Privacy Policy

Introduction

This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or use our services.

Last Updated: June 17, 2025

Information We Collect

We collect the following types of information:

• • Name, email address, and other contact information
• • Phone number, mailing address, and business information
• • Website usage data, IP address, and device information
• • Cookies and tracking technologies data

How We Use Your Information

We use your information for the following purposes:

• • To provide and improve our investment consulting services
• • To communicate with you about our services and updates
• • To analyze and improve our website and service offerings
• • To comply with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal data based on the following legal grounds:

We process your data on the basis of consent, legitimate interest, and contractual necessity.

Data Sharing

We may share your information in the following circumstances:

• • With trusted service providers who assist in our operations
• • When required by law or to protect our legal rights
• • In connection with business transfers or acquisitions

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, and destruction.

Your Rights

You have the following rights regarding your personal data:

• • Right to access your personal information
• • Right to correct inaccurate information
• • Right to request deletion of your data
• • Right to data portability
• • Right to object to processing
• • Right to withdraw consent at any time

Cookies

We use cookies to enhance your experience on our website. For detailed information about our cookie practices, please refer to our

Cookie Policy Cookie Policy.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

International Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for such transfers.

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on our website.

Contact Us

If you have any questions about these terms or our services, please contact us using the information below.