Privacy Policy
Collection of Information: We collect personal and financial information from our clients to provide investment services. This information may include name, contact details, financial objectives, investment preferences, and other relevant data necessary for portfolio management and regulatory compliance.
Use of Information: The information collected is used solely for the purpose of providing investment services and related activities. We may use the information to communicate with clients, execute investment transactions, perform risk assessments, and comply with legal and regulatory obligations.
Confidentiality and Security: We maintain strict confidentiality and employ industry-standard security measures to protect client information from unauthorized access, disclosure, alteration, or destruction. Access to client information is limited to authorized personnel only, and we continually review and enhance our security protocols.
Sharing of Information: Client information is not shared with third parties without explicit consent, except as required by law or with service providers engaged by us to assist in delivering investment services. These service providers are bound by confidentiality agreements and are required to comply with applicable privacy laws.
Marketing Communications: We may use client information to provide updates, newsletters, or marketing communications related to investment services, unless clients choose to opt out of such communications.
Data Retention: We retain client information for as long as necessary to fulfill the purposes outlined in this privacy policy, unless a longer retention period is required by law or regulatory obligations.
Cookies and Tracking Technologies: Our website use cookies and similar tracking technologies to enhance user experience, analyze website traffic, and personalize content. Clients can manage their cookie preferences through their web browser settings.
Compliance with Laws: We comply with applicable data protection and privacy laws and regulations, including the General Data Protection Regulation (GDPR) where applicable.
Changes to the Privacy Policy: We may update this privacy policy from time to time. Clients will be notified of any material changes and provided with the updated policy on our website.
Contact Information: For inquiries, requests, or concerns regarding privacy and data protection, clients can contact our privacy officer at Cardinal Trades.
