Business needs, potential claims and legal rules govern retention
Unless stated otherwise, Wedbush holds personal information while it has reasonable business needs, including relationship and operations management; while supplying goods or services and afterward for as long as someone could bring a claim against it; and/or for periods consistent with legal and regulatory requirements or guidance. Account closure therefore does not itself set a deletion deadline.
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Retention Period: Unless stated otherwise, your personal information will be held based on the following criteria: (1) For as long as we have reasonable business needs, such as managing our relationship with you and our managing operations (2) For as long as we provide goods and/or services to you and then for as long as someone could bring a claim against us; and/or (3) Retention periods in line with legal and regulatory requirements or guidance.
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this privacy policy.
Qualifications & exceptions
These criteria apply unless stated otherwise; the text uses “and/or.”
Not stated here
No fixed duration or claim limitation period is specified here.
Cross-references
qualifies (model-proposed): Data is kept only as long as necessary, subject to requirements — The detailed criteria explain the necessary-retention standard through business needs, services, potential claims and legal/regulatory periods, unless stated otherwise.
qualifies (model-proposed): The policy still applies after closure or inactivity — Continuing the policy after closure does not establish deletion: the retention criteria include reasonable business needs and periods when claims could be brought after services end.
Retention & Deletion · User right or choice
EEA residents may request deletion in some instances, with stated limits
For EEA residents, the GDPR paragraph describes deletion requests in some instances, provided data is not required by Wedbush. It then lists performing services, providing products, defending claims and legal or regulatory compliance after an awkward semicolon. Those needs qualify the discussion, but the punctuation does not clearly connect every item. This is not a promise of unconditional deletion; requests go to Wedbush’s contact details below.
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GDPR Data Subject Rights: Under the GDPR, in certain circumstances, a European Economic Area resident has certain individual rights with respect to the personal information that we hold about them.
and in some instances request data held about them to be deleted, provided the data is not required by Wedbush Futures; to perform services for you; provide products to you; defend a legal claim or to comply with applicable laws or regulations.
To exercise any of these rights, please contact us using the contact details set out below.
Qualifications & exceptions
For EEA residents, under the GDPR in certain circumstances; contact Wedbush using the details below.
Deletion is described only in some instances, with a proviso about data still required by Wedbush.
Not stated here
The source’s semicolon makes the exact grammatical connection of the service, product, claims and compliance items unclear; no corrected wording is assumed.
Data is kept only as long as necessary, subject to requirements
Subject to applicable legal or other requirements, Wedbush says it keeps data only as long as necessary. Unless stated otherwise, its criteria include reasonable business needs, supplying goods or services followed by the period in which claims could be brought against it, and/or periods consistent with legal and regulatory requirements or guidance. It gives no fixed retention deadline.
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Supporting quotations
Subject to applicable legal or other requirements, we will keep the data only as long as necessary and we will use appropriate technical and/or organizational measures to ensure appropriate security of the data.
Retention Period: Unless stated otherwise, your personal information will be held based on the following criteria: (1) For as long as we have reasonable business needs, such as managing our relationship with you and our managing operations (2) For as long as we provide goods and/or services to you and then for as long as someone could bring a claim against us; and/or (3) Retention periods in line with legal and regulatory requirements or guidance.
Qualifications & exceptions
Subject to applicable legal or other requirements; detailed criteria apply unless stated otherwise.
Business needs, service provision, potential claims and legal or regulatory periods can support retention.
Not stated here
No fixed retention period is given here.
Cross-references
qualified by (model-proposed): Business needs, potential claims and legal rules govern retention — The detailed criteria explain the necessary-retention standard through business needs, services, potential claims and legal/regulatory periods, unless stated otherwise.