We take your privacy very seriously and are committed to protecting your personal information. This privacy policy describes how we collect, use, and protect your personal information in connection with our investment services.

What Information Do We Collect?

We may collect the following types of personal information from you:

• Contact information, such as your name, address, email address, and telephone number
• Financial information, such as your income, assets, and investment goals
• Identification information, such as your social security number or other government-issued identification number
• Transactional information, such as details about your investments, withdrawals, and account balances

We may collect this information from you directly or from third-party sources, such as credit reporting agencies or other financial institutions.

How Do We Use Your Information?

We may use your personal information for the following purposes:

• To provide you with our investment services, including opening and maintaining your investment account, processing your transactions, and providing you with information about our investment products
• To verify your identity and comply with applicable laws and regulations, including anti-money laundering and know-your-customer rules
• To communicate with you about our investment services and other relevant information, such as market updates and regulatory changes
• To improve our investment services and to conduct research and analysis to better understand our clients' needs and preferences
• To protect our rights and interests, including investigating and preventing fraud and other illegal activities

How Do We Protect Your Information?

We maintain physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, use, or disclosure. We limit access to your personal information to those employees and agents who have a legitimate business need to access it. We also require our third-party service providers to protect your personal information and to use it only for the purposes for which we disclose it to them.

Do We Share Your Information?

We may share your personal information with the following third parties:

• Our affiliates, for the purpose of providing you with investment services and complying with applicable laws and regulations
• Service providers, such as custodians and broker-dealers, who help us provide our investment services
• Government agencies and regulatory authorities, as required by law or regulation

We do not sell your personal information to third parties for marketing purposes.

Your Rights

You have certain rights with respect to your personal information, including the right to:

• Access and receive a copy of your personal information
• Correct any inaccurate or incomplete personal information
• Object to the processing of your personal information in certain circumstances
• Request the deletion of your personal information in certain circumstances
• Withdraw your consent to the processing of your personal information, where applicable

To exercise your rights, please contact us using the contact information provided below.