Wealth Dynamix
Read our Privacy Policy to understand the purposes for which we collect, use and disclose your personal data.
This privacy statement sets out the privacy policy of Sales and Marketing function of Wealth Dynamics (Trading name: Wealth Dynamix; WDX).
Wealth Dynamics Limited (‘we’, ‘us’ and ‘our’) is a private limited company registered in England and Wales under Company Register Number 07895806 and with its registered office at 141-145 Curtain Road, London, EC2A 3AR.
This notice describes how Wealth Dynamix (WDX) fulfils its obligations under applicable data protection laws, including but not limited to, Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (the General Data Protection Regulation or GDPR) effective from 25 May 2018.
We may collect and process the following personal data about you:
Information that you provide by filling in newsletter, partnership or enquiry forms on our website www.wealth-dynamix.com viz. Name, email, phone numbers, job title, organisation name.
Information such as your name, email, job title, organisation name, dietary preferences shared with us by our marketing event partners or when you forward our hosted event invites to other delegates and they RSVP.
Your name, email, phone numbers, job title, organisation name as shared by you through business cards, direct mail, telephonic or in-person contact.
We may also collect and process personal data which is publicly available by a third party such as held on LinkedIn, Facebook and Twitter.
When you access our website www.wealth-dynamix.com, details of your visits to our Site (including, but not limited to, traffic data, location data, weblogs and other communication data, and the resources that you access).
We may also ask you for information when you contact us for any enquiries, product demos, partnership information or other business interests. If you contact us, we may keep a record of that correspondence.
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, analytics or for our own commercial purposes.
This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website.
Our Site uses cookies to distinguish you from other users of our Site. This helps us to provide you with a good experience when you browse our Site and also allows us to improve our Site. Please review our Cookie Policy for more information.
The data that we collect from you is stored on our Customer Relationship Management (CRM) system and may be transferred to, and stored at, a destination outside the European Economic Area (‘EEA’). The data may also be processed by staff operating outside of the EEA who work for us, Wealth Dynamics or for one of our suppliers. Such staff may be engaged in, among other things, the fulfilment of your order and the provision of support services. By submitting your data, you agree to this transfer, storing and/or processing. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.
We maintain strict security standards and procedures with a view to preventing unauthorised access to your data by anyone, including our staff. All our staff and third parties, whenever we hire them to provide support services, are required to observe our privacy standards and to allow us to audit them for compliance. To enquire about our internal policies on data usage, privacy, access, security and management, please contact connect@wealth-dynamix.com.
Wealth Dynamix relies on ‘Legitimate Interest’ as the lawful basis to collect and use personal data.
Legitimate Interest means the interests of our company in conducting and managing our business to enable us to give you the best services and experience.
When we process your personal information for our legitimate interests, we make sure to consider the balance and any potential impact on you (both positive and negative) and your rights under data protection regulations.
We may require and collect personal information about you:
You have the right to access, rectify, erase, object and restrict the processing of your personal data, with the ability to choose which promotional communications you wish to. You also have the right to opt-out of receiving our marketing communications at any time.
You can manage the marketing content you receive from Wealth Dynamix through your preference centre, which is accessible in the footer of all marketing emails, or by contacting connect@wealth-dynamix.com.
Wealth Dynamix only keeps personal data for as long as necessary for the purposes for which it was gained. Our records are reviewed every 12 months to ensure quality and relevance, and to ensure that we continue to have a legal basis for processing. Any data which is no longer required is securely deleted.
COMPLAINTS
Wealth Dynamix will help you should you have any complaints about the processing of your personal data. Under the GDPR, you have the right to lodge a complaint with the Supervisory Authority, the Information Commissioner’s Office (ICO), who are the national authority responsible for the protection of personal data. A complaint can be made to the ICO via their website: ico.org.uk or through their helpline: 0303 123 1113.
Subscribe to Wealth Dynamix Newsletter to receive the best news, insights and thought leadership pieces about Client Lifecycle Management.
Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.
