Privacy Policy
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 the information you provide through the Sereno Portafolio website (the “website”).
These principles will be upheld:
- To ensure transparency in our collection and processing of your personal information:
We want you to make informed decisions about the use and processing of your personal data. That’s why we created this website. We use a variety of methods and procedures to provide you with clear, relevant information about personal data handling.
If we determine you require specific details, we will provide them at the appropriate date and time.
We're happy to answer any questions you may have and provide clarification regarding any limitations imposed by law. You can reach us via email at the address below: info@sereno-portafolio.com
- We will use personal data solely for the purposes outlined in this policy.
We may process Personal Data for a variety of purposes, including providing the website and connecting you with third-party trading platforms (the 'Services'); enhancing and maintaining the site; protecting our rights and interests; fulfilling legal and regulatory obligations; and conducting administrative and business activities to support the delivery and use of the Services.
We also process personal data to gain better insight into your preferences and needs.
- To access a full range of essential tools designed to safeguard your personal data rights:
We provide comprehensive resources to help you exercise your rights. Contact us anytime to request your personal data. We can modify or delete it, restrict its use for specific or general purposes, and transfer it to you or to an external party. We are ready to accommodate your requests.
- Protect your personal data:
While we cannot guarantee complete security of your personal data, we will continue to employ a range of methods and techniques to protect it.
Our privacy and security policy is comprehensive.
1. The Scope?
This policy explains the types of personal data the company collects from individuals and how it processes, secures, shares with third parties, and otherwise handles that information.
This Policy addresses information related to any identified or potentially identifiable natural person. A natural person is considered identifiable if they can be recognized directly or if we can identify them by combining additional information we hold or can access.
The Policy defines “processing” as any operation involving the use or collection of personal data. It includes the management, structuring, and storage of such data.
Our services are intended for general audiences and are not designed for use by individuals under the age of 18. We do not knowingly collect or seek information from anyone under 18, nor do we knowingly allow minors to access our services. If we discover any personal data belonging to children, we will remove it as soon as possible and delete it promptly.
2. What personal information do we hold about you?
If you access our services or channels, or visit our website, we collect personal data. In some cases, we may request this information directly. In others, we gather it by analyzing your use of our services and channels or by receiving it from our third-party partners.
3. Disclosure of personal information to the company is optional, with no negative consequences.
You are not required to provide us with any personal data. However, in certain situations you may be asked to supply it. Failure to do so could prevent us from delivering our services or hinder users from accessing the website.
4. What types of personal data do we collect? When you visit our website, we will collect the following personal information:
This includes details about your online activity log, traffic data (including IP address, date and time of access), language preferences, software crash logs, browser type, and device information. This information is not private and cannot be used to identify you.
Personal Data We receive from you: any personal information you voluntarily provide when accessing a third-party online trading platform through Us.
Personal information you provide directly to third-party platforms to facilitate transactions: this includes your full name, address, telephone number, and email address.
5. The legal basis and purposes for the processing of 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 valid legal basis, the company is not permitted to process your personal data. The legal grounds on which the company relies to process your personal data are:
- You have consented to the processing of your personal data for various purposes. This applies when you submit personal information through the website so that we can transfer it to a third-party trading platform.
- The Company or a third party may need to process data to pursue their legitimate interests. For example, this might involve improving our services or defending legal claims.
- Processing must comply with legal obligations.
Contact us by email for detailed information on the processing required to safeguard the legitimate interests.
Below is a list of reasons and legal bases on which we may use the personal data you provide. Personal data.
Provide your personal information to third parties at your request to access digital trading
If you request it, we may ask you for personal data to share with third-party companies.
You have granted consent for the processing of your personal data for one or more purposes.
To address your requests, questions, or concerns, we require personal data to effectively assist you with any inquiries about our services.
The company’s legitimate interests, or those of a third party, must be processed.
Personal data is processed to meet any legal, administrative or judicial obligations and to comply with all related regulatory requirements.
Processing is necessary to comply with legal requirements.
To enhance our services, we may use personal data. This includes, among other things, crash or malfunction reports that we collect in relation to the services.
The legitimate interests of the company or those of a third party must be processed.
Preventing Fraud and Misuse of Our Services
To execute and oversee activities in line with our service requirements, such as back-office operations, business development, strategic decision-making, oversight mechanisms, etc.
The company's legitimate interests or those of a third party need to be processed.
We employ a range of analytical techniques, including statistical methods, to support decision-making on various issues.
The company's legitimate interests and those of any third party must be processed.
To safeguard our assets, rights, and interests—and those of third parties—we have developed HTML0 to establish and defend legal claims. Personal data may be processed by us to protect these rights, interests, and assets, or those of third parties, in compliance with applicable laws, regulations, agreements, conditions, terms, or policies.
The legitimate interests of the company or a third party must be processed.
6. Transfer of Personal Data to Third Parties
The company may also share personal data, such as IP address information and user experience analyses, with third-party service providers like hosting and storage companies.
You may also request that we share specific personal data about you with third-party trading platforms. In such cases, we will provide the personal data you’ve supplied to us to those platforms. Their use of your personal data is governed by their respective privacy policies. Your information may be shared with multiple trading platforms.
The Company may share personal data with related entities or business partners. This provides the resources the Company needs to enhance and improve the products and services it offers to its customers.
When necessary to protect the rights of third parties or assets, The Company may disclose personal data to regulatory, local, or other official authorities.
We may also share your personal data with potential investors or buyers, or with lenders to our company or any other company in the group in the event of such a transaction (including the transfer or sale of assets belonging to our company or any other company within the group), or as part of any merger, restructuring, consolidation or bankruptcy of our company or any other business within the group.
7. Third-Party Cookies and Services
We may use third-party services, such as those providing advertising on our website or analytics services. These providers may also employ cookies or other technologies.
Cookies are small text files stored on your device each time you access the website. They collect information about your preferences and browsing habits to enhance your experience, remember your settings, and tailor products and services to your interests. Cookies are also used for statistical and analytical purposes.
Some of the cookies we use are session cookies, which are temporarily stored on your device and expire when you close your browser. Other cookies are persistent, remaining on your device even after you close your browser. They help the website recognize you as a returning user and allow you to revisit the site.
Types of cookies:
We may use them in accordance with their intended purpose:
Cookies are essential
These cookies are essential to enable the features that you’ve requested and to help you navigate our website. We use cookies to provide the information, products and services that you’ve asked for.
They enable your device to download and stream data, allowing you to navigate the website, access its features, and revisit pages you’ve previously viewed.
Cookies collect personal data, including your username and last login date, to verify your login status on the site.
Session cookies are cleared when you close your web browser.
Functionality cookies
Cookies allow us to recognize you each time you visit our site and also save your settings and preferences.
They remain valid until their expiration date and are retained even after the browser is closed.
Cookies for performance
Cookies are used to collect statistical data on site performance and to help improve it. They also enable us to analyze our website’s usage.
Cookies store anonymous data that isn’t associated with any identifiable or identified natural person.
They can be removed when you close your browser. Other cookies remain indefinitely.
Cookies have been blocked or removed
To block or delete cookies, adjust your browser’s settings. The links below provide step-by-step guidance for several of the most popular browsers.
- firefox
- Microsoft Edge
- Google Chrome
- safari
However, please note that some or all of the website’s functions and features may not work as expected if this happens.
ONLINE TRACKING NOTICE
The Company will retain your personal data only as long as needed to fulfill the processing purposes outlined in this policy, or for any extended periods permitted by applicable laws, regulations, policies, or other binding orders.
We will share your information with third-party trading platforms for 12 months. With your consent, we will continue sharing your data for an additional 12 months.
We regularly review the Personal Data we retain to ensure it is no longer needed.
9. Transfers of Personal Information to Third-Party Countries or International Organizations
Your personal information may be transferred to other countries, including third countries (i.e., jurisdictions other than your country of residence) or international organizations. The Company takes all necessary measures to protect the personal data you provide and ensures that you can exercise your rights and access effective legal remedies.
All residents of the EEA (European Economic Area) have access to these protections and safeguards.
- Transfer of personal data to a third country or international organisation that the EU Commission has determined provides adequate security in accordance with Article 45(3) of Regulation 2016/679 of the European Parliament and of the Council of 27 April 2016 (the “GDPR”)
- The transfer is made pursuant to a legally binding, enforceable agreement between public entities or authorities in the viro Article 46 (2) (a).
- The transfer was carried out in compliance with the standard data protection clauses adopted by the European Commission under Article 46(2)(c) of the GDPR. These clauses 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 information on the security measures it employs to safeguard your personal data when transferred to third-party countries or international organizations. Send an email to info@wealthwaydigital.uk
10. Personal Data Protection
We employ robust organizational and technical safeguards to protect personal data. These safeguards prevent the accidental or unlawful destruction, loss, or modification of that data.
We cannot guarantee or warrant that the security of your personal data will be maintained without error. Similarly, we cannot accept liability for any intangible, incidental, or consequential damages arising from the use or disclosure of personal data. This includes, but is not limited to, any personal data being disclosed due to transmission errors, unauthorised access by a third party, or any other cause beyond our control.
If we face legal or other obligations beyond our control, we may be required to disclose your personal data to third parties, such as public authorities. We cannot oversee the security measures these third parties apply to your personal data in such cases.
It is not possible to transfer personal data over the Internet with complete security. We cannot guarantee the protection of any personal information you send us online.
11. Hyperlinks to Third-Party Websites
Our website includes links to third-party sites and apps that operate independently of our company. We do not oversee their personal data collection or processing. This Policy does not apply to activities on those sites or apps.
When you visit any third-party website or app we recommend, please read its privacy policy before deciding to access or use it. We also advise providing any required personal information directly to them.
12. Amendments to this Policy
This Policy is subject to change at any time. Whenever we revise it, we will post the updated version on our website and notify you of any changes. For significant modifications, we will also employ the notification methods we deem most appropriate and publish an announcement on our site. Unless otherwise specified, all amendments will take effect immediately upon publication of the revised policy, with the effective date noted therein.
13. Your rights concerning your personal information
You have the right to ask us to confirm that the personal data we collect about you is accurate, to correct any errors, and to delete any personal data we no longer need. You may also limit the categories of personal data processing.
If you are an EEA resident, please refer to this page:
You may exercise these rights with regard to any personal data you provide. To submit a request, please send an email to the address below.
Access rights
The Company can verify whether the personal data processed about you is accurate. If so, you can access 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. Upon request, the data will be delivered electronically.
Access to personal data must not conflict with the rights and freedoms of others. If fulfilling a request would impair another person's rights or freedoms, the company may refuse or limit its response.
Right to rectification
The Company may correct any inaccurate personal data. You have the right to request that any incomplete personal data about you be corrected, taking into account the purpose of processing.
Right to Erasure
The following reasons 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 alternative legal basis for processing; (c) You object at any time, for reasons specific to your situation, to the processing of your personal data based on our or a third party’s legitimate interests; (e) Personal data has been processed unlawfully; or (f) Personal data must be erased to comply with a legal obligation of the company.
This right does not apply when processing is necessary (a) to comply with a legal obligation under European Union 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 may request that the company limit its processing.
If you request that your personal data be restricted, we will only retain it if you give consent; if necessary in order to create, exercise or defend legal rights; to protect the rights of another natural individual; or for reasons that constitute a significant public interest within the European Union or a member state.
Right to Data Portability
If the processing is automated and relies on your consent or a contract to which you are a party, you have the legal right to access and review any personal data you have provided to the company.
You are entitled to request that your personal data be transferred directly from the company to another controller, if it is technically feasible. The rights you have under your entitlement to erasure remain completely unaffected by your exercise of your data portability rights. The right to data portability does not infringe upon the fundamental rights or liberties of any other individual.
Right to challenge
You have the right to object at any time to any use of your personal data based on legitimate interests pursued by the company or a third party. This objection is not limited to profiling conducted under those interests. If we establish compelling legitimate grounds for processing your personal data, we may proceed unless you can demonstrate that your rights, freedoms or interests, or the exercise, establishment or defense of legal claims, override those grounds.
Regarding direct marketing, you may object at any time to the processing of your personal data.
Right to Withhold Consent
You may revoke your consent for us to process your personal data at any time. This will not alter the legality and lawfulness of any processing that depended on your consent prior to its withdrawal.
You have the right to submit a complaint to your supervising authority.
You may appeal to a supervisory authority established by an EU member state to protect individuals’ fundamental rights in relation to the processing of personal data within the European Union.
Under the laws of the European Union and its Member States, your rights concerning personal data may be limited, as detailed in Section 13.
We will furnish the information you requested pursuant to the rights outlined in section 13 of this agreement within one month of receiving your request. If necessary, this period may be extended to two months in total, depending on the complexity of your request and the overall volume of requests received. We will notify you of any extension and the reasons for it within the initial one-month timeframe.
As long as it does not conflict with section 13 of the law, the information you request under its provisions will be provided free of charge. If your request is unjustified, excessive, or repetitive, we may impose a reasonable fee to cover the administrative costs of supplying the information or carrying out the requested action. We may also decline to act.
If we have doubts regarding the identity of the person who submitted your request, the company may ask for additional information.