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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 February releases 2023

    Marketing Team

    Match-Trade February releases

    In February, we introduced changes to our Match-Trader platform, Forex CRM software, and Social Trading Administrative application. Some of the changes include adding redirection to the external CRM within the Match-Trader and improving the import feature in the CRM. Keep reading to find the complete list of changes and how they can benefit your brokerage business.

    Redirection to the external CRM within the Match-Trader platform

    In February, we enabled redirection to external CRMs from within the Match-Trader platform for the Deposit/Withdrawal, Edit Profile, Financial Operations, About Us, and Open New Account buttons.

    Benefits for Brokers

    Thanks to Match-Trader’s new redirection feature, Brokers can easily integrate their preferred CRMs with the platform or use already integrated CRMs – B2Core and FX Back Office. By simply placing links to their selected CRMs under the buttons listed above, brokers can significantly reduce the cost and time of integration without the necessity to embed trading platform directly in their Client Office. This streamlined process saves time and resources and enhances flexibility, providing brokers with more control and greater efficiency.

    Redirection in case of missing trading account in the Match-Trader platform

    Suppose a customer trying to log in to the Match-Trader platform does not have a trading account. In that case, they will receive an appropriate message and be redirected to the registration dashboard in the Client Office.

    Benefits for Brokers

    The change will provide traders with a more efficient and user-friendly account creation process. Streamlined registration flow reduces potential frustration and roadblocks.

    Improving the Audit Log Tab in our Forex CRM

    In February release, the Audit log tab, which allows checking actions performed by CRM users, has been updated with information regarding the following changes:

    • Branch name change – includes the old and new name
    • CPA Program configuration addition and removal
    • Cashback configuration addition and removal
    • Role editing: permissions, name, do not show emails/phone numbers
    • Any field editing in Payment Gateways. The log should include the name of the edited field and the old and new values. If the API secret/key has been changed, we will only notify that the field value has changed without specifying the old and new value
    • Lead and client import: the total number of imported leads/clients and whether the “import as deposited client” checkbox was selected
    • Password change

    Additionally, the message column has been expanded to display the entire message, with the option to open it in a new tab. Brokers can now also filter logs by date and event, and these filters will be reflected in exports.

    Benefits for Brokers

    The detailed log with filtered and exported information helps Brokers quickly identify and rectify errors, monitor employees, and enhance transparency. This can lead to improved performance and better outcomes for the business.

    Expanding the import functionality in the Forex CRM

    We’re constantly working on improving data management in our Forex CRM. In February, the following enhancements were added to the import feature:

    • Information on optional and mandatory fields such as Login, Group, etc
    • An error handling to inform if the imported file format is incorrect and to provide information where the import was stopped 
    • Status logging for successful import and account creation with the appropriate information, “Account email: … OK”
    • Assigning an account manager after importing for the entire import
    • The option for Brokers to decide whether emails should be sent to imported accounts or not
    • Separation of the “name” parameter into two parameters: first name and last name
    • Information from which account the import was made. The log message lists all the accounts imported by the user

    Benefits for Brokers

    The import feature has been improved to increase efficiency and allow

    Support for lead source in the registration link in our Forex CRM

    Support for lead sources has been added to registration links. This feature enables the lead source parameter to be automatically assigned to accounts created through these links.

    Benefits for Brokers: 

    Easier identification of the lead acquisition source allows Brokers to track the effectiveness of their marketing campaigns and focus on the most successful ones. This improvement leads to a more efficient lead generation and conversion process.

    Improved Deposits/Withdrawals Tab export in the CRM

    We have added the Name and Surname columns to the exported file in the Deposits/Withdrawals tab.

    Benefits for Brokers: 

    With the addition of the new columns, Brokers can obtain a more comprehensive view of their client’s transaction history.

    Expanding subscriber information in Social Trading Admin application

    We also introduced changes to the Social Trading Admin application. From now on, it will be possible to see in the subscribers’ view:

    • The current profit generated on money manager subscriptions
    • The value that indicates the remaining amount needed to meet the high watermark rule, which is the fee level that a Money Manager must exceed before it is recalculated

    Benefits for Brokers:

    These updates allow Brokers’ teams to monitor the most profitable money managers and have greater transparency in calculating incentive fees.

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