At Merridon Financial Group, we are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and protect your data when you visit our website or use our financial services.
By accessing or using our services, you agree to the collection and use of your information as described in this policy.
We may collect personal information from you in various ways, including when you interact with our website, sign up for our services, or engage with us directly. The types of personal information we collect may include:
Personal Identification Information: Name, email address, phone number, mailing address, etc.
Financial Information: Investment preferences, financial goals, income, tax status, and any other relevant financial data.
Usage Data: Information on how you access and use our website (e.g., IP address, browser type, device type, pages visited).
Cookies and Tracking Technologies: We may use cookies to track user activity on our website and improve your user experience.
We use the information we collect for various purposes, including:
To provide and manage our financial services, including portfolio management and wealth planning.
To personalize your experience and deliver content, products, and services that align with your needs.
To communicate with you about updates, promotions, and other relevant information related to our services.
To analyze website usage and improve the functionality and performance of our website.
To comply with legal obligations and industry regulations.
We take appropriate security measures to protect your personal information from unauthorized access, alteration, or destruction. These measures include the use of secure servers, encryption, and regular security audits. However, please note that no method of electronic storage or transmission is 100% secure, and while we strive to protect your information, we cannot guarantee its absolute security.
We do not sell, rent, or trade your personal information to third parties. However, we may share your information in the following circumstances:
Service Providers: We may share information with third-party service providers who assist in operating our website, processing payments, or delivering services to you.
Legal Compliance: We may disclose your information if required by law or in response to legal requests, such as a subpoena or government investigation.
Business Transfers: In the event of a merger, acquisition, or sale of our assets, your information may be transferred as part of that transaction. You will be notified via email or a prominent notice on our website if such a transfer occurs.
We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small files stored on your device that help us remember your preferences and improve site functionality.
You can choose to disable cookies in your browser settings, but doing so may limit some features of our website.
Depending on your location, you may have rights regarding the personal information we hold about you. These rights may include:
Access: You can request access to the personal data we hold about you.
Correction: You can request corrections to any inaccurate or incomplete information.
Deletion: You may request that we delete your personal information, subject to certain legal exceptions.
Opt-Out of Marketing: You can opt out of receiving promotional communications by following the unsubscribe link in our emails or contacting us directly.
To exercise any of these rights, please contact us using the information provided below.
Our website may contain links to other third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing any personal information.
Our services are not directed to children under the age of 18, and we do not knowingly collect or solicit personal information from children. If we learn that we have inadvertently collected personal information from a child under the age of 18, we will take steps to delete that information.
We reserve the right to update or modify this Privacy Policy at any time. Any changes will be posted on this page, and the "Effective Date" at the top of the page will be updated accordingly. We encourage you to review this Privacy Policy periodically for any changes.
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