Legal

Privacy Policy

Alliance Advisors Wealth Management — Last updated 2024

Welcome to our website. We value your privacy and are dedicated to protecting your personal data. This privacy policy outlines how we collect, use, store, and protect your personal data, and your rights concerning this data. We do not share your data with third parties.

1. Data Sharing and Disclosure

We do not share your personal data with third parties. We may share your data with third parties only in the following circumstances:

  • Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers.
  • Legal Obligations: When required by law or to respond to legal processes.
  • Protection: To protect our rights, property, and safety, or that of our customers and others.
  • Mobile information will not be shared with third parties or affiliates. This excludes text messaging opt-in data and consent, which will not be shared with any third parties.

2. Data We Collect

We collect various types of personal data, including:

  • Identity Data: First and last name.
  • Contact Data: Email address, phone number, billing and delivery address.
  • Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform.
  • Usage Data: Information about how you use our website, products, and services.

3. Methods of Data Collection

We collect personal data using various methods, primarily through forms on our website:

  • Direct Interactions: You provide your personal data when you fill out forms, create an account, subscribe to our services, or give us feedback.
  • Automated Technologies: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns using cookies, server logs, and other similar technologies.

4. How We Use Your Personal Data

  • SMS Program: If you opt into our SMS program, we will send you messages regarding our services, updates, and policies. You can opt-out at any time.
  • Service Provision: To perform the contract we are about to enter into or have entered into with you.
  • Prospecting: To analyze your data to understand your preferences and prospects for new clients.
  • Customer Support: To respond to your inquiries and provide support.

5. Data Storage, Maintenance, and Protection

We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include:

  • Data Encryption: Encrypting personal data to protect it from unauthorized access.
  • Access Controls: Limiting access to personal data to authorized personnel only.
  • Regular Security Assessments: Conducting regular security assessments to identify and mitigate potential vulnerabilities.

6. Your Rights

You have the following rights regarding your personal data:

  • Access: You can request access to the personal data we hold about you.
  • Correction: You can request correction of any incomplete or inaccurate data we hold about you.
  • Erasure: You can request deletion of your personal data where there is no good reason for us to continue processing it.
  • Objection: You can object to the processing of your personal data.
  • Restriction: You can request restriction of processing of your personal data.

7. Opt-Out Options and Mobile Information

You have the right to opt out of receiving messages from us at any time by:

  • SMS: Replying "STOP" to any SMS message you receive from us.
  • Email: Clicking the "unsubscribe" link in any email you receive from us.
  • Account Settings: Updating your preferences in your account settings on our website.

We do not share your mobile information with third parties or affiliates. SMS consent is collected only for the purpose of sending you text message communications related to our services.

8. Changes to this Privacy Policy

We may change this Privacy Statement from time to time when necessary to reflect changes in our Services, how we use personal information, or the applicable law. We encourage you to review the Privacy Statement whenever you access the Services to stay informed about our privacy practices.

Questions about your privacy?

Contact us at (352) 810-9397 or ddp@aa-wm.com

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