Privacy & Policy
Collection of Information
We collect personal and financial information from our clients to provide investment services. This information may include name, contact details, financial objectives, investment preferences, and other relevant data necessary for portfolio management and regulatory compliance.
Use of Information
The information collected is used solely for the purpose of providing investment services and related activities. We may use the information to communicate with clients, execute investment transactions, perform risk assessments, and comply with legal and regulatory obligations.
Confidentiality and Security
We maintain strict confidentiality and employ industry-standard security measures to protect client information from unauthorized access, disclosure, alteration, or destruction. Access to client information is limited to authorized personnel only, and we continually review and enhance our security protocols.
Sharing of Information
Client information is not shared with third parties without explicit consent, except as required by law or with service providers engaged by us to assist in delivering investment services. These service providers are bound by confidentiality agreements and are required to comply with applicable privacy laws.
Marketing Communications
We may use client information to provide updates, newsletters, or marketing communications related to investment services, unless clients choose to opt out of such communications.
Data Retention
We retain client information for as long as necessary to fulfill the purposes outlined in this privacy policy, unless a longer retention period is required by law or regulatory obligations.