Privacy Policy

We use your personal information for the following purposes:

• •To provide financial advisory and planning services
• •To communicate with you about your accounts and services
• •To comply with legal and regulatory requirements
• •To improve our services and develop new offerings
• •To send you educational content and updates (with your consent)
• •To protect against fraud and unauthorized transactions

We implement industry-standard security measures to protect your personal information:

• •Encrypted data transmission and storage
• •Secure servers with regular security audits
• •Restricted access to personal information on a need-to-know basis
• •Regular staff training on data protection and privacy
• •Compliance with all applicable data protection regulations

We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:

• •With your explicit consent
• •With service providers who assist in our operations (under strict confidentiality agreements)
• •When required by law or regulatory authorities
• •To protect our rights, property, or safety, or that of our clients

You have the following rights regarding your personal information:

• •Access and review your personal information
• •Request corrections to inaccurate information
• •Request deletion of your information (subject to legal requirements)
• •Opt-out of marketing communications
• •Request a copy of your data in a portable format

To exercise any of these rights, please contact us at [email protected]