Privacy Policy

Personal information: Name, email, phone, address and financial information voluntarily shared through consultations, newsletters or financial-planning tools.

Non-personal information: Browsing history, IP address and device information collected automatically while using the website.

• Provide financial advisory services.
• Communicate about accounts and investment strategies.
• Deliver relevant information, alerts and service communications.
• Meet legal, court and regulatory requirements and prevent fraud, money laundering or criminal activity.
• Analyse usage and improve website and mobile-app features.

We do not sell or share personal information for third-party marketing. Information may be shared with contracted service providers who must keep it confidential and secure, or disclosed when required by law, subpoena or court order.

• Maintain physical, electronic and procedural safeguards.
• Limit information access to authorised personnel.
• Review security practices regularly.

This policy may be updated from time to time, with changes posted on this page.

To access, correct, amend or delete personal information, register a complaint or request more information, email support@worthostech.com.