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Privacy Policy


Last Updated: March 10, 2026

At ENPEEZ SOLUTIONS, we recognize that the protection of your personal and financial information is a cornerstone of our fiduciary duty. This Privacy Policy outlines how we collect, use, protect, and share information gathered through our website.

1. Information We Collect
In the course of providing financial services, we may collect "Non-Public Personal Information" (NPI) and other data categories:

  • Identifiers: Name, alias, postal address, unique personal identifier, online identifier, IP address, email address, and account name.

  • Financial Information: Bank account numbers, credit/debit card numbers, investment objectives, and income details.

  • Professional/Employment Data: Employer name and job title (often required for regulatory "Know Your Customer" compliance).

  • Usage Data: Information on your interaction with our website, including browsing history and search history.

2. How We Collect Information
We collect data through three primary channels:

  1. Directly from You: When you fill out an application, subscribe to a newsletter, or contact us for a consultation.

  2. Automated Technologies: Via cookies, web beacons, and server logs to improve site functionality and security.

  3. Third Parties: From credit bureaus, identity verification services, and public databases.

3. Purpose of Processing
We process your information based on the following legal and operational grounds:

  • To Fulfill Contracts: Managing your accounts and executing requested transactions.

  • Legal Compliance: Adhering to Anti-Money Laundering (AML) and "Know Your Customer" (KYC) regulations.

  • Security: Protecting against fraud, unauthorized transactions, and cyber threats.

  • Communication: Providing updates on your investments or responding to inquiries.

4. Disclosure of Information
We do not sell your personal information. We share information only with:

  • Service Providers: Custodians, auditors, and technology vendors who assist in our operations.

  • Regulatory Bodies: When required by law, subpoena, or to comply with a request from the SEC, FINRA, or other governmental agencies.

  • Consent: To any other party where you have provided explicit permission.

5. Data Security
We employ industry-standard security measures, including:

  • Encryption: Utilizing SSL/TLS protocols for data in transit and AES-256 for data at rest.

  • Access Controls: Restricting data access to employees who require it to perform their specific job functions.

  • Monitoring: Regular audits of our internal systems and vendor security postures.

6. Your Rights
Depending on your jurisdiction (e.g., California, EU, UK), you may have the right to:

  • Access the personal information we hold about you.

  • Request Deletion of your data (subject to financial record-keeping retention laws).

  • Correct inaccuracies in your personal records.

  • Opt-out of certain types of data sharing.

7. Data Retention
As a financial firm, we are legally required to retain certain records for specific periods (often 5 to 7 years) under various financial regulations. We will not keep your data longer than is necessary for the purposes for which it was collected or to comply with legal obligations.
8. Contact Information
For questions regarding this policy or to exercise your privacy rights, please contact our Compliance Officer:
Email: enpeez@gmail.com  Address: 5 - 2290 Boley Street, Abbotsford, BC, V3G 0J1  Phone: 778-999-4275

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