Privacy policy

                                                             Privacy Policy  

You take online privacy seriously, and so do we at Investment Studio. We are committed to protecting the personal information of visitors to our websites. Our online privacy policy describes the information we collect from and about you during your visit to our website. It also describes how we use information about you, with whom we share it and how we protect it.
What personal information does Investment Studio collect online?

We collect information about you from the information you provide to us when you visit our website. This information may include, but is not limited to:

    Name
    Address
    Phone numbers (including mobile)
    Account number
    Account number at a bank or other financial institution, type of bank account and the name of bank or other financial institution
    Email address
    Email referral information
    Date of birth
    Current residential information
    Employment information
    Income information

How does Investment Studio use the personal information it collects online?

We use personal information collected online for various functions, which may include:

    processing your request for services, products or information
    improving our customer service
    servicing your relationship and investment portfolio with us

For example, we may use the information you provide when you complete an online application for a product or service in order to process and evaluate your application. If you request product information, we may use the information you provide to mail you information you request.
Does Investment Studio share the personal information it collects online?

We may share the personal information we collect about you with third parties, such as companies performing services on our behalf to provide the products or services you have requested.

As permitted by law, we may also share information collected about you with companies with whom we have formal agreements to offer you financial products and services. We may share information about you with our affiliates and with non affiliates for analysis, market research and marketing purposes as allowed by law. Finally, we may disclose your personal information as otherwise permitted or required by governing agencies.
Does Investment Studio use cookies or other online technologies to collect information?

When you browse or visit one of our websites, we may store certain information on your computer. This information may be in the form of a small text file called a "cookie".

For example, cookies may be used to remember your bank or auto login preference. Where our website support it, to save you time we may offer you the option to save your username and/or remember your computer by putting a cookie on your machine. Can I disable or delete cookies?
You can disable cookies by making the appropriate selection from your browser options to inform you when cookies are set or to prevent cookies from being set. However, if you choose to disable or delete cookies, you may limit the functionality we can provide when you visit our site.
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