Privacy Policy
We are committed to protecting your privacy and handling your personal information responsibly.
June 18, 2025
Information We Collect
Personal Information
We collect personal information when you use our services, including:
- Name, email address, and contact details
- Financial information and investment preferences
- Identity verification documents
- Communication records and service interactions
Usage Data
We automatically collect information about how you use our website and services, including IP address, browser type, and page views.
How We Use Your Information
We use your personal information for the following purposes:
- Provide financial planning and investment services
- Communicate with you about your account and services
- Comply with legal and regulatory requirements
- Improve our services and website functionality
- Send relevant marketing communications (with consent)
Legal Basis for Processing
We process your personal information based on the following legal grounds:
We process your data based on consent, contractual necessity, legal obligations, and legitimate business interests.
Data Sharing and Disclosure
We may share your information in the following circumstances:
- With service providers who assist in delivering our services
- When required by law or regulatory authorities
- With your explicit consent for specific purposes
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your Privacy Rights
You have the following rights regarding your personal information:
- Right to access your personal information
- Right to correct inaccurate or incomplete information
- Right to delete your personal information
- Right to restrict processing of your information
- Right to data portability
Cookies and Tracking
We use cookies and similar technologies to enhance your experience. For detailed information, please review our Cookie Policy.
View Cookie Policy /cookie-policy
Data Retention
We retain your personal information only as long as necessary for the purposes outlined in this policy and as required by law.
Children's Privacy
Our services are not intended for individuals under 18 years of age, and we do not knowingly collect personal information from children.
Changes to This Policy
We may update this privacy policy periodically. We will notify you of significant changes through our website or email.
Contact Us
For questions about this privacy policy or your personal information, contact us using the information below.