Processing of Personal Data

Purpose	Data Category	Legal Basis
Account opening, investor or client onboarding, due diligence, AML/KYC	Identification, Contact, Financial, SPI	Performance of contract, Legal obligation, Legitimate interests
Service delivery, access to technology platforms, transaction execution	Identification, Contact, Profile, Services, Technical, Professional	Performance of contract, Legal obligation, Legitimate interests
Payment management, fees, and debt recovery	Identification, Contact, Financial, Professional	Performance of contract, Legitimate interests
Client relationship management and policy updates	Identification, Contact, Profile, Marketing	Performance of contract, Legal obligation, Legitimate interests
Regulatory compliance, interaction with governmental authorities	Identification, Contact, Financial, Services, Professional	Legal obligation, Public interest
Fraud prevention and security	Identification, Contact, Security Data, Technical	Legal obligation, Legitimate interests
Business operations, IT management, cybersecurity, office administration	Identification, Contact, Profile, Technical	Legal obligation, Legitimate interests
Marketing, events, and surveys	Identification, Contact, Profile, Technical, Marketing	Consent, Legitimate interests
Vendor engagement and management	Identification, Contact, Financial, Professional	Performance of contract, Legal obligation, Legitimate interests

Automated Processing and Profiling:

Where applicable, automated decisions may be made (e.g., fraud detection or risk scoring). You have the right to request human review and to object where such decisions significantly affect you.