Privacy Policy

We collect various types of information in order to provide high-level financial services and tailored investment solutions. This includes:

• Personal Identification Data: Name, email address, phone number, job title, government-issued IDs (where legally required).

• Financial Data: Bank details, investment history, portfolio preferences, income verification, asset holdings.

• Transactional Data: Records of your interactions, transactions, funding sources, and associated documentation.

• Technical Data: IP address, browser type, login credentials, device data, and cookies for security and user experience optimization.

• KYC/AML Data: Information required to comply with Know-Your-Customer (KYC), Anti-Money Laundering (AML), and risk assessment regulations.

We utilize your data to deliver personalized and compliant financial services. This includes:

• Processing investment applications and onboarding procedures

• Structuring portfolios and managing client accounts

• Complying with local and international regulatory requirements

• Communicating relevant updates, reports, and performance metrics

• Enhancing our security architecture and fraud detection systems

• Internal audits, analytics, and quantitative research

We never sell your data or use it for unauthorized purposes.

Our lawful bases for processing personal data include:

• Consent – Where you have explicitly agreed to the use of your data.

• Contractual Necessity – To perform a service you have requested or subscribed to.

• Legal Obligation – For compliance with regulatory, tax, and audit requirements.

• Legitimate Interests – For internal operations, risk management, and performance analysis.

Client information may be securely stored and processed in multiple jurisdictions depending on the nature of the financial instruments and global operations involved. We ensure that all data transfers are conducted in accordance with data sovereignty laws and subject to appropriate contractual safeguards, including Standard Contractual Clauses (SCCs), encrypted file protocols, and zero-knowledge architecture where applicable.

We employ military-grade encryption (AES-256), multi-factor authentication (MFA), secure tokenization, and geo-redundant cloud architecture to safeguard your information. All data is stored in bank-grade servers located in high-security jurisdictions, and access is strictly limited to authorized personnel under Non-Disclosure Agreements (NDAs) and internal audit controls.

We may share your data with vetted and compliant third parties under strict contractual and regulatory frameworks, including:

• Licensed financial custodians and clearinghouses

• Legal and tax advisors bound by confidentiality

• Regulatory authorities, when required by law

• Secure identity verification service providers

We do not share your data with marketers, affiliates, or unauthorized vendors.

This site uses cookies, pixels, and other tracking technologies to enhance user experience, conduct statistical analysis, and personalize your interaction with our services. You may manage your cookie preferences through your browser settings or by contacting us directly.

Depending on your jurisdiction, you may have the right to:

• Access the personal data we hold about you

• Request correction or deletion of your data

• Object to or restrict certain types of processing

• Withdraw consent at any time (where consent is the basis)

• Lodge a complaint with a regulatory authority

We retain your personal data only as long as necessary for the purpose it was collected, or as required by financial regulations, statutory obligations, or for the defense of legal claims. Once no longer necessary, your data will be securely deleted or anonymized.