Last updated: July 2026
1. Information we collect
We collect information you provide directly to us (such as name, email, and firm when submitting an inquiry or creating an investor portal account) and technical information collected automatically when you visit the site.
2. How we use information
- To respond to inquiries and provide requested services
- To operate and secure the investor portal
- To meet our legal and regulatory obligations
- To improve our website and communications
3. Sharing
We do not sell personal information. We share information with regulators, service providers, and affiliates only as necessary to provide our services and comply with the law.
4. Data retention
We retain personal information for as long as necessary to provide services and to comply with regulatory recordkeeping requirements.
5. Your rights
Depending on your jurisdiction, you may have the right to access, correct, or delete your personal information. Contact us to exercise these rights.
6. Security
We use administrative, technical, and physical safeguards to protect personal information; no system is ever fully secure.
7. Contact
Questions about this policy? Use our contact page.