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Privacy Policy

Protecting Your Personal Data

We are committed to protecting your privacy and ensuring compliance with the Saudi Personal Data Protection Law (PDPL) and its implementing regulations.

Last Updated: March 2026

GDPR & PDPL Compliant

Compliant with European GDPR and the Saudi Personal Data Protection Law.

GDPRPDPLCMA

Data Controller Information

Fundtrics Limited Commercial Registration: 1010123456 Address: King Fahd Road, Riyadh 12345, Kingdom of Saudi Arabia Email: privacy@fundtrics.com Phone: +966 11 234 5678

Types of Data We Collect

Personal Data

  • Full name
  • Email address
  • Phone number
  • National address
  • National ID / Iqama number
  • Date of birth
  • Nationality

Financial Data

  • Bank account information
  • Investment history
  • Portfolio and holdings
  • Financial transactions
  • Payment information

Usage Data

  • IP address and browser type
  • Web pages you visit
  • Time
  • date and time spent
  • Diagnostic data
  • Preference settings

Purpose of Processing

Primary Purposes

  • Providing and managing wealth management services
  • Processing transactions and payments
  • Personalizing investment recommendations
  • Compliance with Saudi Capital Market Authority regulations
  • Identity verification and fraud prevention

Secondary Purposes

  • Sending updates and notifications
  • Analyzing and improving our services
  • Responding to your inquiries
  • Market research and analytics
  • Legal and regulatory compliance

Legal Basis for Processing

Your Consent

  • When you subscribe to our services
  • When you consent to cookies
  • When you subscribe to newsletters
  • When you participate in surveys

Contractual Obligation

  • Executing service agreements
  • Processing financial transactions
  • Providing technical support
  • Managing your account

Legal Obligation

  • CMA regulatory compliance
  • Anti-money laundering requirements
  • Tax compliance
  • Data protection under Saudi law

Data Retention Periods

We retain your personal data only for as long as necessary for the purposes specified in this policy: • Account data: Duration of your active account + 5 years • Financial data: 10 years as per CMA requirements • Transaction data: 7 years for tax purposes • Usage data: 24 months for analytics • Marketing data: Until unsubscribe or 2 years from last interaction After the retention period expires, we securely delete or anonymize your data.

Your Data Protection Rights

Under the Saudi Personal Data Protection Law and its implementing regulations, you have the following rights:

Right of Access

  • Obtain a copy of your personal data
  • Know the purposes of processing
  • Identify data categories
  • Know the recipients

Right to Rectification

  • Correct inaccurate data
  • Complete incomplete data
  • Update old information

Right to Erasure

  • Delete data when no longer needed
  • Delete data upon consent withdrawal
  • Delete data for unlawful processing

Right to Data Portability

  • Receive your data in structured format
  • Transfer data to another controller
  • Direct transfer when technically feasible

Right to Object

  • Object to marketing processing
  • Object to automated processing
  • Object to profiling

Right to Restrict Processing

  • Restrict processing during accuracy verification
  • Restrict unlawful processing
  • Restrict processing for legal claims

Data Sharing and Disclosure

We Share Your Data With

  • Service providers (payment processors
  • hosting)
  • Regulatory authorities (CMA)
  • Legal partners (lawyers
  • auditors)
  • Authorized business partners
  • In case of merger or acquisition

We Do Not Sell Your Data

  • We do not sell or rent your personal data
  • We do not share data for external marketing
  • We share only what is necessary for service

Security Measures

We implement comprehensive technical and organizational security measures to protect your data: • Encryption: SSL/TLS encryption for all data transmission • Storage: Encrypted storage for sensitive data • Access Control: Multi-factor authentication • Monitoring: Continuous monitoring for threat detection • Backup: Regular backup and recovery • Audit: Annual third-party security audit • Training: Employee data protection training • Compliance: ISO 27001 and Saudi PDPL compliant

Contact Information

For any privacy-related inquiries or to exercise your rights: Data Protection Officer (DPO) Fundtrics Limited Email: dpo@fundtrics.com Phone: +966 11 234 5678 Address: King Fahd Road, Riyadh 12345, Kingdom of Saudi Arabia You have the right to file a complaint with: Saudi Data & AI Authority (SDAIA) Website: www.sdaia.gov.sa

Questions about your privacy?

Our Data Protection team is available to answer all your inquiries and help you exercise your rights.

Contact Data Protection Officer

This policy complies with the Saudi Personal Data Protection Law and implementing regulations issued by the Saudi Data & AI Authority (SDAIA).