Privacy Policy

Effective date: 2024-08-01

Welcome to True Wealth Financial CRM ("we," "us," or "our"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you access or use our services. By using our services, you consent to the practices described in this policy. Please read this document carefully to understand your rights and responsibilities.


1. Introduction

True Wealth Financial CRM is committed to safeguarding your privacy and ensuring your personal information is handled securely and transparently. This Privacy Policy, along with our Terms and Conditions, forms the agreement between you and True Wealth Financial CRM regarding the use of your data.


2. Definitions

For the purposes of this Privacy Policy, "Service" refers to the True Wealth Financial CRM website and associated platforms provided by us. "Personal Data" includes information that identifies a living individual, either directly or indirectly. "Usage Data" refers to data collected automatically from the Service, such as IP addresses, browser types, and pages visited. "Cookies" are small files stored on your device that help improve functionality and track usage. "Data Controller" means the entity that determines how and why Personal Data is processed; we act as the Data Controller for your information. "Data Processors" or "Service Providers" are entities that process data on behalf of the Data Controller. A "Data Subject" is an individual whose Personal Data is being processed, and "User" refers to the individual using our Service, equivalent to the Data Subject.


3. Information Collection and Use

We collect various types of data to provide and enhance our Service. Personal Data includes your name, email address, phone number, mailing address, payment details, and other information you provide. Usage Data includes information such as your IP address, browser type, pages visited, time spent on pages, and device identifiers. We also use Cookies and Tracking Technologies to enhance user experience and analyze website performance. This data enables us to deliver services, improve functionality, send updates, and communicate with you regarding promotional or operational matters.


4. Retention of Data

Your Personal Data is retained only for as long as necessary to fulfill the purposes outlined in this policy or to comply with legal obligations. Usage Data is generally retained for shorter periods unless it is used to improve security or functionality. Specific retention timelines may vary based on the nature of the data and applicable legal requirements.


5. Data Sharing and Transfers

Your data may be shared with Service Providers, such as third-party vendors who help us operate and improve our Service. We may also share data with Legal Authorities when required to comply with legal obligations or protect rights. In cases of mergers, acquisitions, or other transactions involving our business, data may be shared with Business Partners. If your data is transferred outside your jurisdiction, we ensure it is protected in accordance with this policy and applicable laws.


6. Security Measures

We employ advanced encryption technologies and follow industry best practices to protect your Personal Data. While we strive to ensure the security of your information, no online platform can guarantee absolute security. We regularly review and update our security protocols to mitigate risks.


7. Your Rights

Depending on your jurisdiction, you may have rights regarding your Personal Data. These include the right to access and review the data we hold about you, request corrections to inaccuracies, delete or restrict the processing of your data, and withdraw consent for data use. To exercise these rights, contact us at [Insert Email Address]. We may require verification of your identity before processing such requests.


8. Cookies and Tracking

Cookies are used to enhance your experience by remembering preferences and enabling functionality. You can manage or disable cookies through your browser settings. However, disabling cookies may limit the features available to you. Tracking technologies may also be used to analyze usage patterns and improve performance.


9. Children’s Privacy

Our Service is not intended for children under the age of 18. If we learn that we have collected data from a child without parental consent, we will delete it promptly. Parents or guardians who become aware of such data collection are encouraged to contact us immediately.


10. Breach Notification

In the unlikely event of a data breach, we will notify affected users promptly in compliance with applicable laws. Notifications will detail the nature of the breach, the data involved, and steps users can take to mitigate potential harm. We will also implement measures to prevent future occurrences.


11. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Changes will be posted on this page, and significant updates will be communicated to you directly. Continued use of our Service constitutes acceptance of the updated policy.

12. Contact Us

For questions or concerns about this Privacy Policy, please reach out to us:

True Wealth Financial CRM

[email protected]

By using our Service, you agree to this Privacy Policy and its terms. Thank you for trusting True Wealth Financial CRM.

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All Rights Reserved.