Information we collect
During onboarding and account use we collect identity details (name, date of birth), contact details, address, tax identifiers, banking details, government ID, signed documents and usage information.
How we use it
To verify your identity, meet legal and regulatory obligations (including KYC/AML), process investments and distributions, prepare tax documents, communicate with you, and secure the platform.
How we store and protect it
Data is encrypted in transit, access is limited to authorized personnel by role, and sensitive values such as full tax IDs and bank account numbers are restricted to staff who need them.
Sharing
We share information only with service providers that help operate the platform (identity verification, banking, email), with fund administrators and auditors, or where required by law. We do not sell personal information.
Retention
We retain records for as long as your account is active and as long afterward as required by securities, tax and anti-money-laundering rules.
Your choices
You may request access to or correction of your information, opt out of marketing emails, or request account deletion from your profile, subject to legal retention requirements. Contact us using the Contact Us button.