Company Policy

Effective Date: 05/10/2023

Pinnacle Capital Advisory ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal data in compliance with applicable data protection laws such as the GDPR and CCPA. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you access and use our financial and investment advisory website pinnaclecapitaladvisory.com and services.

By using our services, you agree to the practices described herein. Do not continue to use pinnaclecapitaladvisory.com if you do not agree to the policy stated on this page.

Information We Collect

We collect personal data necessary to provide our advisory services, including:

• Personal Identification: Name, email, phone, postal address, date of birth.
• Financial Data: Income, investment profiles/history, payment details.
• Technical Information: IP address, browser/device information, website usage data via cookies.
• Communications: Messages, inquiries, survey responses you provide voluntarily.

Legal Basis for Processing (GDPR)

We process your data based on:

• Your consent, where obtained explicitly (e.g., cookie consent, marketing communications).
• Performance of a contract (providing requested financial advisory services).
• Compliance with legal obligations (e.g., anti-money laundering checks, regulatory compliance).
• Our legitimate interests aligned with providing and improving services, ensuring security, and fraud prevention, provided these do not override your fundamental rights.

How We Use Your Information

Your data is used to:

• Deliver tailored financial and investment advice.
• Verify your identity and conduct necessary compliance checks.
• Communicate with you about your account, updates, and marketing messages (with your consent).
• Process payments securely.
• Improve our website and services.
• Fulfill legal and regulatory requirements.

Your Rights (GDPR & CCPA)

Where applicable, you have the following rights:

• Access: Request access to personal data we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request deletion of your personal data, subject to legal exceptions.
• Restriction: Request restriction of processing of your data.
• Objection: Object to certain types of processing including direct marketing.
• Data Portability: Receive a copy of your data in a structured, machine-readable format.
• Withdraw Consent: Withdraw consent at any time where processing is based on consent.
• Right to Opt-Out (CCPA): California residents can opt out of the sale of personal information.
• Non-Discrimination: You have the right to fair treatment regardless of exercising your privacy rights.

To exercise any rights, please contact us at: contact@pinnaclecapitaladvisory.com.

Cookies and Tracking

We use cookies to enhance your experience and for analytics. Under GDPR, we seek your explicit consent before setting non-essential cookies. You may modify your cookie preferences at any time via our cookie settings or browser controls.

Disclosure and Sharing

We do not sell your personal information. We may share your data only:

• With service providers assisting with operations (payment processors, analytics, compliance).
• To comply with legal obligations such as subpoenas or regulatory requests.
• In case of business transfers (mergers, acquisitions) with confidentiality provisions.
• With your explicit consent.

Data Security

We implement reasonable technical, administrative, and physical safeguards designed to protect your personal data from unauthorized access, alteration, disclosure, or destruction.

However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

Data Retention

We retain your personal data only as long as necessary to provide services and comply with legal obligations, after which data is securely deleted or anonymized.

Children’s Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect data from children.

Changes to This Policy

We may update this Privacy Policy to reflect changes in legal requirements or practices. Updates will be posted here with an updated effective date.

Contact Us

For questions, concerns, or privacy-related requests, please contact:

Pinnacle Capital Advisory

Email: contact@pinnaclecapitaladvisory.com

Phone: [Insert Phone Number]

Address: 6 Duke St, Manchester, M3 4NF, England, United Kingdom.