Cookie Policy
1. What is a cookie?
Cookies are small files, which are stored on a user’s computer or mobile device when visiting a website. This allows the server to deliver a page tailored to a particular user.
Cookies also perform essential functions, like letting you navigate between pages efficiently, remembering your preferences and generally improving your browsing experience.
Further information on when cookies are used to collect personal information about you is set out below and in our Privacy Policy.
2. What is the difference between first and third-party cookies?
Cookies may be set by the site you are visiting or by another site prior to or during your visit. These are known as first and third party cookies.
First party cookies belong to the website domain that appears in the browser address bar. In our case, this will be www.wealthplatform.com and we may set these cookies when you visit in order to recognise you when you return.
Third-party cookies belong to website domains different from the one shown in the address bar. These sites will be an approved partner of ours, such as Okta, Google analytics, Worldpay and Sendbird.
3. What is the difference between session and persistent cookies?
There are two types of cookies which may be placed onto your device during a website visit. These are called session and persistent cookies.
Session cookies are set at the start of a visit and remain active only while that visit continues. They primarily support navigation through the site as they remember which pages you have been on and what interactions you may have had with the site already (e.g. setting preferences). These cookies are deleted automatically when you close your browser.
Persistent cookies are set during a first visit to a site but will carry an expiry date or time. This cookie will remain on your device until either you clear your cookies or the expiry is reached. They can be used for analytical purposes to track visits over time, for example we could see how many people visited a particular page and then came back to view it again later.
Neither of these types of cookies are used to collect or share personal information.
4. How do I control which cookies are used/set on my devices?
When you visit the site for the first time, or if you visit after clearing your cookies, you will see the following pop-up:
Wealth Platform web site allows you to selectively accept cookies, based on your preferences, by clicking on the "Manage cookies" link as seen above.
When clicking on "Manage cookies" the following window will appear where you can make your selection of which cookie types you are willing to accept:
Do note that out of the three categories of cookie types, the "Necessary cookies" cannot be switched off as doing so would prevent using the web site effectively. It is worth noting that these cookies do not store any personal information.
5. Cookie categories
There are three cookie categories that we use:
Necessary cookies
These cookies are essential in order to enable you to move around the website and use its features. These cookies gather no information about you that could be used for marketing or remembering where you've been on the internet.
This is the only category of cookies you cannot disable, as doing so would prevent the site from working properly. If you are not willing to accept these cookies, even though they do not store any personal information about you, we suggest that you navigate away from our site.
Performance cookies
These cookies collect information about how visitors use a website, for instance which pages visitors go to most often, and if they get error messages from web pages. These cookies don’t collect information that identifies a visitor. All information these cookies collect is aggregated and therefore anonymous. It is only used to improve how a website works.
You may disable these cookies, but in doing so will stop us from learning how our website is performing and making relevant improvements to enhance your online experience.
Functional cookies
These cookies allow the website to remember choices you make.
The information these cookies collect cannot track your browsing activity on other websites.
Without these cookies, our website cannot remember choices you've previously made or personalise your browsing experience meaning you would have to reset these for every visit.
6. Cookies on our site
Here is a list of cookies by category.
Necessary cookies
Tealium (utag_main)
Within this cookie are several built-in values that keep track of visitor sessions. These are used to collect general and page specific analytic data, such as page type viewed. These cookies expire after one year or until cookies are cleared.
Okta essential cookies (oidc_authority)
Raygun (local storage)
- Raygun4js-sis
- Raygun4js-userid
Worldpay
Sendbird
Networking (WAF)
- wpsecure_persistence
- Wpsecure_persistenceCORS
- TS01fa231a
Performance cookies
Google Analytics (_ga, _gid, collect)
Used to collect information about how visitors use our site. We use the information to compile reports and to help us improve our services. The cookies collect information in an anonymous form, including the number of visitors to the site, where visitors have come to the site from and the pages they visited. These cookies expire after two years or until cookies are cleared.
Functionality cookies
Okta remember username-ls
Setting filter preferences
- filter_assets_chart
- filter_documents
- filter_assets