Privacy Policy
Effective Date: 20th July 2023
Last Updated: 20th July 2023
At Ultima Wealth Series, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, platform, or services.
We may collect the following types of information:
Personal Information: Name, email address, phone number, date of birth, residential address, government-issued ID, and financial details provided during account registration or service use.
Transactional Information: Records of investments, payments, account activities, and transactions carried out on our platform.
Technical Information: IP address, browser type, device information, operating system, and cookies or tracking technologies when you access our website.
Communication Data: Messages, feedback, inquiries, and correspondence shared with our support team.
Your information may be used for:
Account creation, authentication, and management.
Processing transactions and providing investment services.
Compliance with legal and regulatory requirements (including KYC/AML obligations).
Improving our website, services, and user experience.
Sending service-related updates, promotional offers, or important notices.
Preventing fraud, ensuring security, and enforcing our policies.
We process personal data based on one or more of the following legal grounds:
Consent – when you agree to our collection and use of your data.
Contractual necessity – to deliver the services you request.
Legal obligations – to comply with regulatory requirements.
Legitimate interests – to improve our services and protect against misuse.
We do not sell or rent personal data. However, we may share information with:
Service Providers & Partners – who support our operations (e.g., payment processors, IT providers).
Regulatory Authorities – when required by law, regulation, or legal process.
Business Transfers – in the event of a merger, acquisition, or asset sale.
We implement reasonable technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction.
We retain your information only as long as necessary for the purposes outlined in this policy, or as required by law. Once no longer needed, data will be securely deleted or anonymised.
Depending on your jurisdiction, you may have the right to:
Access the personal data we hold about you.
Request corrections or updates to your data.
Request deletion of your data (“right to be forgotten”).
Restrict or object to the processing of your data.
Withdraw consent where processing is based on consent.
Request a copy of your data in a portable format.
To exercise these rights, please contact us at: [email protected].
Our website may use cookies and similar technologies to enhance user experience, analyse traffic, and deliver personalised content. You may adjust cookie preferences through your browser settings.
If you access our services from outside England and Wales, your data may be transferred and stored in jurisdictions with different data protection laws. We will take steps to ensure your data remains protected.
We may update this Privacy Policy from time to time. Any changes will be communicated by updating the “Last Updated” date and, where necessary, notifying you directly.
If you have questions or concerns about this Privacy Policy, please contact us:
Ultima Wealth Series
Email: [email protected]
Address: Middlesex Street, London E1 7JF, United Kingdom