Your Trusted Financial Advisory Partner

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Privacy Policy

Effective Date: January 1, 2024

Information We Collect

We collect personal information that you provide to us, including your name, contact information, financial information, and other details necessary to provide our financial advisory services.

How We Use Your Information

We use your personal information to:

• Provide financial advisory services
• Communicate with you about your account
• Comply with legal and regulatory requirements
• Improve our services (with your consent)

Information Sharing

We do not sell, rent, or share your personal information with third parties except as necessary to provide our services or as required by law.

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, update, or delete your personal information. You may also withdraw consent for marketing communications at any time.

Contact Us

For questions about this Privacy Policy, contact us at +1 (212) 555-0147.

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Terms of Service

Effective Date: January 1, 2024

Service Agreement

By using our services, you agree to these terms and conditions. Our financial advisory services are provided subject to applicable laws and regulations.

Financial Disclaimers

All financial advice is for educational and informational purposes only. Investment decisions should be made based on your individual circumstances and risk tolerance. Past performance does not guarantee future results.

Limitation of Liability

We provide advisory services in good faith but cannot guarantee specific investment outcomes. You acknowledge that all investments carry inherent risks.

Confidentiality

We maintain strict confidentiality of your financial information in accordance with industry standards and applicable privacy laws.

Termination

Either party may terminate the advisory relationship with written notice. All obligations regarding confidentiality survive termination.

Governing Law

These terms are governed by the laws of New York State and applicable federal regulations.

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DMCA Policy

Effective Date: January 1, 2024

Copyright Policy

Credible Finance respects the intellectual property rights of others and expects users to do the same. We respond to valid DMCA takedown notices in accordance with the Digital Millennium Copyright Act.

Filing a DMCA Notice

If you believe your copyrighted work has been infringed, please provide our designated agent with the following information:

• Identification of the copyrighted work claimed to be infringed
• Identification of the material that is claimed to be infringing
• Your contact information
• A statement of good faith belief that use is not authorized
• A statement of accuracy and authorization to act
• Your physical or electronic signature

Designated Agent

DMCA notices should be sent to:
Credible Finance LLC
485 Madison Avenue, Suite 1200
New York, NY 10022
Phone: +1 (212) 555-0147

Counter-Notification

If you believe material was removed in error, you may file a counter-notification with the same contact information.

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GDPR Compliance

Effective Date: January 1, 2024

Your Rights Under GDPR

If you are a resident of the European Union, you have the following rights regarding your personal data:

Right to Access

You have the right to request access to your personal data and receive information about how we process it.

Right to Rectification

You can request correction of inaccurate or incomplete personal data.

Right to Erasure

You can request deletion of your personal data under certain circumstances.

Right to Restrict Processing

You can request limitation of processing your personal data in specific situations.

Right to Data Portability

You can request transfer of your data to another service provider in a structured format.

Right to Object

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

Legal Basis for Processing

We process your data based on:

• Your consent
• Performance of a contract
• Legal obligations
• Legitimate interests

Data Retention

We retain your personal data only as long as necessary for the purposes outlined in our Privacy Policy or as required by law.

Contact Our Data Protection Officer

For GDPR-related inquiries, contact us at +1 (212) 555-0147.

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