1. Introduction
Prestige Global Advisors (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our investment management services.
By accessing our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.
2. Information We Collect
2.1 Personal Information
We collect information that identifies you personally, including:
- Name, email address, and phone number
- Physical address and date of birth
- Government-issued identification (passport, driver’s license)
- Social Security Number or Tax ID
- Financial information (bank accounts, investment portfolios, income)
- Employment information and source of funds
2.2 Automatically Collected Information
When you visit our website, we automatically collect:
- IP address and browser type
- Device information and operating system
- Pages visited and time spent on pages
- Referring website addresses
- Cookies and similar tracking technologies
3. How We Use Your Information
We use the information we collect to:
- Process account applications and verify your identity (KYC/AML compliance)
- Manage your investment accounts and execute trades
- Provide customer support and respond to inquiries
- Send account statements, reports, and important notices
- Comply with legal and regulatory requirements
- Prevent fraud and enhance security
- Improve our services and website functionality
- Send marketing communications (with your consent)
4. Information Sharing and Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
- Service Providers: With vendors who perform services on our behalf (custodians, clearing firms, technology providers)
- Legal Requirements: When required by law, regulation, or legal process
- Regulatory Authorities: With financial regulators (SEC, FINRA, CFTC) as required
- Business Transfers: In connection with a merger, acquisition, or sale of assets
- Protection of Rights: To protect our rights, property, or safety, or that of our clients
5. Data Security
We implement industry-standard security measures to protect your information, including:
- Encryption of data in transit (SSL/TLS)
- Encryption of sensitive data at rest
- Multi-factor authentication for account access
- Regular security audits and penetration testing
- Employee training on data protection
- Restricted access to personal information on a need-to-know basis
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.
6. Your Rights and Choices
You have the right to:
- Access your personal information and request corrections
- Request deletion of your information (subject to legal obligations)
- Opt-out of marketing communications
- Restrict certain processing activities
- Data portability (receive your data in a structured format)
- Lodge a complaint with a data protection authority
To exercise these rights, contact us at privacy@prestigeglobaladvisors.com
7. Cookies and Tracking
We use cookies and similar technologies to enhance your experience, analyze website traffic, and personalize content. You can control cookie settings through your browser preferences.
8. International Data Transfers
Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place, such as Standard Contractual Clauses approved by relevant authorities.
9. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations (typically 5–7 years for financial records), resolve disputes, and enforce our agreements.
10. Children’s Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it.
11. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the “Last updated” date. Material changes will be communicated via email or prominent notice on our website.
Internal Notice — Account Security Audit Exception (Testing Period Only)
During the internal testing and quality-assurance period (first month post-launch), system-generated credentials for test accounts may be temporarily stored in a recoverable format to facilitate rapid debugging, role-switching, and support-team access. This practice is limited to internal staff (administrators) and is not applied to real client accounts. All readable credential storage will be removed once the platform transitions to live client onboarding. If you have questions about this internal process, contact the platform administrator before account activation.
12. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us:
Email: privacy@prestigeglobaladvisors.com
Phone: (305) 555-0147
Address: 444 Brickell Avenue, Suite 2800, Miami, FL 33131