At the website http://retirement-account-distribution-planning.trustedstandard.com (hereafter referred to as ‘the Company’ or ‘we’), your privacy is of utmost importance, and we are committed to protecting your personal data in a manner that aligns with various international privacy regulations such as Canada’s PIPEDA, Quebec Law 25, the EU’s GDPR, Brazil’s LGPD, California’s CCPA/CPRA, Colorado’s CPA, Utah’s UCPA, Connecticut’s CTDPA, Virginia’s VCDPA, South Africa’s POPIA, and others. This Privacy Policy provides detailed information on how we manage the collection, storage, access, and processing of personal data across our website, applications, services, and products.
Our privacy policy is applicable to all interactions with the aforementioned platform. Please note that this policy does not cover third-party platforms, applications, or services that may be linked to or from our platform, each with their own privacy practices.
When you engage with our applications and services as an authorized user, visit our websites associated with this Privacy Statement, or interact with us through communications like newsletters, emails, calls, or texts/SMS, we collect various types of personal data to facilitate and improve our services. This includes:
- Account Information: To manage your account and provide services tailored to you.
- Payment Information: To process transactions securely.
- Financial Information: To offer financial products and services that best suit your needs.
- Purchase Information: To record and fulfill orders you place with us.
- Mobile Device Identifiers: To enhance user experience on our applications.
- Location Data: When necessary, to provide location-specific services.
- Feedback: To improve our offerings based on your input.
- Social Media Information: To engage with you through your preferred channels.
- Product Information: To understand usage patterns and inform product development.
We gather this data through various methods including user input, interactions with our platform, and automated technologies like cookies and tracking tools. Additionally, we may receive personal data from third parties, each subject to their respective privacy policies.
Our website uses cookies to ensure a smooth user experience and to aid in analytics. These cookies are categorized as Strictly Necessary for core functionalities, Preference for customizing your experience, and Analytics for tracking usage patterns. You have control over non-essential cookies via our Cookie Manager.
We adhere to data retention principles, keeping personal data for no longer than necessary for the purposes for which it was collected or as required by applicable laws. Once the data is no longer needed or required to be retained by law, we take steps to delete or anonymize it.
To safeguard your personal data, we have implemented a range of organizational and technical measures. These include using encrypted communication for data in transit and engaging with secure third-party processors.
We are mindful that some users are under 18 years of age, and we do not knowingly collect personal data from children in this age group.
As a user of our services, you have rights pertaining to your personal data, which may include the right to access, rectify, delete, restrict processing, transfer your data, object to certain types of processing, non-discrimination, and the ability to file appeals or complaints with relevant authorities. To exercise these rights, please reach out to our privacy team.
We reserve the right to update this Privacy Policy at any time to reflect changes in our practices or as required by law. Any changes will be posted on our website for your review.
For questions, concerns, or to exercise your data rights, you can contact our privacy team via email at contact@retirement-account-distribution-planning.trustedstandard.com or through written correspondence to the address provided on our website.