Overview
This Privacy Policy explains how AlfredoCRN (“we,” “us,” or “our”) collects, uses, discloses, and protects your information when you use our website, products, and investment services (the “Services”). By accessing or using the Services, you agree to this Policy.
Scope
This Policy applies to information we collect online through our site and platforms, and offline through onboarding, calls, or meetings. It does not cover third-party sites or services that we do not control.
Information We Collect
- Account & Identity : name, date of birth, address, email, phone, government IDs for KYC/AML.
- Financial Data : bank/broker details, transaction history, portfolio holdings, risk profile, objectives.
- Usage Data : device info, IP, cookies, pages viewed, session analytics, support interactions.
- Communications : emails, forms, surveys, feedback, and call notes.
How We Use Your Information
- To create and manage accounts, verify identity, and comply with KYC/AML obligations.
- To provide investment services, execute instructions, and deliver performance reports.
- To improve platform functionality, security, and user experience.
- To communicate updates, service notices, and relevant information.
- To meet legal, regulatory, tax, and audit requirements.
Legal Bases for Processing
We process personal data based on: (i) performance of a contract; (ii) compliance with legal obligations; (iii) our legitimate interests in secure and efficient service delivery; and (iv) your consent where required.
Cookies & Tracking
We use necessary, functional, and analytics cookies to enable site features and measure performance. You can manage cookies in your browser settings; some features may not function without them.
Sharing Your Information
- Service Providers : IT hosting, analytics, customer support, and compliance vendors under confidentiality obligations.
- Custodians & Brokers : to open and administer investment accounts and execute transactions.
- Regulators & Law Enforcement : when required by law or to protect rights, security, or integrity.
- Corporate Actions : in mergers, acquisitions, or reorganization, subject to appropriate safeguards.
International Transfers
Your data may be processed in jurisdictions with different privacy laws. Where required, we implement appropriate safeguards (e.g., standard contractual clauses) to protect your information.
Data Retention
We retain personal data for as long as needed to provide Services, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by data type and regulatory requirements.
Your Rights
- Access, correction, and deletion of your personal data.
- Objection or restriction of processing in certain circumstances.
- Data portability where applicable.
- Withdrawal of consent where processing relies on consent.
To exercise rights, contact us using the details below. We will verify your identity and respond within applicable timeframes.
Security
We implement administrative, technical, and physical safeguards to protect personal data, including encryption in transit and at rest, access controls, monitoring, and regular assessments. No method is 100% secure; we continuously enhance our protections.
Children’s Privacy
Our Services are not directed to children under 18. We do not knowingly collect data from minors. If you believe a minor has provided data, please contact us to remove it.
Third-Party Links
Our site may contain links to third-party websites. We are not responsible for their privacy practices. Review the privacy policies of any external sites you visit.
Changes to This Policy
We may update this Policy to reflect changes in laws or our practices. We will post the updated version with a new “Last Updated” date. Material changes may be communicated by email or notice on the site.
Contact Us
If you have questions or requests regarding this Privacy Policy, please contact AlfredoCRN:
Email: mail@alfredocrn.com
Address: 128 E Granada Blvd, Ormond Beach, FL 32176
Phone: (386) 343-7050
Jurisdiction & Complaints
Depending on your location, you may have the right to lodge a complaint with your local data protection authority. We encourage you to contact us first so we can address your concerns promptly.