‘Personal data’ or ‘personal information’ is information that directly identifies you, such as your name and email address, or data that could be used on its own or in combination with other data to identify you.
It is very important for us to be clear about what data we collect, why we collect it, how we use it, and that we comply with applicable privacy and data protection laws.
You can browse our webpages anonymously, although cookies may be collected. However, if you would like to take advantage of our services, you will need to identify yourself to us, and at that point, we will collect your personal information.
Collection and Use of Data:
At all times we try to only collect the information we need for the particular service we are providing. The main way we collect personal information is when you give it to us, or explicitly consent for it to be given to us. This generally occurs:
• when you contact us
• when you complete an online inquiry or request for information
• when you subscribe to our newsletter
• when you submit an order through our online services
• when you ask for access to the information we hold about you.
We collect and process the minimum amount of information to deliver our services to you and to meet our legal requirements under applicable financial services laws. This may include collecting sensitive personal information. This information includes:
• your first, middle, and last name
• your email address
• your address
• your phone number
• your level of trading skill
You agree that, for compliance purposes, we may retain any of your personal information for a period of seven years, although we are not obliged to do so.
We may share your personal information when required to do so by law or with our professional advisers to obtain advice or to meet our accounting or compliance obligations.