Privacy Policy
Our Commitment to Privacy
At Prism Wealth, we understand the importance of protecting your personal and financial information. Our privacy policy demonstrates our commitment to maintaining the confidentiality and security of your data while providing exceptional wealth management services.
Information We Collect
Personal Information
- Basic identification and contact details
- Financial information and investment preferences
- Employment and income information
- Investment objectives and risk tolerance
- Transaction history and account information
Technical Information
- Device and browser information
- IP address and location data
- Website usage information
- Login and authentication data
How We Use Your Information
We use your information to:
- Provide personalized wealth management services
- Process your transactions and maintain your accounts
- Comply with regulatory requirements
- Improve our services and user experience
- Protect against fraud and unauthorized access
- Communicate important updates and recommendations
Data Protection Measures
We implement robust security measures to protect your information:
- Advanced encryption technologies
- Regular security assessments and updates
- Strict access controls and authentication procedures
- Employee training on data protection
- Regular backup and disaster recovery procedures
Your Privacy Rights
You have the right to:
- Access your personal information
- Request corrections to your data
- Request deletion of your information
- Opt-out of marketing communications
- File a complaint about data handling