Privacy Policy

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FinSageX - Privacy Policy

Effective Date: Jan 01, 2026

1. Introduction

FinSageX (referred to as "we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and protect the information that you provide to us, or that we collect from you, when you use our products, services, website, and applications (collectively, the "Services").

2. Information We Collect

We collect various types of nonpublic personal information ("Personal Data") necessary to provide our Services and comply with legal obligations.

A. Information You Provide to Us (Directly)

  • Identity Data: Name, address, date of birth, Social Security Number (SSN), government-issued ID numbers.
  • Contact Data: Postal address, email address, and telephone number.
  • Financial Data: Bank account numbers, credit/debit card numbers, transaction history, income, and investment experience.
  • KYC/AML Data: Documents and information required for Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance.

B. Information We Collect Automatically

  • Technical Data: Internet Protocol (IP) address, device type, browser type and version.
  • Usage Data: Information about how you use our Services (pages visited, links clicked).
  • Tracking Data: Data collected through cookies and similar technologies.

3. How We Use Your Information

We use your Personal Data for the following purposes:

  • Service Delivery: To establish and maintain your accounts and process transactions.
  • Verification and Compliance: To verify your identity and meet our legal and regulatory obligations (KYC/AML).
  • Security: To protect the security and integrity of our systems and detect/prevent fraud.
  • Customer Support: To communicate with you and troubleshoot issues.

4. Disclosure of Your Information

We may share your Personal Data with third parties under the following circumstances:

  • Affiliates and Subsidiaries: With companies under common ownership or control.
  • Service Providers: With vendors who perform services for us (e.g., payment processing, data hosting).
  • Legal Requirements: To comply with any court order, law, or regulatory request.

We do not sell your nonpublic personal information to third parties.

5. Data Security and Retention

We have implemented technical, administrative, and physical security measures designed to protect your Personal Data from unauthorized access. We retain your data only as long as necessary to provide our Services and comply with legal obligations.

6. Your Privacy Rights and Choices

Depending on applicable law, you may have the right to access, correct, or withdraw consent regarding your Personal Data. To exercise any of these rights, please contact us.