Privacy Policy

1. Introduction

Inveforth ("we," "us," or "our") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us in any way.

This policy applies to all personal information we collect, whether through our website, in person, over the phone, or through any other means. By using our services or providing us with your personal information, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.

2. Information We Collect

2.1 Personal Information

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, and postal address
• Financial Information: Income, assets, liabilities, investment goals, and risk tolerance
• Professional Information: Employment details, business information, and professional qualifications
• Identity Information: Government-issued identification documents, date of birth, and nationality
• Communication Preferences: Your preferences for receiving communications from us

2.2 Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• Device Information: IP address, browser type, operating system, and device identifiers
• Usage Information: Pages visited, time spent on pages, and navigation patterns
• Technical Information: Cookies, log files, and similar technologies

2.3 Information from Third Parties

We may receive information about you from third parties, such as:

• Financial institutions and credit reporting agencies
• Public records and government databases
• Business partners and service providers
• Social media platforms (if you connect with us through social media)

3. How We Use Your Information

We use your personal information for the following purposes:

3.1 Providing Our Services

• Delivering investment consultation and financial advisory services
• Creating personalized investment plans and strategies
• Processing transactions and managing accounts
• Providing customer support and responding to inquiries

3.2 Legal and Regulatory Compliance

• Complying with applicable laws and regulations
• Meeting our legal obligations and industry requirements
• Preventing fraud, money laundering, and other illegal activities
• Conducting due diligence and risk assessments

3.3 Business Operations

• Improving our services and developing new offerings
• Conducting market research and analysis
• Managing our business relationships and partnerships
• Ensuring the security and integrity of our systems

3.4 Communication

• Sending you important updates about our services
• Providing educational content and market insights
• Responding to your questions and concerns
• Marketing our services (with your consent)

4. Information Sharing and Disclosure

We may share your personal information in the following circumstances:

4.1 Service Providers

We may share your information with trusted third-party service providers who assist us in:

• Providing investment and financial services
• Processing transactions and payments
• Managing our IT systems and infrastructure
• Conducting audits and compliance reviews

4.2 Legal Requirements

We may disclose your information when required by law, including:

• Responding to court orders, subpoenas, or legal requests
• Complying with regulatory requirements and investigations
• Protecting our rights, property, or safety
• Preventing fraud or other illegal activities

4.3 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity, subject to the same privacy protections outlined in this policy.

4.4 With Your Consent

We may share your information with third parties when you have given us explicit consent to do so.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption: Using industry-standard encryption for data transmission and storage
• Access Controls: Limiting access to personal information to authorized personnel only
• Regular Audits: Conducting security assessments and vulnerability testing
• Employee Training: Providing regular training on data protection and privacy
• Incident Response: Having procedures in place to respond to security incidents

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. The retention period may vary depending on:

• The type of information and the purpose for which it was collected
• Legal and regulatory requirements
• Our business needs and legitimate interests
• Your consent and preferences

When we no longer need your personal information, we will securely delete or anonymize it.

7. Your Rights and Choices

Depending on your location and applicable law, you may have the following rights regarding your personal information:

7.1 Access and Portability

You have the right to access and receive a copy of your personal information that we hold.

7.2 Correction and Update

You can request that we correct or update any inaccurate or incomplete personal information.

7.3 Deletion

You may request that we delete your personal information, subject to certain legal and regulatory requirements.

7.4 Restriction and Objection

You can request that we restrict the processing of your personal information or object to certain types of processing.

7.5 Withdrawal of Consent

If we process your information based on consent, you can withdraw your consent at any time.

7.6 Marketing Communications

You can opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or contacting us directly.

8. International Data Transfers

Your personal information may be transferred to and processed in countries other than your country of residence. When we transfer your information internationally, we ensure that appropriate safeguards are in place to protect your information, including:

• Standard contractual clauses approved by relevant authorities
• Adequacy decisions by relevant data protection authorities
• Other appropriate safeguards as required by applicable law

9. Children's Privacy

Our services are not intended for children under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information promptly.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will:

• Post the updated policy on our website
• Update the "Last Updated" date
• Notify you of material changes through appropriate channels

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

• Email: [email protected]
• Phone: +255 22 123 4567
• Address: 123 Investment Street, Dar es Salaam, Tanzania
• Data Protection Officer: [email protected]

We will respond to your inquiry within a reasonable timeframe and in accordance with applicable law.

Last Updated: January 15, 2024