Build Your Financial Legacy

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Privacy Policy

Effective Date: January 1, 2024

Information We Collect

We collect personal information that you provide to us, including:

• Contact information (name, email, phone number, address)
• Financial information necessary for planning services
• Website usage data through cookies and analytics

How We Use Your Information

We use your personal information to:

• Provide financial planning and advisory services
• Communicate with you about our services
• Comply with legal and regulatory requirements
• Improve our website and services

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with:

• Service providers who assist in our operations
• Regulatory authorities when required by law
• Professional advisors (attorneys, accountants) with your consent

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to:

• Access your personal information
• Request corrections to your data
• Request deletion of your information
• Withdraw consent for processing

Contact Us

For privacy-related questions, contact us at +1 (212) 555-0147 or [email protected]

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Terms of Service

Effective Date: January 1, 2024

Agreement to Terms

By accessing and using our website and services, you agree to be bound by these Terms of Service and all applicable laws and regulations.

Services Description

Legacy Finance Network provides financial planning, investment advisory, and wealth management services to qualified clients. All services are provided for educational and advisory purposes only.

Investment Disclaimers

Important: All investment advice and financial planning recommendations are provided for educational purposes only. Individual results may vary significantly. Past performance does not guarantee future results. All investments involve risk and may lose value.

Client Responsibilities

Clients are responsible for:

• Providing accurate and complete financial information
• Making their own investment decisions
• Understanding the risks associated with investments
• Seeking independent professional advice when appropriate

Limitation of Liability

Legacy Finance Network shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our services or website.

Professional Standards

Our advisors adhere to fiduciary standards and are committed to acting in clients' best interests. We maintain appropriate professional licenses and certifications.

Modifications

We reserve the right to modify these terms at any time. Continued use of our services constitutes acceptance of any changes.

Contact Information

For questions about these terms, contact us at +1 (212) 555-0147

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DMCA Copyright Policy

Effective Date: January 1, 2024

Copyright Compliance

Legacy Finance Network respects the intellectual property rights of others and expects users of our website to do the same. We comply with the Digital Millennium Copyright Act (DMCA).

Copyright Infringement Claims

If you believe that content on our website infringes your copyright, please provide our designated agent with the following information:

• A physical or electronic signature of the copyright owner
• Identification of the copyrighted work claimed to be infringed
• Identification of the material that is claimed to be infringing
• Your contact information (address, phone number, email)
• A statement of good faith belief that the use is not authorized
• A statement of accuracy under penalty of perjury

Designated DMCA Agent

DMCA Agent: Legal Department
Address: 425 Park Avenue, Suite 2200, New York, NY 10022
Email: [email protected]
Phone: +1 (212) 555-0147

Counter-Notification

If you believe your content was removed in error, you may submit a counter-notification with the required information as specified in the DMCA.

Repeat Infringers

We will terminate access for users who are repeat copyright infringers in appropriate circumstances.

Good Faith

We process all DMCA notices in good faith and expect the same from those submitting claims. False claims may result in liability for damages.

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GDPR Compliance Information

Last Updated: January 1, 2024

Your Data Protection Rights

Under the General Data Protection Regulation (GDPR), you have the following rights regarding your personal data:

Right to Information

You have the right to know what personal data we collect, how we use it, and who we share it with.

Right of Access

You can request a copy of all personal data we hold about you.

Right to Rectification

You can request that we correct any inaccurate or incomplete personal data.

Right to Erasure

You can request that we delete your personal data in certain circumstances.

Right to Restrict Processing

You can request that we limit how we process your personal data in certain situations.

Right to Data Portability

You can request a copy of your data in a machine-readable format.

Right to Object

You can object to our processing of your personal data for direct marketing purposes.

Legal Basis for Processing

We process your personal data based on:

• Your consent for marketing communications
• Contractual necessity for providing our services
• Legal obligations for regulatory compliance
• Legitimate interests for business operations

Data Retention

We retain personal data only as long as necessary for the purposes for which it was collected, or as required by law.

International Transfers

If we transfer your data outside the EU, we ensure appropriate safeguards are in place to protect your information.

Contact Our Data Protection Officer

For GDPR-related inquiries, contact our Data Protection Officer:

Email: [email protected]
Phone: +1 (212) 555-0147
Address: 425 Park Avenue, Suite 2200, New York, NY 10022

Supervisory Authority

You have the right to lodge a complaint with your local data protection supervisory authority if you believe we have not handled your data appropriately.

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Cookie Settings

We use different types of cookies to enhance your experience on our website. You can choose which categories of cookies you want to allow.