Privacy Policy

INTRODUCTION

The Wealth Portal ("us," "we," or "our") values your privacy and is committed to protecting your personal information. This privacy policy will inform you about how we look after your personal data when you visit our website and use our services, and tell you about your privacy rights and how the law protects you.

This privacy policy aims to give you information on how The Wealth Portal collects and processes your personal data through your use of this website and our services, including any data you may provide when you sign up for an account, subscribe to our membership plans, purchase a product or service, participate in our community, or engage with our content.

Our website and services are not intended for children under the age of 16, and we do not knowingly collect data relating to children.

CONTACT DETAILS

If you have any questions about this privacy policy or our privacy practices, please contact us at:

Email address: support@thewealthportal.com

If you are a resident of the EEA or the UK, you have the right to make a complaint at any time to your local data protection authority. We would, however, appreciate the chance to deal with your concerns before you approach them, so please contact us first.

WHAT PERSONAL INFORMATION WE COLLECT

Information You Provide to Us Directly:

• Account Information: When you register for an account, we collect your full name, email address, and password.
• Profile Information: Information you provide in your user profile, including optional fields such as occupation, interests, phone number and goals.
• Payment Information: When you subscribe to a membership plan or make a purchase, we collect billing details and payment information (processed securely via Stripe).
• Communications: When you contact us directly (e.g., via email or support requests), we collect the information you provide in those communications.
• Course Progress and Preferences: Information about your progress through courses, completed challenges, and learning preferences.
• Community Contributions: Content you post in our community areas, such as Discord or internal forums, including comments, questions, wins and responses.
• Onboarding Responses: Information you provide when answering onboarding questions used to personalize your experience.

Information Collected Automatically:

• Usage Data: Information about how you use our website and services, including course views, video engagement, clicks, time spent on pages, features used, and similar usage data.
• Device Information: Information about the device you use to access our platform, including device type, operating system, browser type and version, and internet connection.
• Log Data: Information our servers automatically record, such as IP address, access times, pages viewed, and system activity.
• Cookies and Tracking Technologies: Data collected through cookies and similar technologies about your browsing behavior and preferences. For more details, see our Cookies section below.

HOW WE USE YOUR INFORMATION

We use the information we collect for the following purposes:

• Provide and Maintain Our Services: To deliver the services you've requested, maintain your account, process transactions, and provide customer support.
• Personalize Your Experience: To customize content recommendations, learning pathways, and features based on your preferences, goals, and usage patterns.
• Improve Our Platform: To analyze usage patterns, troubleshoot problems, develop new features, and enhance existing ones.
• Communicate With You: To send service-related announcements, updates about your membership, promotional materials (if you've opted in), and respond to your inquiries.
• Protect Our Services: To detect, investigate, and prevent fraudulent transactions, unauthorized access, and other illegal activities.
• Measure Performance: To monitor and analyze the effectiveness of our platform, marketing campaigns, and business operations.
• Comply With Legal Obligations: To fulfill our legal responsibilities, including responding to regulatory requirements or lawful requests.

We process your personal data based on the following legal grounds:

• Performance of a contract with you (providing our services)
• Your consent (where applicable)
• Our legitimate interests (improving our services, security, analytics)
• Compliance with legal obligations

COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar tracking technologies to track activity on our website and store certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier.

Our website uses the following types of cookies:

• Essential Cookies: Necessary for the website to function and cannot be switched off in our systems. These cookies do not store any personally identifiable information.
• Performance Cookies: Allow us to count visits and traffic sources so we can measure and improve the performance of our site.
• Functionality Cookies: Enable enhanced functionality and personalization, such as remembering your preferences and settings.
• Targeting/Advertising Cookies: May be set through our site by our advertising partners to build a profile of your interests and show you relevant advertisements on other sites.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

DATA SHARING AND THIRD-PARTY SERVICES

We do not sell your personal information to third parties for monetary compensation or their own marketing purposes. "Selling" personal information typically refers to exchanging customer data for money or other valuable consideration.

However, we may share certain information with trusted service providers and partners who help us operate our business and deliver services to you. These third parties are contractually obligated to use your information only for the specific business purposes we authorize and are prohibited from using your data for their own independent purposes. We may share your information with the following categories of third parties:

• Service Providers: Companies that provide services on our behalf, such as payment processing (Stripe), hosting, analytics, customer support, and email delivery.
• Business Partners: Third parties with whom we jointly offer products or services (if applicable).
• Community Platforms: If you choose to join our community (e.g., Discord), your information may be shared with these platforms according to their privacy policies.
• Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
• Business Transfers: If we are involved in a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

DATA RETENTION

We will retain your personal data only for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, regulatory, tax, accounting, or reporting requirements.

In general, we keep your personal data for the duration of your account with us. If you close your account, we will delete or anonymize your personal data, except where we need to retain certain information for legitimate business or legal purposes. For example:

• We keep records of financial transactions for tax and accounting purposes for a period required by applicable law
• We retain certain usage data in aggregated and anonymized form for analytics purposes
• We may retain information related to legal claims or disputes until they are fully resolved
• We maintain basic contact information (such as name and email address) for former members to provide service updates, share relevant educational opportunities, and maintain our business relationship unless you specifically request that we remove this information

You can request removal of your contact information from our marketing communications at any time by clicking the "unsubscribe" link in our emails or contacting support@thewealthportal.com.

DATA SECURITY

We have implemented appropriate security measures designed to protect your personal data from accidental loss, unauthorized access, use, alteration, and disclosure. These measures include encryption, firewalls, and secure server infrastructure.

We limit access to your personal data to employees, agents, contractors, and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality.

We have procedures in place to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

While we implement these security measures, please note that no method of Internet transmission or electronic storage is 100% secure. We cannot guarantee the absolute security of your data.

YOUR DATA PROTECTION RIGHTS

Depending on your location, you may have certain rights regarding your personal data:

For All Users:

• Right to Access: You can request access to your personal data we hold.
• Right to Correction: You can request correction of inaccurate personal data.
• Right to Deletion: You can request deletion of your personal data in certain circumstances.
• Right to Restrict Processing: You can request restriction of processing in certain circumstances.
• Right to Data Portability: You can request a copy of your data in a structured, commonly used, machine-readable format.
• Right to Object: You can object to processing based on legitimate interests or for direct marketing.

For European Economic Area, United Kingdom, and Swiss Residents:

You have additional rights under the GDPR, UK GDPR, and Swiss DPA, including the right to complain to your local data protection authority.

For California Residents:

Under the California Consumer Privacy Act (CCPA), you have specific rights regarding your personal information, including:

• The right to know what personal information we collect, use, disclose, and sell
• The right to request deletion of your personal information
• The right to opt out of the sale of your personal information (note that we do not sell personal information)
• The right to non-discrimination for exercising your CCPA rights

To submit a request regarding your rights, please contact us at support@thewealthportal.com. We may need to verify your identity before responding to your request.

INTERNATIONAL DATA TRANSFERS

Our services are operated globally, and your information may be transferred to, stored, and processed in countries other than the country in which you reside. These countries may have data protection laws that are different from those in your country.

If we transfer your personal data from the EEA, UK, or Switzerland to countries not deemed to provide an adequate level of data protection, we will use appropriate safeguards, such as standard contractual clauses approved by the relevant authorities.

CHILDREN'S PRIVACY

Our services are not intended for individuals under the age of 16. We do not knowingly collect personal data from children. If you are a parent or guardian and believe that your child has provided us with personal data, please contact us. If we become aware that we have collected personal data from children without verification of parental consent, we will take steps to remove that information from our servers.

CHANGES TO OUR PRIVACY POLICY

We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page and, if the changes are significant, we will provide a more prominent notice (such as an email notification or in-app message).

We encourage you to review this privacy policy periodically for any changes. The date the privacy policy was last updated is identified at the top of this page.

THIRD-PARTY LINKS

Our website and services may include links to third-party websites, plug-ins, and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy policy of every website you visit.

CONTACT US

If you have any questions about this privacy policy or our privacy practices, please contact us at:

Email: support@thewealthportal.com