1. Introduction
PDK Investment Consultant LLC (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of personal information entrusted to us by our clients (“you” or “your”). This Privacy Policy outlines how we collect, use, store, and safeguard your information when you engage with our services.
2. Information We Collect
We may collect the following types of information:
Personal Identification Information (Name, Email Address, Phone Number, Residential Address)
Financial Information (Bank Account Details, Investment Data, Trading Account Credentials with restricted access)
Compliance Documents (Proof of Identity, Proof of Address, Tax Identification Numbers)
Transactional Information (Trading activity, investment history, performance data)
Website Usage Data (Cookies, IP address, browser information)
3. How We Use Your Information
We use your information to:
Manage and operate your investment accounts
Provide customized trading and investment services
Comply with regulatory and legal obligations
Communicate important updates, reports, and insights
Enhance our website and services
4. Information Sharing
We do not sell, rent, or trade your personal information.
We may share your information only with:
Authorized employees and partners bound by confidentiality agreements
Regulated financial institutions and brokers necessary for account operations
Legal and regulatory authorities when required by law
5. Data Security
We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction.
This includes:
Encrypted storage systems
Restricted internal access
Secure email and communication protocols
6. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal and regulatory requirements.
7. Your Rights
You have the right to:
Access your personal information
Request correction of inaccurate or incomplete data
Request deletion of your information, subject to applicable law
Withdraw consent at any time, where applicable
8. Cookies and Website Tracking
Our website may use cookies to improve your browsing experience. You can control the use of cookies through your browser settings.
9. Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time. We will notify you of significant changes via email or through our website.
