Privacy Policy
Your privacy and the security of your personal information are fundamental to our mission of providing trusted financial services.
Last updated: May 22, 2025
Information We Collect
Personal Information
We collect personal information that you provide to us, including:
- Name, address, telephone number, and email address
- Social Security number or other government-issued identification
- Financial information such as income, assets, and investment experience
- Employment information and professional background
Automatically Collected Information
When you visit our website or use our services, we may automatically collect:
- IP address and device information
- Browser type and operating system
- Pages visited and time spent on our site
- Referral sources and search terms
How We Use Your Information
We use your personal information to:
- Provide investment advisory and financial planning services
- Process transactions and maintain your accounts
- Verify your identity and prevent fraud
- Comply with legal and regulatory requirements
- Communicate with you about your accounts and our services
- Improve our services and develop new offerings
- Send you educational materials and market insights (with your consent)
Information Sharing and Disclosure
We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:
Service Providers
We may share information with trusted third-party service providers who assist us in operating our business, such as:
- Custodians and clearing firms
- Technology and data processing providers
- Professional advisors (lawyers, accountants, auditors)
Legal Requirements
We may disclose your information when required by law or to:
- Comply with legal process or government requests
- Protect our rights and property
- Prevent fraud or other illegal activities
- Protect the safety of our clients and employees
Data Security
We implement robust security measures to protect your personal information, including:
- Advanced encryption for data transmission and storage
- Multi-factor authentication for account access
- Regular security audits and vulnerability assessments
- Restricted access to personal information on a need-to-know basis
- Employee training on data protection and privacy practices
Important: While we maintain high security standards, no system is completely secure. Please protect your login credentials and notify us immediately of any suspicious activity.
Your Rights and Choices
Access and Correction
You have the right to:
- Access your personal information we maintain
- Request corrections to inaccurate information
- Update your contact preferences
Marketing Communications
You may opt out of receiving marketing communications by:
- Clicking the unsubscribe link in our emails
- Contacting us directly at info@mypersonalsecurities.com
- Updating your preferences in your client portal
Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience on our website. For detailed information about our use of cookies, please review our Cookie Policy.
International Transfers
As a global financial services firm, we may transfer your personal information to our offices and service providers in other countries. We ensure that such transfers comply with applicable data protection laws and maintain appropriate safeguards.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes by email or through a prominent notice on our website.