Privacy Policy
Your privacy and data security are our top priorities
Last updated: December 2024
Information We Collect
Personal Information
- Name, email address, phone number, and mailing address
- Financial information necessary for advisory services
- Employment and income information
- Investment objectives and risk tolerance
- Social Security number and tax identification numbers
Technical Information
- IP address, browser type, and device information
- Website usage data and analytics
- Cookies and similar tracking technologies
- Login credentials and account preferences
How We Use Your Information
Advisory Services
- Provide personalized financial advice
- Develop investment strategies
- Monitor portfolio performance
- Conduct risk assessments
Communication
- Send account updates and statements
- Provide market insights and newsletters
- Respond to inquiries and support requests
- Schedule appointments and consultations
Data Protection & Security
Security Measures
- 256-bit SSL encryption for all data transmission
- Multi-factor authentication for account access
- Regular security audits and penetration testing
- Secure data centers with 24/7 monitoring
- Employee background checks and confidentiality agreements
Information Sharing
We do not sell, rent, or trade your personal information. We may share information only in the following circumstances:
Service Providers
Third-party vendors who assist in providing our services under strict confidentiality agreements.
Legal Requirements
When required by law, regulation, or court order.
Business Transfers
In connection with a merger, acquisition, or sale of assets with appropriate safeguards.
Your Rights
Access & Correction
Request access to your personal information and correct any inaccuracies.
Data Portability
Request a copy of your data in a structured, machine-readable format.
Deletion
Request deletion of your personal information, subject to legal and regulatory requirements.
Opt-Out
Unsubscribe from marketing communications at any time.
Contact Information
For questions about this Privacy Policy or to exercise your rights, contact our Privacy Officer:
Email: [email protected]
Phone: (555) 123-4567
Mail: TrustPoint Advisors, Privacy Officer
123 Financial District, Suite 500
New York, NY 10004