Privacy Policy
Last update: 12.06.2026
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 and retain the information you provide through the website Oak Capvern (the "Website").
The following principles apply:
To be transparent about how we collect and process your personal information:
We want you to be able to make informed decisions about how your Personal Data is used and processed. That is why we have created this website. To support this, we use a range of methods and processes to provide you with clear, relevant information about the use of Personal Data.
Where we believe you need more specific details, we will provide them at the appropriate time.
If you have any questions, we will be happy to assist and provide any clarification you may need, subject to any legal restrictions. You can contact us by email at the address below: info@oak-capvern.com
Personal Data will only be used for the purposes set out in this Policy.
We may process your Personal Data for a number 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 requirements.
To use important tools that help protect your rights in relation to Personal Data:
To help you exercise your rights, we have dedicated resources in place. You can contact us at any time to request access to your Personal Data. We can update or erase it, restrict how it is used for particular purposes or more generally, and transfer the information to you or to a third party. We will make every effort to accommodate your request.
Protect your personal data:
While we cannot guarantee the absolute security of your Personal Data, we are committed to continuing to use a range of measures and safeguards to help keep it protected.
Our Privacy and Security Policy is comprehensive.
1. The Scope?
This policy explains what types of Personal Data the Company collects about individuals, how that data is processed, when it may be shared with third parties, and how it is protected.
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 indirectly through additional information that we hold or can reasonably access.
In this Policy, "processing" means any operation involving the use or collection of Personal Data. This includes the organisation, structuring and storage of 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 the age of 18, nor do we knowingly permit such individuals to use our services. If we become aware that we hold information relating to a child, we will delete it as soon as reasonably possible.
2. What Personal Data Do We Hold About 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 monitoring how our services and channels are used or by receiving your information from our third-party partners.
3. You are not required to provide the company with personal information or information about the consequences.
However, you are not required to provide us with any personal data. In some cases, if you choose not to provide certain personal data, this may prevent us from delivering the Services or may affect users’ access to the website.
4. What Personal Data may We collect? When you visit our website, we may collect the following personal information:
This includes details from your online activity log, traffic data such as your IP address, the date and time of access, the language used, software crash reports, the type of browser used, and information about the device you used. The information collected is not private 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, through Us, with a third-party online trading platform.
Personal information you provide directly to third-party platforms to enable trading: this information includes your full name, address, telephone number, and email address.
5. Legal Basis and Reasons for Processing Personal Data
Your Personal Data is processed by the Company for the purposes set out in this section and in line with the applicable legal basis.
The Company cannot process your Personal Data without a valid legal basis. 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 purposes. This applies where you provide personal information through the Website so that we can pass it on to a third-party trading platform.
- The Company or a third party may need to carry out processing where this is necessary for their legitimate interests, for example to improve Our Services or to establish, exercise or defend legal claims.
- Processing is necessary to comply with a legal obligation.
Please contact us by email if you would like more information about the processing required to protect legitimate interests.
Below, you will find a list of the reasons and legal bases on 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 in order to access digital trading
If you request this, we may ask you for Personal Data so we can 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, queries or concerns
We use Personal Data to address any questions you may have about the Services.
Processing is necessary to safeguard the Company’s legitimate interests or those of a third party.
3. To comply with legal, administrative or judicial requirements, Personal Data is processed where necessary to meet applicable legal obligations.
Processing is necessary to meet legal obligations.
4. To improve Our Services Personal
Data may be used by us to improve Our Services. This includes, among other things, reports of crashes or other technical issues that we collect in connection with the Services.
Processing is necessary for the Company’s legitimate interests or those of a third party.
5. To prevent fraud and misuse of Our Services
Processing is necessary for the legitimate interests of the Company or those of a third party.
6. To carry out and manage activities required for the proper delivery of Our Services
This includes back-office operations, business development, strategic decision-making, oversight arrangements, and similar functions.
Processing is necessary to protect 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 across different matters.
Processing is necessary to serve 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 where necessary to establish, exercise or defend legal claims.
We may also process Personal Data to safeguard our rights, interests and assets, or those of third parties, in accordance with applicable laws, regulations, agreements, and relevant terms, conditions or policies.
Processing is necessary to support the Company’s legitimate interests or those of a third party.
6. Sharing Personal Data with Third Parties
The Company may also share Personal Data with third-party service providers that support our operations, including hosting and storage providers, providers of IP address information, and user experience analytics services.
You may also ask us to share specific Personal Data relating to you with 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 more than one trading platform.
The Company may share Personal Data with affiliated entities or business partners where this is necessary to provide the resources required to improve and develop the products and services offered to its customers.
Where necessary to protect the rights of third parties or assets, the Company may disclose Personal Data to relevant regulatory, local, or other official authorities.
We may also share Personal Data about you with potential investors, purchasers, or lenders to the Company or to any other company within the group in connection with the same transaction (including the transfer or sale of assets of the Company or of any other company within the group), or as part of any merger, restructuring, consolidation, or insolvency process involving the Company or any other company within the group.
7. Cookies and third-party services
We may use third-party services, including advertising providers on our website and analytics partners. These providers may also use cookies and similar technologies.
Cookies are small text files stored on your device whenever you visit or access the website. They help us understand your preferences and browsing behaviour so we can improve your experience, remember your settings, and tailor products and services that may be of interest to you. Cookies are also used for statistical and analytical purposes.
Some of the cookies we use are session cookies. These are temporary and are downloaded to your device for a limited period, expiring once you close your browser. Other cookies are persistent cookies. These remain on your device for a period after your browser is closed. They help the Website recognise you as a returning user and make it easier for you to come back to the website.
Types of Cookies:
We may use them depending on their purpose:
Type of cookie
Cookies are essential for this site to function properly
Scope
These cookies are essential to let you access the features you’ve requested and move around our website. We use cookies to deliver the information, products and services you have asked for.
They are needed so your device can download and stream data. This allows you to browse the website, use its features, and return to pages you have already visited.
Additional Information
Cookies may collect Personal Data such as your username and the date of your last login to confirm that you are signed in to the site. They are deleted when you close your web browser (session Cookies).
Type of cookie
Functionality Cookies
Scope
Cookies help us recognise you each time you visit our site and remember your preferences.
Additional Information
Cookies may collect Personal Data, including your username and the date of your last login, to confirm that you are signed in to the site. These are deleted when you close your web browser (session Cookies).
Type of cookie
Cookies for performance
Scope
Cookies are used to collect statistical information on the website’s performance and to help improve it. They also allow Us to analyse activity on our website.
Additional Information
Cookies store anonymous data that cannot be linked to an identified or identifiable natural person. Some are deleted when you close your browser, while others remain valid indefinitely.
Cookies are blocked or have been removed
To allow or clear cookies, you'll need to update your browser settings. Below, you'll find links to guide you through the process for some of the most commonly used 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. How long we keep your personal data
The Company will keep your Personal Data for as long as needed to fulfil the purpose for which it is processed, as set out in this Policy, or for a longer period where permitted under applicable law, regulations, policies, or binding orders.
We will share your information with third-party trading platforms for a period of 12 months. If you give your consent, we will continue to share your data for a further 12 months.
We review the Personal Data we hold on a regular basis to make sure it is no longer retained than necessary.
9. Transfers of personal information to third countries or international organisations
Your personal information may be transferred to other countries, meaning your personal data may be sent to a third country other than the country where you live, or to an international organisation. The Company takes all necessary measures to protect the Personal Data you provide and to ensure that data subjects can exercise their rights and have access to 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 where the European Commission has determined, under Article 45(3) of Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 (the "GDPR"), that an adequate level of protection is provided for the Personal Data transferred.
- The transfer is carried out under a legally binding and enforceable agreement between public bodies or authorities within the meaning of Article 46(2)(a).
- The transfer was carried out in accordance with standard data protection clauses adopted by the European Commission under Article 46(2)(c) of the GDPR. You can view the clauses adopted by the European Commission 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 of the security measures it uses to protect your Personal Data when it is transferred to third countries or international organisations. To request this information, please email info@wealthwaydigital.uk
10. Personal Data Security
We have implemented appropriate organisational and technical measures to protect Personal Data. These measures are designed to prevent the accidental or unlawful destruction, loss or alteration of Personal Data.
However, we cannot guarantee that the security of your Personal Data will always be maintained without interruption or error. Nor can we accept liability for any indirect, incidental or consequential loss arising from the use or disclosure of Personal Data. This includes, but is not limited to, any disclosure of Personal Data resulting from transmission errors, unauthorised access by a third party, or any other circumstance beyond our reasonable control.
Where we are required to do so by law, or where other circumstances outside our control apply, we may need to disclose your Personal Data to third parties, including public authorities. In such cases, we have no control over the level of security applied to your Personal Data by those third parties.
Personal Data cannot be transmitted over the internet in a completely secure manner. The Company cannot guarantee the security of any Personal Data you send to Us online.
11. Links to third-party websites
The website may include links to third-party websites and applications. These websites and applications are not operated or overseen by the Company. We are not responsible for how such websites or applications collect or process Personal Data. This Policy does not apply to any actions or activities carried out through those websites or applications.
If you visit any third-party website or application, we recommend that you read its privacy policy before choosing to access or use it. We also recommend that you consider carefully before providing any Personal Data to such third parties.
12. Changes to this Policy
Before visiting any third-party websites or using any third-party apps, we recommend that you read their privacy policies carefully. We also advise you to consider this before providing them with any Personal Data.
13. Your rights in relation to your personal information
You have the right to ask us to confirm whether we hold Personal Data about you, to correct any inaccuracies, and to delete any Personal Data we no longer need. You may also ask us to restrict certain types of processing of your personal information.
If you are resident in the EEA, please refer to this page:
These rights apply to the Personal Data you provide to us. To exercise any of them, you may contact us by email at the address below.
Right of access
The Company may confirm whether Personal Data relating to you is being processed. Where this is the case, you are entitled to access your 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. Where requested, the data will be provided in electronic format.
The right of access to Personal Data must not adversely affect the rights and freedoms of others. Where a request would prejudice the rights and freedoms of another person, the Company may refuse the request or limit the extent to which it can be fulfilled.
Right to rectification
The Company will correct inaccurate Personal Data. You are entitled 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 the processing; (c) you object, on grounds relating to your particular situation, to the processing of Personal Data concerning you where that processing is based on 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 erased in order to comply with a legal obligation to which the Company is subject.
This right does not apply where processing is necessary (a) for compliance with a legal obligation requiring processing under European Union law or the law of a Member State; or (b) for the establishment, exercise or defence of legal claims.
Restriction of processing
If you have concerns about 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 give your consent, or unless it is needed for the establishment, exercise or defence of legal claims, for the protection of the rights of another natural person, or for reasons of important 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 your consent or on a contract to which you are a party, you have the right to receive the Personal Data you have provided to the Company in a structured format and to review it.
You are also entitled to request that your Personal Data be transferred directly by the Company to another controller, where this is 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 to the extent that it is based on those legitimate interests. If we demonstrate compelling legitimate grounds for processing which override your interests, rights and freedoms, or where the processing is required for the establishment, exercise or defence of legal claims, we may continue to process your Personal Data.
In relation to direct marketing, you have the right to object at any time to the processing of Personal Data concerning you.
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 on the basis of your consent before it was withdrawn.
You have the right to lodge a complaint with a supervisory authority.
You may submit a complaint to a supervisory authority established by a Member State to protect individuals' fundamental rights in relation to the processing of Personal Data within the European Union.
European Union and Member State laws may limit your rights in relation to Personal Data concerning you, as described in this section 13.
We will provide the information requested 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 months where necessary, depending on the nature of the request and the number of requests received. If an extension applies, we will inform you within one month of receiving your request and explain the reasons for the delay.
Provided this is not contrary to section 13 or applicable law, the information you request under your rights in section 13 will be provided free of charge. Where a request is unfounded or excessive, in particular because it is repetitive, we may charge a reasonable fee to cover the administrative costs of providing the information or taking the action requested. We may also refuse 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 identity.