At https://wealth-transfer-and-legacy-planning.trustedstandard.com, also known as wealth-transfer-and-legacy-planning (‘the Company’ or ‘we’), your privacy and data security are of utmost importance. This Privacy Policy provides a detailed account of our practices with respect to handling personal data. We are committed to compliance with various privacy regulations, including Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA), Quebec Law 25, the European Union’s General Data Protection Regulation (GDPR), Brazil’s Lei Geral de Proteção de Dados Pessoais (LGPD), California’s California Consumer Privacy Act/California Privacy Rights Act (CCPA/CPRA), Colorado’s Colorado Privacy Act (CPA), Utah’s Utah Consumer Privacy Act (UCPA), Connecticut’s Connecticut Data Privacy Act (CTDPA), Virginia’s Consumer Data Protection Act (VCDPA), South Africa’s Protection of Personal Information Act (POPIA), and others.
This policy applies to all activities associated with our website, applications, services, and products. It is important to be aware that this policy does not apply to external platforms, applications, products, or services that may be accessed via links from our platform; these entities have their own privacy policies to govern their interactions with users.
Our Privacy Policy covers interactions where you:
- Use our applications and services as a registered user
- Visit any of our websites associated with this Privacy Statement
- Engage with us through communications such as newsletters, emails, calls, or text messages/SMS
We collect various types of personal data to facilitate our services. This includes:
- Account details that help manage your relationship with us
- Payment information necessary for transactions
- Financial data relevant for our financial products and services
- Purchase history to improve customer experience
- Mobile device identifiers for application management
- Location data when needed for service delivery
- Feedback you provide to enhance our offerings
- Social media information if linked to our services
- Product and service details to tailor our assistance to your needs
This personal data is collected through various means, including direct user input, interactions with our platforms, and through automated technologies that we employ. Additionally, third parties may provide us with personal data, which they collect in accordance with their own privacy practices.
We use cookies to enhance the user experience and for analytics purposes. These cookies are categorized as Strictly Necessary, Preference, and Analytics. Users can manage their preferences through our Cookie Manager tool.
In compliance with privacy regulations, we retain personal data only as long as necessary for the purposes for which it was collected or as required by law. Once the purpose has been fulfilled or the legal retention period has expired, we take appropriate measures to delete or anonymize this data.
We implement robust organizational safeguards and security measures to protect your personal data against unauthorized access, use, modification, disclosure, or destruction. This includes utilizing encrypted communication channels and partnering with secure third-party processors.
Our platform is not directed at children under the age of 18. We do not knowingly collect personal data from children in this age group. If we become aware that we have collected personal data from a child under 18 without verification of parental consent, we take steps to remove that information from our servers.
Depending on where you are located, you may have certain rights with respect to your personal data. These rights typically include the right to access your personal data, request rectification or erasure, obtain restrictions on processing, seek data portability, object to processing, and non-discrimination. Should you wish to exercise any of these rights, please contact our privacy team using the provided channels.
We reserve the right to update this Privacy Policy from time to time to reflect changes in our practices or as required by law. Any changes will be communicated through updates on our website.
For any inquiries, unsubscribe requests, or data-related concerns, you can reach out to us via email at [email protected] or by sending a written correspondence to the address provided on our website.
Your trust is paramount to us, and we are committed to maintaining your privacy and data security at all times.