Safavi Financial Firm Privacy Policy

Effective Date: August 2024

At Safavi Financial Firm, your privacy is of utmost importance to us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this policy carefully to understand our views and practices regarding your personal data.

1. Information We Collect

Personal Information: We collect personally identifiable information that you voluntarily provide to us when you engage with our website or services. This may include:

• Contact Information: Name, email address, phone number, and mailing address.
• Financial Information: Details about your financial situation, including income, savings, investments, and debts.
• Identification Information: Social security numbers, government-issued IDs, and other forms of identification where necessary.

Non-Personal Information: We also collect non-personal data that does not directly identify you. This may include:

• Usage Data: Information about how you interact with our website, such as pages viewed, links clicked, and the duration of visits.
• Technical Data: IP address, browser type, internet service provider, device type, and other similar information.

2. How We Use Your Information

We use the information we collect for various purposes, including but not limited to:

• Providing Services: To deliver the financial services you request, including investment advice, insurance solutions, and retirement planning.
• Improving User Experience: To personalize your experience on our website and improve our services.
• Communication: To send you updates, newsletters, and promotional materials related to our services, with your consent.
• Legal Compliance: To comply with applicable laws, regulations, and legal requests.
• Security: To protect the integrity and security of our systems, and to prevent fraud and unauthorized access.

3. Sharing and Disclosure of Your Information

We may share your information with:

• Service Providers: Third-party companies and individuals who assist us in providing our services, including hosting, data analysis, and customer service.
• Legal Obligations: Law enforcement agencies, courts, or other governmental authorities when required by law or to protect our rights.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the successor entity.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your interaction with our website. Cookies help us enhance your browsing experience by:

• Remembering Your Preferences: Storing your preferences and login details for future visits.
• Analytics: Analyzing website traffic to improve our site’s functionality and services.
• Advertising: Delivering personalized advertisements based on your browsing behavior.

You can adjust your browser settings to refuse cookies or alert you when cookies are being sent. However, disabling cookies may affect your ability to use some features of our website.

5. Data Security

We implement a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These include:

• Encryption: Using SSL (Secure Socket Layer) technology to encrypt sensitive information transmitted online.
• Access Controls: Limiting access to your information to only those employees and service providers who need it to perform their job functions.

Despite our efforts, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

6. Your Rights and Choices

You have certain rights regarding the personal information we hold about you, including:

• Access: Request access to the personal data we have about you.
• Correction: Request corrections to any inaccuracies in your personal data.
• Deletion: Request the deletion of your personal data, subject to legal requirements.
• Opt-Out: Opt-out of receiving marketing communications from us.

To exercise any of these rights, please contact us at [Your Contact Information].

7. Third-Party Links

Our website may contain links to third-party websites. This Privacy Policy does not apply to those sites, and we encourage you to review the privacy policies of any third-party sites you visit. We are not responsible for the content or privacy practices of external sites.

8. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by posting the new policy on our website and updating the effective date.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Safavi Financial Firm
(+1) 514-931-4242
info@safavifinancial.com