Privacy Policy
At Capstone Investments SA (“Company,” “we,” “us,” or “our”), we are committed to safeguarding your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you interact with us.
1. Information We Collect
We may collect various types of personal information from you, including but not limited to:
- Personal Identifiers: Name, address, phone number, email address, date of birth, and government-issued identification numbers.
- Financial Information: Bank account details, credit card numbers, transaction history, investment preferences, and financial goals.
- Online Activity: IP address, browser type, device information, and data collected through cookies and similar technologies.
2. How We Use Your Information
We use your personal information for the following purposes:
- Service Delivery: To provide and manage our financial services, including investment management and advisory services.
- Communication: To contact you with important information about your account, updates, and marketing materials, where you have opted in.
- Compliance: To comply with legal and regulatory obligations, including anti-money laundering (AML) requirements and tax reporting.
- Improvement: To analyze and improve our services, website, and overall customer experience.
3. Disclosure of Your Information
We may share your personal information with third parties in the following circumstances:
- Service Providers: With trusted third-party providers who assist in delivering our services, such as custodians, payment processors, and IT providers.
- Legal Requirements: To comply with applicable laws, regulations, legal processes, or governmental requests.
- Consent: Where you have provided consent or directed us to share your information.
- Business Transfers: In the event of a merger, acquisition, or sale of all or part of our assets, your personal information may be transferred to the acquiring entity.
4. Data Security
We implement a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These include encryption, secure servers, and access controls. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
5. Your Rights
Depending on your jurisdiction, you may have certain rights regarding your personal information, including:
- Access: The right to request access to your personal information.
- Correction: The right to request correction of inaccurate or incomplete information.
- Deletion: The right to request deletion of your personal information, subject to legal obligations.
- Opt-Out: The right to opt out of marketing communications.
- Data Portability: The right to request transfer of your personal information to another service provider.
6. Cookies and Tracking Technologies
We may use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings; however, disabling them may affect certain website features.
7. International Data Transfers
If you are located outside of [Your Jurisdiction], your personal information may be transferred to and processed in countries other than your own. We will take appropriate measures to ensure your data remains protected in accordance with this Privacy Policy.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any significant changes will be posted on our website with an updated effective date. Continued use of our services constitutes acceptance of those changes.
9. Contact Information
If you have any questions regarding these Agreement Specifications, please contact Capstone Investments using the contact details provided by your Investment Representative or through the Firm’s official client service channels.