Privacy Policy for Clients

Effective Date: [10 March 2025]

X Securities (“we,” “our,” or “us”) is committed to protecting the privacy of our clients. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you engage with our services.

1. Information We Collect

We may collect and process the following types of personal information:

• Personal Identification Data: Name, date of birth, gender, and government-issued identification (e.g., passport, driver’s license).
• Contact Information: Mailing address, email address, phone number.
• Financial Information: Bank account details, investment preferences, tax identification numbers.
• Transaction Data: Records of transactions, investment history, and account activities.
• Technical Data: IP address, browser type, operating system, and other analytics related to website usage.
• Regulatory Information: Any data required for compliance with legal and regulatory obligations.

2. How We Use Your Information

We use personal information for the following purposes:

• Providing Services: To manage client accounts, process transactions, and facilitate investments.
• Regulatory Compliance: To meet legal, tax, and regulatory requirements.
• Communication: To send important account-related updates, security alerts, and service notifications.
• Marketing & Research: To offer tailored investment opportunities, market research, and service improvements (with opt-out options available).
• Fraud Prevention & Security: To detect, investigate, and mitigate fraudulent or unauthorized activities.

3. Information Sharing & Disclosure

We do not sell or rent client information. However, we may share data in the following circumstances:

• Service Providers: With trusted third-party vendors who assist in providing financial, legal, or operational services.
• Regulatory Authorities: To comply with legal obligations, government regulations, or court orders.
• Business Transfers: In case of mergers, acquisitions, or restructuring, client information may be transferred.
• Authorized Third Parties: With consent, we may share information with financial advisors or partners assisting in investment decisions.

4. Data Security & Retention

We implement industry-standard security measures to protect client data from unauthorized access, loss, or misuse. We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

5. Client Rights & Choices

Clients have the right to:

• Access & Review: Request a copy of the personal data we hold about them.
• Correction & Updates: Update inaccurate or incomplete information.
• Deletion & Restriction: Request data deletion or restrict processing under certain circumstances.
• Withdraw Consent: Opt out of marketing communications at any time.

6. International Data Transfers

Depending on your location, your data may be transferred and processed in jurisdictions with different data protection laws. We ensure such transfers comply with applicable regulations and provide adequate safeguards.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Clients will be notified of significant changes via email or through our website.

8. Contact Us

For any questions or requests regarding this Privacy Policy, please contact us at:

Email: [email protected]