Privacy

Capital Ideas Inc. collects only the personal information reasonably necessary to respond to an inquiry, provide requested general educational material, maintain communications, or facilitate a referral you request.

This may include your name, contact information, correspondence, and general information you choose to provide about your area of interest. We use this information only for these purposes, with your consent where required, or as permitted or required by law.

Capital Ideas Inc. does not collect or assess know-your-client information, risk tolerance, investment objectives, identity-verification information, or subscription documentation for the purpose of determining suitability or completing a securities transaction. Those activities are carried out by the applicable registered dealer under its own processes and privacy policy.

With your consent, we may provide your name, contact information, and general area of interest to an applicable registered dealer so that it may contact you directly. We do not sell personal information.

We use reasonable safeguards to protect personal information in our custody or control and retain it only as long as reasonably necessary for the purposes described above or as required by law. You may request access to or correction of your personal information, withdraw consent subject to legal and contractual restrictions, or raise a privacy concern by contacting:

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[PRIVACY CONTACT TO BE CONFIRMED]