Privacy Policy

Information We Collect

We may collect personal information such as your name, email address, phone number, postal address, and any other information you provide through our website, contact forms, or when using our investment consulting services. We may also collect information about your device, browser, IP address, and usage data through cookies and similar technologies.

How We Use Your Information

We use your information to:

• Provide and improve our investment consulting services
• Communicate with you about your account, inquiries, or services
• Send you newsletters, updates, and marketing communications (with your consent)
• Comply with legal and regulatory obligations
• Analyze website usage and improve our offerings
• Personalize your experience and provide tailored recommendations

Data Storage and Security

Your personal information is stored securely on our servers or those of trusted service providers. We implement technical and organizational measures to protect your data from unauthorized access, loss, or misuse. Access to your information is limited to authorized personnel only.

Legal Basis for Processing

We process your personal data based on your consent, the performance of a contract, compliance with legal obligations, or our legitimate interests in providing and improving our services.

Information Sharing

We do not sell or rent your personal information. We may share your information with:

• Trusted partners and service providers who assist us in operating our website and delivering services
• Regulatory authorities or law enforcement, if required by law
• Third parties in connection with a business transfer, merger, or acquisition

Cookies and Tracking Technologies

We use cookies and similar technologies to collect information about your use of our website, remember your preferences, and improve your experience. For more details, see our Cookie Policy.

International Data Transfers

Your information may be transferred to and processed in countries outside of Kenya. We ensure that appropriate safeguards are in place to protect your data in accordance with applicable laws.

Your Rights

You have the right to access, correct, update, or delete your personal information. You may also object to or restrict certain processing activities, and withdraw your consent at any time. To exercise your rights, contact us at [email protected].

Data Retention

We retain your personal information only as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, or resolve disputes.

Children’s Privacy

Our services are not directed to children under 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal data, please contact us for removal.

Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website. We encourage you to review this policy periodically.

Contact Us

If you have any questions, concerns, or requests regarding your personal information or this Privacy Policy, please contact us at [email protected].