Privacy Notice

Overview

We, our team, and our services protect your personal information. This policy explains what we collect when you use Birch Wealthholm (the Website), why we use it, how we share it, and what choices you have. Contact: [email protected].

Information we gather

We may collect technical details such as IP address, device and browser type, pages visited, timestamps, and crash logs, along with information you submit yourself, such as your name, email, and phone number when you ask to be connected with a third-party trading platform. Some technical data may not identify you directly.

You do not have to provide information, but without it we may not be able to connect you with partners or deliver certain features. The Website is not intended for children under 18; if we discover that child data was collected, we will remove it promptly where required.

Purposes and legal grounds

We process information to run the Website, answer inquiries, connect you with third-party platforms at your request, comply with legal obligations, secure our services, improve performance and analytics in our legitimate interests, and defend our legal rights. Depending on the activity, we rely on your consent, legitimate interests, and/or legal obligation as appropriate.

	Usual use	Common legal ground
1	Send your details to a third-party platform you ask us to contact	Consent / steps before a contract at your request
2	Customer support, protection, fraud detection, analytics, and business operations	Legitimate interests and/or a legal requirement

Data sharing and cross-border transfers

We may share data with service providers who host, analyze, or support the Website under confidentiality obligations; with third-party trading platforms when you request an introduction; with professional advisers; with authorities when required by law; and with a successor in a merger or asset sale. Data may be processed outside your country; where required, we use suitable safeguards such as standard contractual clauses or other mechanisms recognized by applicable law.

Cookies

We and our partners may use cookies and similar tools for essential operation, preferences, analytics, and marketing where allowed. You can manage cookies in your browser settings; blocking some cookies may affect functionality. This service does not respond to Do Not Track signals.

Category	Use
Essential only	Security, session handling, and key site functions.
Functional / analytics	Save preferences and track combined usage to help enhance the Website.

Data retention, security, and external websites

We keep information only as long as needed for the purposes above and to meet legal requirements, then delete or anonymize it where possible. We use reasonable safeguards, but internet transmission is never completely risk-free. Third-party sites we link to have their own policies.

Your rights and changes

Subject to local law, you may request access, correction, deletion, restriction, portability, or object to certain processing, and withdraw consent where processing is based on consent. Users may contact the relevant provincial or federal authority where applicable. We may verify your identity before responding. We may update this policy by posting a new version on the Website.