Dorn Wealthstead

Privacy Policy

Last update: 29.04.2026

We (also referred to as "We", "Us" or "Our") are committed to protecting your Personal Data and respecting your privacy.
This Privacy Policy explains how we collect, use, and store the information you provide through the Dorn Wealthstead website (the "Website").
The following principles guide our approach:

To be transparent about how we collect and process your personal information:

We want you to have the information you need to make informed decisions about how your Personal Data is used and processed. That’s why we created this website. To support this, we use a range of methods and processes to give you clear, relevant information about the handling of Personal Data.
If we determine that you need more specific details, we’ll provide them at the appropriate time.
If you have any questions, we’ll be pleased to help and will provide any clarification required, subject to applicable legal limitations. You can reach us by email at the following address: info@dorn-wealthstead.com

Personal Data will be used only for the purposes set out in the Policy.

We may process your Personal Data for a variety of purposes, including providing you with access to the website, connecting you with third-party trading platforms (the 'Services'), improving the site, protecting our rights and interests, supporting the maintenance and delivery of the Services, complying with applicable legal and regulatory requirements, and carrying out administrative and business operations necessary for the provision and use of the Services.
We also process Personal Data to better understand your preferences and needs.

To access important tools that help protect your rights regarding Personal Data:

To help you exercise your rights, we have dedicated resources in place. Contact Us at any time to request access to the Personal Data we hold about you. We can correct or delete your information, limit how it is used for specific purposes or more broadly, and transfer it to you or to a third party. We will make every reasonable effort to accommodate your request.

Secure your Personal Data:

Although we cannot guarantee the absolute security of your Personal Data, we are committed to continuing to use a range of measures and practices to help keep your Personal Data protected.
Our Privacy and Security Policy is comprehensive.

1. The Scope?

This policy explains what types of Personal Data the Company collects from individuals, how that information is processed, how it may be shared with third parties, and the measures taken to keep it secure.
This Policy applies to information relating to an identified or identifiable individual. An identifiable individual is someone who can be identified directly, or indirectly through additional information that we hold or can reasonably access.
In this Policy, "processing" means any activity involving the collection or use of Personal Data. This includes handling, organizing, structuring, and storing Personal Data.
Our services are intended for a general audience and are not designed for use by anyone under 18 years of age. We do not knowingly collect information from anyone under 18, and we do not knowingly permit such individuals to use our services. If we become aware that we have collected information about a child, we will delete it as promptly as possible.

2. What personal Data Do We Have on You?

When you use our services or channels, or visit our website, we collect Personal Data. In some cases, we may ask you to provide your Personal Data directly. In other cases, we collect it by reviewing how our services or channels are used, or by receiving your information from our third-party partners.

3. You are not required to provide the company with any personal information, and there are no consequences if you choose not to.

However, you are not required to provide us with any personal information. In some cases, if you choose not to share certain personal information, we may be unable to provide the Services, and users may be unable to access the website.

4. What types of Personal Data do we collect? When you visit our website, we may collect the following personal information:

This includes details from your online activity records, traffic data (including your IP address, access date, access time, and language settings), software error logs, the type of browser you use, and information about the device you used. The information collected does not constitute personal information and cannot be used to identify you.
Personal Data We Receive from You: any personal data you choose to provide to Us when you connect with a third-party online trading platform through Us.
Personal Information You Provide Directly to Third-Party Platforms for Trading Purposes: this may include your full name, address, phone number, and email address.

5. Legal Basis and Reasons for Processing Personal Data

Your Personal Data is processed by the Company for the purposes outlined in this section and in line with the applicable legal basis.
If there is no valid legal basis, the Company cannot process your Personal Data. The legal grounds on which the Company may process your Personal Data are as follows:

  • You have consented to the processing of your Personal Data for one or more specific purposes. This applies when you provide personal information through the Website so that it can be shared with a third-party trading platform.
  • The Company or an authorized third party may need to process information where this is necessary to pursue a legitimate interest, such as improving Our Services or establishing, exercising, or defending legal claims.
  • Processing must meet an obligation of law.

Contact us by email for more information about the processing required to protect legitimate interests.
Below is an overview of the reasons and legal bases for which we may use the Personal Data you provide to us.

Scope

Legal Basis

1. To share your personal information with third parties at your request so you can access digital trading
If you request this, we may collect your Personal Data and pass it on to third-party companies.

You have consented to the processing of your Personal Data for one or more purposes.

2. To respond to your requests, questions, or concerns
We use Personal Data to address any questions you may have about the Services.

Processing is necessary to support the Company’s legitimate interests or those of a third party.

3. To comply with legal, administrative, or judicial requirements, Personal Data may be processed as required by applicable law.

To ensure compliance with legal obligations, processing is required.

4. To improve Our Services Personal
Data may be used to improve Our Services, including for purposes such as reviewing crash reports and other technical issues related to the Services.

Processing is necessary to support the Company’s legitimate interests or those of a third party.

5. To stop fraud and misuse of Our Services

The Company’s legitimate interests, or those of a third party, require processing.

6. To carry out and manage activities required to support Our Services
This includes functions such as back-office operations, business development, strategic decision-making, oversight processes, and related activities.

Processing is necessary to support the Company’s legitimate interests or those of a third party.

7. To carry out analysis, including statistical analysis
We use a range of analytical methods, including statistical techniques, to support decision-making on various matters.

Processing is necessary to support the Company's legitimate interests or those of a third party.

8. To protect our assets, rights, and interests, as well as those of third parties, we may process Personal Data to establish, exercise, or defend legal claims.
We may also process Personal Data to protect our rights, interests, and assets, or those of third parties, in accordance with applicable laws, regulations, agreements, and any relevant terms, conditions, or policies.

Processing is necessary to support the Company’s legitimate interests or those of a third party.

6. Transfer of Personal Data to Third Party

The Company may also share Personal Data with third-party service providers that support our operations, including hosting and storage providers, IP address processing services, and user experience analytics providers.
You may also request that we transfer specific Personal Data about you to third-party trading platforms. In such cases, we will share the Personal Data you have provided to Us with those third-party trading platforms. Any use of your Personal Data by those platforms will be governed by their own privacy policies. Your Personal Data may be shared with multiple trading platforms.
The Company may share Personal Data with affiliated entities or business partners where necessary to support, improve, and enhance the products and services we provide to our customers.
Where required to protect the rights of third parties or Company assets, the Company may disclose Personal Data to applicable regulatory bodies, local authorities, or other official entities.
We may also share your Personal Data with prospective investors, purchasers, or lenders to the Company or to any other company within our corporate group in connection with the same transaction, including any transfer or sale of assets of the Company or another group company, or as part of a merger, reorganization, consolidation, or insolvency proceeding involving the Company or any other business within the group.

7. Cookies and services from third parties

We may use third-party services, including advertising providers on our website and analytics companies. These providers may also use cookies or similar technologies.
Cookies are small text files stored on your device whenever you visit or access the website. They help collect information about your preferences and browsing activity so we can enhance your user experience, remember your settings, and tailor products and services that may be relevant to you. Cookies are also used for statistical and analytical purposes.
Some of the cookies we use are session cookies. These are temporarily stored on your device and remain active only until you close your browser. Other cookies are persistent cookies. Persistent cookies stay on your device for a period of time after your browser is closed. They help the website recognize you when you return and make it easier for you to access the website again.

Types of Cookies:

They may be used by us based on their purpose:

The type of cookie

Cookies are absolutely necessary

Scope

These cookies are essential to let you access the features you’ve requested and move around our website. We use them to deliver the information, products, and services you’ve asked for.
They’re also needed for your device to download and stream data properly. This allows you to browse the website, use its features, and return to pages you’ve already visited.

Additional Information

Cookies may collect Personal Data, such as your username and the date of your last login, to verify that you are signed in to the site. These Cookies are deleted when you close your web browser (session Cookies).

The type of cookie

Functionality Cookies

Scope

Cookies help us recognize you each time you visit our site and remember your settings and preferences.

Additional Information

Cookies collect Personal Data, including your username and the date of your last login, to verify that you are signed in to the site. These session Cookies are deleted when you close your web browser.

The type of cookie

Cookies for performance

Scope

Cookies are used to collect statistical information about the site’s performance and support ongoing improvements. They also allow Us to analyze activity on our website.

Additional Information

Cookies store anonymous information that is not linked to any identified or identifiable individual. Some are deleted when you close your browser, while others remain valid for an indefinite period.

Cookies are blocked or have been deleted
To allow or clear cookies, you’ll need to update your browser settings. Below, you’ll find links with instructions for some of the most commonly used browsers.

  • Firefox
  • Microsoft Edge
  • Google Chrome
  • Safari

However, please note that some or all features and functions of the Website may not work as expected if this occurs.

ONLINE TRACKING NOTICE
This service does not currently respond to do-not-track signals.
8. How we retain your personal information

The Company will keep your Personal Data only for as long as needed to fulfill the purposes for which it was collected, as outlined in this Policy, or for a longer period where permitted by applicable law, regulations, internal policies, or binding orders.
We will share your information with third-party trading platforms for 12 months. If you consent, we will continue sharing your data for an additional 12 months.
We review the Personal Data we hold on a regular basis to confirm that it is no longer required.

9. Transfer of personal information to third countries or international organizations

Your personal information may be transferred to other countries, which means your personal data may be shared with a third country other than the one where you live, or with international organizations. The Company takes all necessary measures to protect the Personal Data you provide and to ensure that individuals can exercise their rights and have access to effective legal remedies.
These protections and safeguards are available to all individuals residing in the European Economic Area (EEA).

  • Transfer to a third country or an international organization that the European Commission has recognized as providing an adequate level of protection for the Personal Data transferred to it, in accordance with 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 carried out under a legally binding and enforceable agreement between public bodies or authorities, in accordance with Article 46(2)(a).
  • The transfer was carried out using standard data protection clauses recognized under applicable privacy legislation. You can review these 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 details about the security measures in place to protect your Personal Data when it is transferred to third countries or international organizations. Please email info@wealthwaydigital.uk for more information.

10. Security of Personal Data

We have implemented appropriate organizational and technical safeguards to protect Personal Data, including measures designed to prevent its accidental or unlawful destruction, loss, or alteration.
While we take reasonable steps to protect your Personal Data, we cannot guarantee that its security will be maintained without error at all times. We are also not liable for any indirect, incidental, or consequential damages arising from the use or disclosure of Personal Data, including, without limitation, disclosure resulting from transmission errors, unauthorized access by a third party, or any other circumstances beyond our control.
Where required by law or by obligations beyond our control, we may need to disclose your Personal Data to third parties, including public authorities. In such cases, we are unable to control how those third parties protect your Personal Data.
Personal Data cannot be transmitted over the internet with complete security. The Company cannot guarantee the security of any Personal Data you send to Us online.

11. Hyperlinks to websites belonging to third party websites

Links to third-party websites and applications may appear on this website. These websites and applications are not operated or overseen by the Company. We are not responsible for how these websites or applications collect or process Personal Data, and this Policy does not apply to any activities carried out through them.
If you visit a third-party website or application, we recommend reviewing its privacy policy before choosing to access or use it. We also encourage you to consider carefully before providing any Personal Data to a third party.

12. Modifications to this Policy

Before visiting any third-party website or using any third-party app, we recommend reviewing their privacy policies to help you decide whether to access or use their services. We also encourage you to consider carefully before sharing any Personal Data with them.

13. Your rights with respect to your personal information

You have the right to ask us to confirm whether we collect and process your Personal Data, to correct any inaccuracies, and to delete any Personal Data we no longer need. You may also ask us to limit how your personal information is processed.
If you are a resident of the EEA, please refer to this page:
These rights apply to the Personal Data you provide to us. To exercise any of these rights, you may contact us by email at the address below.
Access rights
The Company can confirm whether your Personal Data is being processed and, if so, provide you with access to that 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. If you request it, the information will be provided electronically.
Your right to access your Personal Data must not adversely affect the rights and freedoms of others. If fulfilling your request would negatively affect another person’s rights and freedoms, the Company may refuse the request or limit the extent to which it can comply.
Right to rectification
The Company may correct inaccurate Personal Data. You also have the right to request that incomplete Personal Data concerning you be completed, taking into account the purpose of the processing.
Right to erasure
This right applies in the following circumstances: (a) the Personal Data is no longer necessary for the purpose for which it was collected or processed; (b) you withdraw your consent and there is no other legal basis for processing; (c) you object, at any time and for reasons related to your particular situation, to the processing of your Personal Data where that processing is based on the legitimate interests pursued by us or by a third party; (e) the Personal Data has been processed unlawfully; or (f) the Personal Data must be deleted in order to comply with a legal obligation applicable to the Company.
This right does not apply where processing is necessary (a) to comply with a legal obligation requiring processing under applicable law; or (b) to establish, exercise, or defend legal claims.
Processing restrictions
If you dispute the accuracy of your Personal Data, you may ask the Company to restrict the processing of your Personal Data.
Where processing has been restricted, the Personal Data may only be stored unless you provide consent, or unless the processing is necessary to establish, exercise, or defend legal claims, to protect the rights of another individual, or for reasons of important public interest under applicable law.
Right to data portability
If processing is carried out by automated means and is based on your consent or on a contract to which you are a party, you have the right to receive the Personal Data you provided to the Company in a structured, commonly used, and machine-readable format.
You may also request that your Personal Data be transferred directly from the Company to another controller, where technically feasible. Exercising your right to data portability does not affect your right to erasure. This right must not adversely affect the rights and freedoms of others.
Right to object
You have the right, at any time, to object to the processing of Personal Data concerning you where that processing is based on the legitimate interests pursued by the Company or by a third party. This includes profiling based on those legitimate interests. If we cannot demonstrate compelling legitimate grounds for the processing that override your interests, rights, and freedoms, or if the processing is not required for the establishment, exercise, or defence of legal claims, we will stop processing your Personal Data.
With respect to direct marketing, you have the right at any time to object to the processing of your Personal Data.
Right to withdraw consent
You may withdraw your consent to our processing of your Personal Data at any time. This will not affect the lawfulness of any processing carried out before your consent was withdrawn.
You have the right to file a complaint with the relevant supervisory authority.
You may submit a complaint to a supervisory authority established to protect individuals’ rights in connection with the processing of Personal Data.
Applicable laws may limit your rights in relation to your Personal Data, as described in this section 13.
We will provide the information you request under the rights set out in section 13 of this agreement within one month of receiving your request. That period may be extended by up to two additional months where necessary, depending on the nature of the request and the number of requests received. If an extension is required, we will notify you within one month of receiving your request and explain the reasons for the delay.
Unless otherwise permitted under section 13 of applicable law, the information you request under your rights in section 13 will be provided free of charge. If a request is unfounded or excessive, particularly if it is repetitive, we may charge a reasonable fee to cover the administrative costs of providing the information or taking the requested action. We may also decline to act on the request.
If we have reasonable doubts about the identity of the person making the request, the Company may ask for additional information to verify that person’s identity.