Privacy Policy

SchierWealth – Privacy Policy

Privacy Policy – SchierWealth

Updated: June 14, 2023

At SchierWealth, your privacy is our priority. We are committed to safeguarding the personal and financial information you entrust to us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you interact with our services, website, and digital platforms.

1. Information We Collect

We may collect and process the following categories of information:

  • Personal Information: Name, address, email, phone number, date of birth, identification documents (for compliance purposes).
  • Financial Information: Investment history, account balances, digital wallet addresses, transaction details, and related financial data.
  • Technical Data: IP address, device details, browser type, and cookies when accessing our website.
  • Professional Information: Employment details, income sources, and investment objectives for suitability and regulatory checks.

2. How We Use Your Information

We use your information to:

  • Provide tailored investment, advisory, and wealth management services.
  • Conduct identity verification, AML (Anti-Money Laundering), and KYC (Know Your Customer) checks.
  • Improve our website, services, and client experience.
  • Communicate about your account, transactions, and updates on market opportunities.
  • Fulfill regulatory and legal obligations in the jurisdictions where we operate.

3. Sharing & Disclosure of Information

We do not sell your personal data. However, we may share information with:

  • Trusted Service Providers: For technology, payment processing, and compliance support.
  • Regulatory & Legal Authorities: When required to comply with applicable laws.
  • Business Partners (with consent): For co-managed investment opportunities or strategic services.

4. Data Security

We use industry-standard encryption, multi-factor authentication, and blockchain-level security measures to protect your information. While no system is completely risk-free, we continually update and strengthen our safeguards against cyber threats.

5. International Data Transfers

As a digital asset management firm serving global clients, your data may be processed outside your country of residence. We ensure all transfers comply with international privacy regulations such as GDPR and other applicable laws.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access a copy of your personal information.
  • Request corrections to inaccurate data.
  • Request deletion of your data (subject to regulatory requirements).
  • Opt-out of certain communications.

To exercise your rights, please contact us at: privacy@schierwealth.com

7. Cookies & Tracking

Our website uses cookies and similar technologies to improve functionality, analyze site traffic, and deliver a more personalized experience. You can manage or disable cookies through your browser settings.

8. Data Retention

We retain personal and financial data for as long as necessary to provide services, comply with laws, resolve disputes, and enforce agreements.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in regulations, technology, or our practices. Any updates will be posted here with a revised date.

© SchierWealth. All rights reserved.

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