Privacy

What you type into our forms, and nothing on a form is collected unless you submit it. On the demo request form that is your name, email address, phone number, company name, roughly how many clients you expect, and whatever you write in the message box.

If you apply to our affiliate programme, it is your name, email address, phone number, where and how you plan to introduce brokers to us, and roughly how many people you reach. We use it to decide on your application and, if you join, to credit and pay your commission.

If you came through an affiliate’s link or typed a referral code, we record that code with your request so the affiliate is credited. The affiliate sees that a referral arrived and, if you become a customer, what they earned from it. They never see your name or contact details from us.

We also record which page you arrived from, so we know whether a request came from a search result, a link, or directly.

If you ask for a demo from the link in one of our emails, the form takes your first and last name, email address, phone number, your brokerage’s name, and whether we may contact you on WhatsApp. With it we record the country and IP address your request came from and your browser. We check that the phone number has the right digits for its country and that the email address can receive mail. We do not text or call the number to check it.

When you first sign in to a demo, you accept our Demo Terms. We keep a record of that acceptance: the name entered, the login used, the date and time, the IP address, the approximate country, the browser, and the version and fingerprint of the terms and the tick box wording.

We contact you about your demo request, and we keep a record of the conversation so that whoever picks it up knows what was already discussed.

For a demo we also use your details to send your demo logins, to check that the request is genuine (the phone and email checks above, and checks against fraud and sanctions), and to keep the record of the demo terms you accepted, as evidence of what was agreed.

We do not sell it, rent it, or share it with anyone for their own marketing. It is not used to build advertising profiles.

We use Google Analytics to count visits and see which pages people read. It tells us things like which country a visit came from and which page was most popular. We do not use it to identify individual people.

We use Microsoft Clarity to see how visitors scroll and click on our pages, as heatmaps and short replays, so we can find what is confusing and fix it. Anything typed into a form is hidden before it leaves your browser, so Clarity never sees it. Like Google Analytics, it runs on our public marketing pages only.

We also run advertising measurement on this site: a Google Ads conversion tag and Meta (Facebook and Instagram) and Reddit advertising pixels, so that when we pay for an ad we can tell whether it actually led anywhere. These run on our public marketing pages only. They are not present in the client trading terminal or the staff CRM, and they never receive trading activity, account balances, or anything about your positions.

If you submit the contact form, the advertising platforms may receive a one-way scrambled (hashed) form of your email address so the ad you clicked can be matched to the enquiry. They do not receive it in readable form from us.

Visitors from the European Union, the wider European Economic Area, the United Kingdom and Switzerland are asked first: none of the above stores anything on your device until you press Accept. Anyone can change their choice with Cookie settings at the bottom of every page.

If you would rather not be counted, any browser setting or extension that blocks analytics or advertising trackers will stop all of the above, and nothing on the site will break.

There are none. You cannot create an account on pelris.com. The staff CRM and the client trading platform are separate products, used by brokers and by that broker’s own clients, and each is governed by the agreement between Pelris and that broker rather than by this policy.

Where Pelris operates a platform on a broker’s behalf, that broker decides what happens to their clients’ data. We process it on their instructions and do not use it for our own purposes.

Nothing on this website is processed by AI. The demo form goes to people, and a person replies to it.

The platform we build does use AI, and because we operate it on a broker’s behalf we set out here where it is used, and what it receives. It is used in two places: inside the broker’s own staff CRM, and inside the trading terminal that the broker’s clients use.

In the staff CRM, there are four uses:

• A written brief about one client, drawn from that client’s own record, to help the agent handling them prepare.
• A summary of what needs attention across the desk that day.
• A free-text question a staff member can ask about their own book.
• Transcription of recorded calls. Where a broker records calls, the recording is sent to a specialist speech-to-text service, turned into text, and summarised onto the call record.

For the brief, the desk summary and the staff member’s question, the AI only ever receives what the staff member asking already has permission to see: the limit is applied to the data before the model is called, not to the answer afterwards. Transcription works differently, because nobody asks for it: when an agent attaches a call recording, the whole recording is sent for transcription automatically, and the text that comes back is summarised onto the call record. In every case it drafts and summarises for a person, and that person decides.

In the client trading terminal, there are six uses:

• A short market note beside the chart about the instrument on screen. It is written from the platform’s own prices and indicator readings and from the public economic calendar it shows, it is written afresh three times a day, and the same note is shown to every client of that broker. No client’s data is used to write it.
• A short read of the news headlines for an instrument, written from the headline titles, the publisher names and the dates only. The articles behind them are never fetched or sent.
• A sentence or two on the cards of the Signals page, explaining the reading behind a signal. It is written from that signal’s indicator figures and the entry, stop and target levels the platform has worked out for it, and a card can appear without one.
• An Ask box. When a client asks a question, the question is sent together with the recent conversation and that client’s own trading context: the instrument and chart timeframe on screen with its live price and indicator readings, their open positions and pending orders with any stop loss and take profit, account figures such as balance, equity and margin, their deposits, withdrawals, wallet, bonuses, verification (KYC) status and referral (IB) account figures, their bots, copy trading and backtests, a summary of their own last 30 days of trading, the headline of their most recent review, and the name of their account manager. The number of questions is limited per client per day. Each question and the answer to it are stored on the platform: they are shown back to the client in the box, and the most recent few are sent with the next question so the conversation follows on. The reviews below are stored in the same way.
• Evening and weekly reviews. After the trading day, and again at the end of the week, the platform works out figures from each client’s own trades, such as how many trades were closed, their results, the instruments traded and patterns in their timing. Those figures, and not the client’s name or contact details, are sent to be written up as a short review. This runs automatically, without the client asking, for every client whose account traded in that day or week, including trades opened by their bots or by copy trading.
• A bot drafter. When a client describes a trading bot in their own words, that description is sent so the New Bot form can be filled in. Nothing is created: the draft is checked against the same rules the form applies, anything that could not be mapped is listed back, every field can be changed, and the bot exists only once the client presses Create.

In the trading terminal the AI only receives that client’s own data, apart from the stage name and published figures of any copy trading strategy they follow, which the platform already shows to every client. What it writes is shown to the client directly: no one at the broker or at Pelris reviews it first. The notes, answers and reviews it writes carry a line saying they are information only and not investment advice, and it never places, changes or closes a trade or moves money.

Two points apply to every use. Our AI providers act on our instructions only: they are contractually barred from using anything sent to them to train their own models. And no decision that affects a person, such as approving them, refusing them, or anything touching their money, is made by the AI.

AI output can be wrong. In the staff CRM it is written for a person to check before it is used; in the trading terminal it goes straight to the client, who should read it that way. Either way it is never the record: the underlying account, trade and call data is.

This site and our software are for businesses. They are not intended for children, and nothing here is aimed at them.

We do not knowingly collect information about anyone under 18, and our software is not to be used to open a trading account for anyone under 18. Trading is an adults-only regulated activity, and every broker using our platform is required to verify the age and identity of their clients before an account is funded.

If you believe a child has given us information, tell us through the contact form and we will delete it. We will do the same on a broker’s platform, at that broker’s instruction, if an underage account is discovered.

Only the services needed to run this site and reply to you: our hosting provider, our database provider, our email provider, Google Analytics and Microsoft Clarity. Each sees only what it needs to do its job, and none of them is permitted to use your information for their own ends.

For the platform we operate on a broker’s behalf, the same principle applies to a slightly longer list, because it does more: hosting, database, email, error monitoring, the market data feed, and the AI providers described in the section above.

Our hosting, database and AI providers operate from data centres in the United States and Europe, and our mail provider from Canada. If you are writing to us from somewhere else, your information is transferred to those places so that we can hold it and reply to you.

We use established providers who commit contractually to protecting it, and we do not move it anywhere beyond what is needed to run the service.

We keep demo requests for as long as there is a realistic prospect of working together, and delete them when there plainly is not. If you ask us to delete yours sooner, we will.

The record that you accepted our Demo Terms is the exception: we keep it for six years after your demo ends, as evidence of what was agreed, because we may need it to establish or defend a legal claim. We delete it after that.

You can ask us what we hold about you, ask us to correct it, ask us to delete it, ask for a copy of it, or tell us to stop using it. Use the contact form and say so plainly, and we will action it rather than negotiate. The one thing we keep after a deletion request is the record that you accepted our Demo Terms, for the reason given above. We will not charge you and we will not treat you differently for asking.

Depending on where you live, those may be rights you hold in law rather than courtesies: under the UK and EU GDPR, and under state privacy laws in the United States, among others. We apply them to everyone regardless, because keeping two standards is how the wrong one gets used.

If you are a client of a broker who runs our software, we hold your information on that broker’s instructions rather than our own. Ask them first. They can action it directly. If you cannot reach them, write to us and we will help.

Access is limited to the people who need it, staff sign-ins are individual rather than shared, and stored passwords are encrypted. The public website and the platform are separate systems: nothing you type into the form on this site touches a broker’s trading data.

No system is perfectly secure. If something happens to information we hold about you and it puts you at real risk, we will tell you and the relevant regulator rather than wait to be asked.

If this policy changes in a way that affects what we do with your information, the date at the top changes with it.

Use the contact form for any question about this policy, including a request to see or delete your information.