Effective Date: 1st June 2025
Capeon, a brand under Strategic Wealth Advisors DMCC, is committed to safeguarding the personal and institutional data of all its users, investors, and partners. As a Global Family Office and Strategic Investment Partner, we uphold the highest standards of data privacy, confidentiality, and regulatory compliance. This Privacy Policy describes the nature, purpose, and use of data collected through our website and other digital channels associated with our Strategic Capital Investment services.

Capeon collects two categories of information:

a. Personal Identifiable Information (PII):

• Full name, designation, email, phone number, business details
• Investment interest, project briefs, financial summaries (if submitted)
• Any uploaded files or information submitted via forms or contact channels

Purpose:
To initiate qualified discussions, assess investment alignment, conduct preliminary due diligence, and ensure compliance under AML/KYC guidelines. These are essential to evaluating Capital Deployment and Co-Investment opportunities.

b. Non-Personal Data / Technical Metadata:

• IP address, browser type, session behavior, pages visited
• Source domains and user activity via cookies and analytics tools

Purpose:
To analyze user engagement, improve site functionality, customize content for relevant Strategic Investment Services, and maintain system security.

We collect and process data under the following lawful bases:

• Consent: When you voluntarily provide personal information
• Contractual Obligation: When engaging in pre-deal discussions or onboarding
• Legitimate Interest: In ensuring business continuity, marketing strategy, or investor segmentation
• Legal Compliance: For obligations under DMCC licensing, UAE law, and applicable tax and anti-fraud frameworks

We collect and process data under the following lawful bases:

• Consent: When you voluntarily provide personal information
• Contractual Obligation: When engaging in pre-deal discussions or onboarding
• Legitimate Interest: In ensuring business continuity, marketing strategy, or investor segmentation
• Legal Compliance: For obligations under DMCC licensing, UAE law, and applicable tax and anti-fraud frameworks

We may share data only with:

• Legal, tax, and financial advisors involved in the due diligence process
• Cloud service providers operating under strict non-disclosure and GDPR-compliant frameworks
• Regulatory or government agencies where legally obligated

Each third-party relationship is governed by a data-sharing agreement that upholds Capeon’s privacy and confidentiality standards.

As a Cross-Border Investment facilitator, Capeon processes data across the UAE, India, UK, and other financial jurisdictions.

All transfers are:

• Governed by legally binding Data Transfer Agreements
• Aligned with GDPR or equivalent protection standards
• Protected via end-to-end encryption and regional compliance oversight

Data is retained:

• For 5 years post-engagement (unless extended under legal mandates)
• For the lifetime of a co-investment, advisory, or fund participation relationship
• Until withdrawal of consent for marketing use

Post-retention, data is securely deleted in accordance with Capeon’s Data Governance Protocol.

You may:

• Access or correct your stored personal data
• Request deletion or restriction of data use
• Withdraw consent for specific uses (e.g. newsletters)
• File a complaint with your local supervisory authority

Email: info@capeon.com for any data rights inquiries.

Capeon applies:

• Multi-factor authentication for all backend access
• Zero-trust network principles for user segregation
• ISO-aligned risk and incident management
• Role-based controls for Execution-Led Investment and deal teams

All personnel, including advisors and technology vendors, sign a Data Confidentiality Agreement.

Capeon uses essential cookies and tools such as Google Analytics to:

• Measure session behavior and bounce rates
• Understand content relevance across investment verticals
• Optimize navigation across key landing pages

You may disable cookies via your browser settings.

Capeon (A Strategic Wealth Advisors DMCC Company)

Email: info@capeon.com

Address: 31st Floor, Saba Tower 1, Unit 3102, Cluster E, Jumeirah Lake Towers, Dubai, United Arab Emirates.