AdvisorScale Privacy Policy
Effective Date: January 2024
This Privacy Policy describes how AdvisorScale ("we," "us," or "our") collects, uses, and shares your personal information when you visit or interact with our website (www.advisorscale.com) or use our services. We are committed to protecting your privacy and ensuring compliance with global data protection regulations such as the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and other relevant laws. By accessing or using our website, you agree to the terms outlined in this Privacy Policy.
1. Overview
AdvisorScale is committed to safeguarding your privacy and maintaining the security of your personal information. This policy explains:
The types of personal information we collect;
How and why we use your information;
How we secure your information;
Your rights regarding your personal data.
If you have any questions or concerns about our practices, please contact us at [email protected]
2. Information We Collect
We collect information from you in order to provide our services, improve your experience on our website, and comply with legal obligations. The types of information we collect are:
a. Personal Identifiable Information (PII)
Contact Information: Name, email address, phone number, mailing address, and other communication details.
Account Information: Username, password, and other credentials used to access our services.
Financial Information: Credit card details, billing information, or other payment-related information.
Identification Information: Government-issued identification documents (e.g., passport,) as part of KYC (Know Your Customer) compliance.
b. Non-Personal Information
Device Information: Information about your device, including IP address, browser type, and operating system.
Behavioral Information: Data collected from your use of the website, such as page views, time spent on the website, and clickstream data.
Cookies and Tracking Technologies: We use cookies, beacons, and similar tracking technologies to enhance the user experience and for marketing purposes.
3. How We Use Your Information
Your personal information is used for the following purposes:
To Provide Services: To fulfill contractual obligations, process your orders, and provide customer support.
For Payment Processing: To process your payments securely via wire transfers or trusted third-party providers.
For Compliance and Legal Purposes: To comply with applicable laws, such as AML (Anti-Money Laundering), KYC (Know Your Customer), and other regulatory requirements.
Marketing and Communications: To send you updates, promotional materials, and other information related to our services. We do so only with your explicit consent, where required by law.
Improving User Experience: To understand how users interact with our website, optimize performance, and develop new features or services.
Security and Fraud Prevention: To monitor and secure our systems, detect and prevent fraudulent activities, and protect our business and users from potential risks.
4. Legal Basis for Processing Data
We process your personal data in accordance with the following legal grounds:
Contractual Necessity: We process your data when it is necessary to fulfill our contractual obligations to you (e.g., processing payments, delivering services).
Legitimate Interests: We may process data for our legitimate interests, such as improving services, marketing, and ensuring security.
Legal Compliance: We are legally required to process certain data for compliance with regulatory obligations, such as tax reporting and anti-fraud measures.
Consent: Where applicable, we rely on your consent to process data for specific purposes (e.g., marketing communications).
5. Data Sharing and Third-Party Disclosures
We do not sell, lease, or share your personal information with third parties, except in the following circumstances:
a. Service Providers
We share personal information with trusted third-party service providers that assist us in delivering our services, including payment processors, cloud storage providers, email marketing platforms, and analytics services.
b. Legal Compliance
We may disclose your personal information if required by law or in response to valid requests by government authorities (e.g., subpoenas, court orders).
c. Business Transactions
If AdvisorScale undergoes a merger, acquisition, or sale of assets, your personal information may be transferred to the acquiring entity. In such cases, we will ensure that your data is protected and handled in accordance with this Privacy Policy.
d. Marketing and Advertising Partners
We may share limited personal information with advertising networks and marketing partners to serve you targeted ads based on your preferences, with your consent where required by law.
6. International Data Transfers
AdvisorScale is a global organization, and your data may be transferred to or processed in countries other than the one in which you reside, and other locations where our service providers operate.
Whenever we transfer your personal information internationally, we take steps to ensure that your data is protected in accordance with applicable laws, including through data transfer agreements that comply with GDPR or other legal mechanisms for cross-border data transfers.
7. Data Security
We take the security of your personal information seriously and implement industry-standard security measures to protect your data, including:
Encryption: All personal data, especially financial information, is encrypted both in transit and at rest using strong encryption methods (e.g., SSL/TLS).
Access Control: Access to personal data is restricted to authorized personnel only, with strict access protocols in place.
Security Audits: We regularly audit our security practices to ensure the protection of your data from unauthorized access, data breaches, and other vulnerabilities.
However, while we strive to protect your personal information, no system is completely secure. We cannot guarantee the security of your data, and any transmission of personal data is at your own risk.
8. Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including:
For the duration of your contractual relationship with us;
As required by law, such as for tax or legal compliance purposes;Until you request its deletion (subject to legal obligations).
When your data is no longer required, we will securely delete or anonymize it in accordance with applicable laws and our data retention policies.
9. Your Data Rights
Depending on your jurisdiction, you have the following rights regarding your personal data:
Right to Access: Request access to the personal data we hold about you.
Right to Correction: Request that we correct any inaccurate or incomplete information.
Right to Deletion: Request that we delete your personal data, subject to certain legal exceptions.
Right to Object: Object to the processing of your personal data in certain circumstances, such as for direct marketing.
Right to Data Portability: Receive your personal data in a structured, commonly used, and machine-readable format.
Right to Withdraw Consent: Withdraw your consent to the processing of your data at any time, where consent was the basis of processing.
To exercise any of these rights, please contact us at [email protected]
10. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your browsing experience, personalize content, and analyze traffic. Cookies may also be used for targeted advertising. By using our website, you consent to the use of cookies, unless you choose to disable them through your browser settings.
11. Third-Party Links
Our website may contain links to third-party websites or services that are not owned or controlled by AdvisorScale. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing them with any personal information.
12. Children's Privacy
Our services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately so we can delete the data.
13. Changes to This Privacy Policy
We reserve the right to modify or update this Privacy Policy at any time. If we make material changes, we will notify you by email or through our website. Please review this page periodically for any updates.
14. Contact Information
If you have any questions, concerns, or complaints about this Privacy Policy or your personal data, please contact us at:
Email: [email protected]
Support: +1 (213) 214-3717