Privacy Policy
Last updated: November 2024
1. Information We Collect
We collect information you provide directly to us, including your name, email address, phone number, financial information relevant to tax planning, and any other information you choose to provide when using our services or contacting us.
2. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Connect you with appropriate tax-advantaged investment strategies
- Communicate with you about our services, updates, and promotional offers
- Comply with legal obligations and protect our rights
3. Information Sharing
We may share your information with our trusted partners who provide investment strategies, but only with your consent and as necessary to deliver our services. We do not sell your personal information to third parties.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
5. Your Rights
You have the right to access, correct, or delete your personal information. You may also opt out of marketing communications at any time by contacting us or using the unsubscribe link in our emails.
6. Contact Us
If you have any questions about this Privacy Policy, please contact us at privacy@upxcapital.com.