Legal

Privacy Policy

This Privacy Policy explains how Clear Equitorament collects, uses, discloses, and safeguards information when you visit our website or use our services. This is a general template and should be reviewed and adapted to reflect your actual data practices and applicable law before publication.

Last updated: [Insert Date]

Contents

1. Information We Collect

Clear Equitorament may collect information that you provide directly to us, such as your name, email address, and any details submitted through contact forms, account registration, or correspondence. We may also collect information automatically when you access our website, including device information, browser type, IP address, pages visited, and referring URLs, typically through cookies and similar technologies.

Where our services involve the analysis of financial or market data on your behalf, we may also process information you choose to upload or connect, such as portfolio identifiers or preference settings. We do not knowingly collect sensitive categories of personal data unless voluntarily provided by you.

2. How We Use Information

We use the information we collect for purposes including:

  • Providing, operating, and maintaining our website and services
  • Responding to inquiries, support requests, and feedback
  • Personalizing content and improving user experience
  • Monitoring usage patterns and diagnosing technical issues
  • Communicating updates, service notices, or promotional material, where permitted
  • Complying with applicable legal and regulatory obligations

4. Sharing of Information

We do not sell personal information. We may share information with:

  • Service providers who perform functions on our behalf, such as hosting, analytics, and communication tools, under confidentiality obligations
  • Professional advisors, including legal and compliance consultants, where necessary
  • Regulatory or governmental authorities, where required by law
  • A successor entity in the event of a merger, acquisition, or sale of assets

Any third party with whom we share information is expected to apply appropriate safeguards consistent with this Policy.

5. Cookies and Tracking Technologies

Our website may use cookies, pixels, and similar technologies to recognize your browser, remember preferences, and analyze traffic. You can control cookies through your browser settings, including blocking or deleting them; however, disabling cookies may affect certain features of our website. We do not currently respond to "Do Not Track" browser signals.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required or permitted by law. Criteria used to determine retention periods include the duration of an ongoing relationship, legal obligations, and the resolution of disputes.

7. Data Security

We implement reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal information, which may include the right to access, correct, delete, restrict, or object to processing, and the right to data portability. To exercise any applicable rights, please contact us using the details below. We will respond to verified requests within a reasonable timeframe and in accordance with applicable law.

9. International Data Transfers

If you access our services from outside the country in which our servers or service providers are located, your information may be transferred to, stored, and processed in a jurisdiction with different data protection laws than your own. Where required, we take steps intended to ensure that such transfers comply with applicable data protection requirements.

10. Third-Party Links

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

11. Children's Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take steps to delete it promptly.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. Any updates will be posted on this page along with a revised "Last updated" date. Your continued use of our website following any changes constitutes acceptance of the updated Policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please reach out via our Contact page. You may also write to us at the address listed in the footer of this website.