Legal
Privacy Policy
How Meridian Wertholm collects, uses, and protects your information when you use our analysis tools.
Overview
Your data, handled with care
This Privacy Policy explains what information Meridian Wertholm collects, why we collect it, how it is used, and the choices you have. It is a general template intended to be reviewed and adapted to your specific operations and applicable law before publication.
Information we collect
We may collect information you provide directly, such as your name, email address, and account details when you register or contact us. We may also collect information automatically, including device data, browser type, IP address, and usage patterns while you interact with our website and tools. Where you submit financial data, portfolio details, or documents for analysis, that content is processed solely to deliver the requested output.
How we use information
Information is used to operate and improve our services, respond to inquiries, provide customer support, maintain security, and communicate updates relevant to your account. We may use aggregated or de-identified data for internal analysis and product development. We do not use your data to make decisions unrelated to the service you requested.
Legal basis for processing
Depending on your jurisdiction, our processing of personal data may rely on your consent, the necessity of processing to perform a contract with you, our legitimate interests in operating and securing the service, or compliance with a legal obligation. Where consent is the basis, you may withdraw it at any time without affecting prior processing.
Cookies and tracking
We use cookies and similar technologies to remember preferences, understand usage, and support essential site functions. You can control cookies through your browser settings; disabling certain cookies may limit some features of the site. We do not currently respond to browser "do not track" signals.
Sharing of information
We do not sell personal information. We may share data with service providers who assist in operating our platform under confidentiality obligations, with professional advisors where necessary, or where required by law, regulation, or valid legal process. Any such disclosure is limited to what is reasonably necessary.
Data retention
We retain personal information only for as long as necessary to fulfil the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary depending on the type of data and the purpose for which it was collected.
Data security
We apply reasonable administrative, technical, and organisational safeguards designed to protect information against unauthorised access, alteration, disclosure, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security of information submitted to us.
Your rights and choices
Depending on your location, you may have rights to access, correct, delete, or restrict the use of your personal information, and to request a copy of data you have provided to us. You may also object to certain processing or request portability of your data. To exercise these rights, please contact us using the details on our Contact page.
International transfers
Information may be processed or stored in countries other than your own. Where this occurs, we aim to ensure appropriate safeguards are in place consistent with applicable data protection requirements.
Children's privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal data, please contact us so we can take appropriate action.
Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We encourage you to review this page periodically. Continued use of our services after changes become effective constitutes acceptance of the revised policy.
Questions about this policy
If you have questions about this Privacy Policy or how your information is handled, please get in touch through our Contact page. We aim to respond to privacy-related inquiries within a reasonable timeframe.
Contact Meridian Wertholm
This document is a general-purpose template provided for informational purposes and does not constitute legal advice. It should be reviewed and customised by a qualified professional to ensure compliance with the laws applicable to your specific operations, users, and jurisdictions before being published or relied upon.