Last Updated: 5 November,2024
Financial Services Privacy Policy USA
FM Financial Services LLC (“we,” “our,” or “us”) is committed to protecting the Financial Services Privacy Policy USA and security of the personal information of our clients and visitors to our website. This Privacy Policy explains how we collect, use, share, and protect your information, as well as your choices regarding your information.
1. Information We Collect For Financial Services Privacy Policy USA:
We may collect personal information in various ways, including when you:
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- Use our services or communicate with us;
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- Access or interact with our website;
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- Sign up for our newsletters or other communications.
Types of Information Collected:
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- Personal Information: Name, contact details (email, phone number, address), date of birth, tax identification numbers, financial information, and other information relevant to our accounting services.
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- Non-Personal Information: Information about your use of our website, such as IP address, browser type, device information, and pages visited.
2. How We Use Your Information
We may use the information we collect to:
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- Provide and manage our accounting, tax, and consulting services;
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- Process payments and manage billing;
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- Communicate with you regarding our services, including providing updates, newsletters, and responses to inquiries;
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- Improve our website, services, and customer experience;
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- Comply with legal obligations and protect our rights and the rights of others.
3. Information Sharing and Disclosure
We may share your information in the following circumstances:
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- Service Providers: We may share information with third-party service providers who perform services on our behalf, such as payment processors, IT service providers, and cloud storage providers. These service providers are authorized to use your personal information only as necessary to provide these services to us.
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- Legal Requirements: We may disclose your information to comply with applicable laws, regulations, legal processes, or government requests, or to protect our rights, property, or safety, and that of our clients or the public.
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- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring company.
4. Data Security
We implement a variety of security measures to protect your personal information from unauthorized access, use, alteration, or disclosure. While we strive to protect your information, we cannot guarantee its absolute security.
5. Your Rights and Choices
You have the right to:
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- Access or request a copy of your personal information held by us;
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- Update or correct inaccuracies in your personal information;
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- Request deletion of your personal information, subject to legal or contractual obligations;
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- Opt-out of receiving marketing communications from us by following the instructions in those communications.
6. Retention of Information
We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including to provide services, comply with legal obligations, resolve disputes, and enforce agreements.
7. Cookies and Tracking Technologies
Our website may use cookies and other tracking technologies to improve your browsing experience and gather information about website usage. You can manage your cookie preferences through your browser settings.
8. Children’s Privacy
Our Financial Services Privacy Policy USA are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently collected information from a child, we will delete it as soon as possible.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We encourage you to review this policy periodically. The “Last Updated” date at the top of this policy indicates when it was last revised.
10. Contact Us
If you have questions or concerns regarding this Privacy Policy or our privacy practices, please contact us at:
FM Financial Services LLC
77 Sugar Creek Blvd
Sugar Land, TX 77478
Email: info@fmfinancialservicesllc.com
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