Information we collect
We collect information you provide when opening an account (identity verification, contact details, financial information) and information generated through your use of our services (account activity, portfolio transactions, communications).
How we use your information
To provide investment services, comply with legal and regulatory obligations (KYC, AML, tax reporting), operate and secure our platform, and communicate with you about your account.
How we protect your information
Data is encrypted in transit (TLS 1.3) and at rest (AES-256). Access is limited on a least-privilege basis and all sensitive operations are logged.
Sharing
We share data only with vetted service providers (custodians, brokers, cloud infrastructure, compliance vendors) under contract, or where legally required.
Your rights
Subject to applicable law you may request access, correction or deletion of your personal information. Please contact us via the client portal or the Contact page.
Contact
Questions about this policy can be sent through the Contact page.