Privacy Policy

We respect your privacy and are committed to protecting the personal information you share with us. This policy explains what information we collect, how we use and protect it, when it may be shared, and the choices available to you when using our website or requesting financial products and services.

Information We Collect

We may collect contact details, identity information, employment details, and financial information relevant to the services you request. This may include income, credit-related information, assets, liabilities, and financial preferences. We may also collect technical information such as browser type, device details, IP address, and website usage data to maintain security and improve functionality.

How We Use Your Information

Information may be used to respond to inquiries, evaluate service requests, prepare financial product comparisons, process applications you authorize, administer requested services, communicate important updates, prevent fraud, maintain records, and fulfill applicable legal and regulatory obligations. Marketing communications are sent where permitted and subject to your communication preferences.

Who We Share It With

Personal information may be shared with lenders, insurers, financial institutions, investment service providers, custodians, technology vendors, and other authorized service partners when necessary to fulfill your requests or support our operations. Information may also be disclosed to regulators, legal authorities, or other parties when required or permitted by law. We do not sell personal information where prohibited by applicable law; any broader privacy commitments are subject to our actual data practices and legal obligations.

Financial Information

Financial information is handled according to applicable privacy and financial information protection requirements. Access and disclosure are limited as appropriate to the services requested, authorized processing activities, and applicable legal obligations.

Cookies and Website Technologies

We may use cookies and similar technologies to support website functionality, remember preferences, understand visitor activity, and improve the user experience. You can manage certain cookies through your browser settings or available website controls. Disabling some cookies may affect website features.

How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, misuse, loss, alteration, or disclosure. Access to information is restricted according to business responsibilities and legitimate service requirements. However, no electronic transmission or storage system can be guaranteed to be completely secure.

Information Retention

Personal information is retained for as long as reasonably necessary to provide requested services, maintain business records, resolve disputes, comply with applicable legal and regulatory requirements, and protect legitimate business interests. Retention periods may vary depending on the type of information and the purpose for which it was collected.

Your Privacy Choices

Depending on your state of residence and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information. You may also have rights relating to data portability or specific processing activities. Requests may be subject to identity verification and applicable legal exceptions.

Marketing Preferences

You may unsubscribe from promotional emails at any time by following the instructions included in the message. Opting out of marketing communications does not prevent us from sending essential service updates, transaction-related notices, or communications required by law.

Third-Party Services

Our website may contain links to independent websites or services operated by third parties. Their privacy practices and information handling are governed by their own policies. We encourage you to review those policies before sharing personal information with external providers.

Children's Privacy

Our website and financial services are not directed toward children under 13. We do not knowingly collect personal information from children under this age through our website. If such information is identified, we will take appropriate steps in accordance with applicable law.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our information practices, services, or applicable legal requirements. Updated terms will be published on this page. We encourage you to review this policy periodically.