Privacy notice
Data we process
Identity and KYC materials, banking details for payouts, portfolio and ledger data, device sessions, and support correspondence.
Purpose
Onboarding and servicing HNI mandates, compliance, deposit and withdrawal processing, and account protection.
Access
Authorised desk staff, contracted processors, and parties required by law. Mandates are not used as public marketing case studies.
Your controls
- Security and session settings in the investor app
- Access or correction requests via RM or desk email
- Watermarked vault / statement circulation for named clients
Retention
As required for active mandates and applicable law. Signed schedules prevail where more specific.