investwell
SOLUTIONS
Privacy Policy
InvestWell Solutions ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our services. By accessing our website or utilizing our services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect personal information from you in various ways, including but not limited to when you visit our site, register on the site, subscribe to a newsletter, fill out a form, and in connection with other activities, services, features, or resources we make available on our site. The types of information we may collect include:
Personal Identification Information: Name, email address, phone number, and any other information you provide voluntarily.
Non-Personal Identification Information: Browser name, the type of computer, and technical information about your means of connection to our site, such as the operating system and the Internet service providers utilized, and other similar information.
2. Information We Collect
We may collect the following types of information:
Personal Identification Information (e.g., name, email address, phone number)
Financial Information (e.g., investment interests, financial goals)
Usage Data (e.g., browsing history, interaction with our website)
3. How We Use Your Information
We use your information to:
-Generate investment leads and provide them to our affiliated investment company
-Improve our services and tailor our offerings to your needs
-Communicate with you about our services and updates
4. Sharing Your Information
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
5. Data Security
We implement appropriate security measures to protect your information from unauthorized access, alteration, disclosure, or destruction.
6. Your Rights
You have the right to:
Access the personal information we hold about you
Request correction of any inaccuracies in your personal information
Opt-out of receiving marketing communications from us
Request the deletion of your personal information
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website.
8. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at: support@investwellsolutions.com
