Privacy Policy

Last Updated: July 10 , 2025

Introduction to Our Privacy Policy

This investment advisor privacy policy explains how Institutional-Grade Investments (“we”, “us,

” or “our”) collects, uses, and protects your personal information when you visit our website or engage with our services. 

We uphold the confidentiality of your personal information with utmost respect.

We have designed our high-net-worth privacy policy with the unique needs of sophisticated investors in mind. We understand that privacy concerns are particularly important for individuals with significant assets and have implemented appropriate safeguards.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Contact information (name, email address, phone number, postal address)
• Financial information (income level, net worth, investment objectives, risk tolerance)
• Professional information (occupation, employer, professional qualifications)
• Identity verification information (as required by applicable regulations)
• Website usage data and preferences

How We Collect Information

We collect information through several methods:

• Information you provide directly when completing forms on our website
• Information collected automatically through cookies and similar technologies
• Information from third parties (with your consent), such as financial institutions or advisors

Our privacy policy for investment advisors ensures that all data collection is transparent and necessary for providing our services.

How We Use Your Information

We use your personal information for the following purposes:

• To provide information about our services
• To assess your eligibility for our services based on the qualification criteria
• To communicate with you regarding your inquiries
• To improve our website and services
• To comply with legal and regulatory requirements
• To protect against fraud and unauthorized transactions

We process your information based on legitimate interests in providing our services, your consent where required, and our need to comply with legal obligations.

Information Sharing and Disclosure

Third-Party Service Providers

We may share your information with trusted third-party service providers who assist us in operating our website and conducting our business. These providers have access to your personal information only to perform specific tasks on our behalf, and they are obligated to protect it.

Legal Requirements

We may disclose your information when required by law, such as in response to a court order or legal process, or to comply with regulatory requirements applicable to financial services.

Business Transfers

Institutional-Grade Investments may transfer your personal information as part of a merger, acquisition, or sale of assets.

Our high-net-worth privacy policy includes strict controls on information sharing to protect your confidentiality.

Data Security

We implement appropriate technical and organisational measures to protect your personal information from unauthorised access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive information
• Regular security assessments
• Access controls and authentication procedures
• Staff training on data protection

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

Cookies and Similar Technologies

Our website uses cookies and similar tracking technologies to collect information about your browsing activities. These technologies help us:

• Remember your preferences
• Understand how you use our website
• Improve your user experience
• Provide personalized content

You can control cookies through your browser settings. However, disabling cookies may limit your ability to use certain features of our website.

Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access your personal information
• The right to correct inaccurate information
• The right to delete your personal information
• The right to restrict or object to processing
• The right to data portability
• The right to withdraw consent

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

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. We take appropriate safeguards when transferring your information to ensure its protection.

Changes to This Privacy Policy

We may update this privacy policy for investment advisors periodically to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new effective date.

Contact Us

If you have questions or concerns about our privacy practices or this policy, please contact us at:

Institutional-Grade Investments

Email: advice@institutional-grade.com