Last updated: November 30, 2025
At Investment Platform ("we", "us", or "our"), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our investment platform and services.
1. Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us when you register on the platform, including:
- Full name and contact information (email, phone number, address)
- Date of birth and government-issued identification
- Financial information (bank account details, tax identification numbers)
- Investment objectives and risk tolerance
Automatically Collected Information
When you use our services, we may automatically collect:
- Device information (IP address, browser type, operating system)
- Usage data (pages visited, time spent, features used)
- Transaction history and investment activity
2. How We Use Your Information
We use the information we collect for the following purposes:
- To provide and maintain our investment services
- To verify your identity and comply with legal obligations
- To process transactions and manage your investments
- To communicate with you about your account and our services
- To improve our platform and develop new features
- To detect and prevent fraud and security incidents
- For compliance with applicable laws and regulations
3. Information Sharing and Disclosure
We may share your information in the following circumstances:
Service Providers
We may employ third-party companies to facilitate our services (such as payment processors, identity verification services, or cloud hosting providers). These third parties have access to your information only to perform specific tasks on our behalf and are obligated not to disclose or use it for any other purpose.
Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, government investigations).
Business Transfers
In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information, including:
- Encryption of sensitive data in transit and at rest
- Multi-factor authentication for account access
- Regular security audits and penetration testing
- Employee training on data protection
- Access controls and least-privilege principles
Despite these measures, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
5. Your Data Protection Rights
Depending on your jurisdiction, you may have certain rights regarding your personal information:
- Access: Request a copy of the personal data we hold about you
- Rectification: Request correction of inaccurate or incomplete data
- Erasure: Request deletion of your personal data under certain conditions
- Restriction: Request limitation of processing of your data
- Portability: Request transfer of your data to another service provider
- Objection: Object to certain processing activities
To exercise these rights, please contact us using the information provided below. We may need to verify your identity before processing your request.
6. Data Retention
We retain your personal information only for as long as necessary to:
- Provide the services you have requested
- Comply with our legal obligations (such as anti-money laundering regulations)
- Resolve disputes
- Enforce our agreements
Financial records are typically retained for a minimum of 5 years after account closure as required by financial regulations.
7. International Data Transfers
Your information may be transferred to — and maintained on — computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.
We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.
8. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to track activity on our platform and hold certain information to improve your experience. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.
9. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete such information.
10. Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top.
You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
11. Contact Us
If you have any questions about this Privacy Policy, please contact us:
- By email: privacy@investmentplatform.com
- By mail: Data Protection Officer, Investment Platform, 123 Financial District, Suite 100, New York, NY 10001
- By phone: +1 (555) 123-4567