Privacy Policy | Evertrust Wealth Solutions

Effective Date: December 8, 2024

At Evertrust Wealth Solutions ("we," "our," or "us"), your privacy is of the utmost importance to us. This Privacy Policy explains how we collect, use, share, and safeguard your Personal Data. It also outlines your rights and choices regarding your Personal Data in accordance with applicable laws. By using our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect Personal Data directly from you, through automated technologies, and from third-party sources.

Categories of Data We Collect:

Personal Identification Information: Name, address, email, phone number, date of birth, and government-issued IDs (if required for regulatory compliance).
Financial Information: Income details, assets, investment preferences, and other financial planning-related data.
Account Information: Login credentials, security questions, and related data for accessing our services.
Technical Data: IP address, device type, operating system, browser information, and website usage patterns.
Communications Data: Feedback, survey responses, and other correspondence with us.

2. How We Use Your Information

We process your Personal Data for specific and legitimate purposes, including:

Providing Financial Services: To deliver tailored financial planning, insurance, and advisory services.
Customer Support: Responding to your inquiries and resolving issues.
Marketing and Communications: Sending newsletters, promotions, and updates about our services.
Compliance and Legal Obligations: Ensuring compliance with laws, protecting against fraud, and enforcing our terms of use.
Improving User Experience: Analyzing website performance and user behavior to enhance our offerings.

We may combine information collected from different sources to better understand your needs and provide more personalized services.

3. Sharing of Personal Data

We respect your privacy and limit the sharing of your information to:

Service Providers: Third-party vendors who assist us with operational, technical, or marketing support.
Regulators and Authorities: As required by law, in response to subpoenas, or to comply with legal processes.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.

We do not sell your Personal Data to third parties for their independent use.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website.

Types of Cookies We Use:

Essential Cookies: Necessary for website functionality.
Performance Cookies: To analyze website usage and improve performance.
Targeting Cookies: For personalized advertising (if applicable).

You can manage your cookie preferences through your browser settings.

5. Your Privacy Rights

We are committed to ensuring your rights are protected under applicable privacy laws, including the rights of residents in Connecticut, Nevada, Utah, and Virginia.

Your Rights Include:

Access and Confirmation: Request details about your Personal Data and how we process it.
Correction: Update or correct inaccuracies in your Personal Data.
Deletion: Request deletion of your Personal Data, subject to legal or contractual obligations.
Data Portability: Receive a copy of your Personal Data in a usable format.
Opt-Out Rights:
- Targeted advertising and profiling.
- Sale of your Personal Data, as defined by applicable laws.
Sensitive Data Control: Limit the use of sensitive information, such as financial or health data.
Non-Discrimination: Exercise your rights without facing discrimination.

To exercise any of these rights, click here or contact us via the details below.

6. Data Retention and Security

We retain your Personal Data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, or resolve disputes.

Security Measures:

We employ industry-standard security protocols, including encryption, firewalls, and secure server technologies, to safeguard your data.

7. International Data Transfers

If you access our services outside of the United States, your information may be transferred to and processed in the United States or other countries. We ensure adequate safeguards are in place for such data transfers.

8. Children’s Privacy

Our services are not intended for children under 18 years of age. We do not knowingly collect or process Personal Data from children without parental consent.

9. Updates to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Significant changes will be communicated via email or a prominent notice on our website. Please review this page periodically for the latest information.

10. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: contact@thelbfs.com

Educate Empower Enrich