Privacy policy
How Capital Management handles your Data
INTRODUCTION
Welcome to Capital Management. Capital Management (“we,” “our,” “us”) is committed to protecting the privacy and personal information of our clients, partners, and website visitors. This Privacy Policy outlines how we collect, use, share, and safeguard your personal data when you interact with our website, www.capitalmanagement.com (the “Site”), and our services.
By using our Site and engaging with our services, you consent to the collection and use of your personal information in accordance with this policy. If you do not agree with these terms, please refrain from using our Site.
1. Information We Collect
We may collect the following types of personal information:
- Contact Information: Full name, email address, phone number, and mailing address.
- Client Information: Financial data, investment preferences, risk profiles, and service-related records.
- Account Access Information: Login credentials, account activity, and authentication details for secure client portals.
- Payment Information: Billing details and payment history related to our advisory or consulting services.
- Technical Data: IP address, browser type, device information, and other analytical data are collected automatically when visiting our Site.
- Communication Records: Details from inquiries, consultation requests, or correspondence with our team.
- Marketing Preferences: Data on communication preferences and interactions with newsletters or updates.
2. How We Use Your Information
We use the personal data collected for the following purposes:
- Service Delivery: To provide personalized investment advisory services, portfolio support, and consultations.
- Client Communication: To respond to inquiries, schedule consultations, and maintain ongoing client relationships.
- Compliance: To meet legal, regulatory, and contractual obligations.
- Business Operations: To analyze performance, enhance services, and improve user experience on our Site.
- Marketing (Optional): To share firm updates, event invitations, and industry insights, only if you have opted in.
3. How We Share Your Information
Capital Management does not sell your personal data. We may share your information under the following conditions:
- Third-Party Providers: With service partners who assist us in delivering secure digital services, payment processing, or compliance support.
- Legal Requirements: If compelled by law or regulatory authorities, we may disclose information in accordance with legal processes.
- Business Continuity: In the case of a corporate restructuring or transition of ownership, client data may be transferred under confidentiality obligations.
4. Data Security
We employ industry-standard measures to protect your information from unauthorized access, alteration, or disclosure. While we take reasonable steps to ensure data security, no system is completely immune to threats. We encourage users to take precautions when sharing information online.
5. Your Rights
As a user or client, you have the right to:
- Access: Request details of the personal information we hold about you.
- Correction: Request corrections or updates to inaccurate or outdated data.
- Deletion: Request the removal of your personal data, subject to legal and contractual obligations.
- Communication Preferences: Opt out of marketing communications at any time using the unsubscribe link in our emails or by contacting us directly.
6. Cookies and Tracking Technologies
Our Site uses cookies and related technologies to analyze usage, enhance functionality, and personalize content. You may manage your cookie preferences through your browser settings. By continuing to use the Site, you consent to the use of such technologies.
7. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any revisions will be reflected on this page with a revised effective date. We encourage you to review this policy from time to time to stay informed about how we handle your personal data.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices,
please contact us at:
Capital Management
Email: info@capitalmanagement.com
Phone: +971 (0)X XXX XXXX
Website: www.capitalmanagement.com
