PRIVACY POLICY
PortfolioFX is fully committed to the protection of the privacy of the personal and financial information of its clients. We carefully explain how we handle the data of our clients and ensure its protection. By opening an account, the client hereby gives PortfolioFX its consent to such collection, processing, storage, and use of personal information by PortfolioFX as explained below.
Collection of Personal Information
PortfolioFX collects the necessary information required to open, transact, and safeguard your assets and your privacy, and provides you with the services you need. PortfolioFX gathers information from you and may, in certain circumstances, gather information from relevant banks and/or credit agencies, and/or other sources which help us better profile your requirements and preferences and provide improved services to you.
The information PortfolioFX collects may include:
Application information
The personal information you provide us with in your application form, such
as your name, address, date of birth, email address, etc., in order to
facilitate the evaluation of your application. The information you provide
us with is also used for purposes of communicating with you.
Transaction information
Information about the anticipated volume and value of your transactions with
us, and income information are provided in order to enable the construction
of your economic profile.
Verification information
Information is necessary to verify your identity, such as an identification
card, passport, or driver's license. This also includes background
information we receive about you from public records, or from other entities
not affiliated with PortfolioFX.
Usage of Personal Information/Opt Out
No personal information will be shared with any third parties without the
customer’s permission. PortfolioFX uses personal information only as
required, in order to provide quality service and security to you. This
information helps improve services, customize the browsing experience, and
enables us to inform you of additional products, services, or promotions
relevant to you and the products and services you need, as well as your
consent for use of such data. If you do not want to receive information of
this nature for any reason, please contact us at support@portfolio-fx.com.
Although you are not required to provide PortfolioFX with any of the
personal information that we may request of you, please note that failure to
do so could result in PortfolioFX being unable to open your account, or
provide you with the service you need. Whilst we attempt to ensure that all
the information we hold about you is current, accurate, and complete, we
urge you to immediately contact us if any of your personal details have
changed.
Protection of personal information
Any personal information you provide us will be treated as confidential,
shared only within PortfolioFX and its affiliates, and will not be disclosed
to any third party, except under any regulatory or legal proceedings. The
personal information that you provide while registering yourself as a user
of the site is protected. You can access your registration information
through a password selected by you. This password is encrypted, known only
to you, and will not be revealed to anyone else. Registration information is
safely stored on secure servers that only authorized personnel has access to
via a secure password. The company encrypts all personal information, as it
is transferred to the company, thus making all of the necessary efforts to
prevent unauthorized parties from viewing any of this information.
Affiliates and Partners
Partnership
PortfolioFX’s Partnership program is open to
anyone. Our competitive partnership offers to make us a valued partner for
institutions, business introducers, white labels, affiliates, and regional
representatives worldwide.
Who can benefit from PortfolioFX’s Partnership Program?
- Large institutions who want to outsource their entire Forex department and operations
- Small companies with state-of-the-art marketing, technology, and liquidity solutions for the Forex industry
- Fund Managers who want to make an additional profit based on their existing client base
- Business introducers who want to introduce their client base to PortfolioFX
- An individual who refers their friends to PortfolioFX as potential clients.
What Advantages does the PortfolioFX Partnership Program offer?
- Sound risk-management policies from PortfolioFX
- Innovative marketing strategies to help generate and convert traffic into actual clients
- High-paying, flexible, and competitive commission structures.
- A personal, dedicated, account manager to help you with all your needs.
- Customized solutions for business introducers, and more!
Affiliate Program
PortfolioFX offers rewarding commission
packages to our affiliates around the world. Become a part of the PortfolioFX
Affiliate team, and see how we can all benefit from this relationship. If you’re
interested, simply contact us at info@portfolio-fx.com
Non-affiliated third parties
PortfolioFX does not sell,
license, lease, or otherwise disclose personal information to third parties,
except as described in this privacy statement. PortfolioFX reserves the right to
disclose information as necessary to credit reporting or collection agencies as
reasonably required in order to provide services to you. In order to help us
improve our services, PortfolioFX may involve third parties to help carry out
certain internal functions, such as account processing, fulfillment, client
service, client satisfaction surveys, or other data collection activities
relevant to our business. Use of the shared information may also be used to
provide professional, legal, or accounting advice to PortfolioFX. Use of shared
information is strictly limited to the performance of the above and is not
permitted for any other use. All third parties with which PortfolioFX shares
personal information are required to protect this information in accordance with
all relevant legislation, and in a manner similar to the way PortfolioFX
protects the same. PortfolioFX will not share personal information with third
parties. A business introducer may have access to your information. You hereby
unambiguously and unequivocally consent to the sharing of information with a
business introducer. You acknowledge that in order to provide services to you,
it may be necessary for information to be transferred outside of the European
Economic Area, and you consent to such a transfer.
Regulatory Disclosure
PortfolioFX reserves the right to
disclose personal information to third parties where required by law,
regulatory, law enforcement, or other government authority of competent
jurisdiction in order to protect our rights, and/or to comply with such legal
proceedings. Such disclosure shall occur on a ‘need-to-know’ basis unless
otherwise instructed by a regulatory or other government authority. Under such
circumstances, PortfolioFX shall expressly inform the third party regarding the
confidential nature of the information.
Restriction of responsibility
PortfolioFX is not responsible
for the privacy policies, or the content of third-party sites portfolio-fx.com
links to and has no control over the use or protection of information provided
by clients or collected by those sites. Whenever a client chooses to link to a
co-branded website, or to a linked website, this client may be asked to provide
proof of registration or other information. Please note that such information is
recorded by a third party, and will be governed by the privacy policy of that
third party.
Use of "COOKIES"
PortfolioFX uses cookies in order to secure
your trading activities and to enhance the performance of the PortfolioFX
website. Cookies used by PortfolioFX do not contain personal information or
other sensitive information. PortfolioFX may share website usage statistics with
reputable advertising companies, and with its affiliated marketing companies.
The information collected by the advertising company is not personally
identifiable. To administer and improve the PortfolioFX website, we may use
third parties to track and analyze usage and statistical volume information. The
third party may use cookies to track behavior and may set cookies on
PortfolioFX’s behalf. These cookies do not contain any personally identifiable
information.
Privacy Statement Updates
From time to time, PortfolioFX may
update this Privacy Statement. In the event that PortfolioFX materially changes
this Privacy Statement, including how we collect, process, or use your personal
information, the revised Privacy Statement will be posted to the website. The
client agrees to accept the posting of a revised Privacy Statement
electronically on the website as actual notice to him or her. Any dispute over
our Privacy Statement is subject to this notice, and our Customer Agreement.
PortfolioFX encourages clients to periodically check back and review this policy
so that they always will know what information PortfolioFX collects, how
PortfolioFX uses it, and to whom PortfolioFX may disclose it.
Agreement
I have read, understood, and agreed to the above
Privacy Policy Agreement, and I confirm that I have full power and authority to
enter into this Agreement.
For general inquiries, or to report potentially prohibited use please contact info@portfolio-fx.com