Effective Date: September 23rd, 2023

Privacy Policy

1. Introduction

Welcome to ProPlan Advisors ("we," "our," or "us"). We value your privacy and are dedicated to safeguarding your personal information. This Privacy Policy outlines how we collect, use, and protect your personal data when you access our website or use our services. By using our website or services, you consent to the practices described in this Privacy Policy.

2. Information We Collect

2.1. Personal Information: We may collect personal information from you, including but not limited to your name, email address, contact details, and other information you provide when you interact with our website, contact us, or use our services.

2.2. Financial and Professional Information: In the course of providing advisory and financial services, we may collect financial and professional information relevant to your specific needs and circumstances. This may include income, financial goals, investment preferences, and other similar information.

3. How We Use Your Information

We use your personal information for the following purposes:

3.1. Service Delivery: To provide you with our advisory and financial services as per your requirements.

3.2. Communication: To communicate with you, respond to your inquiries, and provide updates related to our services.

3.3. Marketing: To send you promotional materials or updates about our services (if you have opted in).

3.4. Legal Compliance: To comply with legal obligations, including anti-money laundering (AML) and know-your-customer (KYC) requirements.

4. Data Security

We employ reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission over the internet is entirely secure, and we cannot guarantee absolute security.

5. Sharing Your Information

We may share your personal information with third parties only under the following circumstances:

5.1. Service Providers: We may engage third-party service providers to assist with our operations and services, and they may have access to your information only as needed to perform their functions.

5.2. Legal Compliance: We may disclose your information to comply with legal obligations, regulatory authorities, or as required in response to legal processes or government requests.

6. Your Choices and Rights

You have the right to:

6.1. Access and update your personal information.

6.2. Opt-out of receiving marketing communications.

6.3. Request the deletion of your personal information (subject to legal obligations).

7. Contact Us

If you have any questions, concerns, or requests related to your privacy or this Privacy Policy, please contact us.

8. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Please check the "Effective Date" at the top of this policy to review any changes. Your continued use of our website or services after changes are made constitutes acceptance of the revised policy.