At Innovate Equity Advisors, we are committed to safeguarding the privacy of our clients and ensuring that their personal and financial information is protected. This Privacy Policy outlines how we collect, use, and manage your data when you engage with our investment services.
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Information Collection We collect personal information that is essential for providing our investment advisory services. This information may include your name, contact details, financial history, and investment preferences. The data is collected through forms, communications, and transactions you make with us.
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Use of Information The information collected is primarily used to tailor our investment services to meet your specific needs, to maintain our client account records, and to comply with legal and regulatory requirements. We may also use your information to communicate updates or changes to our services that may interest you.
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Information Sharing We do not sell or trade your personal information to third parties. However, we may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to maintain this information confidential.
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Data Security We implement robust security measures to ensure the protection of your information. This includes encrypted storage of data and access controls to limit unauthorized access to your personal information.
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Your Rights You have the right to access, correct, or delete your personal information held by us. If you wish to exercise these rights, please contact us with your request. We will respond to your inquiry in accordance with applicable laws.
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Policy Changes We may update this Privacy Policy as required by changes in legislation or business practices. Such updates will be communicated through our website, and continued use of our services indicates acceptance of the revised privacy policy.
For any questions or concerns about our privacy practices, please contact our office during regular business hours. Thank you for trusting Innovate Equity Advisors with your investment needs.