Privacy Policy

Last updated: 9/15/2025

Introduction

At Asterisk Strategies ("we," "our," or "us"), we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services.

By accessing or using our services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy and our Terms of Service.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide, including:

  • Name, email address, and contact information
  • Account credentials and authentication information
  • Payment and billing information
  • Investment preferences and risk tolerance
  • Communications you send to us

Usage Information

We automatically collect information about your use of our services:

  • IP address, browser type, and device information
  • Pages visited, time spent, and navigation patterns
  • Portfolio performance and trading activity
  • System logs and technical data

Financial Information

For our portfolio management services, we may collect and process information about your investment accounts, transactions, holdings, and financial goals. This information is handled with the highest level of security and confidentiality.

How We Use Your Information

We use the information we collect for the following purposes:

  • Service Provision: To provide, operate, and maintain our portfolio management services
  • Account Management: To create and manage your account, process payments, and provide customer support
  • Portfolio Management: To analyze and optimize your investment portfolios according to your preferences
  • Communications: To send you important updates, alerts, and information about your investments
  • Compliance: To comply with legal and regulatory requirements in the financial services industry
  • Security: To detect, prevent, and address technical issues and fraudulent activities
  • Improvement: To analyze usage patterns and improve our services and user experience
Information Sharing and Disclosure

Service Providers

We may share your information with trusted third-party service providers who assist us in operating our services, such as payment processors, data analytics providers, and cloud hosting services. These providers are bound by strict confidentiality agreements.

Legal Requirements

We may disclose your information when required by law, regulation, or legal process, or when necessary to protect our rights, property, or safety, or that of our users or others.

Business Transfers

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

With Your Consent

We may share your information for any other purpose with your explicit consent.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Our security measures include:

  • End-to-end encryption for data transmission and storage
  • Multi-factor authentication and access controls
  • Regular security audits and vulnerability assessments
  • Employee training on data protection and security protocols
  • Compliance with industry-standard security frameworks

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Your Rights and Choices

You 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 data to another service provider
  • Restriction: Request limitation of how we process your information
  • Objection: Object to certain types of processing of your information
  • Withdraw Consent: Withdraw previously given consent for data processing

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements.

Financial records and transaction data may be retained for longer periods as required by applicable financial regulations and compliance requirements.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws than your country.

When we transfer your information internationally, we implement appropriate safeguards to protect your data, including standard contractual clauses and adequacy decisions.

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.

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 updating the "Last updated" date.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Contact Us

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

Email: privacy@asteriskstrategies.com

Data Protection Officer: dpo@asteriskstrategies.com

Mailing Address:

Asterisk Strategies
Privacy Department
[Company Address]
[City, State, ZIP Code]