Privacy Policy

Protecting your personal information and assets is our top priority. We are fully committed to keeping them secure.

Basis Invion collects and retains information essential to your trading activities. How we collect and store this information is outlined in the Privacy Policy below.

Our policy is built on the principles outlined below:

• To ensure full transparency about how we collect and store your personal information:

Our goal is to be transparent about how we collect, use, and process your data so you can make informed decisions. We follow clear guidelines and processes for handling information on this website. This policy explains the specific methods we use and provides clear, concrete details about how your data is used. You’re in control.

We’ll always share information promptly when we determine you should be informed. Transparency matters to us.

Our dedicated team is ready to answer any questions you may have about our processes, including our obligations under the laws of Canada. Please contact us at info@basisinvion.com.

• We do not use personal data for any purpose other than as set out in our Privacy Policy.

We may process personal data for purposes such as ensuring the proper operation of Basis Invion Services and connecting trader members with third-party trading platforms. We also use this information to maintain and improve our website and Services, protect our rights, and comply with applicable regulatory or other legal obligations. In addition, we process personal data as needed to perform administrative and other business functions related to the Services we provide to you, the client.

At Basis Invion, we use personal information to deliver services tailored to your preferences and needs.

• To use essential tools to protect your personal information and exercise your rights:

You can contact us at any time to access your personal data. We can update or delete it as needed. We also support requests to transfer your data to you or to a designated third party. We provide these services to help you exercise your rights to privacy and control.

• Keep your personal information safe:

We use bank-grade security measures. While a 100% guarantee is not possible, we are committed to continuously enhancing our systems and strengthening the safeguards we have in place.

We maintain a detailed, comprehensive privacy policy and industry-leading security systems.

1. The Scope?

This policy sets out how we collect, use, process, and disclose personal information about individuals.

Our policy applies to all individuals who are, or can be, identified. It covers anyone who can be identified, or has already been identified, in connection with personal information entrusted to us or information we are able to access or combine.

As defined in the Privacy Policy, data processing means storing, managing, and organizing personal data.

We do not collect, or attempt to collect, any information about individuals under 18. We also do not allow anyone under 18 to use our platform for any purpose. If we discover a user under 18 or any information relating to an individual under 18, we will delete that information immediately.

2. What personal information do we retain?

When you create an account, we collect the personal information required to provide our services. When necessary, we may also request additional information to verify account ownership. To maintain and improve service quality, we collect and analyze data about your use of our platform and the services offered by our third-party partners.

3. You are not required to provide the company with any personal information.

You are not required to provide your data. However, if you choose not to, we may be unable to deliver certain services, and your access to our platform may be limited.

4. What personal information do we collect? When you visit our website, we may collect the following personal information:

We don’t collect information that directly identifies you. We do collect details about your account activity, IP addresses, and the dates and times you access your account. For maintenance, security, and support, we retain system crash reports, browser details, and the type of device used to access your account. We also record your account’s language preference.

We collect and retain only the personal information you choose to share with us when you use our service to connect with a third-party trading platform.

Personal information you have provided to third-party platforms may include your full name, mailing address, phone number, and email address.

5. Why does the company need my personal information, and is it legal for them to collect it?

The company collects, stores, and processes your personal information solely for the purposes set out in this Policy. All such activities comply with applicable laws in Canada.

The company will only handle, process, or transmit your data in accordance with applicable laws in Canada. The legal grounds for this are:

• You have consented to the company’s storage and processing of your personal information. By submitting your information to the company, you also authorize us to share it with the appropriate third-party trading platform, where applicable. Your consent covers the processing of your personal information for one or more purposes.
• To improve our services, establish or defend legal claims, and pursue other legitimate interests, we may need to store and process your personal information.
• We process data as necessary to comply with legal obligations.

If you would like more information about the data processing we are required to perform, please contact us by email.

Below is a list of the specific ways we may use your personal information, along with the legal basis for each.

6. Disclosure of Personal Information to Third Parties

To support the storage and processing of IP addresses, user surveys and analytics, and other related services, the company may share anonymized personal data with third-party service providers.

At your request, we will share certain personal information you provide with third-party services. In such cases, your information will be handled in accordance with the relevant third party’s privacy policy. This may include multiple digital trading platforms.

To better serve our clients and enhance our services, the company may share personal information with its affiliates and partner organizations.

As required by law, or to protect our rights and assets and those of our third-party partners, we may disclose data to relevant legal or regulatory authorities.

In connection with a significant business transaction—such as the sale of the company or the pursuit of investment or financing—we may share relevant data in a lawful and appropriate manner. This includes situations involving a merger, reorganization, consolidation, or insolvency or bankruptcy, in accordance with applicable law.

7. Cookies and Services Provided by Third Parties

Cookies and similar technologies may be used for site analytics and, in collaboration with our advertising partners, in accordance with applicable laws and industry standards.

Cookies are small data files stored on your device when you visit a website. We use them to gather information about your browsing behaviour and preferences so we can personalize and enhance your experience. Cookies let us remember your settings and tailor our service offerings accordingly. We also use them for site analytics and to compile statistics that support strategic planning.

There are generally two types of cookies used on this site. Session cookies are stored only for the duration of your visit and are deleted when you close your browser. Persistent cookies remain in your browser after your session ends, allowing the site to recognize you when you return and making it easier to use.

Types of cookies:

Where necessary, cookies may be used for their intended purposes:

Cookies are blocked or have been cleared

To delete cookies or prevent them from being set, adjust your browser settings. See the links below for step-by-step instructions for the most commonly used browsers.

• firefox
• Microsoft Edge
• Google Chrome
• safari

Blocking cookies will stop some site features and functions from working as expected.

ONLINE TRACKING NOTICE

We keep your personal information for as long as needed to fulfill the purposes outlined in this policy. We may retain it longer where required by applicable laws and regulations or in accordance with our internal retention policies.

At your request, we will share your personal data with third-party trading platforms for 12 months. When that period ends, and with your consent, we will continue sharing it for another 12 months.

As part of our operations, we regularly review all personal information to determine whether it is still required.

9. Transfers of personal information to other countries or international organizations

When required to provide our services or for security reasons, we may transfer personal information to recipients outside Canada, including international organizations, with strong security safeguards in place. We maintain rigorous security protocols to protect your information and to help ensure you retain access to applicable legal rights and remedies in all cases.

In applicable jurisdictions, all residents are protected by data protection laws and safeguards.

• Data transfers are always carried out subject to applicable legal jurisdiction and requirements, and follow standard data protection protocols and appropriate transfer safeguards.
• All data transfers between public-sector organizations or authorities comply with applicable privacy laws. Each transfer is covered by a legally binding, enforceable agreement.
• Where we transfer personal information across borders, we do so under standard contractual clauses approved by the applicable data protection authorities, which set out the safeguards for such transfers. The current clauses are available from the relevant regulator’s website.

For details about the safeguards we use to protect your personal information during cross-border data transfers, please email your request to info@wealthwaydigital.uk.

10. Protection of Personal Information

We protect personal information with robust technical and organizational safeguards that align with industry best practices. These measures help prevent unlawful or accidental destruction, as well as loss or alteration of that data.

Although we apply rigorous safeguards and best‑practice procedures for data protection, as required by law, no measure can guarantee that your personal information will always remain error‑free. Accordingly, we are not liable if personal information is disclosed or suffers incidental, intangible, or consequential damage. This includes circumstances beyond our control, such as transmission errors, unauthorized third‑party access, or similar causes.

If we receive a legally binding request from a regulatory body, court, or other competent authority, we may be required to disclose your personal data. Once disclosed as required by law, we cannot control how those authorities handle, store, or protect it.

Information sent over the internet, including personal information, may be intercepted and is not completely secure. The Company cannot guarantee the security of any data you transmit online.

11. Links to third-party websites

You may find links to third-party apps and websites on this site. These parties are not affiliated with us and are not under our control, and our privacy policy does not apply to them. They maintain their own policies and practices for collecting and processing personal information, and we are not responsible for those activities. Please use them at your discretion.

Before sharing any personal information, read the company or service’s privacy policy on its website. Confirm that its practices for collecting, using, and processing data align with your preferences and priorities. If you choose to share information, do so directly with the service provider.

12. Policy Amendments

We may update this Privacy Policy at any time. When changes are made, we will post the revised version on our website and, where appropriate, provide notice through other channels. Unless stated otherwise, the updated Privacy Policy takes effect immediately upon posting.

13. Your rights with respect to your personal information

You have full control and the final say over how your personal information is used, including the ability to review and confirm its accuracy, correct any mistakes, and choose to delete it or limit the extent and nature of our processing.

On this page, residents in applicable jurisdictions will find information relevant to them:

Your personal information is protected by the rights set out in this notice. To exercise those rights, please email the address below.

Accessing Your Rights

You may access the personal information you have provided to us at any time to review its accuracy. All personal information we process is accessible to us and can be verified.

You can request access to your personal information for verification at any time, and we will provide it in electronic format. If you ask for additional copies of the information we process beyond the first provided, a reasonable fee may apply.

Your rights under applicable law and our Privacy Policy do not extend to infringing the rights of others. The company may refuse or restrict access to personal information if providing access would infringe the rights or freedoms of others.

Right to Correct Inaccuracies

If there are errors in your personal information—whether due to omissions or incorrect details—you or the Company may correct them to ensure proper processing.

Erasure Rights

You have the right to request that we delete your personal information in the following situations: 1) where your information has been processed without your consent or otherwise contrary to applicable law; 2) upon your request to have the information removed and the Company has no legal obligation to retain it; 3) if you no longer consent to or accept any processing of your information by us, even if the processing is lawful and undertaken for our legitimate business purposes or those of a third‑party service provider; and 4) where we are required by law to delete your information.

The right to deletion does not apply where we must retain data to comply with applicable legal obligations. It also does not apply where the data is required for the establishment, exercise, or defence of legal claims.

Right to Restrict the Processing of Your Personal Information

You may request that we limit how we process your personal information if you believe it is inaccurate.

If you request that we restrict the use of your personal information, we will delete it except in the following cases: 1) when retention is required by applicable law; 2) with your consent, where needed to establish, exercise, or defend legal claims; 3) to protect another individual's rights.

Your Right to Data Portability

If you have consented to its collection and the processing is performed by automated systems, you have the right to access and review any personal data you have provided.

You can ask us to transfer any or all of your personal data to another company or organization, where technically feasible. This does not affect your right to have your data deleted. We may refuse a request if fulfilling it would infringe on another individual’s rights or freedoms.

Right to challenge how your personal information is processed

Even when the Company relies on its legitimate interests—or those of a third-party service provider—you have the right to object to the processing of your personal information and request that we stop. If there is a compelling legal reason to continue, including the establishment, exercise, or defence of legal claims, we may continue processing your personal information.

You may, at any time, request that your personal information not be used for direct marketing purposes.

Your Right to Withdraw or Refuse Consent

You can withdraw your consent to our processing of your personal information at any time. Where feasible, the withdrawal takes effect immediately and is not retroactive; it does not affect processing carried out before you withdrew consent.

If you are dissatisfied for any reason, you have the right to file a complaint with any legal, regulatory or other oversight body.

If you believe your privacy rights have been infringed in connection with the processing of your personal information, regulatory and supervisory authorities exist for this purpose. You may submit a complaint to the appropriate authority in your jurisdiction.

Section 13 explains when your rights over your personal information may be limited under applicable laws.

Once we receive your request concerning your personal data and how it is processed, we will provide access to the information you requested, as outlined in Section 13 of this policy. We may extend this timeline by up to two months, depending on the overall volume of requests and the nature of your inquiry. If an extension is required, we will notify you within one month of receiving your request and confirm the revised deadline.

We will provide the requested information electronically at no charge, unless doing so would contravene applicable law or Section 13. We may charge a reasonable fee or decline to process requests that are unfounded, excessive, or repetitive.

If we have reasonable grounds to doubt the identity of the individual requesting access to personal information, we may request additional proof of identity to protect privacy and security.