Privacy Policy

1. Information we collect

Personal identification information

We may collect personal identification details such as your name, email address, phone number, mailing address, and government-issued identification where required for compliance.

Financial and investment information

We may collect financial and investment related data including income range, net worth, investment objectives, risk tolerance, account details, transaction records, and banking or payment information.

Technical and usage data

We may automatically collect technical data such as IP address, browser type, device information, pages visited, and interactions with our website, including information gathered through cookies and analytics tools.

Compliance and regulatory information

We may collect documentation and records required for know your customer and anti money laundering compliance, including identity verification materials and background checks where required by law.

2. How we use your information

We use personal information to provide and manage investment services, open and maintain accounts, process transactions, and communicate with you about services, updates, and opportunities. Information is also used to conduct risk assessments, perform suitability reviews, meet legal and regulatory obligations, improve our website and services, and prevent fraud or unauthorized activity.

3. Legal basis for processing

We process personal data where necessary for the performance of a contract, to comply with legal and regulatory obligations, for legitimate business interests, and where applicable, based on your consent.

4. Sharing and disclosure

We may share personal information with regulators and government authorities when required by law, as well as with custodians, brokers, and financial partners who support the delivery of investment services. Information may also be shared with professional advisors such as legal, audit, and compliance providers, technology vendors supporting our operations, and affiliated entities where relevant. Opie capital does not sell personal data to third parties.

5. Data retention

Personal information is retained only for as long as necessary to fulfill business purposes, comply with legal obligations, resolve disputes, and enforce contractual agreements.

6. Data security

We implement administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or loss.

7. Cookies and tracking

Our website may use cookies and similar technologies to improve performance and functionality, understand user behavior and preferences, and support analytics and marketing activities. You may manage cookie preferences through your browser settings.

8. Your rights

Depending on your jurisdiction, you may have rights relating to your personal data, including the ability to request access, request correction, request deletion where legally permissible, object to or restrict certain processing, withdraw consent where applicable, and request a copy of your data. Requests can be submitted using the contact details provided below.

9. International data transfers

Where personal data is transferred across borders, we take steps to ensure appropriate safeguards are in place in accordance with applicable data protection laws.

10. Third party links

Our website may contain links to third party websites. Opie capital is not responsible for the privacy practices or content of those external sites.

11. Updates to this policy

We may update this privacy policy from time to time. Any updates will be posted on this page along with the revised effective date.

12. Contact us

For questions, concerns, or requests regarding this privacy policy, please contact:

Opie Capital
5063 North Service Road, Suite 102 Burlington, ON, Canada L7L 5H6
contact@opiecapital.com