We collect information to provide better services to all our users.
This includes:
Personal Information: Such as name, address, email, telephone number, financial goals, and any other information provided through service interactions.
Financial Information: Details about your financial situation, investment experience, and risk tolerance to provide you with personalized financial advice.
Usage Information: Information about how you interact with our services, including website visits, email responses, and engagement with our financial tools.
Your information is used to:
Deliver personalized financial services and advice.
Improve and customize our services.
Communicate with you about your account, services, and updates.
Comply with legal and regulatory requirements.
Information may be shared with:
Service providers and partners who work on our behalf, under confidentiality agreements.
Legal and government authorities, where required by law.
A successor entity in the event of a merger, acquisition, or sale of all or a portion of our assets.
We implement robust security measures to protect your information from unauthorized access, alteration, disclosure, or destruction.
You have the right to access, correct, or delete your personal information held by us. Please contact us at [email protected] for requests or questions.
We may update this policy to reflect changes to our information practices. We will notify you by email or by posting a notice on our website prior to the changes becoming effective.