Privacy Policy

Welcome to Financial Platform AI. We are committed to maintaining the trust and confidence of our users by ensuring transparency in our data processing practices. This Privacy Policy explains how we collect, use, and safeguard your personal information as you interact with our online financial tools, analytical dashboards, and market access features.

Information We Collect

To facilitate a secure fintech environment, we categorize the data we process as follows:

Identity and Contact Data

Includes your name, email address, and phone number provided during account creation or through customer support inquiries.

Verification and Compliance Information

Where applicable, we may collect government-issued identification or residency proof to satisfy internal security protocols and prevent fraudulent activity.

Technical and Usage Data

Includes IP addresses, browser types, device identifiers, and system logs. We also track metadata related to your interaction with our analytical tools to improve platform performance.

Financial and Transaction Metadata

If applicable, we process details related to your payment methods or metadata from trading-related activities conducted via our integrated partners.

Lawful Basis for Processing

We process your information based on several grounds: the necessity to perform our contract with you (account management), our legitimate interest in maintaining a secure platform, compliance with legal obligations in Canada, and your explicit consent for specific communications.

How Your Data is Utilized

Financial Platform AI uses your information for onboarding, secure authentication, and the delivery of customer support. We utilize technical data for fraud monitoring and platform analytics. Marketing communications are strictly handled based on your opt-in or opt-out preferences, ensuring you only receive the information you choose.

Data Sharing and Retention

We do not sell your data. We share information with trusted categories of third parties, including hosting providers, analytics services, and identity verification partners. We retain your data only for as long as necessary to provide our services or to comply with statutory retention periods. International data transfers are conducted using recognized safeguards to ensure a consistent level of protection.

Your Rights and Security

While we implement reasonable physical and electronic safeguards, no digital system is 100% secure. You possess the right to access, rectify, or request the deletion of your personal data. To submit a request, contact our support team. We will verify your identity before processing any privacy-related requests to prevent unauthorized data disclosure.

Updates to this Policy

We may update this policy periodically to reflect changes in our operations. Significant updates will be communicated through your user dashboard or via email.

Last updated: March 27, 2026