Kindly review the following information carefully to comprehend our perspectives and practices regarding your personal data, as well as how we intend to handle it.

By accessing the website, you acknowledge and agree to the practices outlined in this policy.

When We Mention "Services," We Are Referring Collectively To:

We encompass the provision of financial advisory and placement services to our clients and prospective clients ("Client Services"), our website owned and controlled by us that links to this Privacy Policy ("Sites"), and our marketing and business development activities, which include events we host, social media properties we create, and emails that we send ("Marketing Activities"). Through the delivery of our services, we collect and process personal data concerning various individuals, including our individual clients and prospective clients, their representatives, visitors to our offices, visitors to our Sites, vendors, and other individuals.

The Legal Foundation For Processing Personal Data In Relation To Client Services Is:

• In order to adhere to legal obligations and professional responsibilities;
• To fulfill contractual obligations;
• To pursue our legitimate interests in:

To ensure the delivery of the best possible service to our clients, keep individuals informed of market developments, conduct business development and general marketing, provide information on our services and events, and establish and maintain a positive working relationship with you. Your consent will be sought in cases where we make it clear in advance that we are relying on your consent. For prospective clients or an employee or representative of a prospective client, we will process personal data, including your name and contact details, as well as details of any interactions you may have with us or our employees (such as meetings or pitches to which you have invited us).

We may acquire this information directly from you, your employer, or from publicly available sources, such as your employer's website.

The legal foundation on which we rely to process your personal data is:

• To initiate actions as requested by you before entering into a contract with you;
• To pursue our legitimate interests in expanding our business and cultivating relationships with potential new clients.

Customers And Potential Clients

We function within a regulated industry, which necessitates obtaining specific information before accepting someone as a client. For individual clients, this encompasses, but is not restricted to:

• Name
• Contact
• Financial Information:

Information for identity verification, such as a driver's license or passport (Only On Demand).

The majority of our clients are corporate entities, and data about entities is not considered personal data. However, we do process personal data of company employees, representatives, and other personal data that clients provide to us or allow us to collect on their behalf while delivering Client Services. This includes contact information and any other personal data that is pertinent or essential for us to conduct a thorough background check or required "Anti-Money Laundering" or "Know Your Customer" background check, or otherwise to provide the Client Services.

We gather and utilize this information to deliver the Client Services and for other legitimate business interests. For instance, we use contact details to send communications, news updates, and event invitations.

We also acquire personal data from third-party sources in relation to Client Services and general internet searches. This information is utilized to conduct relevant diligence, investigations, and conflict checks.

Office Visitors

For individuals visiting our offices, we maintain a record of names and contact information. This information is documented for legitimate business purposes and for health and safety considerations, ensuring we are aware of individuals present in the building in case of an emergency.

The legal foundation on which we depend to process your personal data is:

• To adhere to our legal responsibilities;
• To pursue our legitimate interests in ensuring the safety and security of our employees and visitors.

Other Individuals

When offering specific types of Client Services, we may receive personal data from third parties concerning individuals not explicitly mentioned in this Privacy Policy. The nature of the personal data we handle is contingent upon the type of matter for which our client has engaged our services. The principal purpose for processing this personal data is to deliver the Client Services, fulfill our professional responsibilities, comply with legal obligations, and operate our business.

The legal foundation on which we depend to process your personal data is:

• In adherence to our legal obligations and fulfillment of our professional responsibilities; and
• To pursue our legitimate interests in running our business, offering Client Services, and conducting Marketing Activities.

E-Mail Marketing

We may occasionally send you pertinent alerts and newsletters via email. In order to enhance our marketing activities, we frequently receive confirmation when you open an email or click on a link within one of these emails.

Additional Utilization Of Personal Data

Apart from the uses detailed earlier, we may employ your personal data for the subsequent purposes. Some of these applications might, under specific circumstances, rely on your consent, may be essential to fulfill our contractual obligations to you, or may be necessary to serve our legitimate interests in the specified business operations:

• Managing our business and overseeing the Services;
• Reaching out to you to address your requests or inquiries;
• Furnishing you with newsletters, articles, alerts, and announcements, as well as event invitations and other information that we believe might be of interest to you;
• Supplying you with marketing information;
• Conducting research, surveys, and similar inquiries to assist us in comprehending trends and client needs;
• Preventing, investigating, or notifying about fraud, unlawful or criminal activity, or unauthorized access to or use of Personal Information, our website, or data systems; or to fulfill legal obligations; and
• Enforcing our Terms of Use and other agreements.

Confidential Information

Typically, we refrain from gathering sensitive information about you unless mandated by law or with your explicit consent (and only when relevant to your product). We will avoid collecting sensitive information if expressly prohibited by local law. Sensitive information encompasses details related to:

• Race;
• Political or religious affiliations;
• Sexual orientation and details about one's sexual life;
• Details of criminal convictions;
• Membership in professional or trade associations or unions;
• Biometric and health-related information; or
• Details about your association with specific organizations, such as professional associations.

How We Share And Reveal Personal Data

We disclose personal data to the following categories of recipients: service providers, affiliates, for the provision of Client Services, corporate transactions or events, and other legal reasons.

Service Providers

We might reveal your personal data to third-party service providers, offering services such as background checks (including Anti-Money Laundering and Know Your Customer checks), professional services, including information technology services, and related infrastructure, as well as customer services.

Affiliates

We may reveal personal data to our affiliates for the purposes outlined in this Privacy Policy, including for their marketing objectives, and to align with our objective of delivering exceptional client service.

Corporate Transactions Or Events

We might share your information with a third party in association with a corporate reorganization, sale, assignment, conference/seminars, transfer, or any other arrangement involving all or part of our business, assets, or capital, including situations related to bankruptcy or similar proceedings.

To Carry Out Client Services

We will also reveal personal data to the following categories of third parties:

• Race;
• Any party involved in the transaction or other matter we are handling,
•  Law enforcement, tax, and regulatory agencies and bodies,
• insurers, and
• Service providers, including IT and network services, catering, document production, and postal and delivery services.

Alternative Legal Grounds

Moreover, we may utilize or divulge your personal data as we consider necessary or appropriate:

• in accordance with applicable law, including laws beyond your country of residence;
• to address requests from public and government authorities, including those outside your country of residence;
•  to adhere to subpoenas and other legal processes;
• to pursue available remedies or mitigate damages we might incur;
• to safeguard our operations or those of any of our affiliates;
• to safeguard the rights, privacy, safety, or property of fxidealtrade.co, our affiliates, you, and others; and
• to protect rights, privacy, and to enforce our Terms of Use.