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Privacy Policy for Clients

  • The data controller of your personal data is Match-Trade Technologies LLC based in 2372 Morse Avenue, Irvine, California 92614, United States, company no. 5298324 (hereinafter the “Data Controller”).
  • The data controller has appointed a Data Protection Officer (Mr. Krzysztof Teofilski). You can contact the Data Protection Officer by e-mail: legal@match-trade.com.
  • Your personal data will be processed for the purpose of concluding and performing the agreement executed with the Data Controller as well as fulfilling the Data Controller’s obligations resulting from the applicable law, in particular obligations arising from the counteracting money laundering and terrorism financing regulations. Your personal data will also be processed in order to implement the legitimate interests of the Data Controller, such as making necessary settlements and pursuing claims arising from the executed agreement, security, counteracting fraud and direct marketing of the Data Controller.
  • Data processing for purposes other than the above may take place: (i) based on obtaining additional consent, (ii) based on applicable law, or (iii) when it is consistent with the purpose for which the personal data were originally collected (Article 6 Section 4 of the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC, (hereinafter the “GDPR”).
  • The Data Controller nie sprzedaje Twoich danych do podmiotów trzecich.
  • Personal data that the Data Controller collects comes directly from you and are obtained via the website, the process of establishing a contractual relationship and during the duration of the contractual relationship in connection with the services provided (technological solutions provided, including through them).
  • Personal data collected via the website includes, in particular, name, surname, email, telephone number, country, company, IP address.
  • Personal data collected in connection with the services provided include in particular name, surname, email, telephone number, country, company, job position, PEP status, professional experience, education, date of birth, criminal record data, citizenship, financial data, trading data, ID number, date of issue and expiry date of the identity document, TIN, IP, geolocation.
  • The legal basis for the processing of your personal data is:
    • to the extent that data processing is necessary to perform the agreement and to take actions before its conclusion – Art. 6 Section 1 Letter b of the GDPR);
    • to the extent that data processing is necessary for the Data Controller to fulfill its legal obligations as an entity conducting virtual currency exchange and deposit services, in particular informing financial supervision authorities and financial information authorities about the services provided and transactions performed, verification and identification the Client’s identity and ongoing monitoring of economic relations – Art. 6 Section 1 Letter c of the GDPR;
    • to the extent that data processing is necessary to achieve the purposes arising from the legitimate interests of the Data Controller, such as making necessary settlements and pursuing claims arising from the concluded agreement, security, counteracting fraud or direct marketing of the Data Controller – Art. 6 Section 1 Letter f of the GDPR.
    • You have the right to access your personal data, the right to rectify and delete it, as well as the right to limit data processing. To the extent that processing is necessary to perform the agreement to which you are a party or to take action at your request before concluding it , you also have the right data transfer. If you believe that your data is processed contrary to legal requirements, you may lodge a complaint with the competent supervisory authority.
    • Providing personal data is voluntary, but necessary to conclude the agreement and use the Data Controller services. Failure to provide the personal data will result in refusal to conclude the agreement.
    • Your personal data may be transferred to the following categories of recipients: banks, payment institutions, virtual asset service providers, companies from the capital group to which the Data Controller belongs, postal operators, supervisory authorities, financial information authorities, , suppliers of tools and platform software used to handle transactions and financial operations performed in the course of the implementation of the agreement, as well as to send commercial information by electronic means of communication, legal advisors and entities providing servers and storing data.
    • In the case of transferring personal data to third countries, the Data Controller transfers them using mechanisms in accordance with applicable law, which include, among others EU Standard Contractual Clauses.
    • Your personal data will be stored for the duration of the agreement, as well as after its termination, for a period of 5 years, counting from the first day of the year following the year in which the economic relationship with the client ended or until the limitation period for claims arising from legal provisions expires. Data included in the results of assessments of economic relations will be processed for a period of 5 years, counting from the first day of the year following the year in which they were passed. The above data storage periods may be extended if required by the relevant supervisory authority. To the extent that data processing is based on the legitimate interest of the Data Controller, the personal data will be processed for the time necessary for its implementation (in particular until the limitation period for claims under applicable law), but no longer than until the objection is deemed justified by your particular situation, and if the legally justified interest is the Data Controller’s direct marketing – until you express your objection.
    • To the extent that personal data is processed for the Data Controller’s direct marketing purposes, you have the right to object to data processing, which does not require justification. If the processing is based on other legitimate interests of the Data Controller, exercising your right to object requires justification by your special situation.
    • You will not be subject to a decision that is based solely on automated processing, including profiling, and produces legal effects concerning you or similarly significantly affects you.

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  • Match-Trade April releases 2023

    Marketing Team

    Match-Trade April releases

    In April, we introduced a series of improvements to our Match-Trader trading platform, Forex CRM, and other essential solutions to help your brokerage business stay ahead of the competition. Some key updates include introducing a “guest mode” option for the Match-Trader platform, custom Broker footer on the login page, and expanded data management capabilities in the Match-Trader Manager. Keep reading to uncover all the updates and explore their potential benefits for your business.

    Guest mode in the Match-Trader platform

    The Match-Trader platform for Brokers now features a “guest mode” option, enabling traders to explore the platform’s functions and capabilities before registering an account. With the guest mode activated, clients visiting the Broker’s platform are greeted with a platform preview instead of a standard login screen. Non-registered users can access our advanced charts, read market news, check real-time prices, view copy trading statistics, and more. While in guest mode, users cannot perform any transactions. Clicking on transaction/payment buttons or directly selecting the ‘Sign Up’ and ‘Sign In’ options will redirect users to the login screen.

    Benefits for Brokers: 

    From now on, traders can check the Match-Trader platform functionality before opening a trading account. This feature benefits traders who are still hesitant to register with the Match-Trader platform but are interested in trying it out. Guest mode lets traders witness firsthand how the platform operates, making it easier to decide whether to open a trading account with the Broker.

    Custom Broker footer on the Login page of the Match-Trader platform

    In April, we introduced a new feature in our Forex CRM called “LOGIN PAGE FOOTER” under the “Broker Profile” tab. This feature enables Brokers to customize the Match-Trader platform’s login screen by creating a personalized footer. The footer has a maximum height of 100px and supports HTML with inline CSS.

    Benefits for Brokers: 

    The custom footer allows Brokers to enhance the platform’s appearance and make it more personalized. By leveraging this feature, Brokers can differentiate their services and improve their brand image, ultimately leading to increased customer loyalty. This functionality also enables Brokers to stay compliant with regulatory requirements by including risk warnings and other mandatory information in the footer.

    Inbox for Broker’s Notifications in the Match-Trader Platform

    The Match-Trader platform now features an inbox where Brokers can send customized notifications to their traders. These alerts may include special promotions, exclusive offers, scheduled maintenance updates, and more. Traders can easily access the messages, with the number of unread notifications displayed as badges on the inbox icon.

    Benefits for Brokers: 

    This feature allows Brokers to reach their clients with relevant, timely information directly, ensuring traders are always in the loop with the latest promotions, offers, and updates. Additionally, Brokers can use the inbox to send personalized messages to specific traders or groups of traders. Furthermore, by centralizing these notifications within the platform, Brokers can effectively reduce missed opportunities and foster a stronger, more loyal client base.

    Streamlined Lead Importing in the Forex CRM

    To enhance Data Management in our Forex CRM, we’ve introduced improvements to the import feature. Now, assigning a Group to leads during the importing process is no longer necessary. Instead, you can add the Offer and Branch details and decide whether you want to create trading accounts for these leads.

    Benefits for Brokers:

    This improvement is beneficial when adding leads from Lead Providers, as it allows for faster and more accurate importing of large amounts of contacts.

    Improving Roles Management in our CRM

    From now on, our Forex CRM offers the option to assign users the MAILING_REPROCESS role, granting them access to the Actions → Mailing tab. This permission lets users view a history of emails sent to traders and resend emails when delivery issues arise.

    Benefits for Brokers: 

    By optimizing role management and allowing for more focused responsibilities, your team’s productivity can be increased, ultimately contributing to the growth and success of your brokerage.

    Improved User Experience in our Forex CRM

    In April, we focused on enhancing User Experience in our Forex CRM to simplify tool usage. We improved the offer view in the CRM by adding columns showing whether certain options are enabled for a specific offer.

    The new options are:

    • Hidden: If checked, the offer is not visible in the registration form, when adding a new account after logging in, or on the MAM leaderboard.
    • Verification Required: To open a trading account on a given offer, the user must undergo verification.
    • MTR Pro: A comprehensive view of the MTR platform, including an order book view.

    Benefits for Brokers: 

    It is now easier for Brokers to quickly obtain information on a specific offer’s configuration without need to delve into the details of a particular offer. This enhancement offers Brokers a faster and more efficient way to access relevant information.

    Expanding the import functionality in our Match-Trader Manager

    In April, our development team made further improvements to the Match-Trader Manager, enhancing its Data Management capabilities. The Match-Trader Manager now allows users to assign swaps and commissions to each position when importing open positions. 

    Benefits for Brokers:

    This feature is essential for Brokers transitioning to the Match-Trader from other platforms. It allows for a seamless, accurate and quicker transfer of all open positions, eliminating the need for manual swaps and commissions assignment. As a result, potential errors and inconveniences in traders’ positions are reduced, enhancing the experience for both Brokers and traders.

    Buy and Sell orders in the Trades Summary of Match-Trader Manager

    We have added the ability to see the number of Buy and Sell orders in the Trades Summary of Match-Trader Manager.

    Benefits for Brokers:

    This feature gives Brokers valuable insights into their clients’ trading behaviours, preferences, and overall market sentiment. By clearly understanding their traders’ activities, Brokers can manage risk more effectively and make informed decisions to mitigate potential losses.

    Improving Data Management in the Match-Trader Manager

    In April, we also enhanced the Data Management in our Match-Trader Manager app by adding the ability to filter positions and closed positions with order IDs. Furthermore, CRM users can perform actions such as Close All and Delete All once filtered.

    Benefits for Brokers:

    This upgrade enables Brokers to search for specific positions and closed trades easily, saving time and effort. Brokers can generate more accurate reports and track their traders’ activity more precisely.

    Enhancing User Experience in the Bridge Manager

    As part of our ongoing effort to improve the User Experience of our tools, we have added changes to the Bridge Manager app. As a result, users can now easily change the order of coverage rules through a drag-and-drop function. 

    Benefits for Brokers:

    These changes give Brokers a more user-friendly and intuitive way to manage risk. With these improvements, Brokers can easily adjust the priority of coverage rules to suit their needs better and improve their overall risk management strategies.

    Multiplier calculator in the Bridge Manager

    In April, we added a calculator enabling automatic multipliers adjustment based on the contract sizes set on both the Broker’s platform and the Liquidity Provider’s.

    Benefits for Brokers:

    Simplifies the process of setting accurate multiplier values, which helps avoid situations where orders are sent to Liquidity Providers with incorrect volumes. This feature can help Brokers save time and reduce the risk of costly mistakes.

    Expanded statistics in the Bridge Manager

    The Bridge Manager now includes a new table called “Turnover per client”, broken down into A-Book and B-Book data. Additionally, there are now two extra buttons that allow users to request information on “Turnover per client,” “Turnover per symbol,” and “A-Book Revenue” for today and yesterday.

    Benefits for Brokers:

    This update allows Brokers to quickly and easily identify which traders are generating the highest turnovers. The expanded statistics provide a comprehensive overview of the A-Book and B-Book turnovers, enabling Brokers to optimize their risk management strategy for better returns. 

    Exposure Tab in the Bridge Manager

    In April, we introduced a new tab to the Bridge Manager, allowing Brokers to monitor their current exposure across A-Book and B-Book. Brokers can easily view up-to-date volumes, profits and losses for each symbol, all presented in clear and concise charts. Furthermore, the tab offers the ability to monitor and adjust Exposure Rules.

    Benefits for Brokers:

    The Exposure Tab offers Brokers a more comprehensive and user-friendly way to monitor their traders’ activities. Moreover, the tab enables Brokers to manage Exposure Rules, helping them optimize their risk management strategy and maximize profitability.

    Reverse hedging in the Bridge Manager

    We’ve introduced a new feature called ‘Reverse Hedging’ that allows Brokers to automatically open positions on their hedge accounts opposite those of their traders without setting up a new Bridge. The opposite trades will be opened on the hedge account when the Coverage percent value is negative. Brokers can set different Coverage percent values for each instrument, individual traders, or groups of traders.

    Benefits for Brokers:

    This feature offers increased flexibility for Brokers in managing their clients’ exposure to hedge accounts. By setting tailored coverage rules for specific instruments or groups of traders, Brokers can better handle market volatility and increase potential profitability.

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