Account Opening Disclaimer

Privacy Disclosure

The non-public personal information we collect is obtained primarily through your Account Application and any additional forms or documentation you provide to Capstone Investments. We are committed to safeguarding your privacy and do not disclose your personal information to third parties except where permitted or required by applicable law. Client information is handled in the strictest confidence and will only be shared with your express consent, where necessary to execute your instructions, or to satisfy legal, regulatory, or compliance obligations.

Access to your personal information is restricted to employees, affiliates, and authorized service providers who require it to administer, support, or deliver the products and services we provide. We maintain robust physical, electronic, and administrative safeguards that align with internationally recognized security standards to protect the confidentiality and integrity of your information. Should your relationship with Capstone Investments come to an end, your information will continue to be protected and handled in accordance with this Privacy Policy.

Risk Disclosure

This statement is not intended to provide a comprehensive disclosure of all risks or material considerations associated with investing or trading in financial markets. Investing involves varying degrees of risk, including the possible loss of capital, and may not be suitable for all investors.

Before entering into any investment or trading transaction, you should ensure that you fully understand the nature of the investment, the contractual arrangements involved, and the extent of the risks to which you may be exposed. You should carefully consider whether any investment or trading activity is appropriate in light of your investment objectives, financial circumstances, level of experience, risk tolerance, and any other relevant factors.