Privacy Policy

Operating entities

Panoply is operated by two companies, split by function. Their registered details are set out below.

Client funds are held and administered by the platform operator above — the company incorporated in Saint Lucia (Reg. 2025-00579). That entity is your contractual counterparty and is responsible for your account balance unless stated otherwise in writing.

Information we collect

We collect the following categories of information:

• Account information — name, email address, and password hash when you register.
• Identity verification data — full legal name, date of birth, country of residence, ID type and number, and document metadata submitted during identity verification.
• Platform activity — signal flow configurations, vault deposits, wallet balance, and portfolio reports you generate.
• Wallet address — if you connect or provide one, used for display and association with your account only.
• Usage data — session information and basic diagnostic logs used to keep the platform secure and reliable.

How we use your information

• To create and secure your account, and authenticate sign-ins.
• To review and process identity verification submissions.
• To operate platform features you use, such as signal flows, vaults, and reports.
• To send transactional communications, such as report delivery and account alerts.
• To detect, investigate, and prevent fraud, abuse, and security incidents.
• To comply with applicable legal and regulatory obligations.

Data sharing

We do not sell your personal information. We share data only with service providers that support platform operation (such as infrastructure and email delivery), under confidentiality obligations, or when required by law.

Data security

Passwords are stored as salted, one-way hashes. Session cookies are signed and transmitted over encrypted connections. Identity verification data is restricted to authorized review personnel. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Data retention

We retain account and verification data for as long as your account is active and for a reasonable period afterward to meet legal, security, and audit requirements.

Your rights

Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal information. Contact us using the details below to exercise these rights.

Cookies

We use a small number of essential cookies to maintain your signed-in session. We do not use third-party advertising or tracking cookies.

Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the date at the top of this page.

Contact

Questions about this policy or your data can be directed to your account administrator or support contact within the platform.