Privacy Policy

Effective Date: May 29, 2025

1. Information We Collect

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

  • Personal information (name, email address, phone number)
  • Professional information (CRD numbers, firm information, credentials)
  • Profile information (profile pictures, LinkedIn profiles)
  • Communication preferences and history

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Verify fiduciary status and professional credentials
  • Enable users to search for and connect with fiduciary advisors
  • Send you technical notices, updates, and support messages
  • Respond to your comments, questions, and customer service requests

3. Information Sharing and Disclosure

We may share your information in the following circumstances:

  • With your consent or at your direction
  • With service providers who perform services on our behalf
  • To comply with legal obligations or protect rights and safety
  • In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

5. Data Retention

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

6. Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • Access to your personal information
  • Correction of inaccurate information
  • Deletion of your information
  • Restriction of processing
  • Data portability

7. Cookies and Tracking

We use cookies and similar tracking technologies to collect information about your browsing activities and to provide personalized content and advertisements.

8. Third-Party Links

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

9. Children's Privacy

Our services are not intended for children under 13 years of age, and 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 effective date.

11. Contact Us

If you have any questions about this privacy policy, please contact us at contact@fiduciarycheck.com.