the extent permitted by applicable law, we may receive additional information about you, such as demographic data or fraud detection information, from third party service providers and/or partners, and combine it with information we have about you. For example, we may receive background check results (with your consent where required) or fraud warnings from service providers like identity verification services for our fraud prevention and risk assessment efforts. We may receive information about you and your activities on and off the Website through partnerships, or about your experiences and interactions from our partner ad networks.

Lawful bases and data protection rights
Under UK data protection law, we must have a “lawful basis” for collecting and using your personal information. There is a list of possible lawful bases in the UK GDPR. You can find out more about lawful bases on the ICO’s website.
To make a data protection rights request, please contact us using the contact details at the top of this privacy notice.

How to complain
If you have any concerns about our use of your personal data, you can make a complaint to us using the contact details at the top of this privacy notice.