Clear Point Advisory Privacy Policy
Effective Date: November 1, 2024
Clear Point Advisory (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and protect your data when you visit our website (“Site”). By using this Site, you consent to the terms of this Privacy Policy.
1. Data Collection and Processing
We may collect personal information you provide directly, such as your name, email address, and any details you share through contact forms. Additionally, we collect non-personal information automatically, such as your IP address, browser type, and Site usage data, using cookies and similar technologies.
Your personal data will only be processed as necessary for legitimate business purposes, including:
• Providing services or information you request.
• Communicating with you about our services.
• Improving our Site and services.
We will never sell your personal information to third parties.
2. Use of Personal Information
We use the information collected for the following purposes:
• To respond to your inquiries or requests.
• To send updates about our services, if you’ve opted in to receive them.
• To ensure the security and proper functioning of our Site.
Your information may be shared with trusted third-party service providers who assist us in operating our Site or providing services, provided they adhere to appropriate data protection obligations.
3. Your Rights
Depending on your location, you may have certain rights regarding your personal information, such as:
• Accessing and reviewing the data we hold about you.
• Requesting correction or deletion of your personal information.
• Opting out of marketing communications at any time.
To exercise these rights, please contact us at privacy@clearpointadvisory.com
4. California Residents
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA). These include:
• The right to know what personal information we collect and how we use it.
• The right to request deletion of your personal information.
• The right to opt out of the sale of personal information (note: we do not sell personal information).
To submit a request under CCPA, contact us at privacy@clearpointadvisory.com . We will verify your identity before processing your request.
5. Data Security
We implement reasonable technical, administrative, and physical safeguards to protect your personal information. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
6. Changes to this Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date. We encourage you to review this policy periodically.
7. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:
Clear Point Advisory