Privacy Policy
At https://family-financial-planning.trustedstandard.com, we prioritize your privacy and data protection. Our Privacy Policy details our approach to handling personal data responsibly, in accordance with various international privacy laws such as Canada’s PIPEDA, Quebec Law 25, the EU’s GDPR, Brazil’s LGPD, California’s CCPA/CPRA, Colorado’s CPA, Utah’s UCPA, Connecticut’s CTDPA, Virginia’s VCDPA, South Africa’s POPIA, and more.
Scope of Policy
This policy is comprehensive for all activities conducted on our website, applications, services, and products. Please note that this privacy policy does not apply to third-party platforms, applications, products, or services that may be linked from our platform, each with their own distinct privacy policies.
Processing Activities
Our processing activities cover various interactions you may have with us, including:
- Using our applications and services as an authorized user.
- Visiting any of our websites that display this Privacy Statement.
- Engaging with communications from us, such as newsletters, emails, calls, or text messages/SMS.
Personal Data Collection
We collect a range of personal data to enhance our services. This includes:
- Account Information you provide when setting up an account.
- Payment Information for processing payments and subscriptions.
- Financial Information relevant to the financial planning services we offer.
- Purchase Information related to the products and services you acquire from us.
- Mobile Device Identifiers necessary for mobile app functionality and personalization.
- Location Data when you use location-based features or services.
- Feedback provided directly by you to improve our services.
- Social Media Information if you interact with us on social media platforms.
- Product Information pertinent to the financial products you are interested in.
This data may be collected through your direct input, interactions with our platform, or via automated technologies that we employ for user experience enhancement and service improvement. Additionally, we may receive personal data from third parties, which will be subject to their respective privacy policies.
Cookies
Our website uses cookies to streamline user experience and assist in analytics. These cookies are categorized as Strictly Necessary for core functionalities, Preference for user interface customization, and Analytics for performance monitoring. You can manage your cookie preferences using our Cookie Manager tool.
Data Retention and Deletion
We maintain personal data only for the duration required by law or for fulfilling the purpose for which it was collected. Upon completion of these purposes, we take appropriate steps to delete or anonymize your personal data in a secure manner.
Security Measures
We implement robust organizational and security measures to safeguard your personal data against unauthorized access, use, modification, destruction, or disclosure. This includes employing encrypted communication and partnering with third parties who commit to processing your data securely.
Children’s Privacy
Our services are not intentionally designed for, or directed at, children under the age of 18. We do not knowingly collect personal data from such individuals.
Your Rights
Depending on where you are located, you have rights concerning your personal data under applicable privacy laws. These may include rights to access, rectify, delete, or restrict the processing of your personal data, as well as rights to data portability, object to certain types of processing, non-discrimination, and the ability to file appeals or complaints. To exercise these rights, please contact our privacy team.
Changes to Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website for your review.
Contact Information
For any inquiries, unsubscribe requests, or data-related matters, you can reach out to us at [email protected] or by sending written correspondence to the address provided on our website. Our privacy team is dedicated to addressing your concerns and ensuring compliance with privacy regulations.