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Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your information.

Last updated: January 1, 2025

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, request services, or contact us. This may include:

  • Personal identification information (name, email address, phone number)
  • Financial information (income, assets, investment goals)
  • Demographic information (age, location, occupation)
  • Communication preferences and feedback

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our financial services
  • Process transactions and send related information
  • Send you technical notices, updates, and support messages
  • Respond to your comments, questions, and customer service requests
  • Communicate with you about products, services, and events
  • Monitor and analyze trends, usage, and activities

3. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy:

  • With your consent or at your direction
  • To comply with legal obligations
  • To protect our rights, property, or safety
  • With service providers who assist us in operating our business

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

5. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

6. Your Rights and Choices

You have the right to:

  • Access, update, or delete your personal information
  • Opt out of marketing communications
  • Request a copy of your personal information
  • Object to certain processing of your information

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and use personal information about you. For more information about our use of cookies, please see our Cookie Policy.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

9. Children's Privacy

Our services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

FinenCy
1234 Financial Plaza
Austin, TX 78701
Phone: (512) 555-0123
Email: privacy@finency.com

FinenCy Logo

Empowering individuals and families achieve their financial goals through expert guidance and personalized strategies.

1234 Financial Plaza, Austin, TX 78701

(512) 555-0123

info@finency.com

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Investment advice offered through FinenCy, a registered investment advisor. Securities offered through licensed representatives. Past performance does not guarantee future results.

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