Privacy Policy

Last Updated: October 26, 2023

Our Commitment to Your Privacy

GROUP ("we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us. Our practices are designed to comply with applicable privacy laws and to earn your trust.

1. Information We Collect

We may collect various types of information in connection with the services we provide, including:
  • Personal Identification Information: Name, email address, phone number, postal address, date of birth, government-issued identification, and other details required for identity verification.
  • Financial Information: Bank account details, investment history, transaction records, assets, income, and other information necessary for providing financial advice and services.
  • Technical Information: IP address, browser type, operating system, device information, and browsing activity on our website, collected through cookies and similar technologies.
  • Communication Information: Records of your correspondence with us, including emails, phone calls, and in-person meetings.

2. How We Use Your Information

Your information is used to:
  • Provide, maintain, and improve our services, including private banking, asset management, and corporate advisory.
  • Comply with legal and regulatory obligations, such as anti-money laundering (AML) and know-your-customer (KYC) requirements.
  • Communicate with you about your account, market insights, and our services.
  • Personalize your experience and deliver content relevant to your interests.
  • Protect against fraud, unauthorized transactions, and other liabilities.

3. Data Security

We implement robust physical, electronic, and procedural safeguards to protect your information. These measures include advanced encryption, multi-factor authentication, secure servers, and regular security audits. Our commitment to confidentiality is absolute, and access to your information is restricted to authorized personnel who require it to perform their duties.

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information only in the following circumstances:
  • With third-party service providers who perform services on our behalf, such as custodians, brokers, and technology partners, under strict confidentiality agreements.
  • To comply with legal obligations, court orders, or governmental requests.
  • To protect the rights, property, or safety of GROUP, our clients, or others.
  • With your explicit consent or at your direction.

5. Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, or delete your data. You may also have the right to object to or restrict certain processing activities. To exercise these rights, please contact us using the information below.

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact our Data Protection Officer at:

GROUP
Attn: Data Protection Officer
1234 Liberty Avenue, Suite 500
New York, NY 10001
Email: privacy@grootcapital.com