Your Family Matters’ Customer Data Confidentiality Statement

At Your Family Matters, LLP, we deeply value the trust you have placed in us by sharing your personal information. Protecting your privacy and ensuring the security of your data is our top priority. This Customer Data Confidentiality Statement outlines our commitment to safeguarding your personal information and the measures we take to maintain the confidentiality of your data.

Collection of Information

We collect only the information necessary to fulfill our fiduciary responsibilities to provide you with sound and suitable financial advice. This may include personal details such as your name, contact information, assets or liability account information, and income.

Use of Information

Your personal information is used solely to develop a suitable financial plan for you and your family. Only designated representatives with a “need to know†will have access to your data. We do not sell, rent, or lease your personal information to third parties.

Data Security

We implement robust security measures to protect your personal data against unauthorized access, disclosure, alteration, and destruction. This includes the use of encryption, secure servers, regular security audits, and the use of a digital vault to store sensitive and confidential data .

Access to Information

Access to your personal information is restricted to authorized personnel with a “need to knowâ€. These individuals are bound by strict confidentiality agreements and are trained to handle your data responsibly.

Third-Party Service Providers

When we employ third-party companies to perform functions on our behalf (such as payment processing or data analysis), we ensure they adhere to our confidentiality standards and comply with applicable data protection laws.

Retention of Data

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Rights

You have the right to access, update, and delete your personal information. If you wish to exercise these rights, please contact us at [email protected] . We will respond to your request in a timely manner.

Compliance with Laws

We comply with all applicable data protection and privacy laws and regulations. This includes adhering to international standards such as the General Data Protection Regulation (GDPR) where applicable.

Updates to This Statement

We may update this Confidentiality Statement from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on our website, and we encourage you to review this statement periodically.

If you have any questions or concerns about our Customer Data Confidentiality Statement, please do not hesitate to contact us at [email protected] .

Thank you for choosing Your Family Matters. We are committed to protecting your privacy and ensuring the confidentiality of your data.
Sincerely,
Your Family Matters, LLP