Privacy Policy

YieldPoint Capital

1. Our Commitment to Privacy

At YieldPoint Capital and its affiliated entities (“YPC,” “we,” “our,” or “us”), we are committed to maintaining the highest standards of confidentiality and respecting the privacy of our clients, prospective clients, employees, counterparties, and all individuals whose personal information we collect and process. We aim to be transparent about how we handle personal data, why we process it, and the rights available to you.

2. Information We Collect

We may collect and process personal information in the course of providing financial services and operating our business, including but not limited to:

Identification details: name, title, date of birth, government-issued identification numbers.
Contact details: address, email address, telephone number.
Financial information: account details, investment history, transaction records, income and asset information.
Professional information: employment details, business affiliations, regulatory licenses.
Technical data: IP address, browser type, cookies, and usage information when you access our websites or digital platforms.

3. How We Use Personal Information

We process personal information for the following purposes:

To provide investment management, advisory, and financial services.
To comply with legal, regulatory, and contractual obligations (e.g., anti-money laundering, sanctions screening, KYC requirements).
To manage business operations, including risk management, audits, and reporting.
To communicate with clients, investors, and business partners.
To improve our services, websites, and digital offerings.
For recruitment, HR, and internal administrative purposes.

4. Legal Basis for Processing

Depending on your jurisdiction, we may process personal information on the following legal grounds:

Performance of a contract – to provide you with financial services or products.
Legal and regulatory obligations – compliance with applicable financial regulations.
Legitimate interests – ensuring business efficiency, fraud prevention, and service improvement.
Consent – where required by law for specific processing activities (e.g., certain marketing communications).

5. Sharing of Information

We may share personal information with:

Affiliated companies within YieldPoint Capital.
Regulatory and governmental authorities as required by law.
Professional advisers, custodians, administrators, or service providers supporting our operations.
Third-party technology and analytics providers (subject to confidentiality and data protection agreements).

We do not sell personal data to third parties.

6. Cross-Border Transfers

As a global financial services provider, we may transfer personal data across jurisdictions where we operate. These transfers are conducted in compliance with applicable data protection laws, including safeguards such as contractual clauses, regulatory approvals, or adequacy decisions.

7. Data Security

We implement appropriate technical, organizational, and administrative measures to protect personal information from unauthorized access, alteration, disclosure, or destruction. Despite these measures, no transmission of data over the internet can be guaranteed as completely secure.

8. Data Retention

We retain personal data only as long as necessary to fulfill the purposes for which it was collected, comply with legal and regulatory requirements, and manage business operations. Retention periods may vary depending on applicable laws.

9. Your Rights

Depending on your jurisdiction (e.g., under GDPR, CCPA, or other data protection frameworks), you may have the right to:

Access the personal data we hold about you.
Request correction of inaccurate or incomplete information.
Request deletion of your personal data (subject to regulatory and legal obligations).
Restrict or object to certain processing activities.
Receive a copy of your data in a portable format.
Withdraw consent where processing is based on consent.

Requests to exercise these rights should be directed to us using the contact details below.

10. Cookies and Online Tracking

Our website may use cookies and similar technologies to enhance user experience, analyze traffic, and provide customized content. You can manage your cookie preferences through your browser settings.

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in legal, regulatory, or operational requirements. The revised policy will be posted on our website with the “Last Updated” date.