2400 Barton Avenue
This Policy describes the types of personal information we may collect from you or that you may provide to us anytime you are in contact with GPWA, including when you visit GPWA’s websites (the “Websites”), and our practices for collecting, using, maintaining, protecting, and disclosing that information.
Please read this Policy carefully to understand our policies and practices regarding your personal information and how we will treat it.
GPWA’s services and the Websites are not intended for children under 13 years of age. No one under age 13 may provide any personal information to GPWA, and GPWA will not knowingly collect personal information from children under 13. If you are under 13, do not provide any information about yourself to us (including through our Websites by using any of its features or registering on our Websites), including, without limitation, your name, address, social security number or tax identification number, telephone number, email address, or any screen name or user name you may use. If we learn we have collected or received personal information from a child under 13 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 13, please contact us at info@GPWealthAdvisors.com.
Personal information means any information that is about you or which can help identify you. We may collect several types of personal information about you, including information:
We may collect this information in a number of different ways. We collect this information directly from you when you provide it to us, automatically as you navigate through the Websites, and from third parties in the performance of our services.
We do not collect or process any personal information in certain special categories, such as data that discloses racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, genetic data, biometric data for the purpose of uniquely identifying a natural person, data concerning health, or data concerning a natural person’s sex life or sexual orientation.
We collect the personal information that you choose to provide to us, including through any letter, telephone, email or any other means of electronic or personal communication. Depending on the reason you are contacting us, the personal information we collect may include your name, date of birth, social security number or tax identification number, address, phone number, email address, employment details, and banking information.
The information we collect on or through the Websites may include:
As you navigate through and interact with our Websites, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:
The technologies we use for this automatic data collection may include:
We may also collect your personal information from third parties in the course of performing our services. For example, companies that engage us for our services may provide us with information relating to their shareholders, such as name, date of birth, social security number or tax identification number, address, phone number, employment details, and other personal information.
We use personal information that we collect about you or that you provide to us, including any personal information:
Please see the Privacy Notice for information on how personal information may be shared with third parties. Additionally, we may disclose aggregated information about our users, and information that does not identify any individual, without restriction.
We will retain your personal information only for as long as necessary to fulfil the purposes for which it was collected and processed, including for the purposes of satisfying any legal, regulatory, accounting or reporting requirements.
To determine the appropriate retention period for your personal information, we will consider (a) the amount, nature, and sensitivity of such information, (b) the potential risk of harm from unauthorized use or disclosure of such information, (c) the purposes for which we process such information and whether we can achieve those purposes through other means, and (d) the applicable legal, regulatory, accounting or reporting requirements.
Upon expiration of the applicable retention period, we will securely destroy your personal information in accordance with applicable law and regulation.
You may request a copy of the personal information we hold about you by contacting us. There may be a small fee for us to respond to your request. You may also review and change your personal information by logging into the Websites and visiting your account profile page.
We have implemented measures designed to secure, to the best of our ability, your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure.
The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Websites, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.
Unfortunately, the transmission of information via the Internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Websites. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Websites.
It is our policy to post any changes we make to our Policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you through a notice on the Websites. The date the Policy was last revised is identified at the top of the page. You are responsible for periodically visiting our Websites and this Policy to check for any changes.
To ask questions or comment about this Policy and our privacy practices, contact us by email at info@GPWealthAdvisors.com.