Privacy Policy

Effective Date: January 1, 2024
Last Updated: January 1, 2024

Introduction

Wise Bridge Global Partners ("we," "our," or "us") is committed to protecting the privacy and confidentiality of personal information provided by our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

As a registered investment advisor, we are subject to strict regulatory requirements regarding the protection of client information. This policy outlines our practices in accordance with applicable privacy laws and regulations, including but not limited to the Gramm-Leach-Bliley Act, GDPR, and other applicable data protection laws.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Contact Information: Name, address, phone number, email address
• Financial Information: Income, assets, investment objectives, risk tolerance, financial statements
• Identification Information: Social Security number, driver's license, passport details
• Professional Information: Employment details, business affiliations, professional credentials
• Transaction Information: Account activity, investment transactions, payment information

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and device information
• Browser type and version
• Operating system
• Pages visited and time spent on our website
• Referring website information
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect for the following purposes:

Service Provision

• Provide financial advisory and investment management services
• Assess investment suitability and develop personalized strategies
• Execute investment transactions and manage accounts
• Provide ongoing account monitoring and reporting
• Communicate about your accounts and our services

Legal and Regulatory Compliance

• Comply with applicable laws and regulations
• Fulfill regulatory reporting requirements
• Detect and prevent fraud or other illegal activities
• Respond to legal process and regulatory inquiries
• Maintain required business records

Business Operations

• Improve our services and website functionality
• Conduct market research and analysis
• Send newsletters and marketing communications (with your consent)
• Respond to inquiries and provide customer support

Information Sharing and Disclosure

We maintain strict policies regarding the sharing of client information. We may share your personal information only in the following circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in delivering our services, including:

• Custodial and brokerage firms
• Technology and data processing vendors
• Professional service providers (attorneys, accountants, auditors)
• Regulatory compliance consultants

All service providers are required to maintain the confidentiality of your information and are prohibited from using it for any purpose other than providing services to us.

Legal Requirements

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

• In response to court orders, subpoenas, or other legal process
• To comply with regulatory examinations and investigations
• To protect our rights, property, or safety, or that of our clients or others
• To prevent or investigate suspected fraud or other illegal activities

Business Transactions

In the event of a merger, acquisition, or sale of our business assets, client information may be transferred as part of the transaction, subject to appropriate confidentiality protections.

Data Security

We implement comprehensive security measures to protect your personal information from unauthorized access, use, or disclosure:

Technical Safeguards

• Industry-standard encryption for data transmission and storage
• Secure firewalls and intrusion detection systems
• Regular security audits and vulnerability assessments
• Multi-factor authentication for system access
• Automated backup and disaster recovery procedures

Physical Safeguards

• Restricted access to offices and data centers
• Security cameras and alarm systems
• Locked file cabinets and secure document storage
• Controlled visitor access and identification requirements

Administrative Safeguards

• Employee background checks and confidentiality agreements
• Regular privacy and security training programs
• Clear policies and procedures for information handling
• Incident response and breach notification procedures

Your Rights and Choices

Access and Correction

You have the right to access and review the personal information we maintain about you. You may request corrections to any inaccurate information by contacting us using the information provided below.

Marketing Communications

You may opt out of receiving marketing communications from us at any time by:

• Clicking the "unsubscribe" link in any email communication
• Contacting us directly to request removal from our mailing lists
• Updating your communication preferences through your client portal

Cookies and Tracking

Most web browsers allow you to control cookies through their settings preferences. However, limiting cookies may affect the functionality of our website.

International Data Transfers

As we serve clients globally, your personal information may be transferred to and processed in countries other than your country of residence. We ensure that such transfers comply with applicable data protection laws and that appropriate safeguards are in place to protect your information.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, comply with legal and regulatory requirements, and resolve disputes. For current clients, we typically retain information throughout the duration of our relationship and for a period thereafter as required by applicable regulations.

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 personal information from a child under 18, we will take steps to delete such information promptly.

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. We will notify you of any material changes by posting the updated policy on our website and, for existing clients, through our regular communication channels.

Contact Information

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