Privacy Policy

1. Information We Collect

We may collect information about you in a variety of ways, including:

• Personal data you provide. Name, email address, phone number, and any other information you voluntarily submit through contact forms, onboarding requests, or account registration.
• Usage data. Information automatically collected when you access our website, such as IP address, browser type, device information, pages viewed, and timestamps.
• Cookies and tracking technologies. Data gathered through cookies, web beacons, and similar technologies to support site functionality and analytics.
• Communications. Records of correspondence if you contact us for support or inquiries.

2. How We Use Your Information

We use the information we collect for purposes that may include:

• Providing, operating, and maintaining our platform and related services.
• Responding to inquiries, support requests, and onboarding communications.
• Improving our website, services, and user experience.
• Sending administrative information, updates, or service-related notices.
• Detecting, preventing, and addressing technical issues, fraud, or security concerns.
• Complying with applicable legal obligations.

3. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to perform a contract with you, compliance with a legal obligation, or our legitimate interests in operating and improving our services, provided those interests are not overridden by your data protection rights.

4. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to recognize your browser or device, remember preferences, and understand how visitors interact with our website. You can typically instruct your browser to refuse cookies or alert you when cookies are being sent. Disabling cookies may affect certain features or functionality of the site.

5. How We Share Your Information

We do not sell your personal information. We may share information in the following circumstances:

• Service providers. Third parties who perform functions on our behalf, such as hosting, analytics, or communication tools, subject to confidentiality obligations.
• Legal requirements. When disclosure is required to comply with applicable law, regulation, legal process, or governmental request.
• Business transfers. In connection with a merger, acquisition, restructuring, or sale of assets, subject to appropriate confidentiality arrangements.
• With your consent. For any other purpose disclosed to you at the time information is collected, with your agreement.

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we take reasonable steps to delete or anonymize it.

7. Data Security

We implement reasonable technical and organizational measures designed to protect personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal data, which may include the right to access, correct, update, delete, restrict, or object to processing of your information, as well as the right to data portability and the right to withdraw consent where processing is based on consent. To exercise any applicable rights, please contact us using the details provided on our Contact page.

9. Third-Party Links

Our website may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices or content of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of majority in their jurisdiction, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take steps to delete it.

11. International Data Transfers

Depending on where you are located, your information may be transferred to, stored, and processed in a country other than your own. Where such transfers occur, we aim to ensure appropriate safeguards are in place consistent with applicable law.

12. Changes to This Privacy 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. The updated version will be indicated by a revised date, and we encourage you to review this page periodically.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please reach out via the details on our Contact page.

This document is a general template provided for informational purposes and does not constitute legal advice. Mason Advisory Direct recommends consulting a qualified legal professional to ensure this policy accurately reflects your practices and complies with applicable laws in your jurisdiction.