Privacy Policy

Sharing your information within Wealth Dynamics
Wherever possible, information provided for internal functions is anonymised, for example, where statistical information is shared to meet
group reporting requirements. There are, however, times where we cannot provide the relevant services or process applications for employment without using some personal information. In these cases, access is only granted to employees who need it to provide those services or make decisions, and the amount of information shared is limited to the minimum that will allow them to fulfil their functions.

When you apply for employment at Wealth Dynamics and you voluntarily provide us with an initial CV, you are agreeing that we may hold and
process your information to facilitate your application for employment with us.

If we decide to progress your initial application with us, you will be provided with an additional HR privacy notice that provides greater detail on how we store and process your information. You will need to provide additional consent so we can process your application with us.

As part of our recruitment process, we use an AI-assisted tool to help us review CVs and rank candidates based on clear, objective criteria for each role. These may include:

• Years of relevant experience
• Key Technical Skills
• Managerial / Senior Roles
• Commutable distance to London

The purpose of using this tool is to help us process applications more efficiently and identify those that meet the requirements of the job description. The AI tool works by assessing the information you provide in your application against these pre-defined criteria.

Important: The AI tool does not make decisions about your suitability for the role or whether you will be hired. All shortlisting and hiring decisions
are made by our recruitment team, who personally review each shortlisted application. We regularly check and refine the tool to ensure it is fair, accurate, and aligned with our hiring standards.

We rely on our legitimate interests to use this technology as part of managing our recruitment process, and we process your personal data in accordance with applicable data protection laws. CVs will be stored on our systems for a minimum period of 6 months and no longer than 12 months and you can instruct us to remove your information at any time.

Sharing your information with other organisations
In the usual course of our business, we use third party organisations to support the essential delivery of our services. Under these circumstances
Wealth Dynamics remains responsible for the security and privacy of your information, and we regularly review all third parties’ security measures
to ensure they meet the same standards you expect from us.

All third-party organisations operate under contracts that restrict their use of your personal information in providing the services we have
employed them for. The services they provide include:

• Providing and supporting the technology systems in which information is stored.
• Transportation and storage of information and confidential destruction.
• Managing events arranged by Wealth Dynamics.
• Administering email campaigns for information or marketing purposes.
• Processing applications for employment, I.e., background checks.
• Providing application support for our products.  

We may carry out retrospective checks for individuals who are already in the employ of Wealth Dynamics where required to do so.

Transferring your information to other countries
If we share your information with organisations in different countries, including other Wealth Dynamics companies, we ensure they apply equivalent levels of protection.

Countries in the European Economic Area and those that are recognised as providing adequate protection by the European Commission are
considered secure. Their laws provide you with the same rights and protections in relation to your personal data.

In the event where we transfer your data to a Wealth Dynamics entity, and that entity resides in a geographical location outside of the UK, we will ensure that all data protection controls required under GDPR (General Data Protection Regulation) are upheld and maintained. We will abide by all required data protection laws in any country we operate and will ensure that inter-company data transfers are protected.

Using your contact details
From time to time, we will send you important notices about the products or services you have asked us to provide including any changes to policies
or terms that could have an impact on you.

We may also send you emails containing newsletters and articles, information about additional products or services provided by Wealth
Dynamics, or invitations to events we are organising, attending, or sponsoring. You can opt-out of receiving these messages by contacting
[email protected] or by clicking on the unsubscribe link in those emails.

We never sell or lease your personal information or share it with other organisations outside Wealth Dynamics for marketing purposes.

Storing and deleting your information
The amount of time we keep your personal information will vary depending on your relationship with Wealth Dynamics. We will retain your data when it is in our legitimate interest to do so, and we will retain for the following periods:
CVs or applications for employment: Maximum 12 months retention
Name / address / email submitted via website: Maximum 18 retention
Signing up for our newsletter: 36 months

You can of course, at any time request that we delete your data from our system, and we will do so within 7 working days of the request being
made (With a working day defined as Monday to Friday). 

Keeping your information secure
We take the security of personal information and confidential documents extremely seriously. Wealth Dynamics complies with data protection
legislation, and we have put in place appropriate safeguards to prevent unauthorised access or unlawful use of confidential or personal information.

We restrict access to personal information to Wealth Dynamics employees, contractors and agents who need to know that information to process it for us. Wealth Dynamics’s Information Security Management System is ISO27001 accredited, and we employ a wide variety of technical and organisational security measures to ensure the confidentiality, integrity, and availability of your information.

These will include but may not be limited to:

• Encryption of data at rest or in transit
• Internal security policies, processes, and management controls
• Regular reviews and audits of our systems
• Controlled access to premises
• Multi-factor authentication
• ISO27001 Certification
• SOC 2 type 2: Security, confidentiality and privacy
• Regular security testing and vulnerability assessment and management
• Segregation of Duties
• Malware detection
• Segmented production and test environments
• Vendor management with appropriate security due diligence

Your rights
You have the right to:

• know whether Wealth Dynamics is processing your personal information.
• request a copy of the personal information Wealth Dynamics holds about you.
• have any inaccuracies corrected or and have incomplete personal data completed.
• have your personal data erased if it is no longer needed.
• object to Wealth Dynamics processing your data.
• ask Wealth Dynamics to restrict the processing of your data.
• object to processing that is carried out in Wealth Dynamics’s legitimate interests. 
• not be subject to a decision based solely on automated processing if this process will cause legal or personal effects on you. 
• make a complaint to a data protection supervisory authority or regulator.
• withdraw all consent given.

Social Media
Wealth Dynamics uses several social media sites including LinkedIn, Facebook, Twitter, and Instagram. We receive some information about you from these sites when you interact with us or access our social media content. The amount of information we receive is governed by your social media account privacy settings and the policies and procedures of each social media platform. You can access their privacy/data policies by clicking on the following links for LinkedIn, Facebook, and Twitter.

Links to external sites
The Wealth Dynamics website contains links to other websites which are not controlled by Wealth Dynamics. We are not responsible for the privacy of those sites, and we encourage you to review the privacy policies of each one.

Cookies and other information we collect from our website
A cookie is a file which is sent to your computer or other access device when you visit a website. The Wealth Dynamics website uses cookies to analyse user activities which helps us to develop it and initiate improvements aimed at making your visits simpler and more relevant. For full details of the cookies used by Wealth Dynamics, please see our Cookie Policy.

When someone visits www.wealth-dynamix.com we may use third party services such as Google Analytics to collect standard internet log information and details of visitor behaviour patterns. We may collect information about your computer (or mobile device), including where available your IP address, operating system, and browser type, for system administration or analytics or for our own commercial purposes.

This information is only processed in a way which does not personally identify anyone.

Queries and complaints
This privacy policy aims to give you an overview of the ways in which we process your personal information. If you would like more detail or have any queries, please contact us so that we can assist you.

If you have any concerns about how we process your personal information, please contact us to discuss your concerns. You also have the right to make a complaint to Information Commissioners Office (ICO).

Information Commissioner Office (ICO): https://ico.org.uk

Making a Subject Access Request (SAR)
In the first instance all applicants should contact us via email at [email protected] or by post to Privacy Team, Wealth Dynamics Ltd., 5 Appold street, London, EC2A 2DA

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive, or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

Process for Denial
In the event that we decide to deny a subject access request we must:

• Inform the data subject in writing about the denial within a reasonable timeframe (usually one month).
• Clearly state the reason for denial and inform the data subject of their right to appeal the decision.
• Provide information on how to complain to a supervisory authority (like the ICO in the UK). As listed in the queries and complaint section above.

Wealth Dynamics Data Privacy Manager
If you have any questions about this privacy policy or any other data protection issues, please contact:
Wealth Dynamics Data Privacy Manager
5 Appold street
London
EC2A 2DA
Email: [email protected]

EXCEPTIONS
Any exceptions to this policy must be formally logged and approved by the Board, COO (Chief Operating Officer), the PAC or EXCO.

NON-COMPLIANCE
Wealth Dynamics employees handle consulting, understanding, and following this policy. There is no circumstance in which any law or regulation should be disregarded in the conduct of the Company’s business. Failure to follow this policy may result in disciplinary action, up to and including termination of employment with the Company.