Privacy Policy

Company: OpenGateFunds
Last Updated: August 7, 2026

1. Introduction

At OpenGateFunds (“OpenGateFunds,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, store, disclose, and protect personal information when you visit our website, use our digital services, communicate with us, or otherwise interact with OpenGateFunds.

By accessing our website or using our services, you acknowledge the practices described in this Privacy Policy, subject to applicable data protection and privacy laws.

2. Information We Collect

The information we collect depends on how you interact with OpenGateFunds.

2.1 Information You Provide

You may provide personal information when you:

Create or manage an account
Complete forms on our website
Apply for financial or other services
Contact our support team
Submit inquiries or requests
Subscribe to communications
Complete identity or verification processes
Provide information required for transactions or account services

This information may include:

Full name
Email address
Telephone number
Residential or mailing address
Date of birth
Identification information
Account information
Transaction-related information
Employment or business information where required
Information you provide when communicating with us

2.2 Information Collected Automatically

When you access our website or digital services, certain technical information may be collected automatically.

This may include:

IP address
Browser type
Device type
Operating system
Website pages visited
Date and time of access
Approximate location information
Referring website
Device and security information
Interaction and usage information

This information helps us maintain, secure, and improve our digital services.

3. Information Used for Identity Verification

Depending on the services you request and applicable requirements, OpenGateFunds may collect information necessary to verify your identity and protect accounts and transactions.

This may include identification documents, verification information, or other information required to establish and maintain an account.

Such information may be processed for security, fraud prevention, compliance, and other legitimate purposes.

4. How We Use Your Information

OpenGateFunds may use personal information for purposes including:

Providing Our Services

Creating and managing accounts
Providing requested services
Processing transactions and requests
Providing customer support
Communicating important account information

Security and Fraud Prevention

Protecting accounts and systems
Detecting suspicious activity
Preventing fraud and unauthorized transactions
Investigating security incidents
Protecting our customers and business

Legal and Regulatory Requirements

Complying with applicable laws
Meeting regulatory requirements
Verifying identity where required
Responding to lawful requests from authorities
Maintaining records required by law

Improving Our Services

Understanding how our website and services are used
Improving functionality and user experience
Developing new services and features
Monitoring service performance
Troubleshooting technical issues

Communications

We may use your contact information to send:

Service notifications
Security alerts
Transaction-related communications
Account updates
Important policy changes
Customer support responses

Where required by law, we will obtain appropriate consent before sending promotional communications.

5. Cookies and Similar Technologies

OpenGateFunds may use cookies and similar technologies to improve website functionality, security, performance, and user experience.

Cookies may help us:

Remember preferences
Maintain sessions
Understand website usage
Improve website performance
Detect security issues
Analyze website traffic

Depending on your browser and applicable law, you may be able to control or disable certain cookies through your browser settings.

Disabling some cookies may affect the functionality of certain parts of our website.

6. How We Share Information

We may share personal information where necessary to provide services, operate our business, protect our customers, or comply with legal obligations.

Information may be shared with:

Authorized OpenGateFunds personnel
Service providers and technology partners
Payment and transaction service providers
Identity and verification providers
Security and fraud-prevention providers
Professional advisors
Legal, audit, or compliance professionals
Government or regulatory authorities where legally required

Third-party service providers that process personal information on our behalf are expected to maintain appropriate security and confidentiality safeguards.

We do not sell your personal information.

7. Financial and Transaction Information

Where applicable to the services you use, OpenGateFunds may process information relating to financial activities and transactions.

Such information may include transaction details, account activity, payment information, and other information necessary to provide requested services.

We use appropriate safeguards designed to protect this information and limit access to authorized personnel and service providers with a legitimate business need.

8. Data Security

We take reasonable technical and organizational measures to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

Our security measures may include:

Access controls
Authentication safeguards
Encryption technologies
Secure storage
Security monitoring
Network protection
Internal security procedures
Restricted access based on business requirements

However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

9. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy.

Retention periods may depend on:

The nature of the information
The services provided
Legal and regulatory requirements
Security and fraud-prevention needs
Dispute resolution
Legitimate business requirements

When information is no longer required, it may be securely deleted, anonymized, or otherwise disposed of in accordance with applicable requirements.

10. International Data Transfers

OpenGateFunds may use service providers or technology infrastructure located in different jurisdictions.

Where personal information is transferred internationally, we take reasonable steps to ensure that the transfer and subsequent processing comply with applicable data protection requirements and that appropriate safeguards are implemented where required.

11. Third-Party Websites and Services

Our website or digital services may contain links to third-party websites, applications, or services.

OpenGateFunds is not responsible for the privacy practices, content, or security practices of third-party services that we do not control.

We encourage you to review the privacy policies of third-party services before providing them with personal information.

12. Your Privacy Rights

Depending on your location and applicable law, you may have certain rights concerning your personal information.

These may include the right to:

Request access to personal information we hold about you
Request correction of inaccurate information
Request deletion in certain circumstances
Request restriction of certain processing
Object to certain processing activities
Withdraw consent where applicable
Request information about how your personal information is processed

We may need to verify your identity before responding to certain requests.

Your rights may be subject to limitations or exceptions established by applicable law.

13. Children’s Privacy

Our services are not intended for individuals who are not legally eligible to use the applicable services.

We do not knowingly collect personal information from individuals where doing so would violate applicable age or privacy requirements.

If you believe that personal information has been provided to us in circumstances where it should not have been collected, please contact us through our official communication channels.

14. Communications and Marketing

We may communicate with you regarding your account, services, transactions, security, and other important matters.

Where permitted by law, we may also send information about products, services, or updates that may be relevant to you.

You may opt out of certain promotional communications by following the unsubscribe instructions provided in the communication or contacting us through our official channels.

Please note that you may continue to receive essential service, security, account, or transaction-related communications.

15. Changes to This Privacy Policy

OpenGateFunds may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable legal and regulatory requirements.

When changes are made, we will update the “Last Updated” date at the beginning of this Policy.

We encourage you to review this page periodically to remain informed about how we handle personal information.

16. Contact Us

If you have questions about this Privacy Policy, wish to make a privacy request, or have concerns regarding the handling of your personal information, please contact OpenGateFunds through the official contact information provided on our website.

17. Financial Services Risk Disclosures

Where OpenGateFunds provides or facilitates financial, investment, custody, deposit, or other asset-related services, the following general risk considerations may apply. The specific terms, risks, fees, and protections applicable to your services are determined by your Client Agreement, applicable service terms, and the relevant product documentation.

Deposit & Custody Services

The value of assets held in custody may be subject to market fluctuations and is not guaranteed.

Where interest is applicable, rates may vary depending on the relevant product, currency, service arrangement, mandate, and prevailing market conditions. OpenGateFunds does not guarantee a minimum return on cash balances unless expressly stated in the applicable agreement.

Fees, commissions, taxes, and other applicable charges may apply.

Clients should review their Client Agreement, applicable General Terms of Business, fee schedules, and relevant product documentation for complete information concerning their particular arrangement.

Investment Services

Capital at risk.

Investment services involve risks, and the value of investments and any income derived from them may rise or fall. You may receive less than the amount originally invested and, depending on the investment, may lose some or all of your invested capital.

Past performance is not a reliable indicator of future results. Forecasts, projections, and estimates are not guaranteed indicators of future performance.

Currency exchange rate movements may adversely affect investments denominated in a currency different from your base currency.

Investment services may include advisory, discretionary, or other investment management arrangements, depending on the service selected and the applicable agreement.

Clients remain responsible for understanding the risks associated with their investments and should seek independent professional advice where appropriate.

Transaction fees, custody charges, management fees, commissions, taxes, and third-party costs may apply. Applicable charges will be disclosed in the relevant fee schedule, service agreement, or product documentation.

Where applicable, additional information concerning conflicts of interest, execution arrangements, investment risks, and the scope of the relevant service may be provided through the applicable legal documentation or upon request.

Alternative Investments & Commodities

Capital at risk.

Alternative investments, including private equity, hedge funds, real assets, and commodities, can involve significant risks and may not be suitable for every client.

Depending on the specific investment or service, risks may include:

Limited liquidity
Higher levels of volatility
Complex legal or ownership structures
Limited availability of market information
Valuation uncertainty
Counterparty risk
Currency risk
Regulatory risk
Tax considerations

Certain alternative investments may not be traded on regulated markets and may have limited opportunities for investors to sell or transfer their positions.

Physical commodities and certain alternative investment services may be provided through specialized third-party entities or affiliates where applicable. The regulatory status, investor protections, and applicable legal framework may differ depending on the specific entity, jurisdiction, product, and service.

Clients should review the applicable product documentation and Client Agreement carefully before committing capital.

General Financial Risk

Financial products and services can involve risks that vary according to the nature of the product, jurisdiction, currency, market conditions, and contractual arrangement.

No statement on this website should be interpreted as a guarantee of investment performance, capital preservation, income, or future returns unless expressly stated in a legally binding agreement.

Before entering into a financial arrangement, clients should consider whether the relevant service is appropriate for their circumstances and obtain independent professional advice where appropriate.

For information concerning the specific legal entity providing a service, applicable regulatory framework, fees, investor protections, or contractual terms, please refer to the relevant Client Agreement and applicable product or service documentation.

18. Regulatory and Legal Information

The legal entity responsible for providing a particular service may vary depending on the client’s location, the nature of the service, and the applicable jurisdiction.

Information concerning OpenGateFunds’ corporate entities, licenses, registrations, regulatory status, offices, and applicable jurisdictions should be obtained from the official legal and regulatory disclosures applicable to the relevant service.

Regulatory information should not be inferred solely from the OpenGateFunds website.

Where required, the applicable legal entity, regulator, registration information, and jurisdiction will be identified in the relevant Client Agreement, service documentation, or regulatory disclosure.

19. Client Agreements and Service Terms

This Privacy Policy describes how OpenGateFunds handles personal information. It does not replace or modify any Client Agreement, General Terms of Business, Investment Management Agreement, custody agreement, account agreement, fee schedule, or other contractual document governing a specific service.

Where there is a difference between this Privacy Policy and a legally binding agreement concerning a particular service, the applicable contractual terms will govern to the extent permitted by applicable law.

Clients should review the documentation applicable to their specific relationship before using financial or investment services.

20. Contact and Secure Communications

Questions concerning your account, financial services, investment arrangements, custody services, or applicable legal documentation should be directed through OpenGateFunds’ official communication channels.

Where available, sensitive account or financial information should be communicated through the secure messaging or communication facilities provided by OpenGateFunds rather than ordinary unsecured channels.