Privacy Policy

Privacy Policy

Privacy Policy for Heritage Investments Group


Introduction


Your privacy is important to us. At Heritage Investments Group, we are dedicated to protecting your personal information and being transparent about how we handle it. This Privacy Policy explains our practices regarding the collection, use, disclosure, and safeguarding of your information when you use our services or visit our website. We value your trust and are committed to maintaining the confidentiality and security of your data.


Information We Collect


We collect information that identifies, relates to, or could reasonably be linked with you or your household. This includes:


    • Personal Details: Name, address, email address, phone number, Social Security number, and date of birth.

    • Financial Information: Account numbers, transaction history, and credit information.

    • Technical Data: Internet Protocol (IP) address, browser type, and device information.

How We Collect This Information:
We gather this information when you:


    • Apply for an account or service with us.

    • Conduct transactions through our platforms.

    • Communicate with us via phone, email, or other channels.

    • Visit our website or use our online banking services.

How We Use Your Information


We use your information to provide and improve our services. Specifically, we may use it to:


    • Process transactions and deliver the financial services you request.

    • Manage and maintain your accounts.

    • Respond to your inquiries and provide customer support.

    • Comply with legal and regulatory requirements.

    • Detect and prevent fraud or unauthorized activities.

    • Enhance our products, services, and website functionality.

    • Send you marketing communications about our products and services (with your consent).

Sharing Your Information


We may share your information under specific circumstances, as outlined below. We do not sell your personal information to third parties.


Who We Share With:


    • Affiliates: To provide you with information about related products and services within the Heritage Investments Group family.

    • Service Providers: Third parties that perform services on our behalf, such as payment processing, data analysis, or IT support.

    • Legal Authorities: When required by law, regulation, or legal process, or to protect our rights, property, or safety.

Gramm-Leach-Bliley Act (GLBA) Disclosure:
As required by the GLBA, we must inform you of our information-sharing practices. We may share your information:


    • For everyday business purposes: Such as processing transactions, maintaining your account, responding to court orders, or reporting to credit bureaus.

    • For our marketing purposes: To offer you our products and services.

    • For joint marketing with other financial companies: To bring you additional financial offerings.

    • For our affiliates’ everyday business purposes: Information about your transactions and experiences.

    • For nonaffiliates to market to you: We do not share your information for this purpose.

Your Right to Opt Out:
You may opt out of certain types of information sharing, such as sharing with affiliates or for joint marketing purposes. To opt out, please contact us at the details provided in the "Contact Us" section below.


Security of Your Information


We take the security of your information seriously and implement reasonable measures to protect it, including:


    • Encryption: Safeguarding sensitive data during transmission and storage.

    • Firewalls and Secure Servers: Protecting our systems from unauthorized access.

    • Restricted Access: Limiting access to your information to authorized personnel only.

While we strive to protect your information, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security, but we are committed to using industry-standard practices to minimize risks.


Your Rights and Choices


You have control over your personal information and certain choices regarding how we use it. Your rights include:


    • Access and Update: Review and update your personal information held by us.

    • Opt Out of Marketing: Choose not to receive marketing communications from us.

    • Request Deletion: Ask us to delete your personal information, subject to legal or regulatory requirements.

To exercise these rights, please reach out to us using the contact information provided in the "Contact Us" section.


Children's Privacy


Our services are not intended for individuals under the age of 18. 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 promptly.


Cookies and Tracking Technologies


Our website uses cookies and similar technologies to improve your experience, analyze site usage, and deliver personalized content. These tools may collect technical data such as your IP address or browsing behavior. You can manage your cookie preferences through your browser settings at any time.


Changes to This Policy


We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or services. We will notify you of any significant updates by posting the revised policy on our website or through other communication channels, such as email. Please review this policy regularly to stay informed.


Contact Us


If you have questions, concerns, or wish to exercise your rights under this Privacy Policy, please contact us at:


Heritage Investments Group
3701 Clay Products Dr, Anchorage
info@heritageinvestmentsgroup.com


This Privacy Policy was last updated on 19-02-2018.