Everline Global Investments Ltd.

1. Information We Collect

Personal Information

We collect personal information that you provide to us directly, including:

Contact information (name, address, phone number, email address)
Financial information (income, assets, investment experience, risk tolerance)
Identification information (Social Security number, date of birth, government-issued ID)
Employment information (employer, occupation, business address)
Investment objectives and preferences
Bank account and payment information

Automatically Collected Information

When you visit our website or use our services, we may automatically collect:

Device information (IP address, browser type, operating system)
Usage data (pages visited, time spent, click patterns)
Location information (general geographic location)
Cookies and similar tracking technologies

2. How We Use Your Information

We use your personal information for the following purposes:

Service Provision

Provide investment advisory services
Manage your investment portfolio
Process transactions and payments
Provide customer support

Legal & Compliance

Comply with regulatory requirements
Verify your identity
Prevent fraud and money laundering
Maintain records as required by law

Communication

Send account statements and reports
Provide market updates and insights
Notify you of important changes
Respond to your inquiries

Improvement

Analyze and improve our services
Develop new products and features
Conduct research and analytics
Enhance website functionality

3. Information Sharing and Disclosure

We do not sell your personal information.

We may share your information only in the limited circumstances described below.

When We May Share Information

Service Providers: With trusted third parties who assist us in providing services (custodians, technology providers, auditors)
Legal Requirements: When required by law, regulation, or legal process
Business Transfers: In connection with a merger, acquisition, or sale of assets
Consent: When you have given us explicit consent to share your information
Protection: To protect our rights, property, or safety, or that of our clients

4. Data Security

We implement comprehensive security measures to protect your personal information:

Technical Safeguards

Encryption of data in transit and at rest
Secure servers and firewalls
Multi-factor authentication
Regular security assessments

Administrative Safeguards

Employee background checks
Privacy and security training
Access controls and monitoring
Incident response procedures

5. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website:

Types of Cookies We Use

Essential Cookies: Required for website functionality
Analytics Cookies: Help us understand how you use our site
Preference Cookies: Remember your settings and preferences
Marketing Cookies: Used to deliver relevant advertisements

You can control cookies through your browser settings, but disabling certain cookies may affect website functionality.

6. Your Privacy Rights

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

Access: Request a copy of the personal information we hold about you
Correction: Request correction of inaccurate or incomplete information
Deletion: Request deletion of your personal information (subject to legal requirements)
Portability: Request transfer of your information to another service provider
Restriction: Request limitation of how we process your information
Objection: Object to certain types of processing

To exercise these rights, please contact us using the information provided at the end of this policy.

7. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Investment advisory records are typically retained for at least 5 years after the termination of our relationship, or as required by applicable regulations. We securely dispose of information when it is no longer needed.

8. International Data Transfers

If you are located outside the United States, please note that we may transfer your personal information to and process it in the United States, where our servers are located and our central database is operated. We ensure appropriate safeguards are in place for such transfers in accordance with applicable data protection laws.

9. Third-Party Services

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

10. Children's Privacy

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

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of material changes by email or by posting a notice on our website. The updated policy will be effective when posted unless otherwise specified.

12. Contact Us

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

Privacy Officer