Privacy Policy

Effective Date: August 2, 2025

Privacy Policy

Effective Date: August 2, 2025

CVE Capital Corp (“CVE Capital Corp,” “we,” “our,” or “us”) is committed to protecting the privacy and security of your personal information. As your Investment Advisor, we recognize the importance of maintaining your trust and safeguarding the information you share with us.

This Privacy Policy explains how we collect, use, share, and protect your personal information in connection with our services.

Our Commitment to Privacy

We respect your privacy and are dedicated to using your personal information only for legitimate business purposes related to managing and servicing your account.

We do not sell your nonpublic personal information. We only share information as permitted by law and as necessary to provide our services.

Information We Collect

Information You Provide

We collect personal information when you apply for and use our services, including:

  • Name
  • Mailing address
  • Email address
  • Telephone number

We may also collect information through applications, agreements, questionnaires, and other onboarding documents.

Information from Other Sources

  • Brokerage and managed account agreements
  • Subscription and account-opening documents
  • Transaction records
  • Communications with you
  • Third parties involved in servicing your account

Referral Program Information

If you participate in our referral program, you may provide the name and email address of individuals you refer. This information is treated as Personal Information and protected under this Privacy Policy. Participation in the referral program is voluntary.

Automatic and Online Data Collection

When you use our website or applications, we may collect certain information automatically, including:

  • IP address
  • Browser and device information
  • Operating system
  • Location data
  • Pages visited and links clicked
  • Cookies and unique identifiers

This information helps us improve our services and user experience.

Cookies and Tracking Technologies

Cookies

We use cookies to recognize users and enhance site functionality. Cookies do not store personal information. You may disable cookies through your browser settings; however, some features may not function properly.

Pixel Tags and Web Beacons

We may use pixel tags to monitor site usage and performance.

Third-Party Analytics

We use third-party services such as Google Analytics to analyze website and application activity.

Anonymized and Aggregated Data

We may collect and use anonymized or aggregated information for research, analytics, and business purposes. This data cannot be used to identify you. We may share anonymized information with third parties.

Do Not Track Signals

Our website does not respond to “Do Not Track” signals. We do not knowingly authorize third parties to track your online activity across multiple websites.

Surveys and Feedback

We may invite you to participate in surveys. Participation is voluntary, and you may choose whether to provide personal information.

How We Use Your Information

We may use your personal information to:

  • Verify your identity and perform KYC, AML, and due diligence checks
  • Open, manage, and service your account
  • Process transactions
  • Provide customer support
  • Communicate with you
  • Improve our services
  • Conduct research and analytics
  • Detect and prevent fraud
  • Ensure security and compliance
  • Conduct marketing activities (where permitted by law)
  • Develop new products and services
  • Meet legal and regulatory obligations

How We Share Your Information

We may share your information with:

  • Brokers, custodians, and financial institutions
  • Service providers and contractors
  • Auditors, attorneys, and professional advisors
  • Regulators and government authorities
  • Affiliates and related entities
  • Business partners in joint arrangements
  • Parties involved in corporate transactions

We require third parties to protect your information and use it only for authorized purposes. We do not sell your personal information.

Former Clients

We do not disclose nonpublic personal information of former clients except as permitted by law.

Data Security

We maintain physical, technical, and administrative safeguards to protect your personal information against unauthorized access, loss, or misuse.

Our employees are trained to respect and protect customer confidentiality.

Data Retention

We retain personal information for as long as necessary to fulfill business purposes, comply with legal obligations, resolve disputes, and enforce agreements.

Policy Updates

We will provide you with our Privacy Policy annually while you maintain an ongoing relationship with us. We may update this policy periodically. If material changes are made, we will notify you and provide you with appropriate options where required by law.

Contact Us

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

Email: info@cve.capital