Effective Date: February 2025
Your privacy is important to us. This policy outlines how Form Invest collects, uses, and protects your personal information when you use our investment services.
Form Invest is committed to protecting your personal information and maintaining your trust. We believe transparency about data collection and usage is essential for our client relationships.
We collect information necessary to provide professional investment services and maintain regulatory compliance. This includes both information you provide directly and data collected through your use of our platform.
Name, address, phone number, date of birth, and identification documents required for account verification and regulatory compliance.
Investment objectives, risk tolerance, income details, and asset information necessary for portfolio formation and investment advice.
IP address, browser type, device information, and website usage patterns to improve our platform and ensure security.
Your information is used exclusively for legitimate business purposes related to providing investment services and maintaining our professional relationship with you.
Creating and managing your investment portfolio, providing consultation services, and delivering personalized investment advice based on your financial situation.
Meeting legal and regulatory requirements including client identification, anti-money laundering procedures, and financial industry reporting obligations.
Sending account updates, market insights, policy changes, and responding to your inquiries about our investment services.
Analyzing website usage to enhance user experience, improve security measures, and develop better investment tools and resources.
We do not sell or rent your personal information to third parties. Information sharing is limited to specific circumstances necessary for service delivery and legal compliance.
Trusted partners who assist in delivering our services, such as custodial banks, technology providers, and regulatory compliance services. These partners are bound by confidentiality agreements.
Government agencies and regulatory bodies when required by law, court order, or regulatory investigation. We will notify you of such requests unless prohibited by law.
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity, subject to the same privacy protections.
We implement comprehensive security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
All sensitive data is encrypted both in transit and at rest using industry-standard encryption protocols and security certificates.
Strict access controls ensure only authorized personnel can access your information, with all access logged and monitored.
Our security systems undergo regular testing and audits to identify and address potential vulnerabilities promptly.
You have several rights regarding your personal information. We are committed to facilitating the exercise of these rights in accordance with applicable privacy laws.
Request a copy of the personal information we hold about you and how it is being used.
Request correction of inaccurate or incomplete personal information in our records.
Request deletion of your personal information, subject to legal and regulatory retention requirements.
Request restriction of processing your personal information in certain circumstances.
We retain your personal information only as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements.
Client records are typically retained for seven years after account closure, as required by financial industry regulations. Some information may be retained longer if required by law or for legitimate business purposes.
This privacy policy may be updated periodically to reflect changes in our practices, services, or applicable laws. Material changes will be communicated through our website and direct client notifications.
We encourage you to review this policy regularly to stay informed about how we protect your personal information and privacy rights.
If you have questions about this privacy policy or how we handle your personal information, we encourage you to contact our privacy team through the contact information provided on our website.