IdealMio SRL considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.
In providing Fund Raising services, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law.
This policy is applicable to information for current and former clients.
Information we collect
The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs.
This information could include:
• Company name and Address
• Investment Pitch deck and Business Plan
• Fund raising Information’s
• Current financial information’s
• Employment information
• Information we receive from you on applications and other forms.
• Information about direct or reference contacts.
We also collect your personal information from others such as custodians, broker/dealers and other companies.
How information is used
All financial companies need to share client personal information to run their everyday business. We use information about you to provide our International Fund Raising services to you. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians or other companies used to provide services to you.
We do not sell your personal or company information’s to anyone.
How information is safeguarded
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all business, financial partners and cooperators.