Privacy Policy
Last update: 27.08.2026
We (also referred to as "We", "Us" or "Our") are committed to safeguarding your Personal Data and your privacy.
This Privacy Policy explains how we collect and store the information you provide through the website Crest Equitance (the "Website").
These principles will be upheld:
To explain clearly how we collect and process your personal information:
We want you to make informed choices about the use and processing of Personal Data. This is why we created this policy. To achieve this, we use various methods and procedures to provide you with relevant information on how Personal Data is used.
If we believe you require specific details, we will provide this information at the appropriate time.
We are happy to answer any questions and provide any clarifications you require, subject to any limitations imposed by law. You can reach us by email at the address below: info@crestequitance.com
We will use Personal Data only for the purposes set out in this Policy.
We process Personal Data for a range of purposes, including providing the website to you, connecting you with third-party trading platforms (the "Services"), improving the site, protecting our rights and interests, maintaining and delivering the Services, meeting regulatory or legal obligations, and carrying out administrative and business activities related to the Services.
We also process Personal Data to better understand your preferences and needs.
To exercise the rights available to you regarding your Personal Data
To help you exercise these rights, we maintain substantial resources for this purpose. Contact Us anytime to request details about your personal data. We will correct or delete it, or stop using it for specific or general purposes. We can also transfer the information to you or to a third party. We are equipped to accommodate your requests.
Protect Your Personal Data
While we cannot guarantee absolute security of your Personal Data, we can guarantee that we will continue to employ a variety of methods and techniques to protect it.
Our Privacy and Security Policy is complete.
1. The Scope?
This Policy explains the types of Personal Data the Company collects on natural individuals, and how we process it, share it with third parties, and secure it, among other matters.
This Policy applies to information relating to an identified or identifiable natural person. An identifiable natural person is someone who can be identified directly, or through a combination of additional information we hold or can access.
Within this Policy, "processing" refers to any operation involving the use or collection of Personal Data, including its management, structuring, and storage.
Our services are intended for general audiences and are not designed for use by anyone under 18 years of age. We do not knowingly collect information from anyone under 18, nor do we knowingly permit such persons to use our services. If we become aware that we hold information relating to a child, we will delete it as quickly as possible.
2. What Personal Data Do We Have on You?
We collect Personal Data when you access our Services and channels or visit our website. In some cases, we request this information directly from you. In others, we collect it by analysing how you use our Services or service channels, or by receiving your information from third-party partners.
You are not required to provide personal information to the company. However, if you choose not to, this may prevent us from delivering our Services or granting you access to the website.
You are not obliged to provide Us with any Personal Data. In certain circumstances, however, you might choose not to supply it. This could prevent Us from delivering the Services or prevent you from accessing the website.
4. What Personal Data Do We Collect? When you visit our website, we collect the following personal data:
This includes information about your online activity log, data about your traffic (including IP address, date of access, and time of access), the language used, software crash logs, browser type, and information regarding the device utilized. This information is not private information and cannot be used to identify you.
Personal Data we receive from you: any personal data you provide to Us at your own choice when connecting with a third-party online trading platform through Us.
Personal data you provide specifically to third-party platforms to facilitate trade: this information includes your full name, address, phone number, and email address.
5. Legal Basis and Grounds for Processing Personal Data
The Company processes your Personal Data for the purposes set out in this section, in accordance with the applicable legal basis.
Without a legal basis, the Company cannot process Personal Data concerning you. The legal grounds on which the Company may process Personal Data regarding you include:
- You have consented to the processing of your Personal Data for one or more reasons, including where you submit personal information via the Website so that we can transfer it to a third-party trading platform.
- The Company or a third party may process personal data where necessary for a legitimate interest, such as improving Our Services or defending legal claims.
- Processing is required to comply with a legal obligation.
Contact us by email for more details on the processing necessary to safeguard our legitimate interests.
Below is a list of reasons and legal grounds we may rely on when using the information you provide us with, including your personal data.
Scope
Legal Basis
Sharing personal information with third parties at your request to enable access to digital trading
If you request this, we may collect personal data from you to forward to third-party companies.
You have consented to the processing of your Personal Data for one or more purposes.
To respond to your requests, questions, or concerns
Personal Data is necessary to help us address any questions you may have regarding the Services.
Processing may also be necessary to pursue the Company's legitimate interests or those of a third party.
To comply with legal, administrative, or judicial obligations, in which case Personal Data is processed to meet those requirements.
This processing is necessary to comply with our legal obligations.
4. To Improve Our Services
We may use Personal Data to improve Our Services, including any crash or malfunction reports collected in connection with the Services.
Processing may be necessary to pursue the Company's legitimate interests or those of a third party.
To prevent fraud and misuse of Our Services
Processing may also be necessary to protect the Company's legitimate interests or the interests of a third party.
6. To perform and manage actions in line with the requirements of Our Services
Such activities include back-office functions, business development activities, strategic decision-making, and oversight mechanisms.
Processing may also be necessary to protect the legitimate interests of the Company or a third party.
7. To conduct analysis, such as statistical analysis
We use various analytical techniques, including statistical methods, to inform decisions on different matters.
Processing may be necessary to protect the Company's legitimate interests or the interests of a third party.
To safeguard our assets, rights and interests, as well as those of third parties
We process Personal Data to establish and defend legal claims, and to safeguard our rights, interests and assets, or those of third parties, in compliance with any applicable laws, regulations, agreements, terms or policies.
Processing may be necessary to pursue the Company's legitimate interests or those of a third party.
Transfer of Personal Data to Third Parties
The Company may also share Personal Data with third-party companies that provide services to us, such as hosting and storage providers, IP address analysis, and user experience analysis.
You may also ask us to provide specific Personal Data about you to third-party trading platforms. In these instances, we will provide the Personal Data you have given us to those third-party trading platforms. Use of your Personal Data by these platforms is subject to their own privacy policies. Your Personal Data may be shared with multiple trading platforms.
The Company may share Personal Data with related entities or business partners. This provides the Company with the resources needed to enhance and improve the products and services it offers customers.
Where necessary to protect the rights of third parties or safeguard assets, the Company may disclose Personal Data to regulatory, local, or other official authorities.
We may also share Personal Data about you with potential investors, buyers, or lenders to the Company or any other company within the group, in connection with a transaction such as the transfer or sale of assets belonging to the Company or any other company within the group, or as part of a merger, restructuring, consolidation, or bankruptcy involving the Company or any other business within the group.
Cookies and Third-Party Services
We may use third-party services, such as providers of advertisements on our website or analytics companies. These companies may also use cookies or other similar technology.
Cookies are small text files placed on your device each time you visit or access the website. They are used to gather information about your preferences and browsing habits, improve your user experience, remember your preferences, and tailor the products and services you may enjoy. Cookies are also used for statistics and analytics.
Some cookies we use are session cookies. These are temporarily downloaded to your device and last only until you close your browser. Other cookies are persistent, remaining on your device for a set period after you close your browser. Persistent cookies help the website recognise you as a returning user and allow you to return to the website more easily.
Types of Cookies:
We may use them depending on their purpose:
Cookie type
Essential cookies are required for the site to function
Scope
These cookies are essential for accessing the features you have requested and navigating our website. We use cookies to deliver the information, products, and services you have asked for.
Your device requires them to download and stream data, allowing you to navigate the website, use its features, and return to pages you have previously visited.
Additional Information
Cookies collect Personal Data, such as your username and last login date, to confirm that you are logged in to the site. They are erased once you close your web browser (session Cookies).
Cookie type
Functionality Cookies
Scope
Cookies allow us to recognize you on each visit and remember your preferences.
Additional Information
Cookies collect Personal Data, such as your username and last login date, to confirm that you are logged in to the site. They are erased once you close your web browser (session Cookies).
Cookie type
Cookies for performance
Scope
We use cookies to gather statistical data on site performance and to help improve it. They also allow Us to carry out analysis of our website.
Additional Information
Cookies store anonymous data that cannot be linked to any identifiable person. Some are deleted when you close your browser, while others remain valid indefinitely.
Cookies are blocked or removed
To block or remove cookies, adjust your browser settings. Below are links to guide you through the process for some of the most popular browsers.
- Firefox
- Microsoft Edge
- Google Chrome
- Safari
Please note that if this happens, some or all of the Website's functions and features may not work as expected.
ONLINE TRACKING NOTICE
This service does not currently respond to do-not-track signals.
8. Retention of Your Personal Data
The Company retains Personal Data for as long as necessary to fulfil the purpose described in this Policy, or for longer periods where required by applicable law, regulations, policies, or orders.
We share your information with third-party trading platforms for a period of 12 months. If you consent, we will continue sharing your data for a further 12 months.
We regularly review the Personal Data we hold to confirm it is still needed.
9. Transfers of personal data to a third country or international organisation
Your personal data may be transferred to other countries, including third countries outside the one in which you reside, or to international organizations. The Company takes all necessary steps to safeguard the personal data you provide and to ensure that data subjects can exercise their rights and access effective legal remedies.
These protections and safeguards are available to all individuals residing in the EEA (European Economic Area).
- Transfer to a third country or international organisation which the EU Commission has determined provides adequate protection for Personal Data transferred to it, 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 carried out under a legally binding and enforceable agreement between public entities or authorities, as set out in Article 46(2)(a).
- The transfer was carried out in compliance with standard data protection clauses adopted by the EU 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.
For details on the security measures we apply to safeguard Personal Data transferred to third-party countries or international organisations, please email us at info@wealthwaydigital.uk
10. Security of Personal Data We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. While we work to safeguard your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
We take appropriate organisational and technical measures to safeguard Personal Data, including precautions against accidental or unlawful destruction, loss or alteration of Personal Data.
We cannot guarantee that your Personal Data will remain secure at all times. We are not liable for any intangible, incidental or consequential damages arising from the use or disclosure of Personal Data, including but not limited to disclosure resulting from transmission errors, unauthorised access by a third party, or any other cause beyond our control.
Where required by legal or other obligations beyond our control, we may need to disclose Personal Data concerning you to third parties, such as public authorities. We have no control over the security such third parties apply to your Personal Data in these circumstances.
No transmission of Personal Data over the internet can be guaranteed completely secure. The Company cannot ensure the security of Personal Data you transmit to Us online.
Hyperlinks to Third-Party Websites
The website includes links to third-party sites and applications. These sites and applications are not supervised by the Company, and We are not responsible for their collection or processing of Personal Data. This Policy does not apply to actions taken through such sites or apps.
Before accessing or using any third-party website or app, We recommend that you review its privacy policy. Exercise discretion when providing any Personal Data to them.
12. Modifications to this Policy
Before accessing or using any third-party website or app We recommend, you should read their privacy policies. We also suggest exercising caution before providing them with any Personal Data.
13. Your rights with respect to your personal information
You are entitled to request that we verify the accuracy of the Personal Data collected about you, correct any inaccuracies, and delete Personal Data that is no longer required. You may also restrict the types of processing applied to your Personal Data.
If you reside in the EEA, please refer to this page:
These rights apply to the information you provide in relation to your Personal Data. You may exercise these rights by writing to the email address below.
Access rights
The Company is able to verify the accuracy of Personal Data being processed about you. Where such data exists, you are entitled to access it.
The Company will supply an electronic copy of the Personal Data currently being processed and may charge a reasonable fee for additional copies. Data will be provided electronically where requested.
The right to access Personal Data must not conflict with the rights and freedoms of others. If a request would adversely affect the rights or freedoms of another person, the Company may refuse the request or limit its ability to fulfil it.
Right to rectification
The Company will rectify inaccurate Personal Data. You are entitled to request that incomplete Personal Data concerning you be completed, taking into account the purpose of processing.
Right to erasure
This right applies where: (a) Personal Data is no longer necessary for the purpose for which it was collected or processed; (b) you withdraw consent and no other legal basis for processing exists; (c) you object, on grounds relating to your particular situation, to processing based on legitimate interests pursued by Us or a third party; (d) Personal Data has been unlawfully processed; or (e) erasure is required 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 under European Union or Member State law, or (b) to establish, exercise, or defend legal claims.
Processing restrictions
If you have concerns about the accuracy of your Personal Data, you may ask the Company to restrict its processing.
Where processing is restricted, Personal Data may only be retained with your consent, or to establish, exercise, or defend legal claims, to protect the rights of another natural person, or for reasons of significant public interest within the European Union or a Member State.
Right to data portability
Where processing is carried out by automated means and is based on consent or on a contract to which you are a party, you have the right to review the 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, where technically feasible. Exercising the right to data portability does not affect your rights under the right to erasure. The right to data portability does not affect the rights or freedoms of others.
Right to object
You may object at any time to the use of Personal Data concerning you where processing is based on legitimate interests pursued by the Company or a third party, including profiling based solely on such interests. Where the Company can demonstrate compelling legitimate grounds for processing, it may continue to do so unless you can demonstrate that your rights, freedoms, and interests override those grounds, or that the processing is necessary for the exercise, establishment, or defence of legal claims.
Regarding direct marketing, you have the right to object at any time to the processing of Personal Data concerning you for that purpose.
Right to withdraw consent
You may withdraw your consent to Our processing of Personal Data concerning you at any time. This does not affect the lawfulness of processing carried out on the basis of consent prior to its withdrawal.
You are entitled to lodge a complaint with the relevant supervisory authority.
You may lodge an appeal with a supervisory authority established by a Member State to protect the fundamental rights of individuals in relation to the processing of Personal Data within the European Union.
European Union and Member State law may impose limits on the rights described in this section 13 as they relate to Personal Data concerning you.
We will respond to requests made under section 13 within one month of receipt. This period may be extended by up to two months where necessary, depending on the complexity and number of requests. We will notify you of any extension, along with the reasons for it, within one month of receiving your request.
Subject to the provisions of section 13, information requested under your rights in this section will be provided free of charge. Where a request is manifestly unfounded or excessive, particularly if repetitive, We may charge a reasonable fee to cover administrative costs of providing the information or taking the requested action, or may decline to act on the request.
Where we have reasonable doubts about the identity of the person making the request, the Company may request additional information to confirm identity.