Privacy Policy

1. Information We Collect

We may collect the following categories of information when you interact with Inves 21:

• Contact information — such as your name, email address, phone number, and company details submitted through forms on our site.
• Account and usage data — such as login credentials, preferences, and records of how you interact with our platform or services.
• Technical data — such as IP address, browser type, device identifiers, and pages visited, collected automatically via cookies and similar technologies.
• Financial or portfolio information — where voluntarily provided for the purpose of receiving analysis or advisory-related services.

We do not knowingly collect sensitive personal data unless it is explicitly required and provided voluntarily by you.

2. How We Use Information

Information collected may be used to:

• Provide, operate, and maintain our services and website;
• Respond to inquiries, requests, and support needs;
• Deliver portfolio analysis, reports, or communications you have requested;
• Improve, personalize, and develop our website and offerings;
• Send administrative or promotional communications, where permitted, with an option to opt out;
• Comply with legal obligations and enforce our terms.

3. Legal Basis for Processing

Where applicable law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, compliance with a legal obligation, or our legitimate interests in operating and improving our business, balanced against your rights.

4. Cookies and Tracking Technologies

Our website may use cookies, web beacons, and similar technologies to recognize your browser, remember preferences, and analyze site traffic. You can control or disable cookies through your browser settings; however, doing so may affect certain functionality of the site.

5. Sharing and Disclosure of Information

We do not sell personal information. We may share information with:

• Service providers who perform functions on our behalf, such as hosting, analytics, or customer communication, under appropriate confidentiality obligations;
• Professional advisors such as legal or financial consultants, where necessary;
• Regulatory or governmental authorities, where required by law or to protect our legal rights;
• Successors in the event of a merger, acquisition, or sale of assets, subject to confidentiality commitments.

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required or permitted by law. Criteria used to determine retention periods include the duration of our relationship with you and applicable legal, accounting, or reporting requirements.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. International Data Transfers

If you access our services from outside the country in which our servers or service providers are located, your information may be transferred across international borders. Where applicable, we aim to ensure appropriate safeguards are in place for such transfers in accordance with applicable law.

9. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal information, which may include the right to:

• Access, correct, or update your personal information;
• Request deletion of your personal information, subject to certain exceptions;
• Object to or restrict certain processing activities;
• Withdraw consent where processing is based on consent;
• Request a copy of your data in a portable format.

To exercise any of these rights, please contact us using the details provided on our Contact page.

10. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If you believe a minor has provided us with personal information, please contact us so we can take appropriate action.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of such third parties, and we encourage you to review their respective privacy policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the revised policy on this page with an updated effective date. Continued use of our services after changes take effect constitutes acceptance of the revised policy.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please reach out via our Contact page.