Privacy
How the assessment uses your information
AI-assisted reflection
The assessment may send selected categorical, non-contact responses to Google Gemini so it can organize your stated situation, goal, boundary, tension, and evidence standard into a concise reflection.
Your name, email, phone number, free-text clarification, capital range, investing-experience label, deterministic product match, and product score are not included in that model request. Gemini does not select the product, risk configuration, or allocation.
Product matching
Product and risk matching is performed by fixed rules in the application. The result is preliminary and educational; actual holdings, correlations, fees, taxes, liquidity terms, and account constraints are not analyzed by the assessment.
Contact and booking details
Contact details are requested only after the result, when you choose to continue to a Portfolio Match Review. Submitting that form sends your contact details and validated quiz responses, including the capital range and any optional clarification, to the configured lead and booking systems so the team can prepare for and respond to the inquiry.
Avoid sensitive information
Do not enter account numbers, login credentials, tax identifiers, or other sensitive personal information in the optional clarification field.