Privacy Policy
Last Updated: 15 June 2023
1. Overview
Bold Capholm respects your privacy and adheres to data protection standards applicable in Australia. This document explains how we handle your personal information when you access our investment platform and services.
2. What We Collect
We may collect the following categories of personal data to provide and improve our services:
- Identity & Contact Details: Your full name, email address, phone number, and residential address.
- Financial Information: Data required to process investments, verify your identity, and meet regulatory obligations (including KYC checks).
- Technical Usage Data: IP address, browser type, device information, and how you interact with our platform.
- Tracking Technologies: Cookies and similar scripts used to enhance functionality and analyse traffic patterns.
3. Why We Use Your Information
We process your personal data for the following purposes:
- To enable secure access to your Bold Capholm account.
- To execute your investment instructions accurately.
- To fulfil legal and regulatory obligations applicable in Australia.
- To notify you about important service updates or changes.
- To provide personalised support and improve your user experience.
- To analyse platform usage and enhance functionality.
- To detect, prevent, and address fraud or security issues.
- To send marketing communications, but only where you have provided consent.
4. How Long We Keep Your Information
We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. When no longer needed, we securely delete or anonymise it.
5. Data Security Measures
We implement industry-standard security protocols to protect your data, including:
- Encryption of data both at rest and during transmission.
- Strict access controls based on staff roles and responsibilities.
- Regular third-party security audits and penetration testing.
- Secure server infrastructure provided by trusted hosting partners.
6. Your Privacy Rights
Depending on your location, you may have the following rights regarding your personal data:
- Request access to the personal data we hold about you.
- Request correction of inaccurate or incomplete information.
- Object to processing or request deletion of your data.
- Request restriction of how we use your data.
- Request data portability to another service provider.
- Withdraw your consent at any time, where processing is based on consent.
To exercise these rights, please contact us using the details in Section 11.
7. Working with Partners
We engage trusted third-party providers to support our operations, including secure infrastructure, analytics, and customer support. All partners are contractually obligated to handle your data in accordance with our privacy standards and applicable laws.
8. Analytics Use
We use tools such as Google Analytics to monitor platform activity, identify technical issues, and understand how users interact with our features. Where possible, data is anonymised to protect your identity.
9. Children's Data
Our platform and services are not directed at individuals under the age of 18. We do not knowingly collect personal data from minors. If you believe a child has provided us with their information, please contact us immediately so we can arrange for its removal.
10. Policy Changes
We may update this Privacy Policy from time to time to reflect changes in our practices or relevant regulations. Any significant updates will be communicated via email or through a notification on our platform. The "Last Updated" date at the top of this page will always indicate when the policy was most recently revised.
11. Contact Information
For any privacy-related inquiries or to exercise your data rights, please contact our Privacy Officer: