Privacy policy

At I Cap Financial Services, we are committed to safeguarding the privacy and security of our client’s personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your data when you interact with our website or use our financial planning and wealth management services. By accessing our website or using our services, you agree to the terms outlined in this Privacy Policy.

  1. Information Collection: We collect personal information from our clients to provide them with tailored financial planning and wealth management services. The information we collect may include but is not limited to your name, contact details, financial information, investment preferences, and other data relevant to the services we offer.

  2. Use of Information: The personal information we gather is primarily used to understand your financial goals, assess your risk profile, and create personalized financial strategies to meet your specific needs. Additionally, we may use your data to improve our services, communicate with you about updates or relevant financial insights, and comply with legal and regulatory requirements.

  3. Information Sharing: We understand the importance of your privacy, and we do not sell, lease, or trade your personal information to third parties for marketing purposes. However, we may share your data with affiliated companies, financial institutions, or third-party service providers involved in the process of providing our financial planning and wealth management services. These entities are contractually bound to protect your data and use it solely for the purpose for which it was shared.

  4. Data Security: We employ industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Our website and databases are encrypted, and we regularly update our security protocols to mitigate potential risks.

  5. Cookies and Tracking: To enhance your experience on our website, we may use cookies and similar technologies. Cookies are small data files stored on your device that help us remember your preferences and optimize website performance. These cookies do not collect personal information unless explicitly provided by you.

  6. Third-Party Websites: Our website may contain links to third-party websites or services. Please be aware that these external sites have their privacy policies, and we do not assume responsibility for their content or practices. We encourage you to review the privacy policies of any website you visit through our links.

  7. Consent: By using our website and services, you consent to the terms of this Privacy Policy. If you do not agree with any aspect of this policy, we kindly ask you not to use our website or avail of our financial planning and wealth management services.

  8. Changes to the Privacy Policy: We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. Any modifications will be effective immediately upon posting on our website, and we recommend regularly reviewing this page for any updates.

If you have any questions or concerns regarding our Privacy Policy or the handling of your personal information, please contact us at [contact email/phone number]. We are dedicated to protecting your privacy and providing you with exceptional financial services tailored to your needs.