Privacy Policy

This Privacy Policy (“Policy”) forms part of the terms and conditions (“Terms”) relating to the use of the website www.intellistocks.comor the app provided by Intellistocks Investment Advisory and (together with its parent, subsidiaries, affiliate companies and their respective directors, partners, officers, employees or agents (Hereafter referred as“Intellistocks”,“we”, “us”, “our”). Intellistocks is the data controller of any personal information provided to us, via this website or otherwise.

Intellistocks is committed to safeguarding the privacy of the personal information that is provided to us or collected by us during the course of our business as well as the personal information we receive from you(“User”, “you” or “your”). This Policy, describes how and why we collect, store and use personal information, and provides information about your rights. Please read the following information carefully to understand our views and practices regarding how we handle personal information.

For the purposes of applicable data protection law,Intellistocks is the “data controller” of your personal information.

1.      CHANGES TO THIS PRIVACY POLICY

We reserve the right, in our sole discretion, to modify, add or delete provisions of this Privacy Policy at any time. We will post the effective date of any change at the top of this Privacy Policy. Your use of our Website after the effective date of any such modification means you accept and agree to be bound by the Privacy Policy, as modified. We urge you to come back to this policy and review this Privacy Policy regularly so that you remain aware of the terms and conditions that apply to you.

2.      WHAT INFORMATION DO WE COLLECT ABOUT YOU?

We may collect personal information from you through your use of the website, when you request information from us, when you engage us for legal services, or as a result of your relationship with any of our clients.

We may request, and collect from you, personal information and other information. Depending on the information or services you request, we may ask you to provide your name, phone numbers, address, email address, passport details, and other such personal information.

By providing us with any personal information, you are consenting to the use of your personal information as contemplated in this privacy notice. If you do not want us to use your personal information for any of these purposes, please do not provide us with your personal information.

In addition to the personal information you knowingly provide to us, with regard to each of your visits to our website or app, we may automatically collect the following information:

Technical information, including the Internet protocol (IP)address used to connect your computer to the Internet, browser type and version, time zone setting, location; browser plug-in types and versions, operating system, as well as the admin system and aggregated data reports. That data is statistical in nature and tells us about the navigational behavior and actions of our users and does not divulge any information about the identity of any individual; and Information about your visit; services you viewed or searched for; page response times, download errors, length of visits, page interaction information (such as scrolling, clicks, and mouse-overs); and in addition, we may use third party services such as Google Analytics that collect, monitor and analyze information about Demographics and Navigational Behavior. Demographics may include information such as gender, country of provenance and age. Navigational Behavior may include information such as pages viewed during a session, time spent on a given page and engagement with the Site's content such as clicks and form submissions i.e. subscription to our e-newsletters).

For that same reason, we can obtain information about your general use of the internet using cookie files, which are small files that are sent to us and which are stored in your computer or other device's hard drive. The cookies help us improve our Site as well as provide a better and more personalized service. They allow us to:·

        . Estimate the size and nature of our audience as well as its behavioral tendencies on our Site·
        . Store information about our users' preferences, which allows us to personalize our Site in conjunction with individual interests·
        . Accelerate your search·
        . Recognize you when you come back on our Site.

If you wish to remove cookies, you can deactivate cookies within your browser's parameters. However, if you deactivate your cookies, you might not be able to access some parts of our Site. Unless you deactivate cookies, the system on our Site will send cookies by default

3.      HOW WE USE THE INFORMATION
We will only use your personal information for our legitimate business purposes To:·
        Process and respond to inquiries, and provide our services;·
        Help us provide personalized features;·
        Manage our relationship with you and our clients;·
        Provide information and market our services;·
        Compile anonymous statistics, such as website usage statistics and statistics on the effectiveness of invitations and other emails; and·
        Allow our custodian and brokerage providers(through whom we are able to provide our services) ·
        Comply with the regulations of all jurisdictions which they must comply in order to provide their services; and Where otherwise required by law.

 4.      CLIENT RELATIONSHIP MANAGEMENT

We operate a Client Relationship Management email mailing list program, which we use to inform clients and other contacts about our services, including our publications and events. Such marketing messages may contain tracking technologies in order to track subscriber activity relating to engagement, demographics and other data, and to build subscriber profiles.

If you would like to cease receiving marketing materials from us at any time, please let our CRM management team know directly. You can also change your preferences for receiving our marketing emails and legal updates from us at any time, and you can unsubscribe by following the instructions specified in our marketing emails or via the websites. Please update your details by contacting our CRM management team by email atgrowth@intellistocks.com.

 5.      WHOM DO WE DISCLOSE YOUR INFORMATION?

We may share your information within our group of companies, with our third party business partners, business associates, subcontractors and other third parties for the purposes set out below.

We may disclose your personal information to a recipient (i)for the purposes of outsourcing one or more of the purposes-related functions described above; (ii) to confirm or update information provided by you; (iii)to inform you of events, information about our services, and other important information, or (iv) for other purposes disclosed at or before the time the information is collected.

We may also disclose your personal information or any portions thereof (a) as required by, or to comply with, applicable law, regulation, court process or other statutory requirement; and (b) respond to requests from any regulatory, supervisory or governmental authorities In relation to any other third parties we will only disclose your information where you have given your consent or where we are required todo so by law, or where it is necessary for the purpose of, or in connection with legal proceedings or in order to exercise or defend legal rights.

 6.      Cross-border transfer of your information

It may sometimes be necessary for us to share your personal information with other Entities around the world or for such our group companies to share your information with partners. It may also be necessary for us to share your personal information with associated professional services firms around the world, who provide services to us or on our behalf (including data storage facilities or online storage located across the globe, which maybe operated by independent service contractors). This will entail a transfer of personal information.

The level of personal information protection in locations outside our base location may be less than that offered within our base location or the country in which you reside and may not be recognized as providing an adequate level of protection, but we have procedures in place to ensure the protection of personal information. These procedures include putting steps in place to ensure that all such entities keep your personal information confidential and secure and only use it for the purposes that we have specified and communicated to you. When we transfer your information to other countries, we will use, share and safeguard that information as described in this privacy notice. We only transfer personal information to these countries, with your consent, when it is necessary for the services we provide you, or subject to appropriate safeguards that assure the protection of your personal information, such as standard contractual clauses.

 7.      Your rights Data protection laws may provide you with certain rights to access data, as well as rights for data to be erased, corrected, used for only limited purposes, not used at all, or transferred to you or a third party. You may have the following rights under data protection laws:·
        Right of subject access: The right to make a written request for details of personal data about you held by Intellistocks and a copy of that personal data.·

       .Right to rectification: The right to have inaccurate information about you rectified.·
       .Right to erasure (‘right to be forgotten’): The right to have certain personal data about you erased.·
       .Right to restriction of processing: The right to request that your personal data is only used for restricted purposes.·
       .Right to object: The right to object to the use of personal data.·
       .Right to data portability: The right to ask for personal data you have made available to us to be transferred to you or a third party in machine-readable formats.·
       .Right to withdraw consent: The right to with draw any consent you have previously given us to handle your personal data. If you with draw your consent, this will not affect the lawfulness of Intellistocks use of your personal data prior to the withdrawal of your consent.

These rights are not absolute: they do not always apply and exemptions may be applicable. We may, in response to a request ask you to verify your identity and to provide information that helps us to understand your request better. If we do not comply with your request, we will inform you-why.
If you would like to exercise any of the above rights, please contact us at compliance@Intellistocks.com.

 8.      Confidentiality

The information you provide may be confidential, and we will maintain such confidentiality and protect your information in accordance withthis privacy notice, our professional obligations and applicable law. We do not sell, rent, distribute, or otherwise make, personal information commerciallyavailable to any third party. We may share information with our service providers for the purposes set out in this privacy notice.

9.      Information security

We have implemented reasonable administrative, technical and physical measures to protect your personal information against loss, misuse and alteration.

10.  How long we keep your personal information

We will retain your personal information for the length of time needed to fulfil the purposes for which it was collected (as outlined in this Policy) unless a longer retention period is required or permitted by law. Your personal information that is processed for marketing purposes will be stored until you exercise the right to withdraw consent, and once such right is exercised, your personal information will be kept only during the applicable statute of limitations period for any disputes or liabilities that may arise as a consequence of the processing of that information. Once potential actions are time-barred we will proceed to delete the personal data. In any other circumstances, we will only retain your personal information for a shorter or longer period as required by any applicable law.

 11.  Changes to this privacy policy

 This Privacy Policy is effective as of October 20th 2022 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy without any notice at any time and you should check this Privacy Policy periodically.

This Privacy Policy (“Policy”) forms part of the terms and conditions (“Terms”) relating to the use of the website www.intellistocks.comor the app provided by Intellistocks Investment Advisory and (together with its parent, subsidiaries, affiliate companies and their respective directors, partners, officers, employees or agents (Hereafter referred as“Intellistocks”,“we”, “us”, “our”). Intellistocks is the data controller of any personal information provided to us, via this website or otherwise.

Intellistocks is committed to safeguarding the privacy of the personal information that is provided to us or collected by us during the course of our business as well as the personal information we receive from you(“User”, “you” or “your”). This Policy, describes how and why we collect, store and use personal information, and provides information about your rights. Please read the following information carefully to understand our views and practices regarding how we handle personal information.

For the purposes of applicable data protection law,Intellistocks is the “data controller” of your personal information.

1.      CHANGES TO THIS PRIVACY POLICY

We reserve the right, in our sole discretion, to modify, add or delete provisions of this Privacy Policy at any time. We will post the effective date of any change at the top of this Privacy Policy. Your use of our Website after the effective date of any such modification means you accept and agree to be bound by the Privacy Policy, as modified. We urge you to come back to this policy and review this Privacy Policy regularly so that you remain aware of the terms and conditions that apply to you.

2.      WHAT INFORMATION DO WE COLLECT ABOUT YOU?

We may collect personal information from you through your use of the website, when you request information from us, when you engage us for legal services, or as a result of your relationship with any of our clients.

We may request, and collect from you, personal information and other information. Depending on the information or services you request, we may ask you to provide your name, phone numbers, address, email address, passport details, and other such personal information.

By providing us with any personal information, you are consenting to the use of your personal information as contemplated in this privacy notice. If you do not want us to use your personal information for any of these purposes, please do not provide us with your personal information.

In addition to the personal information you knowingly provide to us, with regard to each of your visits to our website or app, we may automatically collect the following information:

Technical information, including the Internet protocol (IP)address used to connect your computer to the Internet, browser type and version, time zone setting, location; browser plug-in types and versions, operating system, as well as the admin system and aggregated data reports. That data is statistical in nature and tells us about the navigational behavior and actions of our users and does not divulge any information about the identity of any individual; and Information about your visit; services you viewed or searched for; page response times, download errors, length of visits, page interaction information (such as scrolling, clicks, and mouse-overs); and in addition, we may use third party services such as Google Analytics that collect, monitor and analyze information about Demographics and Navigational Behavior. Demographics may include information such as gender, country of provenance and age. Navigational Behavior may include information such as pages viewed during a session, time spent on a given page and engagement with the Site's content such as clicks and form submissions i.e. subscription to our e-newsletters).

For that same reason, we can obtain information about your general use of the internet using cookie files, which are small files that are sent to us and which are stored in your computer or other device's hard drive. The cookies help us improve our Site as well as provide a better and more personalized service. They allow us to:·

        . Estimate the size and nature of our audience as well as its behavioral tendencies on our Site·
        . Store information about our users' preferences, which allows us to personalize our Site in conjunction with individual interests·
        . Accelerate your search·
        . Recognize you when you come back on our Site.

If you wish to remove cookies, you can deactivate cookies within your browser's parameters. However, if you deactivate your cookies, you might not be able to access some parts of our Site. Unless you deactivate cookies, the system on our Site will send cookies by default

3.      HOW WE USE THE INFORMATION
We will only use your personal information for our legitimate business purposes To:·
        Process and respond to inquiries, and provide our services;·
        Help us provide personalized features;·
        Manage our relationship with you and our clients;·
        Provide information and market our services;·
        Compile anonymous statistics, such as website usage statistics and statistics on the effectiveness of invitations and other emails; and·
        Allow our custodian and brokerage providers(through whom we are able to provide our services) ·
        Comply with the regulations of all jurisdictions which they must comply in order to provide their services; and Where otherwise required by law.

 4.      CLIENT RELATIONSHIP MANAGEMENT

We operate a Client Relationship Management email mailing list program, which we use to inform clients and other contacts about our services, including our publications and events. Such marketing messages may contain tracking technologies in order to track subscriber activity relating to engagement, demographics and other data, and to build subscriber profiles.

If you would like to cease receiving marketing materials from us at any time, please let our CRM management team know directly. You can also change your preferences for receiving our marketing emails and legal updates from us at any time, and you can unsubscribe by following the instructions specified in our marketing emails or via the websites. Please update your details by contacting our CRM management team by email atgrowth@intellistocks.com.

 5.      WHOM DO WE DISCLOSE YOUR INFORMATION?

We may share your information within our group of companies, with our third party business partners, business associates, subcontractors and other third parties for the purposes set out below.

We may disclose your personal information to a recipient (i)for the purposes of outsourcing one or more of the purposes-related functions described above; (ii) to confirm or update information provided by you; (iii)to inform you of events, information about our services, and other important information, or (iv) for other purposes disclosed at or before the time the information is collected.

We may also disclose your personal information or any portions thereof (a) as required by, or to comply with, applicable law, regulation, court process or other statutory requirement; and (b) respond to requests from any regulatory, supervisory or governmental authorities In relation to any other third parties we will only disclose your information where you have given your consent or where we are required todo so by law, or where it is necessary for the purpose of, or in connection with legal proceedings or in order to exercise or defend legal rights.

 6.      Cross-border transfer of your information

It may sometimes be necessary for us to share your personal information with other Entities around the world or for such our group companies to share your information with partners. It may also be necessary for us to share your personal information with associated professional services firms around the world, who provide services to us or on our behalf (including data storage facilities or online storage located across the globe, which maybe operated by independent service contractors). This will entail a transfer of personal information.

The level of personal information protection in locations outside our base location may be less than that offered within our base location or the country in which you reside and may not be recognized as providing an adequate level of protection, but we have procedures in place to ensure the protection of personal information. These procedures include putting steps in place to ensure that all such entities keep your personal information confidential and secure and only use it for the purposes that we have specified and communicated to you. When we transfer your information to other countries, we will use, share and safeguard that information as described in this privacy notice. We only transfer personal information to these countries, with your consent, when it is necessary for the services we provide you, or subject to appropriate safeguards that assure the protection of your personal information, such as standard contractual clauses.

 7.      Your rights Data protection laws may provide you with certain rights to access data, as well as rights for data to be erased, corrected, used for only limited purposes, not used at all, or transferred to you or a third party. You may have the following rights under data protection laws:·
        Right of subject access: The right to make a written request for details of personal data about you held by Intellistocks and a copy of that personal data.·

       .Right to rectification: The right to have inaccurate information about you rectified.·
       .Right to erasure (‘right to be forgotten’): The right to have certain personal data about you erased.·
       .Right to restriction of processing: The right to request that your personal data is only used for restricted purposes.·
       .Right to object: The right to object to the use of personal data.·
       .Right to data portability: The right to ask for personal data you have made available to us to be transferred to you or a third party in machine-readable formats.·
       .Right to withdraw consent: The right to with draw any consent you have previously given us to handle your personal data. If you with draw your consent, this will not affect the lawfulness of Intellistocks use of your personal data prior to the withdrawal of your consent.

These rights are not absolute: they do not always apply and exemptions may be applicable. We may, in response to a request ask you to verify your identity and to provide information that helps us to understand your request better. If we do not comply with your request, we will inform you-why.
If you would like to exercise any of the above rights, please contact us at compliance@Intellistocks.com.

 8.      Confidentiality

The information you provide may be confidential, and we will maintain such confidentiality and protect your information in accordance withthis privacy notice, our professional obligations and applicable law. We do not sell, rent, distribute, or otherwise make, personal information commerciallyavailable to any third party. We may share information with our service providers for the purposes set out in this privacy notice.

9.      Information security

We have implemented reasonable administrative, technical and physical measures to protect your personal information against loss, misuse and alteration.

10.  How long we keep your personal information

We will retain your personal information for the length of time needed to fulfil the purposes for which it was collected (as outlined in this Policy) unless a longer retention period is required or permitted by law. Your personal information that is processed for marketing purposes will be stored until you exercise the right to withdraw consent, and once such right is exercised, your personal information will be kept only during the applicable statute of limitations period for any disputes or liabilities that may arise as a consequence of the processing of that information. Once potential actions are time-barred we will proceed to delete the personal data. In any other circumstances, we will only retain your personal information for a shorter or longer period as required by any applicable law.

 11.  Changes to this privacy policy

 This Privacy Policy is effective as of October 20th 2022 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Privacy Policy without any notice at any time and you should check this Privacy Policy periodically.

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