Privacy Policy

1. Information We Collect

Personal Information

We collect personal information that you provide directly to us, including:

• Name, email address, and contact information
• Financial information and investment objectives
• Government-issued identification numbers
• Employment and income information
• Investment history and risk tolerance

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and browser information
• Device type and operating system
• Pages visited and time spent on our site
• Referring website information

2. How We Use Your Information

We use your personal information for the following purposes:

• Providing financial advisory and investment services
• Processing transactions and managing your account
• Complying with legal and regulatory requirements
• Communicating with you about our services
• Improving our website and services
• Detecting and preventing fraud
• Marketing our services (with your consent)

3. Information Sharing and Disclosure

We may share your information in the following circumstances:

• Service Providers: With trusted third-party service providers who assist in our operations
• Legal Requirements: When required by law, regulation, or legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Consent: When you have given explicit consent to share your information
• Protection: To protect our rights, property, or safety, or that of our clients

4. Data Security

We implement comprehensive security measures to protect your personal information:

• Encryption of sensitive data in transit and at rest
• Regular security assessments and updates
• Access controls and employee training
• Secure data centers and backup systems
• Multi-factor authentication for account access

While we strive to protect your information, no method of transmission over the internet is 100% secure.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Remember your preferences and settings
• Analyze website traffic and user behavior
• Provide personalized content and advertisements
• Improve website functionality and performance

You can control cookie settings through your browser preferences, though some features may not function properly if cookies are disabled.

6. Third-Party Services

Our website may contain links to third-party websites or use third-party services. We are not responsible for the privacy practices of these external services. We recommend reviewing their privacy policies before providing any personal information.

Third-Party Integrations

• Google Analytics for website analytics
• Payment processors for transaction processing
• Customer support platforms
• Marketing and communication tools

7. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request copies of your personal information
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your personal information
• Portability: Request transfer of your data to another service
• Opt-out: Unsubscribe from marketing communications
• Consent Withdrawal: Withdraw consent for data processing

To exercise these rights, please contact us using the information provided below.

8. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services to you
• Comply with legal and regulatory requirements
• Resolve disputes and enforce agreements
• Maintain business records as required by law

Different types of information may be retained for different periods based on legal requirements and business needs.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information during international transfers.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last updated" date.