This Privacy Policy describes how NextGen Capital ("we", "us", or "our") collects, uses, and discloses personal information when you use our services or website. We are committed to protecting your privacy and safeguarding your personal information. By using our services or website, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

Information We Collect:

Personal Information: When you use our services or website, we may collect personal information such as your name, email address, postal address, telephone number, and other information you provide to us.

Financial Information: In order to provide investment management or financial planning services, we may collect financial information such as your assets, income, expenses, and investment objectives.

Usage Information: We may collect information about your usage of our website, including your IP address, browser type, operating system, and other usage details.

How We Use Your Information:

To Provide Services: We use your personal information to provide investment management, financial planning, and advisory services. This may include analyzing your financial situation, recommending investment strategies, and communicating with you about your investments.

To Improve Our Services: We may use your information to analyze trends, track user activity, and improve our services and website.

To Communicate With You: We may use your contact information to communicate with you about your account, send you important notices, and respond to your inquiries.

For Marketing Purposes: With your consent, we may use your information to send you promotional materials and offers about our services.

How We Disclose Your Information:

Service Providers: We may share your information with third-party service providers who assist us in providing our services, such as custodians, brokers, and technology providers.

Legal Requirements: We may disclose your information when required to do so by law or in response to legal process, such as a court order or subpoena.

Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of the transaction.

Your Choices:

Opt-Out: You may opt out of receiving marketing communications from us by following the instructions provided in the communication or by contacting us directly.

Access and Correction: You may request access to, or correction of, your personal information by contacting us using the contact information provided below.

Security:

We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your information.

Changes to this Privacy Policy:

We reserve the right to update or change this Privacy Policy at any time. Any changes will be effective immediately upon posting the revised Privacy Policy on our website.

Contact Us:

If you have any questions or concerns about this Privacy Policy, or if you would like to exercise your rights regarding your personal information, please contact us.

By using our services or website, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree to this Privacy Policy, you may not access or use our services or website.