Privacy Policy
At Tax-Efficient Estate Planning (‘the Company’ or ‘we’), your privacy and the protection of your data are our top priorities. This Privacy Policy is designed to provide you with detailed information on how we handle personal data, in line with various 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 more.
Scope of Privacy Policy
This policy is comprehensive for all activities undertaken on our website http://tax-efficient-estate-planning.trustedstandard.com, including our applications, services, and products. Please note that this privacy policy does not extend to third-party platforms, applications, products, or services that can be accessed through our platform. Each of these external entities will have its own privacy policy.
Processing Activities
Our processing activities cover various scenarios where you may interact with us:
- As an authorized user of our applications and services
- When visiting any of our websites that display this Privacy Statement
- Upon receiving communications from us, such as newsletters, emails, calls, or text messages/SMS
Personal Data Collection
We collect a range of personal data to provide and improve our services. This includes but is not limited to:
- Account Information required for you to access our services
- Payment Information necessary to process transactions
- Financial Information pertinent to our services
- Purchase Information related to the products or services you use
- Mobile Device Identifiers for device management and support
- Location Data where applicable for location-based services
- Feedback you provide to help us improve
- Social Media Information if you interact with us through these platforms
- Product Information to understand your needs and preferences
We gather this data through various means, including direct user input, interactions with our services, and automated technologies like cookies. Additionally, we may receive personal data from third parties, subject to their privacy policies.
Cookies
To enhance your experience on our website and for analytics purposes, we use cookies. These cookies are categorized into Strictly Necessary, Preference, and Analytics. You have the option to manage your cookie preferences using our Cookie Manager.
Data Retention and Deletion
We hold onto personal data for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable laws. Once these purposes are fulfilled or the retention period mandated by law expires, we take steps to delete or anonymize the data in our possession.
Security Measures
Your personal data is protected through a combination of organizational measures and advanced security technologies. We ensure that all communications with you are encrypted and that any third parties we engage to process data adhere to high standards of security.
Children’s Privacy
We are committed to protecting the privacy of children under 18 years of age and do not knowingly collect personal data from them without obtaining verifiable parental consent.
Your Rights
Depending on where you reside, you may have various rights related to your personal data, including:
- Accessing your personal data
- Rectifying inaccurate personal data
- Requesting erasure of your personal data
- Restricting the processing of your personal data
- Data portability
- Objecting to certain types of processing
- Non-discrimination for exercising your privacy rights
- Filing appeals or complaints regarding our handling of your data
- Withdrawing your consent for processing personal data, where applicable
To exercise any of these rights, please reach out to our privacy team.
Changes to Privacy Policy
Our privacy policy is subject to change. Any updates will be communicated through announcements on our website.
Contact Information
For any inquiries, unsubscribe requests, or data-related questions, you can contact our privacy team by emailing [email protected] or by sending a letter to the address provided on our website.