Financial Privacy Notice

Information collected

Kion collects name, email, state, billing address, country, birth year, employment status, occupation, annual income, net worth excluding the primary residence, investment objectives, and risk tolerance. Kion also records Discord identity and access state; payment-provider customer, subscription, invoice, tax, refund, dispute, and billing-location records; agreement and consent records; support and security records; and ordinary website logs such as IP address, device, and timestamp. Kion does not request brokerage credentials or obtain authority over a brokerage account.

Use

Kion uses information to evaluate and maintain the client relationship; provide and secure the service; process subscriptions, taxes, refunds, and disputes; grant or remove Discord access; deliver required notices; keep regulatory and contract records; respond to support and complaints; prevent misuse; and maintain reliability.

Sharing

Kion does not sell client information and does not share it for cross-context behavioral advertising. Kion shares only what is necessary with providers that perform payment, tax, hosting, database, email, security, professional, regulatory, and Discord-access functions; when a client requests or authorizes a transaction; and as permitted or required for fraud prevention, legal process, regulatory examination, or protection of rights and security.

Those uses fall within service, processing, consent, or legal exceptions to the federal opt-out requirement. Kion therefore does not offer an opt-out from those necessary disclosures. Before sharing nonpublic personal information outside those exceptions, Kion will provide any required notice and opt-out opportunity. Kion does not currently share client information with affiliates.

Security and retention

Kion maintains a written information-security program appropriate to its size and the sensitivity of the information. Controls include limited access, multi-factor authentication, encryption where required, service-provider review, secure disposal, monitoring, and incident handling. No system is completely secure. Kion retains records as required to provide the service and meet adviser, tax, contract, consent, complaint, and legal obligations, then securely disposes of them.

Questions and requests

Send privacy questions or applicable access, correction, or deletion requests to hello@kionquant.com. Kion will verify the request and apply legal retention and other exceptions. Information may be processed in the United States and where contracted providers operate.

Contact

hello@kionquant.com