Privacy Policy

General Information

This privacy policy explains how we collect, use, and protect your personal information when you use our investment consultation services.

June 4, 2025: June 4, 2025

Information Accuracy

We collect the following types of information:

• Personal identification information (name, email, phone number)
• Financial information (investment goals, risk tolerance, asset values)
• Technical information (IP address, browser type, device information)
• Usage information (pages visited, time spent, interaction patterns)

Limitation of Liability

We use your information to:

• Provide personalised investment consultation services
• Communicate about your account and our services
• Improve our website and service offerings
• Comply with legal and regulatory requirements

Professional Advice

Our legal basis for processing your data includes:

We process your data based on legitimate business interests, contractual necessity, and regulatory compliance requirements.: We process your data on the basis of consent and legitimate interest.

Investment Risks

We use cookies and similar technologies as described in our cookie policy:

External Links

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

Client Testimonials

We implement appropriate security measures to protect your information:

Encryption, secure servers, access controls, and regular security audits protect your personal and financial information.

Jurisdiction and Compliance

Under applicable privacy laws, you have the right to:

• Access your personal data and request copies
• Correct inaccurate or incomplete information
• Request deletion of your personal data
• Object to processing of your personal data
• Withdraw consent for data processing

Copyright Notice

We retain your personal information for as long as necessary to provide our services and comply with legal obligations, typically 7 years for financial records.

Changes to Disclaimer

Our services are not directed to individuals under 18 years of age, and we do not knowingly collect personal information from children.

Contact Information

We may update this privacy policy periodically. Material changes will be communicated through email or website notices.

Contact Information

For questions about this privacy policy or to exercise your rights, please contact us using the information provided below.