Effective Date: 28/03/2025
At Perfex, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you use our platform.
We collect different types of information to provide and improve our services:
When you sign up and invest, we may collect:
Full name
Email address
Phone number
Date of birth
Government-issued ID (for verification purposes)
Banking or payment details
To process transactions and manage investments, we may collect:
Investment amounts and preferences
Transaction history
Portfolio holdings
When you access our platform, we may collect:
IP address
Device type and browser information
Login times and activity logs
Cookies and tracking data (see Section 6)
We use the information collected for the following purposes:
To create and manage your account
To process transactions and facilitate investments
To communicate with you regarding updates, confirmations, and relevant information
To enhance platform security and prevent fraud
To comply with legal and regulatory requirements
Perfex does not sell or rent your personal data. However, we may share your information under the following circumstances:
With service providers and partners – This includes payment processors, identity verification services, and analytics providers who help us operate efficiently.
With regulatory authorities – If required by law for tax compliance, fraud prevention, or other legal obligations.
With your consent – When you opt in to additional services or partnerships.
We implement strict security measures to protect your data from unauthorized access, misuse, or breaches. These measures include:
Encryption – All transactions and sensitive data are encrypted to prevent unauthorized access.
Two-factor authentication (2FA) – Additional security layers for account access.
Regular security audits – Continuous monitoring and assessments to detect vulnerabilities.
While we take every precaution to secure user data, no system is entirely risk-free. Users are encouraged to use strong passwords and keep login credentials confidential.
You have full control over your personal information. Your rights include:
Access and correction – You may request a copy of your data or update any inaccurate information.
Opt-out of marketing communications – You can unsubscribe from promotional emails at any time.
Account deletion – You may request the deletion of your account and associated data, subject to legal retention requirements.
To exercise these rights, contact us.
Perfex uses cookies to improve user experience and analyze platform performance. The types of cookies we use include:
Essential cookies – Necessary for the platform to function properly.
Analytics cookies – Used to track website usage and improve services.
Marketing cookies – Used to personalize content and offers (only with user consent).
You can manage cookie preferences through your browser settings.
We retain your personal information as long as necessary to:
Fulfill the purposes outlined in this Privacy Policy
Comply with legal and regulatory requirements
Resolve disputes and enforce agreements
Once data is no longer required, it will be securely deleted or anonymized.
If you access Perfex from outside [Your Country], your data may be stored or processed in regions with different data protection laws. We ensure that any international transfers comply with applicable privacy regulations to safeguard your information.
Perfex may update this Privacy Policy periodically. Any significant changes will be communicated through email or platform notifications. Continued use of the platform after updates constitutes acceptance of the revised policy.
For any questions or concerns regarding this Privacy Policy, please contact
By using Perfex, you acknowledge that you have read, understood, and agreed to this Privacy Policy.