Skip to main content

Introduction > Legal

Privacy Policy

1. Introduction​

This Privacy Policy ("Policy") outlines how Realize or our service providers ("Company," "we," "us," or "our") collects, utilizes, and shares your information. We encourage you to review this Policy thoroughly and reach out to us with any questions at [add e-mail address]. By accessing and using our website, you confirm that you have read this Policy and agree to its terms.

2. Changes to Terms​

We may update these Terms from time to time. Any changes will be posted on this page with an updated timestamp (see Last Updated). We encourage you to review these Terms. Your continued use of the Site after such changes constitutes your acceptance of the new Terms.

3. Applicability​

This Policy applies to our services, which include the services we provide on our platform, user interface or any other websites, pages, features, mobile applications, or content we own or operate (collectively, the "Sites") or when you use any Realize API or third party applications relying on such an API, and related services (collectively, the "Services"). By accessing and using our Sites and Services, you confirm that you have read this Policy and agree to its terms.

4. What we collect​

We may collect the following information:

  • Personal data such as your name and age.
  • Financial information such as your source of wealth.
  • Online identifiers, such as your personal IP addresses.
  • Information collected to comply with legal and regulatory obligations, including ‘Know Your Customer’ information as required by us, our partners or the legal and regulatory bodies in which us and our partners operate. This includes information about you from other sources as required by the law (e.g. public records).
  • Information collected when executing transactions with our Services.
  • Any feedback you provide to us.
  • Usage information, such as user preferences and data collected from cookies.

5. How we use information​

In addition to your instructions and explicit consent, applicable terms in the Terms of Service, and as required by the law, we may also use the collected information in the following circumstances:

  • Complying with any applicable legal and regulatory obligations.
  • Improving our products and Services (including developing new features and products) and tailoring them to your needs. This includes ensuring your, and our, safety.
  • Providing user support.
  • Contacting you in connection with our relationship with you and/or your use of our Services.
  • Marketing our Services to you. You have the option to "unsubscribe" from any marketing email sent by us by either opting-out or contacting us at info@realizeassets.com.

6. How we share and disclose information​

We will not disclose your personal information to third parties, except as described in this policy. We may share your information in the following circumstances:

  • With your explicit and informed consent. You have the right to withdraw your consent at any time.
  • Aggregated and/or anonymized data with others for their use.
  • Complying with any applicable legal and regulatory obligations.
  • With third-party service providers who help facilitate our business operations, limited to the purpose for which the information is provided.
  • During a material change to our business, some or all your information may be shared or transferred, subject to requisite confidentiality arrangements (e.g. a merger or acquisition).

7. Data retention​

To view, update or access details in relation to our storage of your information, please contact us at info@realizeassets.com. We retain your information only for the purposes for which we collect the information (see above). Once the purpose has been fulfilled, we will cease retention.

8. Security​

We are dedicated to ensuring the security and privacy of your personal data. Access to your information is restricted to only those employees or representatives who are authorized. We implement a range of safeguards—both physical and digital—as well as procedural measures to guard against loss, misuse, damage, unauthorized alterations, and disclosure. Additionally, we do not engage in the sale of your personal information for financial gain.

Contact us: info@realizeassets.com