Collection of Personal Information: We may collect personal information from clients such as names, addresses, phone numbers, email addresses, and business information. This information is collected when clients provide it to us directly, through our website or in-person meetings.
Use of Personal Information: We use personal information to provide advisory services to our clients. This may include communicating with clients, managing client accounts, and providing advice and recommendations based on our expertise. We may also use personal information for marketing purposes, such as sending newsletters or updates about our services.
Disclosure of Personal Information: We do not disclose personal information to third parties except as required by law, or with the explicit consent of the client. We may share personal information with transaction counterparties or third-party service providers, such as legal service providers or investment institutions, to facilitate the provision of our services.
Protection of Personal Information: We take reasonable steps to protect personal information from unauthorized access, use, or disclosure. We use a variety of security measures, including physical, technical, and administrative safeguards, to protect personal information.
Retention of Personal Information: We retain personal information for as long as necessary to provide services to our clients or as required by law. We may retain personal information for a longer period if necessary to resolve disputes, enforce agreements, or for other legitimate business purposes.
Access to and Correction of Personal Information: Clients have the right to access and correct their personal information held by us. If a client wishes to access or correct their personal information, they can contact us at firstname.lastname@example.org.