WealthObjects privacy & data

Any personal information provided to or gathered by WealthObjects is controlled by Wealth Objects Limited.

This may include your name, email address, phone number, your organisation and your professional role

transcripts of any conversations, and if you call us, your phone number and call recordings

We collect information about the browsers and devices you use to access the Website and Service through the use of cookies and similar technologies.

To provide our Services, including ancillary services such as customer support.

To take payment for the Services.

To make improvements to our Services, to help us develop new ones, and improve our Website.

where required by law to send you direct marketing in relation to our relevant Services;

We keep account information for as long as your subscription or agreement continues or for as long as is necessary to deliver our services.

We will keep a record of the fact that you have asked us not to send you direct marketing indefinitely, so that we can respect your request in future.

your personal data may be transferred outside the UK and the EEA including to our subsidiary company, which is both an ISO 9001:2015 (Quality Management Systems) and ISO 27001:2022 (Information Security Management System) certified company in India.

data is adequately protected by approved standard contractual clauses

an appropriate Privacy Shield certification

a vendor’s Processor Binding Corporate Rules

Such third parties include providers of hosting services and technical infrastructure (e.g. Amazon Web Services), maintenance services, CRM services, email connection services, digital signature services, customer support services, and marketing services.

Some personal data you can delete whenever you like, some data is deleted automatically, and some data we retain for longer periods of time.

You have the right to ask us for a copy of your personal data;

to correct , delete or restrict (stop any active) processing of your personal data;

to obtain the personal data you provide to us for a contract or with your consent in a structured, machine readable format

you can object to the processing of your personal data in some circumstances

you have the right to complain to a data protection authority where you live, work or where you believe a breach may have occurred.