Friday, July 1, 2022
Last Updated: October 11, 2023, Effective Date: October 25, 2023
We collect your personal, financial, and professional information.
Your information is used to enhance our services and your experience.
We may share your information only under specific conditions.
You have the right to control your information.
Information We Collect
Types of Information:
Personal Information: Name, email address, phone number, and physical address.
Financial Information: Investment goals, net worth, income, bank account, and routing details.
Professional Information: Medical training and practice details.
Information Collected as per CCPA
The above details serve as a 'Notice at Collection' under the California Consumer Privacy Act (CCPA).
How We Use Your Information
We leverage cutting-edge technologies to:
Improve and operate our services
Provide customer support
Communicate updates and offers tailored to your professional needs
Conduct research and analysis for continuous improvement
Develop new features that align with your financial goals
Ensure security and legal compliance
We use advanced algorithms to serve you targeted ads that are relevant to your financial and professional interests. We may also share this information with marketing partners who align with our values and your needs.
Your information may be shared when:
We have your explicit consent
Required by law or to respond to legal requests
Necessary for safety, security, or compliance purposes
Facilitating a business transfer, under strict confidentiality and legal safeguards
We employ state-of-the-art security measures, including advanced encryption algorithms and real-time monitoring, to protect your information. While no system can be 100% secure, we are committed to continually improving our security protocols.
To update or delete your information, visit your account settings. You also have the option to opt-out of data collection or targeted advertising through your account settings.
We retain your data as long as necessary to provide our services and as mandated by legal requirements. Our data retention practices align with industry best practices and legal obligations.
Our services are not intended for children under 13.
International Data Transfers
Your data may be transferred and stored across international borders, in compliance with relevant laws and regulations.
If you're a resident of California, you have specific rights, including:
Access to your data
Correction of your data
Deletion of your data
Objection to processing of your data
Changes to This Policy
We may update this policy periodically. Changes will be notified as required by law.
Any disputes or complaints regarding our privacy practices can be addressed through a structured resolution process, which includes initial contact, internal review, and third-party arbitration, if necessary.
Data Protection Officer
For questions about data protection, contact our Data Protection Officer at email@example.com.
For general questions, contact us at firstname.lastname@example.org or visit our comprehensive FAQ section.