This page is an English translation of the original French document and is provided for your convenience. In case of discrepancy, the French version prevails: Politique de confidentialité.
Last updated: September 29, 2026
1. Privacy Policy – Patria Invest
At Patria Invest, we are fully committed to protecting the privacy of our clients. Our comprehensive Privacy Policy is designed to ensure the rigorous protection of your personal data and information. When we collect the client data required to provide our services, we apply the principles of clarity, transparency and accountability at every stage.
2. Scope of this Privacy Policy
This Privacy Policy applies to all data and information collected from our clients. It describes how such data is collected, used, shared and protected. It also specifies the circumstances in which your data may be shared, as well as the procedures for amending, updating and securing client information.
3. Definitions
In this Privacy Policy, the terms “clients,” “users,” “members,” “account holders,” “traders,” “he,” “she” or “they” (in the singular or plural) refer to the persons using our services. “Patria Invest” may also be referred to as “the Company,” the “Broker,” the “Brokerage Service Provider,” the “Trading Platform,” the “Trading Facilitator,” “we” or “our.”
This policy forms an integral part of the Patria Invest Terms and Conditions and shall be read in conjunction with them.
4. Data collection and use
Patria Invest collects relevant personal and financial information when you open your account in order to give you access to its brokerage services, platforms, tools and features.
This policy applies to all Patria Invest services, features, resources, applications, tools and software, as well as to the Patria Invest website. It does not extend to practices beyond the control of Patria Invest or to persons who are neither employed nor managed by Patria Invest. However, Patria Invest employees who use our services are also subject to this policy.
If any required information is incomplete, inaccurate or deliberately withheld, we reserve the right to limit, suspend or terminate your access to our services, with or without notice. Certain features may be accessible without full disclosure of data.
5. Types of data collected
We collect information through our trading platforms, our communications, third-party sources, surveys and feedback. The data collected may include:
- Personal information: full name, gender, contact details, address, age, financial information, bank details, identity documents, passport, utility bills and social security numbers.
- Verification data: in order to comply with AML (anti-money laundering) and KYC (know your customer) regulations, we require supporting documents such as official identity documents, bank statements and utility bills.
6. Cookie policy
Our website uses cookies to improve the user experience and site performance. You have the right to manage your cookie preferences through your browser settings.
7. Data security
Patria Invest implements rigorous security protocols to protect your data. However, we cannot be held liable for breaches, fraud or cyberattacks beyond our reasonable control. We do not disclose your personal data to third parties without your explicit consent, unless required by law.
Access to your data is limited to you, authorized Patria Invest personnel or trusted agents. It is your responsibility to inform us of any update or change to your information. Data may be stored and processed on secure local servers or protected storage media.
8. Mobile trading policy
This Privacy Policy also applies to the Patria Invest mobile trading app. During installation, the app may request the following permissions:
- App installation
- Access to device storage
- Use of the microphone
- Access to media files
- Reading contacts
- Internet connection
You may restrict these permissions at any time or uninstall the app if you no longer wish to use it.
9. Contact
For any questions about this Privacy Policy or your personal data, contact us at support@patria-ai.info.