PRIVACY POLICY

This Privacy Policy describes my policies and procedures on the collection, use and disclosure of your information when you use the service and tells you about your privacy rights and how the law protects you.

As your Investment Manager, I am committed to maintaining the confidentiality and security of your personal and financial information.

Information Collection

I collect personal information from you, including:

• Contact details (name, address, phone number, email)
• Financial information (income, assets, liabilities, investment goals)
• Identification documents (driver's license, passport, tax ID number)

Information Use

I use your information to:

• Provide investment advice and management services
• Open and manage your investment accounts
• Process transactions and maintain records
• Comply with regulatory requirements and legal obligations

Information Sharing

I may share your information with:

• Affiliated companies and third-party service providers (custodians, brokers, etc.)
• Regulatory bodies and law enforcement agencies (as required by law)
• Your authorized representatives (with your consent)

Information Security

I implement appropriate technical and organizational measures to protect your information from:

• Unauthorized access, disclosure, or use
• Loss, theft, or destruction
• Accidental disclosure or processing

Data Retention

I retain your information for as long as necessary to provide services and comply with legal obligations.

Your Rights

You have the right to:

• Access and correct your information
• Request data deletion or restriction of processing
• Object to processing for legitimate reasons

Changes to this Policy

I may update this Privacy Policy from time to time. I will notify you of significant changes.

By working with Selma Briggs Wilson as your Investment Manager, you acknowledge that you have read, understood and accepted this Privacy Policy.

If you have any questions about this Privacy Policy, you can contact me.

Contact Me