Privacy Policy

Last updated: May 1, 2023

1. Introduction

Super Advisor Inc. ("Super Advisor", "we", "us", or "our") is committed to protecting the privacy and security of your personal and financial information. This policy describes our approach to managing data collected through our wealth management services and SaaS platform.

2. Information Collection

Financial Professionals:

• Business Information: name, your staff's names, your company's name, address, email address, and phone number
• Billing Information: payment details like credit card or bank account information collected for service billing

Investor Clients:

• Personal Information: name, date of birth, address, citizenship, income, investments, debts, marital status, dependents, and social insurance number
• Financial Information: account details, transactions, assets, and liabilities

3. Information Collection Methods

Data is obtained through interactions, assessments, input, and when you opt-in to connect your financial data through third-party aggregators. We aim to collect only necessary information for service provision and legal compliance.

4. Information Use

We use data for wealth management, user experience improvements, and marketing. This includes providing services, compliance fulfillment, KYC requirements, and personalized recommendations. We do not use personal data to train AI models.

5. Cookies and Tracking Technologies

Cookies and similar technologies are used to enhance website experience, retain preferences, and deliver customized content.

6. Data Security

We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. All data is encrypted at rest and in transit using industry-standard protocols.

7. Data Retention

Information is retained as long as necessary to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements.

8. Third-Party Links

Our platform may contain links to external websites. We are not responsible for the privacy practices of these external sites.

9. User Rights

You may access, correct, update, or request the deletion of your personal information by contacting us. Identity verification may be required. Contact us at support@superadvisor.ai.

10. Changes to Policy

Updates reflect practice changes or regulatory requirements. We will notify users via email or website notice when modifications occur.

11. Contact Us

Email: support@superadvisor.ai

Address: 357 Bay Street, Toronto, ON

Your continued use of our platform and services constitutes your acceptance of the practices described in this Privacy Policy.