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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 January releases 2023

    Marketing Team

    Match-Trade January releases

    We’ve had a busy start to the new year, working on improving our solutions and introducing essential changes. We have already managed to work on our trading platform Match-Trader, Forex CRM, Client Office for Traders, and Match-Trader Manager. Below you will find a short description of each change and how it will support your brokerage.

    Improved data management in our Forex CRM

    To significantly improve data management in our Forex CRM, we introduced changes to how data is imported into the system. The import feature now has queue functionality, which streamlines the process of adding records. It is especially useful when importing big amounts of data. On the bottom is information about the estimated time left until the importing is complete.

    What’s more, the export feature has two new fields: Last contact and Branch.

    Benefits for Brokers:

    This is a significant improvement affecting the efficiency of the entire importing process. It enables the import of multiple accounts without the risk of losing any of them. Thanks to the additional status information, the Broker can assess how quickly the data will be added and when its team will be able to work with new accounts.

    Making crypto deposits in the Match-Trader platform and Client Office CRM more straightforward

    We also introduced improvements to both the Match-Trader platform and Client Office CRM. The changes concern making crypto deposits.

    1. The name of the payment gateway that the trader is using is now in the header. It replaced information about the trading account to which the deposit is made. From now on, this information is below.
    2. The name of the token to be sent is now bolded.
    3. The conversion information is now at the bottom of the window.
    4. After copying the address, the status information – “Copied” appears in place of the address, which disappears after a while.

    Benefits for Brokers

    Improving the user experience makes both applications better equipped to meet the needs of novice users. Increased readability and minimising the risk of sending the wrong tokens help make deposits quickly and hassle-free, which boosts Broker’s turnover.

    A new way of displaying the redirect payment method in Match-Trader and Client Office

    We updated the redirect payment method principle. The Deposit button redirects to the subsequent view, similar to the online payment method. This view includes Payment Info (transmitted from CRM) and the URL to be redirected. A “Pay now” button redirects users to the specified URL.

    If you want to learn more about the Match-Trader platform, watch the presentation that our Head of Sales, Michael Nichols, gave at the iFX Expo International in Cyprus.

    Enhanced team management functionality

    To allow Brokers to manage their teams effortlessly, we are constantly working on improving the Roles Management section of our Forex Broker CRM. That’s why it is now possible to control the tasks concerning leads and clients separately. 

    Benefits for Brokers

    Assigning employees with specific responsibilities allows having a precise distribution of tasks. Brokers can easily assign tasks to team members best suited to take care of chosen groups of clients or leads, which will lead to higher conversion rates or customer satisfaction.

    Integrating Paytiko and Zeny

    In January, we integrated two new payment management systems, Paytiko and Zeny.

    Paytiko is a payment provider that incorporates many different payment methods. As a result of our cooperation, Brokers will have many new payment options at their disposal.

    Zeny is a payment provider serving the Philippine market.

    Rules scheduler in the Bridge Manager

    We have added the ability to change parameters in Broker Symbols in Bridge Manager for specific periods of the week. Another tab with columns appeared in Risk Management. It contains fields like Broker Name, Time, Instrument, Component (Markup, Ask Markup, Min Spread, Max1 Spread, B-Book Execution Delay), Adjustment and an information column about the status of rule activation.

    Benefits for Brokers:

    The changes allow Brokers to personalise settings at different times of the week and better manage the risks during given market events.

    Units in hedge monitor in the Bridge Manager

    In the Bridge Manager hedge monitor tab, there is the ability to display open positions in the new “Units” mode. i.e. individual contract units. This is an alternative to displaying exposures in lots. The Broker can choose the mode that is more suitable for him.

    Benefits for Brokers

    Brokers can freely select the exposure display mode that best suits their current needs. They have a better look at exposures on contracts with different contract sizes, such as indices or commodities.

    Slippage column in Orders tab of Match-Trader Manager

    In the Orders tab, the “Slippage” column has been added, the values of which are the result of the operation: Exec Price from order filled deducted by the Exec Price from order added. By default, this column is disabled.

    Benefits for Brokers

    The column gives Brokers the ability to check the deviation of the price at which the order was finally confirmed from the price at the time of the request. It is helpful for the Broker, especially in times of high volatility on the market when clients report comments on the prices at which their orders were concluded.

    Making Match-Trader Manager more user-friendly

    In January, we introduced a few changes to the Match-Trader Manager. Our goal was to improve the usability and user experience of the solution.

    The Closed Trades tab has a new button, “Delete All”. It allows to delete all filtered positions with one click. There are also new filtering rules analogous to the ones in the Positions tab. That means the users can filter data by instrument and transaction side.

    The last change was adding the ability to edit comments in the deposits and withdrawals views.

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