Privacy Policy

Privacy Policy

At STRATEGIX ("we," "our," or "us"), we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you visit our website or use our investment services. By accessing or using our Site and services, you agree to the practices described in this Privacy Policy.

Information We Collect

We collect various types of personal information to provide you with our investment services. This information may include

  • Personal Information: Name, email address, phone number, mailing address, and other contact details.
  • Information: Investment accounts, transaction history, all types of goals, income, and investment preferences.
  • Account InformationUsername, password, and other credentials necessary to access your investment account.

How We Use Your Information

  • To provide, maintain, and improve our financial investment services
  • To verify your identity and process transactions.
  • To send you account related communications, including confirmations, notifications, and updates.
  • To personalize your experience and provide recommendations based on your financial preferences and goals.
  • To comply with applicable legal, regulatory, and industry standards.
  • To respond to your customer service inquiries or provide assistance with your account
  • To conduct research and analytics in order to improve our services.

How We Share Your Information

  • Legal and Regulatory Compliance: We may disclose your information to comply with legal obligations, respond to lawful requests, or protect our rights, safety, and property.
  • Business Transactions: In the event of a merger, acquisition, or sale of assets, your personal information may be transferred as part of that transaction. We will notify you of such changes in accordance with applicable privacy laws.

Data Security

We take the security of your personal information seriously and use commercially reasonable security measures to protect it from unauthorized access, alteration, or disclosure. However, no method of transmitting data over the Internet is completely secure, and we cannot guarantee the absolute security of your information.

We encourage you to take steps to protect your personal information, such as using strong passwords and keeping your login credentials confidential.

Your Rights and Choices

You have several rights regarding your personal information:

  • Access and Correction: You can request access to the personal information we hold about you and ask for corrections to any inaccurate or incomplete information.
  • Deletion: You may request that we delete your personal information, subject to certain exceptions, such as if we are required to retain it for legal or regulatory purposes.
  • OptOut: You can opt out of receiving marketing communications by following the unsubscribe instructions in any email we send or by contacting us directly.
  • Data Portability:You may request a copy of your personal information in a structured, machine readable format.

Third Party Links

Our Site may contain links to third party websites or services that are not operated by us. We are not responsible for the privacy practices or the content of these external sites. We encourage you to review the privacy policies of any third party sites you visit.

Children's Privacy

The Site is not intended for individuals under the age of 18. We do not knowingly collect or solicit personal information from children. If we become aware that we have collected personal information from a child under the age of 18, we will take steps to delete that information as soon as possible.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or new features. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your personal information.

Contact Us

If you have any questions or concerns about this Privacy Policy, or if you would like to exercise your rights regarding your personal information, please contact us at:

Strategix Wealth Solutions

mail : info@strategixwealth.com

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