At Nxt:Gen Financial Planning (NGFP), we recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.
We collect data from visitors to our website to better understand how people use the site and how we can make improvements, as well as to keep our website and users safe and secure. In cases where we ask specifically for a name and/or email address, we collect that information to share updates or content you asked to receive.
Some plugins that help this site function may independently collect data from website visitors. NGFP does not share or sell any of this data with third parties, and only uses information to communicate with visitors when they have asked to receive ongoing communications and/or to provide services to clients
CATEGORIES OF INFORMATION WE MAY COLLECT
In the normal course of business, we may collect the following types of information:
- Information you submit through contact forms (including your name, email address, and messages)
- Information you provide in the subscription documents and other forms (including name, address, Social Security number, date of birth, income and other financial-related information)
- Information around website use, including IP addresses
- Data about your transactions with us (such as the types of investments you have made and your account status)
INFORMATION ABOUT COOKIES
Cookies are small text files that can be used by websites to make a user’s experience more efficient. The law states we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies, we need your permission.
This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages, like Google Analytics and other plugins or apps including: Wistia and Calendly. These cookies may track things such as how long you spend on the site and the pages that you visit.
WHY AND HOW WE USE YOUR INFORMATION
We collect data when users give us consent and willingly and knowingly share their information. We also collect information from clients of NGFP in order to fulfill the duties of our service contracts with those clients.
Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf.
Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud.
Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder.
CONFIDENTIALITY AND SECURITY
This website is protected by an SSL certificate (https). In addition, some of this data has been anonymized to further protect your privacy.
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We do not sell any information to any third party. We maintain physical, electronic, and procedural safeguards to protect our clients’ nonpublic personal information.
We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
YOUR RIGHTS WITH YOUR DATA
You may invoke your Right to Be Forgotten and request the deletion of any/all of your personal data at any time. Please email Chief Compliance Officer, Ashley Foster, at email@example.com and we will process your request immediately. Additionally, if you have any questions regarding this privacy notice, please contact firstname.lastname@example.org.