Privacy Policy

1. Information We Collect

We may collect the following categories of information when you interact with our website or services:

• Contact information — such as your name, email address, phone number, and business name, when you submit a form or request information.
• Account and usage information — details you provide when setting up or using our services, including preferences and communications.
• Technical data — IP address, browser type, device information, and pages visited, collected automatically through standard web technologies.
• Financial or business information — where relevant to the services you request, such as information you choose to share in connection with capital planning inquiries.

2. How We Use Information

We use the information we collect to:

• Provide, operate, and maintain our website and services
• Respond to inquiries, requests, and support needs
• Improve and personalize the user experience
• Communicate updates, offers, or relevant information, where permitted
• Comply with legal obligations and enforce our terms

3. Legal Basis for Processing

Where applicable law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, our legitimate business interests, or compliance with a legal obligation.

4. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to recognize your browser, remember preferences, and understand how visitors interact with our site. You can usually adjust your browser settings to refuse cookies, though this may affect site functionality.

5. Sharing of Information

We do not sell personal information. We may share information with:

• Service providers who perform functions on our behalf, such as hosting, analytics, or communications tools
• Professional advisors, where necessary for business operations
• Authorities, where required to comply with a legal obligation, regulation, or valid legal request
• A successor entity in connection with a merger, acquisition, or sale of assets

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law.

7. Data Security

We implement reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, which may include the right to access, correct, delete, restrict, or object to certain processing, as well as the right to data portability or to withdraw consent. To exercise any applicable rights, please contact us using the details provided on our website.

9. International Data Transfers

If information is transferred across borders, we aim to ensure appropriate safeguards are in place consistent with applicable data protection requirements.

10. Children's Privacy

Our website and services are intended for business use and are not directed at children. We do not knowingly collect personal information from children.

11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those third parties, and we encourage you to review their respective privacy policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post the revised policy on this page with an updated effective date.

13. Contact Us

If you have questions or requests regarding this Privacy Policy or our data practices, please contact us using the details provided in the footer of this website.