Effective Date: Jan 31, 2024
1. Introduction
Route 20 respects the privacy of our clients and is committed to protecting your personal data. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and safeguarding of your personal information in accordance with applicable laws and ethical standards in financial services.
2. Information Collection
We collect various types of personal information to provide and improve our wealth management services, including but not limited to:
- Identifying Information: Name, postal address, telephone number, email address, Social Security number, and other identifiers.
- Demographic Information: Age, gender, marital status, family composition, and other demographic data.
- Professional and Employment Information: Employment history, income, job title, and other employment-related information.
- Financial Information: Details about your investments, assets, liabilities, transaction history, bank account details, and insurance policies.
- Health Information: Health history and current health status, where relevant to financial planning.
- Internet and Technical Data: IP addresses, browser types, operating system details, and interactions with our digital platforms for analytics and security purposes.
3. Sources of Information
We collect this information from:
- Direct Interactions: Information you provide when you use our services, fill out forms, or communicate with us.
- Technology Interactions: Automated technologies or interactions as you navigate through our digital platforms.
- Third Parties: Information we may receive from other sources, such as credit bureaus, marketing partners, and publicly available sources.
4. Use of Information
We use your information for various purposes, including:
- Service Delivery: To provide and manage the financial services and products you request.
- Communication: To communicate with you about your account and our services.
- Legal Compliance: To comply with legal and regulatory obligations.
- Service Improvement: To improve our services, website, and customer experiences.
- Marketing: To provide you with information about other services we offer that are similar to those you have already inquired about or may be of interest to you.
5. Disclosure of Information
We may share your information with:
- Service Providers: Third parties who provide services on our behalf.
- Legal Requirements: Authorities, regulators, or as required under law.
- Corporate Transactions: In the event of a merger, acquisition, or asset sale, your personal information may be transferred.
6. Data Security and Retention
We employ stringent security measures to protect your data, including:
- Security Measures: Advanced encryption, secure servers, and access control.
- Retention Policies: We retain your personal data only for as long as necessary for the purposes set out in this policy.
7. Your Rights and Choices
You have certain rights regarding your personal information:
- Access and Correction: You can request access to, and correction of, your personal information.
- Deletion: You can request the deletion of your personal information.
- Opt-Out: You can opt-out of marketing communications or the sharing of your information for certain purposes.
8. Changes to This Policy
This Privacy Policy may be updated periodically. We will notify you of significant changes by posting the new policy on our website with an updated effective date.
9. Contact Information
For any questions or concerns regarding this policy or your personal information, please contact us at:
Route 20
Address: 500 East Broward Boulevard Suite
1510 Fort Lauderdale, FL 33301
Email: info@route20wealthmanagement.com
Phone: 954-866-5204
