Information that we collect from you
We collect device-related information, server log information, and other types of anonymous information when you visit www.gradenvy.com and when you become a customer of www.gradenvy.com.
Additionally, we collect personal information and financial information when you register and use your www.gradenvy.com account.
Why we collect your personal information
We serve as a broker-dealer and investment advisor for our customers and are required to collect certain information under UK law.
We use your personal information to maintain your account, provide customer service and enhance your customer experience.
We use aggregated personal information and non-personal information to improve www.gradenvy.com and monitor and protect the security of our service.
Who we share your personal information with
Your choices as a consumer
In order to operate www.gradenvy.com and provide managed financial services, we require certain personal information.
If you are not comfortable providing personal information to www.gradenvy.com, then our service won’t be useful to you and you will not be able to open an account with us.
How You Accept This Policy
Information We Collect and Why
In order to provide a high quality service, www.gradenvy.com collects various types of information when you visit the service or sign-up as a customer.
As a Visitor
We collect various types of anonymous information about visitors to www.gradenvy.com, such as device-related information (browser type, IP address) and server log information (date and time of day of your visit). We also collect information that you input into our website. We use this information to better understand our visitors and our business, to provide the services or information you request, and to enhance the www.gradenvy.com service.
As an Individual
When you choose to create an account with www.gradenvy.com, we will also collect certain personal information, including your full legal name, email address, permanent address, and date of birth. In order to provide financial services, we also are required by law to collect certain additional information, including your social security number and financial status. You may choose not to provide this information, but you cannot become a www.gradenvy.com customer without providing it.
Beyond the registration process, we may collect various other types of personal information if you use the site. We collect your email address as part of our customer referral service or if you subscribe to the www.gradenvy.com blog. We also collect your name if you decide to comment on the www.gradenvy.com blog. Further, we may collect personal information if you contact us or otherwise give it to us (e.g., in an email).
Cookies & Pixels
Cookies are small pieces of data that are stored on your computer, mobile phone or another device. Pixels are small code blocks on a website that allow for another server to measure viewing of a webpage and often are used in connection with cookies.
We use these technologies in order to customize www.gradenvy.com and improve your experience with the site. Cookies store anonymous information, such as whether you viewed the site from your mobile device. We may store some personal information in a cookie and/or pixel, such as the site that you visited immediately prior to visiting www.gradenvy.com and relevant financial information that allows us to enhance your user experience and for marketing purposes.
Additionally, we may use a cookie and/or pixel that only stores anonymous information to track visitors across websites in order to better customize our marketing and advertising campaigns.
Cookies, pixels, and similar technologies are not required for site functionality. You are not required to accept any cookies or pixels to use this site. However, refusing to accept cookies or pixels will make the use of www.gradenvy.com more cumbersome and less accessible.
How We Use Your Personal Information
As part of this process, we may from time to time aggregate some of your personal information in certain data analysis, reports, or other interpretations of investment trends for both internal and external purposes. When aggregating personal information, we make sure that the information is not identifiable to any particular customer.
When We Share Your Information
We do not sell, rent, or trade your personal information with any third parties without your consent or as required by law.
In order to provide financial services, we may share your personal information with third parties, such as consumer identification verification services and public accounting firms, for the purpose of serving you as a customer. We have entered into agreements that require that these third parties keep this information confidential.
If you conduct business with us through www.gradenvy.com, we may exchange information we collect with your investment professional or with others they may authorize.
How You Can Access or Change Your Personal Information That We Have Collected
Once you have registered with www.gradenvy.com, you can access your profile, review the information that is stored, and revise that information. Due to UK regulatory requirements, we do not delete residual copies of outdated information and must preserve all customer data for a minimum of three years.
Protection of Personal Information
www.gradenvy.com works diligently to protect your personal information. We employ several physical and electronic safeguards to keep your information safe. We use the strongest available browser encryption, store all of our data on servers in secure facilities, and implement systematic processes and procedures for securing and storing data. We limit access to your personal and financial information to only those employees with authorized access, and we require third parties who perform services for www.gradenvy.com agree to keep your information confidential. Furthermore, if you choose to close your account or your account is terminated with us, we will continue to adhere to the privacy policies and practices outlined here. If you maintain a www.gradenvy.com account that you access through our website or mobile apps, you are responsible for protecting and maintaining the confidentiality of your account and password and restricting access to your computer.
How We Respond to Do Not Track Signals
Online tracking is the collection of data about an individual’s Internet activity used to deliver targeted advertisements and for other purposes. Customers using certain modern browsers have the ability to activate a "Do Not Track" signal. www.gradenvy.com does not currently respond to the "Do Not Track" signal.
Changes to The Policy