Privacy Policy

Javius Strategic Partners recognizes that protecting the privacy and security of the private and personal information we obtain, manage, and retain from prospective, current, and past clients is a serious responsibility. We also understand that you expect us to deliver the services you engaged us to provide accurately and efficiently. To do so, we have to collect, maintain, and retain some of your private and personal information. We want you to know what types of information we collect and how we use and protect it.

Information We Collect

We collect some private and personal information about you (“Client Information”). The purpose of collecting Client Information is to enable us to deliver our services. Client Information we need may include:

Information that you provide to us on application forms or other documents. This Client Information may consist of private information such as details of your income, investment aims, financial objectives, statements, and other information describing your assets and financial status, together with details of any employee benefits and retirement plan interests, wills, trusts, and mortgages, among others.

Personally identifying information such as your full name, date of birth, home and business addresses, passport, national identification or social security numbers, etc.

Information about your investment and financial transactions with us, other broker-dealers, clearing firms, or investment companies.

Information we receive from consumer reporting and credit agencies and other materials we may need to make recommendations specifically suited to you or complete a service.

Information Security

Access to your private and personal information is restricted to only those employees who need such information to fulfill a service. We have physical, electronic and procedural safeguards in place to protect your private and personal information that conform with the highest international standards.

Information Disclosure

We do not disclose private and personal information about our clients at any time except: (i) as part of our ongoing business relationship with them and then only to those persons needing it to execute transactions and provide relevant services, (ii) compliance auditors; (iii) our legal team, accountants, and auditors; or (iv) as otherwise legally required.

We are permitted by law to disclose private and personal information about you to governmental agencies and other third parties in specific circumstances. These third parties are then not allowed to use or disclose this information for any other additional reasons.

Former Clients

If you terminate your relationship with us or become inactive, we will continue to treat your private and personal information the same way as our current clients and in accordance with our privacy policy, which may occasionally be altered or modified.

Changes to Our Privacy Policy

If there is a change to our privacy policy concerning how we maintain and use your private and personal information, we will provide written notification of this page. Where applicable, you will be offered the chance to limit or opt-out of such disclosure provisions.

Questions and queries

If you have questions or queries about this Privacy Policy or the privacy of your private and personal information, please contact us.