Privacy Policy
01. Information We Collect
We collect personal information you provide directly, including name, address, email, phone, date of birth, Social Security number, and financial details. We also gather usage data automatically through cookies, web beacons, and similar technologies when you interact with our digital platforms.
02. How We Use Your Information
Your information is used to provide advisory services, process transactions, fulfill regulatory requirements, communicate updates, and improve our offerings. We may also use aggregated data for analytical purposes, market research, and the development of new financial products tailored to client needs.
03. Information Sharing Practices
We do not sell your personal information to third parties. We share data only with affiliated entities, custodians, legal counsel, auditors, and regulators when legally required. All sharing adheres to Gramm-Leach-Bliley Act privacy provisions and applicable state and federal financial privacy regulations.
04. Data Security Measures
We implement bank-grade encryption, multi-factor authentication, segregated custody, and SOC 2 Type II audited infrastructure. Access to personal data is strictly role-based and logged. We conduct regular penetration testing, vulnerability assessments, and mandatory security training for all personnel annually.
05. Cookie Policy
We use essential cookies for platform functionality, analytics cookies for usage insights, and marketing cookies for personalized content. You may adjust cookie preferences through your browser settings or our cookie management tool. Disabling certain cookies may limit access to specific platform features.
06. Your Privacy Rights
Depending on jurisdiction, you may have rights to access, correct, delete, or restrict processing of your personal data. You may also object to direct marketing and request data portability. Submit requests through our Privacy Officer at contact@wealthfusionfinance.info for prompt handling within thirty days.
07. Data Retention
We retain personal information for the duration of your client relationship and thereafter as required by SEC, FINRA, and IRS recordkeeping regulations, typically seven to ten years. Certain documents may be retained longer for legal, tax, or audit purposes consistent with applicable statutory requirements.
08. Third-Party Links
Our platforms may link to external websites not operated by Wealth Fusion Finance. We are not responsible for the privacy practices or content of these third parties. We encourage reviewing their privacy policies independently before submitting personal information through any external website or service.
09. International Data Transfers
For global clients, personal information may be transferred across international borders. We implement Standard Contractual Clauses, Binding Corporate Rules, and additional safeguards to ensure cross-border transfers comply with GDPR, UK Data Protection Act, and other applicable international privacy frameworks.
10. Updates to This Policy
We may update this Privacy Policy periodically to reflect operational, legal, or regulatory changes. Material modifications will be communicated through email notification and prominent website notice at least thirty days prior to effective date. Continued use of our services constitutes acceptance of updated terms.