Privacy Policy
Last update: 23.02.2026
We (also known as "We", "Us" or "Our") are committed to protecting your personal data and privacy.
This Privacy Policy explains how we collect and store information you provide through the website Fern Wealthstead (the "Website").
We uphold the following principles:
To ensure transparency about how we collect and process your personal information:
We want you to make informed decisions about how your personal data is used and processed. That's why we've created this website. We use various methods to provide you with clear, relevant information about personal data handling.
If we think you need specific details, we'll provide them at the right time.
We're happy to answer your questions and offer any clarifications you need, within legal limits. You can reach us by email at: info@fernwealthstead.com
Your personal data will be used only for the purposes outlined in this policy.
Personal Data may be processed by us for various purposes, including providing the website and Services to you, connecting you with third-party trading platforms, improving the site, protecting our rights and interests, maintaining and delivering the Services, meeting regulatory and legal obligations, and conducting administrative and business activities necessary to support the Services.
We also process Personal Data to better understand your preferences and needs.
To access important tools for protecting your personal data rights:
To help you exercise your rights, we have substantial resources available. Contact us at any time to request your personal data, and we'll be happy to assist. We can modify or delete your information, restrict its use for specific or general purposes, or transfer it to you or a third party. We're committed to accommodating your requests.
Protect Your Personal Data
While we cannot guarantee absolute security of your Personal Data, we're committed to employing a range of methods and techniques to protect it. Our Privacy and Security Policy provides complete details.
1. The Scope?
This policy outlines the types of personal data we collect from individuals and how we process, share, and protect that information. This policy applies to information relating to an identified or identifiable natural person. An identifiable person is someone who can be directly identified or recognised through a combination of information we hold or can access. We define "processing" as any activity involving the collection or use of personal data, including its management, structuring, and storage. Our services are intended for general audiences and are not designed for anyone under 18 years of age. We do not knowingly collect information from, or permit the use of our services by, anyone under 18. Should we become aware of such information, we will delete it promptly.
2. What Personal Data Do We Hold About You?
When you access our services and channels, or visit our website, we collect your Personal Data. We may request this information directly from you in certain instances, or we may gather it by analysing how you use our services and channels, or by receiving information from our third-party partners.
3. You're not required to disclose personal information to the company, and there are no consequences for choosing not to.
However, you're not required to provide us with any personal data. In certain circumstances, if you choose not to supply us with personal information, we may not be able to deliver our services or allow you to access the website.
4. What Personal Data Do We Collect? When you visit our website, we gather the following personal information:
This includes information about your online activity log, traffic data (such as your IP address, access date, access time, and language preferences), software crash logs, browser type, and device information. This data is not considered personal information and cannot be used to identify you.
Personal Data We Receive From You: any personal information you choose to provide when connecting with a third-party online trading platform through us.
Personal Information You Provide to Third-Party Platforms: this information includes your full name, address, phone number, and email address, which you provide to facilitate trading.
5. Legal Basis and Reasons for Processing Your Personal Data
Your personal data is processed by the company for the purposes outlined in this section, in accordance with the applicable legal basis.
The company cannot use your personal data without a valid legal basis. The legal grounds on which the company may process your personal data are:
- You've 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.
- We or third parties may process your information to pursue legitimate interests, such as improving our services or defending legal claims.
- Processing must comply with legal requirements.
Get in touch with us via email for more information about how we process and protect your legitimate interests.
Below you'll find the reasons and legal grounds we may use your personal data for.
Scope
Legal Basis
We may request your personal information to share with third-party companies if you ask us to, in order to provide you access to digital trading services.
You have consented to the processing of your personal data for one or more purposes.
2. To address your requests, questions or concerns
We need your Personal Data to assist you with any questions you may have about our Services.
We need to process data to protect the legitimate interests of the Company or a third party.
3. To meet legal obligations: Personal Data is processed to comply with legal, administrative, and judicial requirements.
To meet our legal obligations, we need to process your information.
4. To improve our services
We may use your personal data to enhance and improve our services. This includes collecting information about crashes, malfunctions, and other technical issues you experience.
We may process your information where it serves the legitimate interests of the Company or a third party.
5. To prevent fraud and misuse of our services
We need to process personal information to protect the legitimate interests of the Company or a third party.
6. To perform and manage actions in accordance with Our Services requirements
This includes back-office operations, business development, strategic planning, and oversight functions.
We process personal information when necessary to protect the legitimate interests of the Company or a third party.
7. To conduct analysis, such as statistical analysis
We use various analytical techniques, including statistical methods, to inform our decision-making on different matters.
We need to process personal information to protect the legitimate interests of the Company or a third party.
To protect our assets, rights, and interests—as well as those of third parties—we process Personal Data to establish and defend legal claims in compliance with applicable laws, regulations, and agreements. This includes processing necessary to safeguard our rights, interests, and assets, or those of third parties, in accordance with any relevant terms, conditions, and policies.
We may need to process your information to protect the legitimate interests of the Company or a third party.
6. Sharing Your Personal Data with Third Parties
The Company may share your Personal Data with third-party service providers, such as hosting and storage providers, to support our operations and analyse user experience. We also share IP address information with these partners as needed.
At your request, we can provide your Personal Data to third-party trading platforms. When we do, your information will be subject to their privacy policies, and it may be shared with multiple platforms.
We may also share Personal Data with related entities and business partners to help us enhance and improve our products and services for customers.
The Company may disclose Personal Data to regulatory authorities, local government, or other official bodies when necessary to protect the rights or assets of third parties.
Additionally, we may share Personal Data with potential investors, buyers, lenders, or other entities within our group of companies in connection with any transaction, including asset transfers, sales, mergers, restructuring, consolidation, or insolvency proceedings affecting the Company or any affiliated business.
7. Third-party cookies and services
Third-party service providers, such as advertising and analytics companies, may be used on our website. These companies may use cookies or similar technologies to collect information. Cookies are small text files placed on your device when you visit our website. We use cookies to understand your preferences and browsing habits, improve your user experience, remember your settings, and personalise the products and services we offer. Cookies also help us gather statistics and analytics data. We use two main types of cookies. Session cookies are temporary and deleted when you close your browser. Persistent cookies remain on your device for a set period after you close your browser, allowing us to recognise you as a returning visitor and enhance your experience when you return to the website.
Types of Cookies:
They may be used by us according to their intended purpose:
The type of cookie
Cookies are essential for this website to function properly
Scope
These cookies are essential for you to access the features you've requested and navigate our website. They enable us to deliver the information, products, and services you've asked for, and are required for your device to download and stream data. This allows you to move through the website, use its features, and return to pages you've previously visited.
Additional Information
Cookies collect personal data, such as your username and last login date, to confirm you're logged in to the site. They're automatically deleted when you close your web browser (session cookies).
The type of cookie
Functionality Cookies
Scope
Cookies enable us to recognise you when you visit our site and help us remember your preferences.
Additional Information
Cookies collect personal data, such as your username and last login date, to confirm you're logged in to the site. They're automatically erased when you close your web browser (session cookies).
The type of cookie
Cookies for performance
Scope
We use cookies to collect performance data, improve your experience, and analyse how our website is used.
Additional Information
Cookies store anonymous data that isn't linked to any identifiable person. Some cookies are removed when you close your browser, whilst others remain active indefinitely.
Cookies are blocked or removed
To manage your cookies, you'll need to adjust your browser settings. Below are links to help you through the process for some of the most popular browsers.
- Firefox
- Microsoft Edge
- Google Chrome
- Safari
Be aware that certain features or the entire website may not function as expected if this occurs.
ONLINE TRACKING NOTICE
This service does not currently support do-not-track signals.
8. Retention of your personal data
The Company will retain your personal data for as long as necessary to fulfil the purpose outlined in this Policy, or for longer periods as required by applicable law, regulations, and relevant orders.
We'll share your information with third-party trading platforms for an initial 12-month period. With your consent, we'll continue sharing your data for a further 12 months.
We regularly review retained personal data to confirm it's no longer required.
9. Transfer of Personal Information to Third Countries or International Organisations
Your personal information may be transferred to other countries, meaning your data could be shared with organisations or jurisdictions outside your country of residence. We take all necessary steps to protect your personal data and ensure that you can exercise your rights and access effective legal remedies. These protections apply to all residents of the EEA (European Economic Area).
- Transfer to a third country or international organisation that the EU Commission has deemed to provide adequate protection of personal data under Article 45(3) of Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (the "GDPR").
- The transfer is made under a legally binding and enforceable agreement between public entities or authorities, as per Article 46(2)(a).
- The transfer was completed in accordance with the Standard Contractual Clauses approved by the EU Commission under Article 46(2)(c) of the GDPR. You can review the EU Commission's approved clauses 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 information about the security measures it employs to protect your Personal Data when transferred to third-party countries or international organisations. For details, contact info@wealthwaydigital.uk
10. Security of Your Personal Data
We have implemented appropriate organisational and technical safeguards to protect your Personal Data, including measures to prevent accidental or unlawful destruction, loss, or alteration. However, we cannot guarantee that your Personal Data will remain completely secure. We are not liable for any indirect, incidental, or consequential damages arising from the use or disclosure of your Personal Data, including those resulting from transmission errors, unauthorised third-party access, or other circumstances beyond our control. In some cases, we may be legally required to disclose your Personal Data to third parties, such as government agencies. In these situations, we cannot control how third parties protect your information. Please note that data transmission over the internet cannot be completely secure. While we take reasonable steps to protect your Personal Data, we cannot guarantee its security during online transmission.
11. Links to third-party websites
The website contains links to third-party sites and applications that operate independently of the Company. We are not responsible for how these third-party websites or apps collect or process your Personal Data. This Privacy Policy does not apply to their operations.
Before accessing or using any third-party websites or apps, we recommend you review their privacy policies. We also suggest you exercise caution when sharing Personal Data with them.
12. Changes to This Policy
When visiting any third-party websites or apps we recommend, please read their privacy policies before accessing or using them. We also suggest reviewing what personal data you're comfortable sharing with them.
13. Your rights regarding your personal information
You are entitled to request that we verify the accuracy of your Personal Data, rectify any inaccuracies, and delete Personal Data that we no longer require. You may also restrict how we process your personal information.
If you are a resident of the EEA, please refer to this page:
These rights apply to the information you provide in relation to your Personal Data. You can exercise these rights by emailing the address below.
Access rights
You have the right to access your Personal Data and verify its accuracy. If we are processing your Personal Data, you can request to access it.
We will provide an electronic copy of your Personal Data at no cost. We may charge a reasonable fee for additional copies. Data will be supplied electronically upon request.
Your right of access must not prejudice the rights and freedoms of others. If a request could harm another person's rights or freedoms, we may refuse the request or limit what we can provide.
Right to rectification
You have the right to ask us to correct any inaccurate or incomplete Personal Data concerning you, taking into account the purpose of processing.
Right to erasure
You may request erasure of your Personal Data in the following circumstances: (a) the data is no longer needed for the original purpose; (b) you withdraw consent and there is no other legal basis for processing; (c) you object to processing based on legitimate interests pursued by us or a third party; (d) the data has been processed unlawfully; or (e) we are legally required to delete it.
This right does not apply if processing is necessary to: (a) comply with a legal obligation under EU or Member State law; or (b) establish, exercise or defend legal claims.
Restriction of processing
If you believe your Personal Data is inaccurate, you can request that we limit how we process it.
Once you request a restriction, we may only retain your Personal Data if you consent, or to establish, exercise or defend legal claims, protect another person's rights, or for reasons of significant public interest within the EU or a Member State.
Right to data portability
Where processing is carried out by automated means and is based on your consent or a contract, you have the right to receive and review your Personal Data.
You may request that we transfer your Personal Data directly to another controller where technically feasible. Exercising your right to data portability does not affect your right to erasure. This right does not prejudice the rights or freedoms of others.
Right to object
You have the right to object at any time to processing of your Personal Data based on legitimate interests pursued by us or a third party, including profiling. If we can demonstrate compelling legitimate grounds for processing that outweigh your rights, freedoms or interests, or that are necessary to establish, exercise or defend legal claims, we may continue processing.
You also have the right to object to processing of your Personal Data for direct marketing purposes at any time.
Right to withdraw consent
You may withdraw your consent for us to process your Personal Data at any time. Withdrawal will not affect the lawfulness of processing carried out prior to your withdrawal.
You have the right to lodge a complaint with your supervisory authority.
You may submit a complaint to the supervisory authority in your Member State responsible for protecting fundamental rights in relation to Personal Data processing within the European Union.
EU and Member State laws may limit your rights regarding Personal Data as detailed in this section.
We will provide the information you request under your data rights within one month of receiving your request. We may extend this timeframe by up to two months if needed, depending on the complexity and number of requests. We will notify you of any extension and the reasons within one month of your request.
Unless unreasonable or excessive, we will provide the information you request under your data rights at no cost. If requests are unjustified, excessive or repeated, we may charge a reasonable fee to cover administrative costs, or may decline to act.
If we have doubts about your identity, we may request further information to verify it.