Privacy Policy

Welcome to Capitalis. We are committed to safeguarding the privacy of our clients and visitors to our website. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you interact with us. By using our services, you agree to the collection and use of information in accordance with this policy.

Information We Collect

At Capitalis, we collect various types of information to provide and improve our services to you. The information we collect can be categorized as follows:

  • Personal Identification Information: This may include your name, email address, phone number, and physical address.
  • Financial Information: This includes data related to your investment preferences, financial status, and history.
  • Technical Data: We automatically collect information about your device, including your IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system, and platform.
  • Usage Data: We collect information about how you use our website and services, including the pages you visit, the time and date of your visits, and the time spent on those pages.
  • Cookies and Tracking Technologies: We use cookies and similar tracking technologies to monitor activity on our website and store certain information.

Use of Information

Capitalis uses the information we collect for various purposes including:

  • To provide and maintain our services.
  • To notify you about changes to our services.
  • To allow you to participate in interactive features of our services when you choose to do so.
  • To provide customer support.
  • To gather analysis or valuable information so that we can improve our services.
  • To monitor the usage of our website.
  • To detect, prevent, and address technical issues.
  • To fulfill any other purpose for which you provide it.
  • To provide you with news, special offers, and general information about other services we offer that are similar to those that you have already purchased or inquired about unless you have opted not to receive such information.

Disclosure of Information

We may share your personal information in the following situations:

  • With Service Providers: We may share your personal information with service providers to monitor and analyze the use of our website, to contact you, to advertise on third-party websites.
  • For Business Transfers: If Capitalis is involved in a merger, acquisition, or asset sale, your personal information may be transferred. We will provide notice before your personal information is transferred and becomes subject to a different Privacy Policy.
  • With Affiliates: We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy.
  • With Business Partners: We may share your information with our business partners to offer you certain products, services, or promotions.
  • With Legal Requirements: We may disclose your personal information in the good faith belief that such action is necessary to comply with a legal obligation.

Data Security

We care about your data security and take appropriate measures to protect it. While no method of transmission over the Internet or method of electronic storage is 100% secure, we strive to implement and maintain reasonable, commercially acceptable security procedures and practices appropriate to the nature of the information we store.

Your Data Protection Rights

Capitalis aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data. If you wish to be informed about what Personal Data we hold about you and if you want it to be removed from our systems, please contact us.

In certain circumstances, you have the following data protection rights:

  • The right to access, update, or delete the information we have on you.
  • The right to rectification: You have the right to have your information rectified if that information is inaccurate or incomplete.
  • The right to object: You have the right to object to our processing of your Personal Data.
  • The right of restriction: You have the right to request that we restrict the processing of your personal information.
  • The right to data portability: You have the right to be provided with a copy of the information we have on you in a structured, machine-readable, and commonly used format.

Third-Party Services

Our website may contain links to third-party services that are not operated by us. If you click on a third-party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy and terms of service of every site you visit.

We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Children’s Privacy

Our services do not address anyone under the age of 18. We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us.

If we become aware that we have collected Personal

William P. Booker