Data Privacy & Legal Disclosures

Privacy Policy & Data Disclosures

Last Updated: August 2026 • Effective Date: August 2026

Capitallio.com (operated by Chase Wealth Services, ABN: 35 808 811 518) ("we," "our," or "us") is dedicated to protecting your privacy. This Privacy Policy outlines how we collect, utilize, store, and disclose information when you visit Capitallio.com (the "Site"), in compliance with applicable United States federal and state privacy statutes (including CCPA/CPRA) and Google Ads advertising network standards.

1. Information We Collect

We collect information you voluntarily provide through our digital properties as well as technical information collected automatically:

Voluntary Contact Information: Full name, email address, and phone number when you complete our contact forms, submit inquiries, or request educational guides.
Educational Assessment Data: Self-reported answers to questionnaires (e.g., account type, estimated savings brackets, wealth preservation objectives) submitted to determine resource eligibility.
Automatically Collected Technical Data: Internet Protocol (IP) address, browser type, device identifiers, operating system, pages viewed, time spent on pages, and referral URLs collected via cookies and analytics pixels.

2. Tracking Technologies, Google Analytics & Advertising Cookies

We use tracking technologies including cookies, web beacons, and analytics scripts (such as Google Analytics 4 tag G-KG8CRPEJEY and Google Ads Global Tag AW-18396159755) to measure campaign effectiveness, track conversion events, and enhance site functionality.

Google Analytics processes visitation data from our Site. To learn how Google handles data from partner websites, please review Google's Privacy & Terms.

You can configure cookie preferences through your individual browser settings. Disabling essential cookies may alter your browsing experience.

Microsoft Advertising & Bing Universal Event Tracking (UET)

We use Microsoft Advertising (operated by Microsoft Corporation, One Microsoft Way, Redmond, WA 98052, USA) and its Universal Event Tracking (UET) technology on our website. This technology allows us to track user actions after viewing or clicking an advertisement placed on Microsoft Search (Bing) or its partner networks.

Microsoft Advertising collects and processes data regarding user visits, interactions, and conversions to help us measure campaign effectiveness and optimize ad delivery. Microsoft may also use this information for its own advertising purposes in accordance with the Microsoft Privacy Statement.

You can opt out of interest-based advertising by Microsoft by visiting the Microsoft Personalized Ad Opt-Out Page.

3. How We Use Collected Information

Information processed by Capitallio is used for legitimate business operations, including:

Delivering requested Gold IRA educational guides, informational kits, and assessment results.
Communicating with you regarding your inquiries, questions, and partner information requests.
Improving site structure, content clarity, conversion pathways, and user experience.
Fulfilling legal obligations, verifying compliance, and enforcing our Terms of Service.
Protecting against unauthorized transactions, fraud, and security vulnerabilities.

4. Affiliate Relationships & Third-Party Partner Data Sharing

Material Connection / Affiliate Disclosure: Capitallio.com is an independent publisher supported by referral advertising. We may receive financial compensation when visitors click outbound referral links, request educational kits, or establish qualifying accounts with our featured precious metals partner, Augusta Precious Metals.

Partner Data Sharing: When you complete an eligibility assessment or request a complimentary investor kit, your submitted contact information is shared with our featured partner, Augusta Precious Metals, to fulfill your requested consultation or educational delivery. We do not sell your personal data to unrelated third parties for independent marketing.

Service Providers: We disclose necessary data to cloud hosting providers, analytics platforms, and communications infrastructure operating under confidentiality obligations.

5. Email Communications & User Consent

By submitting your contact details through our forms or assessment tools, you consent to receive educational communications and follow-ups from Capitallio and our featured partner, Augusta Precious Metals.

You may unsubscribe from Capitallio marketing emails at any time by clicking the "unsubscribe" link included at the bottom of our emails or by contacting contact@capitallio.com.

6. Your Privacy Rights & Choices

Depending on your jurisdiction, you maintain specific rights regarding your personal information:

Right to Access: Request disclosure of the categories and specific pieces of personal data we have collected.
Right to Rectification: Request correction of inaccurate personal records.
Right to Erasure: Request deletion of your personal data, subject to legal recordkeeping exemptions.
Right to Opt-Out: Direct us to stop sharing your personal information with affiliate partners.

To exercise these rights, email our compliance team at contact@capitallio.com. Requests are verified and processed within 30 days.

7. California Consumer Privacy Rights (CCPA / CPRA)

If you are a California resident, the California Consumer Privacy Act provides specific rights regarding your personal information:

Notice of Collection: We collect identifiers, commercial information, and internet activity as detailed above.
No Sale of Data for Monetary Value: Capitallio does not sell personal information for cash compensation. However, sharing data with affiliate partners to fulfill kit requests may be classified as a "share" under CPRA rules.
Opt-Out of Sharing: California residents can opt out by emailing contact@capitallio.com with the subject line "California Privacy Opt-Out."
Non-Discrimination: We will never discriminate against you for exercising your CCPA/CPRA rights.

8. Data Security & Retention

We implement industry-standard administrative, physical, and technical safeguards to secure personal information against unauthorized access, loss, or alteration. Data is retained only as long as necessary to fulfill the educational purposes for which it was collected or to satisfy statutory legal requirements.

9. Children's Online Privacy Protection (COPPA)

Capitallio.com is strictly intended for adult U.S. residents aged 18 and older. We do not knowingly solicit or collect personal information from individuals under the age of 13. If you believe a minor has submitted personal data, please alert us immediately at contact@capitallio.com for prompt deletion.

10. Entity & Privacy Contact Information

For questions regarding this Privacy Policy, cookie disclosures, or data compliance, contact us directly:

Operating Entity: Chase Wealth Services (ABN: 35 808 811 518)
Mailing Address: 18 Wildwood Street, Officer, VIC 3809, Australia
Compliance Email: contact@capitallio.com
Website: https://capitallio.com