📑 Privacy Policy

1. Introduction

This Privacy Policy explains how our company collects, uses, and protects personal information. We are committed to safeguarding client data and ensuring transparency in all our practices.

2. Information We Collect

We may collect the following types of information:

Personal details: Name, contact information, identification documents.
Financial information: Account details, investment preferences, transaction history.
Technical data: IP address, browser type, device information, and usage patterns.
Communications: Emails, phone calls, or other correspondence with our team.

3. How We Use Information

Collected information is used to:

Provide investment services and manage accounts.
Verify identity and comply with regulatory requirements.
Improve our website, services, and client experience.
Communicate updates, reports, and relevant offers.
Ensure security and prevent fraud.

4. Data Sharing

We do not sell or rent client information. Data may be shared only with:

Regulators: To comply with legal and financial obligations.
Service providers: Trusted partners who assist in delivering services (e.g., custodians, auditors).
Legal authorities: When required by law or to protect rights and safety.

5. Data Protection

We employ industry‑standard safeguards to protect personal information:

Encryption of sensitive data.
Secure servers and firewalls.
Role‑based access controls.
Regular audits and monitoring.

6. Client Rights

Clients have the right to:

Access and review their personal data.
Request corrections to inaccurate information.
Withdraw consent for certain uses.
Request deletion of data, subject to regulatory requirements.

7. Cookies & Tracking

Our website may use cookies to enhance user experience and analyze traffic. Clients can manage cookie preferences through browser settings.

8. Retention

Personal data is retained only as long as necessary to fulfill services, comply with regulations, or resolve disputes.

9. Updates

This policy may be updated periodically to reflect changes in law, technology, or company practices. Updates will be posted on our website.

10. Contact

For questions or concerns regarding this Privacy Policy, clients may contact our compliance team via the details provided on our website.