Privacy Policy Notice
At PINVEST, we are committed to safeguarding your personal information, maintaining operational readiness, and ensuring the continuity of our services under all circumstances.
Privacy Commitment
As a registered investment advisor, we collect and maintain certain non-public personal information about you to provide financial services, comply with regulatory obligations, and enhance your experience as a client.
Information Collection
Pinvest LLC does not disclose nonpublic personal information about its clients or former clients to any person other than as described below. In connection with providing investment advice and other services, we obtain non-public personal information about you, including:
- Information we receive from discussions with you or from documents you may deliver (account applications), such as
your name, address, mail account, place and date of birth, Social Security Number, occupation, financial goals, assets, and income. - Account transactions and wire transfer instructions.
- Information about your transactions with us, or others; and
- Information received from credit or service bureaus or other third parties, such as your credit history or employment status.
Mobile Communications and Data Sharing
PINVEST respects your privacy, particularly with regard to mobile communications. We do not share any mobile opt-in information—such as phone numbers or SMS/text message consent—with third parties for marketing or promotional purposes. Mobile data is used exclusively to communicate important service-related or accountrelated information to you.
If you have any questions about this policy or how your data is handled, please contact us at: info@pinvestcapital.com.
You can download this Privacy Policy by clicking here.