Privacy Policy for KAP Global Investment Services
Effective Date: [02/05/2023]
At KAP Global Investment Services (“KAP Global,” “we,” “our,” or “us”), we understand the importance of protecting your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information. By using our services or accessing our website, you consent to the practices described in this Privacy Policy. Please read this document carefully to understand our policies regarding your personal data.
Information Collection and Use:
We may collect various types of information from clients, potential clients, and visitors to our website. The information we collect includes but is not limited to:
1.1. Personal Information:
This includes your name, address, phone number, email address, date of birth, social security number, financial information, and other details necessary to provide our services and comply with regulatory requirements.
1.2. Account Information:
Information about your investments, transactions, and account history with us.
1.3. Website Usage Data:
Information about your interaction with our website, including IP address, browser type, referring/exit pages, operating system, date/time stamp, and clickstream data.
Use of Information:
We may use the collected information for the following purposes:
2.1. To Provide Services:
To administer your accounts, execute transactions, and provide wealth management services.
2.2. Communication:
To communicate with you about your accounts, updates, events, and other relevant information.
2.3. Marketing:
To send you marketing materials and information about our products and services that we believe may be of interest to you. You have the option to opt-out of such communications.
2.4. Compliance and Legal Obligations:
To fulfill legal and regulatory requirements and ensure compliance with applicable laws.
2.5. Improve Services:
To enhance and improve our services, user experience, and website functionality.
Information Sharing:
We may share your information with the following parties, as necessary:
3.1. Service Providers:
We may share information with third-party service providers who assist us in providing our services, maintaining our systems, and conducting business operations.
3.2. Regulatory and Legal Authorities:
We may disclose information to comply with legal obligations, respond to regulatory inquiries, and protect our rights, property, or safety.
3.3. Affiliates:
We may share information with our affiliated companies, provided they adhere to the same privacy standards outlined in this policy.
Security:
We take the security of your information seriously. We employ reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction.
Cookies and Tracking Technologies:
We may use cookies and similar tracking technologies to analyze website usage, improve user experience, and personalize content.
Third-Party Links:
Our website may contain links to third-party websites or services. Please note that this Privacy Policy applies only to our website and services. We do not control the privacy practices of third-party sites, and we encourage you to review their privacy policies.
Data Retention:
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.
Your Rights:
You have the right to access, correct, update, or delete your personal information. You may also withdraw your consent for us to process your data, subject to legal and contractual obligations.
Changes to the Privacy Policy:
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, regulatory, or operational reasons. We will notify you of any material changes.
Contact Us:
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at investing@kapfinserv.com .
By using our services or accessing our website, you agree to the terms of this Privacy Policy.
