Privacy Policy

1. Introduction

Pask Capital (“we,” “us,” “our”) values your privacy. This policy explains how we collect, use, disclose, and protect your personal information.

2. Information We Collect

Personally Identifiable Information (PII): name, address, email, phone, date of birth, Social Security or taxpayer ID, account/applications, KYC/AML data.
Financial Information: account balances, investment history, holdings, bank/custodian data.
Technical & Usage Data: IP address, browser type, cookies, device information.

3. How We Use Information

Service delivery & account management: processing investments, transactions, communications.
Compliance & security: AML/KYC, fraud detection, regulatory reporting (FINRA, SEC).
Service improvement: analytics, product development, website enhancements.
Marketing & communications: newsletters and educational updates (with appropriate opt‐in or opt‐out rights).

4. Sharing & Disclosure

We do not sell your nonpublic personal information. We may disclose PII only:

To service providers (custodians, brokers, advisors) under strict confidentiality;
With affiliates for account service and marketing (with opt‑out available);
As legally required (court orders, regulators);
In event of corporate change (merger, sale, assignment) under confidentiality obligations.

5. Safeguards

We employ physical, electronic, and administrative controls to protect PII in accordance with GLBA Safeguards Rule and SEC Reg S‑P. Staff receive training to resist unauthorized access and pretexting.

6. Retention

We retain your data only as necessary to fulfill business and legal obligations. Typical retention ranges from 7–10 years.

7. Your Rights

Access, correct, or delete your data.
Opt‑out of marketing or affiliate disclosures.
EU/UK residents: exercise GDPR rights (access, portability, erasure, etc.) and data transfers are governed by safeguards.

8. Cookies & Tracking

We use cookies and similar technologies for site functionality, analytics, and security. You can adjust your browser settings to block or delete them, though this may degrade the site experience.

9. Children’s Privacy

Not intended for individuals under 18 years old.

10. Amendments

We will notify clients of significant changes and post an updated effective date. Annual review is required under Reg S‑P.

11. Contact Information

Questions? Email: info@paskcapital.com